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.
Westshore Wealth, LLC (CIK 1806366) reported $285.0M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($60.1M, 21.07%), LQD ($29.2M, 10.25%), IWD ($19.7M, 6.93%), AMRX ($17.1M, 5.99%), IWF ($17.0M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $60.1M | 21.07% | 92,353 | Trimmed |
| 2 | LQD | ISHARES TR | $29.2M | 10.25% | 268,104 | Added |
| 3 | IWD | ISHARES TR | $19.7M | 6.93% | 92,391 | Trimmed |
| 4 | AMRX | AMNEAL PHARMACEUTICALS INC | $17.1M | 5.99% | 1.4M | Trimmed |
| 5 | IWF | ISHARES TR | $17.0M | 5.96% | 39,870 | Trimmed |
| 6 | IWM | ISHARES TR | $14.3M | 5.03% | 57,815 | Trimmed |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | $10.0M | 3.51% | 180,505 | Added |
| 8 | GOVT | ISHARES TR | $9.8M | 3.44% | 427,882 | Added |
| 9 | UPS | UNITED PARCEL SVCS INC | $9.0M | 3.14% | 91,093 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $8.6M | 3.01% | 14,344 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $7.3M | 2.57% | 41,925 | Trimmed |
| 12 | IWR | ISHARES TR | $6.4M | 2.23% | 65,329 | Trimmed |
| 13 | SEPW | AIM ETF PRODUCTS TRUST | $5.0M | 1.76% | 158,842 | Trimmed |
| 14 | AAPL | APPLE INC | $4.8M | 1.68% | 18,859 | Trimmed |
| 15 | VONV | VANGUARD SCOTTSDALE FDS | $3.9M | 1.35% | 41,106 | Added |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | $3.8M | 1.34% | 38,011 | Added |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $3.4M | 1.19% | 31,016 | Added |
| 18 | EFA | ISHARES TR | $3.1M | 1.10% | 32,253 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.05% | 6,228 | Trimmed |
| 20 | MOAT | VANECK ETF TRUST | $2.5M | 0.88% | 26,079 | Trimmed |
| 21 | MARW | AIM ETF PRODUCTS TRUST | $2.4M | 0.85% | 70,675 | New |
| 22 | MSFT | MICROSOFT CORP | $2.0M | 0.72% | 5,511 | Trimmed |
| 23 | EEM | ISHARES TR | $1.9M | 0.66% | 33,294 | Added |
| 24 | AMZN | AMAZON COM INC | $1.8M | 0.62% | 8,535 | Added |
| 25 | NOW | SERVICENOW INC | $1.7M | 0.60% | 16,233 | Added |
Source: SEC Form 13F filings · as of 2026-03-31