Parkshore Wealth Management, Inc.
Net buyer this quarter
$348M
31
+$633K
9.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $11.1M | 3.19% | 0.00% | +0.1% | Q4 2024 |
 TSLA | $4.47M | 1.28% | 0.00% | +24.2% | Q4 2024 |
 AMZN | $4.44M | 1.27% | 0.00% | Not reported | Q4 2024 |
 AXP | $3.24M | 0.93% | 0.00% | +0.1% | Q4 2024 |
 LMT | $2.18M | 0.63% | 0.00% | -2.6% | Q4 2024 |
 MSI | $1.92M | 0.55% | 0.00% | +0.3% | Q4 2024 |
 PG | $1.46M | 0.42% | 0.00% | -2.9% | Q4 2024 |
 NVDA | $1.34M | 0.39% | 0.00% | +1.3% | Q4 2024 |
 BRK.B | $1.13M | 0.33% | Not reported | Not reported | Q4 2024 |
 CDZI | $1.1M | 0.32% | 0.31% | Not reported | Q4 2024 |
 QQQ | $1.02M | 0.29% | Not reported | -3.3% | Q4 2024 |
 INTC | $800K | 0.23% | 0.00% | -43.7% | Q4 2024 |
 BAC | $787K | 0.23% | 0.00% | +0.5% | Q4 2024 |
 MPC | $775K | 0.22% | 0.00% | 0.0% | Q4 2024 |
 AMP | $741K | 0.21% | 0.00% | Not reported | Q4 2024 |
 IWS | $659K | 0.19% | Not reported | -24.2% | Q4 2024 |
 MSFT | $647K | 0.19% | 0.00% | +1.0% | Q4 2024 |
 SPY | $622K | 0.18% | Not reported | +0.2% | Q4 2024 |
 AMD | $604K | 0.17% | 0.00% | New | Q2 2026 |
 GE | $424K | 0.12% | 0.00% | +0.1% | Q4 2024 |
 GEV | $390K | 0.11% | 0.00% | Not reported | Q3 2025 |
 GOOG | $386K | 0.11% | Not reported | Not reported | Q4 2024 |
 JPM | $384K | 0.11% | 0.00% | Not reported | Q4 2024 |
| GLD | $297K | 0.09% | 0.00% | Not reported | Q3 2025 |
 NFLX | $294K | 0.08% | 0.00% | +13.8% | Q4 2024 |
 XOM | $288K | 0.08% | 0.00% | +0.3% | Q4 2024 |
 CVX | $287K | 0.08% | 0.00% | -36.7% | Q4 2024 |
 CSX | $278K | 0.08% | 0.00% | -0.1% | Q3 2025 |
| SUSA | $260K | 0.07% | Not reported | Not reported | Q4 2024 |
 IBM | $259K | 0.07% | 0.00% | +0.4% | Q1 2025 |
 SBUX | $206K | 0.06% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $9.74M | 3.26% | 0.00% | -0.2% | Q4 2024 |
| AMZN | $3.88M | 1.30% | 0.00% | +0.1% | Q4 2024 |
| TSLA | $3.18M | 1.06% | 0.00% | Not reported | Q4 2024 |
| AXP | $2.9M | 0.97% | 0.00% | +0.2% | Q4 2024 |
| LMT | $2.65M | 0.89% | 0.00% | +0.2% | Q4 2024 |
| MSI | $2M | 0.67% | 0.00% | +0.3% | Q4 2024 |
| PG | $1.48M | 0.50% | 0.00% | +0.8% | Q4 2024 |
| CDZI | $1.3M | 0.43% | 0.31% | +3.2% | Q4 2024 |
| NVDA | $1.15M | 0.39% | 0.00% | +7.6% | Q4 2024 |
| BRK.B | $1.09M | 0.36% | Not reported | Not reported | Q4 2024 |
| QQQ | $826K | 0.28% | Not reported | -2.6% | Q4 2024 |
| IWS | $770K | 0.26% | Not reported | -7.2% | Q4 2024 |
| MPC | $740K | 0.25% | 0.00% | +0.5% | Q4 2024 |
| AMP | $718K | 0.24% | 0.00% | Not reported | Q4 2024 |
| BAC | $671K | 0.22% | 0.00% | +1.3% | Q4 2024 |
| MSFT | $636K | 0.21% | 0.00% | +4.4% | Q4 2024 |
| CVX | $566K | 0.19% | 0.00% | +1.0% | Q4 2024 |
| SPY | $540K | 0.18% | Not reported | +0.7% | Q4 2024 |
| INTC | $449K | 0.15% | 0.00% | -5.7% | Q4 2024 |
| XOM | $356K | 0.12% | 0.00% | +3.3% | Q4 2024 |
| NFLX | $348K | 0.12% | 0.00% | +16.0% | Q4 2024 |
| GLD | $347K | 0.12% | 0.00% | Not reported | Q3 2025 |
| JPM | $345K | 0.12% | 0.00% | +0.4% | Q4 2024 |
| GE | $322K | 0.11% | 0.00% | -3.3% | Q4 2024 |
| GOOG | $313K | 0.10% | Not reported | +0.1% | Q4 2024 |
| GEV | $290K | 0.10% | 0.00% | -1.8% | Q3 2025 |
| CSX | $240K | 0.08% | 0.00% | -0.1% | Q3 2025 |
