Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAYSHORE ASSET MANAGEMENT, LLC (CIK 1906790) reported $251.2M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($52.2M, 20.78%), DFAC ($45.4M, 18.06%), DFUV ($25.1M, 10.00%), DFIV ($23.2M, 9.23%), AVUV ($9.7M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $52.2M | 20.78% | 835,709 | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $45.4M | 18.06% | 1.2M | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $25.1M | 10.00% | 518,316 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $23.2M | 9.23% | 439,261 | Trimmed |
| 5 | AVUV | AMERICAN CENTY ETF TR | $9.7M | 3.85% | 87,438 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $8.7M | 3.46% | 86,992 | Trimmed |
| 7 | AVUS | AMERICAN CENTY ETF TR | $8.7M | 3.44% | 77,825 | Added |
| 8 | AVIV | AMERICAN CENTY ETF TR | $8.3M | 3.32% | 111,542 | Trimmed |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $8.3M | 3.28% | 116,371 | Added |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $7.7M | 3.05% | 225,352 | Trimmed |
| 11 | VNQ | VANGUARD INDEX FDS | $6.8M | 2.69% | 76,114 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 2.17% | 76,523 | Added |
| 13 | AVES | AMERICAN CENTY ETF TR | $5.2M | 2.05% | 86,044 | Trimmed |
| 14 | AVDE | AMERICAN CENTY ETF TR | $4.9M | 1.97% | 58,196 | Trimmed |
| 15 | AVLV | AMERICAN CENTY ETF TR | $4.0M | 1.60% | 49,912 | Added |
| 16 | BSVO | EA SERIES TRUST | $3.7M | 1.48% | 146,239 | Added |
| 17 | DISV | DIMENSIONAL ETF TRUST | $3.7M | 1.47% | 93,654 | Added |
| 18 | SGOV | ISHARES TR | $3.1M | 1.24% | 30,960 | Added |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $3.0M | 1.20% | 86,288 | Added |
| 20 | META | META PLATFORMS INC | $1.5M | 0.59% | 2,593 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $1.3M | 0.53% | 6,443 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.50% | 3,394 | Added |
| 23 | AAPL | APPLE INC | $1.2M | 0.49% | 4,855 | Trimmed |
| 24 | PANW | PALO ALTO NETWORKS INC | $1.2M | 0.47% | 7,435 | Hold |
| 25 | AVEM | AMERICAN CENTY ETF TR | $1.2M | 0.47% | 14,503 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31