Parkshore Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 69 separate positions held by the firm, managed by Senior Advisor N. Daniel Andersen.
The portfolio is diversified across large-cap technology, energy, and ETFs. The largest individual stock holding is Tesla Inc., which accounts for 10,629 shares. Other notable positions include Advanced Micro Devices Inc. with 1,139 shares, and Apple Inc. with 13,722 shares. The portfolio also includes significant positions in Chevron Corporation, ExxonMobil Holdings Corp, and Bank of America Corp.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares in the Vanguard S&P 500 ETF, the Schwab Strategic US Mid-Cap ETF, and various Dimensional ETF Trust funds focusing on global, small-cap, and real estate sectors. Additionally, the filing shows exposure to gold through the SPDR Gold Trust and the VanEck Gold Miners ETF.
