Westshore Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Westshore Wealth, Llc disclosed 107 stock positions valued at approximately $322.12M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and AMNEAL PHARMACEUTICALS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 107
- Portfolio Value
- $322.12M
Holdings by Sector
Westshore Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 21.26% | 91,690 | +91,690 | +100.00% | $68,471,712 |
| ISHARES TR | LQD | Other | 9.50% | 280,636 | +280,636 | +100.00% | $30,609,022 |
| AMNEAL PHARMACEUTICALS INC | AMRX | Healthcare | 7.34% | 1,366,274 | +1,366,274 | +100.00% | $23,650,203 |
| ISHARES TR | IWD | Other | 6.80% | 90,319 | +90,319 | +100.00% | $21,896,048 |
| ISHARES TR | GOVT | Other | 6.36% | 899,561 | +899,561 | +100.00% | $20,491,991 |
| ISHARES TR | IWF | Other | 6.09% | 158,086 | +158,086 | +100.00% | $19,629,542 |
| ISHARES TR | IWM | Other | 5.37% | 57,571 | +57,571 | +100.00% | $17,297,224 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 3.04% | 91,149 | +91,149 | +100.00% | $9,798,489 |
| VANGUARD INDEX FDS | VOO | Other | 2.89% | 13,543 | +13,543 | +100.00% | $9,301,249 |
| NVIDIA CORPORATION | NVDA | Technology | 2.64% | 42,527 | +42,527 | +100.00% | $8,509,253 |
| ISHARES TR | IWR | Other | 2.22% | 64,904 | +64,904 | +100.00% | $7,160,188 |
| APPLE INC | AAPL | Technology | 1.73% | 19,277 | +19,277 | +100.00% | $5,577,873 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.38% | 36,549 | +36,549 | +100.00% | $4,437,745 |
| AIM ETF PRODUCTS TRUST | SEPW | Other | 1.33% | 128,649 | +128,649 | +100.00% | $4,295,937 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 1.20% | 36,407 | +36,407 | +100.00% | $3,870,460 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.09% | 27,465 | +27,465 | +100.00% | $3,510,355 |
| ISHARES TR | EFA | Other | 1.02% | 31,682 | +31,682 | +100.00% | $3,291,126 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.97% | 6,254 | +6,254 | +100.00% | $3,129,439 |
| ISHARES TR | EEM | Other | 0.89% | 42,011 | +42,011 | +100.00% | $2,873,973 |
| VANECK ETF TRUST | MOAT | Other | 0.77% | 23,929 | +23,929 | +100.00% | $2,487,659 |
| ALPHABET INC | GOOGL | Communication Services | 0.68% | 6,096 | +6,096 | +100.00% | $2,178,528 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 5,749 | +5,749 | +100.00% | $2,144,315 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.64% | 8,693 | +8,693 | +100.00% | $2,071,890 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 0.57% | 19,613 | +19,613 | +100.00% | $1,851,859 |
| AIM ETF PRODUCTS TRUST | MARW | Other | 0.57% | 50,996 | +50,996 | +100.00% | $1,841,450 |
| SERVICENOW INC | NOW | Technology | 0.48% | 15,673 | +15,673 | +100.00% | $1,556,015 |
| META PLATFORMS INC | META | Communication Services | 0.48% | 2,740 | +2,740 | +100.00% | $1,543,415 |
| CISCO SYS INC | CSCO | Technology | 0.44% | 12,003 | +12,003 | +100.00% | $1,409,866 |
| VANGUARD INDEX FDS | VTI | Other | 0.40% | 3,467 | +3,467 | +100.00% | $1,282,929 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 1,171 | +1,171 | +100.00% | $1,246,998 |
Showing 30 of 107 holdings in the latest reporting period.