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Portfolio (Quarterly) Guide ↗

BAYSHORE ASSET MANAGEMENT, LLC

· CIK 0001906790
13F Portfolio $233M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 40 New
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAT DIMENSIONAL ETF TRUST 838,816.0 $48.8M 20.94% NEW $58.21 +15.6%
2 DFAC DIMENSIONAL ETF TRUST 1,162,325.0 $44.8M 19.22% NEW $38.57 +13.7%
3 DFUV DIMENSIONAL ETF TRUST 505,967.0 $22.6M 9.70% NEW $44.69 +19.9%
4 DFIV DIMENSIONAL ETF TRUST 451,674.0 $20.8M 8.93% NEW $46.12 +21.3%
5 AVDV AMERICAN CENTY ETF TR 90,526.0 $8.1M 3.46% NEW $89.03 +23.8%
6 AVIV AMERICAN CENTY ETF TR 118,442.0 $8.0M 3.42% NEW $67.44 +18.5%
7 DFUS DIMENSIONAL ETF TRUST 108,468.0 $7.9M 3.37% NEW $72.44 +12.7%
8 AVUS AMERICAN CENTY ETF TR 71,479.0 $7.8M 3.33% NEW $108.70 +16.6%
9 AVUV AMERICAN CENTY ETF TR 76,002.0 $7.6M 3.24% NEW $99.53 +21.4%
10 VNQ VANGUARD INDEX FDS 76,350.0 $7.0M 2.99% NEW $91.42 +6.2%
11 DFAX DIMENSIONAL ETF TRUST 218,663.0 $6.9M 2.94% NEW $31.38 +20.3%
12 AVES AMERICAN CENTY ETF TR 93,300.0 $5.4M 2.29% NEW $57.37 +19.0%
13 DFAS DIMENSIONAL ETF TRUST 75,453.0 $5.2M 2.21% NEW $68.46 +14.6%
14 AVDE AMERICAN CENTY ETF TR 60,135.0 $4.7M 2.04% NEW $78.90 +16.4%
15 AVLV AMERICAN CENTY ETF TR 48,157.0 $3.5M 1.49% NEW $72.26 +24.7%
16 BSVO EA SERIES TRUST 140,044.0 $3.2M 1.36% NEW $22.65 +22.7%
17 DISV DIMENSIONAL ETF TRUST 76,931.0 $2.7M 1.18% NEW $35.69 +19.2%
18 META META PLATFORMS INC Communication Services 2,589.0 $1.9M 0.81% NEW $734.38 -16.9%
19 MSFT MICROSOFT CORP Technology 3,364.0 $1.7M 0.75% NEW $517.95 -20.0%
20 PANW PALO ALTO NETWORKS INC Technology 7,435.0 $1.5M 0.65% NEW $203.62 +26.9%
Page 1 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.6%
Communication Services 18.2%
Consumer Cyclical 15.8%
Industrials 4.7%
Healthcare 3.5%
Consumer Defensive 3.2%