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Portfolio (Quarterly) Guide ↗

Parkshore Wealth Management, Inc.

· CIK 0002024251
13F Portfolio $299M AUM 69 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 25 Added 20 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SCHZ SCHWAB STRATEGIC TR 9,706 $227K 0.09% SOLD
2 SCHC SCHWAB STRATEGIC TR 4,784 $218K 0.08% SOLD
Sector Allocation
Technology 39.2%
Consumer Cyclical 19.5%
Financial Services 17.5%
Industrials 8.9%
Energy 4.6%
Utilities 4.4%
Consumer Defensive 4.1%
Communication Services 1.8%