Parkshore Wealth Management, Inc.
RIA/Wealth
Parkshore Wealth Management, Inc. is a RIA/Wealth based in Granite Bay, CA led by Harold Craig Anderson, reporting $455.4M in AUM as of Q3 2025 with 85% ETF concentration, 72% concentrated in top 10 holdings, and 29% allocation to DFAC.
PresidentHarold Craig Anderson
- Portfolio Value
- $245.4M
- Positions
- 68
- Top Holding
- DFAC at 28.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Parkshore Wealth Management, Inc.'s portfolio (71.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $70.7M | 28.80% | +$3.9M Bought | — 1.8M shares | |
ETF ETF | $19.9M | 8.12% | +$4.3M Bought | — 465.8K shares | |
ETF ETF | $17.6M | 7.17% | +$10.0M Bought | — 176.7K shares | |
ETF ETF | $11.0M | 4.47% | +$1.8M Bought | — 301.9K shares | |
ETF ETF | $10.6M | 4.31% | +$2.1M Bought | — 387.2K shares | |
Consumer Electronics Technology | $9.8M | 3.98% | -$195.0K Sold | 0.00% 38.3K shares | |
ETF ETF | $9.5M | 3.88% | -$333.4K Sold | — 87.5K shares | |
ETF ETF | $9.5M | 3.85% | +$2.0M Bought | — 196.1K shares | |
ETF ETF | $8.8M | 3.58% | +$1.3M Bought | — 232.7K shares | |
ETF ETF | $8.5M | 3.47% | +$1.7M Bought | — 159.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Parkshore Wealth Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-60.86% | |
-51.75% | |
-40.07% |
Analytics
Portfolio insights and performance metrics for Parkshore Wealth Management, Inc.
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