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 $322.1M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($68.5M, 21.26%), LQD ($30.6M, 9.50%), AMRX ($23.7M, 7.34%), IWD ($21.9M, 6.80%), GOVT ($20.5M, 6.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $68.5M | 21.26% | 91,690 | Trimmed |
| 2 | LQD | ISHARES TR | $30.6M | 9.50% | 280,636 | Added |
| 3 | AMRX | AMNEAL PHARMACEUTICALS INC | $23.7M | 7.34% | 1.4M | Trimmed |
| 4 | IWD | ISHARES TR | $21.9M | 6.80% | 90,319 | Trimmed |
| 5 | GOVT | ISHARES TR | $20.5M | 6.36% | 899,561 | Added |
| 6 | IWF | ISHARES TR | $19.6M | 6.09% | 158,086 | Added |
| 7 | IWM | ISHARES TR | $17.3M | 5.37% | 57,571 | Trimmed |
| 8 | UPS | UNITED PARCEL SVCS INC | $9.8M | 3.04% | 91,149 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $9.3M | 2.89% | 13,543 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $8.5M | 2.64% | 42,527 | Added |
| 11 | IWR | ISHARES TR | $7.2M | 2.22% | 64,904 | Trimmed |
| 12 | AAPL | APPLE INC | $5.6M | 1.73% | 19,277 | Added |
| 13 | VTWO | VANGUARD SCOTTSDALE FDS | $4.4M | 1.38% | 36,549 | Trimmed |
| 14 | SEPW | AIM ETF PRODUCTS TRUST | $4.3M | 1.33% | 128,649 | Trimmed |
| 15 | VONV | VANGUARD SCOTTSDALE FDS | $3.9M | 1.20% | 36,407 | Trimmed |
| 16 | VONG | VANGUARD SCOTTSDALE FDS | $3.5M | 1.09% | 27,465 | Trimmed |
| 17 | EFA | ISHARES TR | $3.3M | 1.02% | 31,682 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 0.97% | 6,254 | Added |
| 19 | EEM | ISHARES TR | $2.9M | 0.89% | 42,011 | Added |
| 20 | MOAT | VANECK ETF TRUST | $2.5M | 0.77% | 23,929 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $2.2M | 0.68% | 6,096 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.1M | 0.67% | 5,749 | Added |
| 23 | AMZN | AMAZON COM INC | $2.1M | 0.64% | 8,693 | Added |
| 24 | MARW | AIM ETF PRODUCTS TRUST | $1.8M | 0.57% | 50,996 | Trimmed |
| 25 | GSEW | GOLDMAN SACHS ETF TR | $1.9M | 0.57% | 19,613 | Added |
Source: SEC Form 13F filings · as of 2026-06-30