| SUSA | $223K | 0.07% | Not reported | -0.8% | Q4 2024 |
| IBM | $222K | 0.07% | 0.00% | +0.8% | Q1 2025 |
| Q4 2025 | |||||
| AAPL | $10.4M | 3.92% | 0.00% | +0.3% | Q4 2024 |
| AMZN | $4.29M | 1.61% | 0.00% | +0.8% | Q4 2024 |
| TSLA | $3.85M | 1.44% | 0.00% | +0.6% | Q4 2024 |
| AXP | $3.54M | 1.33% | 0.00% | +0.2% | Q4 2024 |
| LMT | $2.12M | 0.80% | 0.00% | +10.6% | Q4 2024 |
| MSI | $1.76M | 0.66% | 0.00% | Not reported | Q4 2024 |
| PG | $1.46M | 0.55% | 0.00% | +0.5% | Q4 2024 |
| CDZI | $1.43M | 0.54% | 0.31% | Not reported | Q4 2024 |
| NVDA | $1.15M | 0.43% | 0.00% | -15.8% | Q4 2024 |
| BRK.B | $1.14M | 0.43% | Not reported | +1.8% | Q4 2024 |
| QQQ | $903K | 0.34% | Not reported | +0.1% | Q4 2024 |
| IWS | $802K | 0.30% | Not reported | +0.4% | Q4 2024 |
| MSFT | $795K | 0.30% | 0.00% | +0.4% | Q4 2024 |
| AMP | $793K | 0.30% | 0.00% | +0.4% | Q4 2024 |
| BAC | $747K | 0.28% | 0.00% | +0.5% | Q4 2024 |
| SPY | $563K | 0.21% | Not reported | Not reported | Q4 2024 |
| MPC | $490K | 0.18% | 0.00% | +0.5% | Q4 2024 |
| CVX | $413K | 0.16% | 0.00% | -2.8% | Q4 2024 |
| INTC | $398K | 0.15% | 0.00% | -3.6% | Q4 2024 |
| JPM | $376K | 0.14% | 0.00% | +7.0% | Q4 2024 |
| GE | $361K | 0.14% | 0.00% | +1.0% | Q4 2024 |
| GOOG | $342K | 0.13% | Not reported | +0.1% | Q4 2024 |
| GLD | $320K | 0.12% | 0.00% | Not reported | Q3 2025 |
| NFLX | $293K | 0.11% | 0.00% | +0.7% | Q4 2024 |
| IBM | $270K | 0.10% | 0.00% | +0.4% | Q1 2025 |
| XOM | $245K | 0.09% | 0.00% | +0.5% | Q4 2024 |
| SUSA | $237K | 0.09% | Not reported | +0.2% | Q4 2024 |
| GEV | $221K | 0.08% | 0.00% | -1.5% | Q3 2025 |
| CSX | $212K | 0.08% | 0.00% | +0.3% | Q3 2025 |
| Q3 2025 | |||||
| AAPL | $9.75M | 3.98% | 0.00% | -2.0% | Q4 2024 |
| AMZN | $4.05M | 1.65% | 0.00% | -1.4% | Q4 2024 |
| TSLA | $3.79M | 1.54% | 0.00% | +0.4% | Q4 2024 |
| AXP | $3.17M | 1.29% | 0.00% | +0.2% | Q4 2024 |
| MSI | $2.1M | 0.86% | 0.00% | Not reported | Q4 2024 |
| LMT | $1.98M | 0.81% | 0.00% | +0.4% | Q4 2024 |
| PG | $1.56M | 0.63% | 0.00% | -10.0% | Q4 2024 |
| NVDA | $1.36M | 0.56% | 0.00% | +3.4% | Q4 2024 |
| CDZI | $1.21M | 0.49% | 0.31% | Not reported | Q4 2024 |
| BRK.B | $1.12M | 0.46% | Not reported | -7.2% | Q4 2024 |
| QQQ | $881K | 0.36% | Not reported | Not reported | Q4 2024 |
| MSFT | $848K | 0.35% | 0.00% | -11.3% | Q4 2024 |
| IWS | $791K | 0.32% | Not reported | 0.0% | Q4 2024 |
| AMP | $791K | 0.32% | 0.00% | +0.3% | Q4 2024 |
| BAC | $697K | 0.28% | 0.00% | 0.0% | Q4 2024 |
| MPC | $578K | 0.24% | 0.00% | Not reported | Q4 2024 |
| SPY | $550K | 0.22% | Not reported | Not reported | Q4 2024 |
| CVX | $433K | 0.18% | 0.00% | +2.1% | Q4 2024 |
| INTC | $375K | 0.15% | 0.00% | -10.2% | Q4 2024 |
| NFLX | $372K | 0.15% | 0.00% | Not reported | Q4 2024 |
| GE | $349K | 0.14% | 0.00% | -9.7% | Q4 2024 |
| JPM | $344K | 0.14% | 0.00% | Not reported | Q4 2024 |
| GLD | $287K | 0.12% | 0.00% | New | Q3 2025 |
| GOOG | $266K | 0.11% | Not reported | -4.4% | Q4 2024 |
| IBM | $256K | 0.10% | 0.00% | +0.6% | Q1 2025 |
| SUSA | $230K | 0.09% | Not reported | Not reported | Q4 2024 |
| XOM | $228K | 0.09% | 0.00% | +0.2% | Q4 2024 |
| GEV | $211K | 0.09% | 0.00% | New | Q3 2025 |
| CSX | $207K | 0.08% | 0.00% | New | Q3 2025 |