Westshore Wealth, LLC Top Holdings and 13F Report (2026)

About Westshore Wealth, LLC

Investment Activity

Westshore Wealth, LLC has $322.12 million in total holdings as of June 30, 2026.
Westshore Wealth, LLC owns shares of 107 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 10.58% of the portfolio was purchased this quarter.
About 5.78% of the portfolio was sold this quarter.
This quarter, Westshore Wealth, LLC has purchased 102 new stocks and bought additional shares in 52 stocks.
Westshore Wealth, LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $68,471,712
iShares iBoxx $ Investment Grade Corporate Bond ETF: $30,609,022
Amneal Pharmaceuticals: $23,650,203
iShares Russell 1000 Value ETF: $21,896,048
iShares U.S. Treasury Bond ETF: $20,491,991

Largest New Holdings this Quarter

464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF: $833,109 Holding
00888H737 - AllianzIM U.S. Large Cap Buffer20 Jun ETF: $607,190 Holding
464288257 - iShares MSCI ACWI ETF: $322,573 Holding
532457108 - Eli Lilly and Company: $291,461 Holding
00888H752 - AllianzIM U.S. Large Cap Buffer20 May ETF: $265,504 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 118,216 shares (about $14.68M)
iShares U.S. Treasury Bond ETF: 471,679 shares (about $10.74M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 12,532 shares (about $1.37M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 15,896 shares (about $833.11K)
Vanguard Mid-Cap ETF: 8,308 shares (about $669.36K)

Largest Sales this Quarter

AIM ETF PRODUCTS TRUST: 30,193 shares (about $1.01M)
AllianzIM U.S. Large Cap Buffer20 Mar ETF: 19,679 shares (about $710.60K)
AllianzIM U.S. Large Cap Buffer20 Jan ETF: 14,668 shares (about $567.28K)
Vanguard S&P 500 ETF: 801 shares (about $550.12K)
iShares Russell 1000 Value ETF: 2,072 shares (about $502.32K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$68,471,712	$495,111 â–¼	-0.7%	91,690	21.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$30,609,022	$1,366,868 â–²	4.7%	280,636	9.5%	ETF
AMRX Amneal Pharmaceuticals	$23,650,203	$133,460 â–¼	-0.6%	1,366,274	7.3%	Healthcare
IWD iShares Russell 1000 Value ETF	$21,896,048	$502,315 â–¼	-2.2%	90,319	6.8%	ETF
GOVT iShares U.S. Treasury Bond ETF	$20,491,991	$10,744,843 â–²	110.2%	899,561	6.4%	ETF
IWF iShares Russell 1000 Growth ETF	$19,629,542	$14,678,883 â–²	296.5%	158,086	6.1%	ETF
IWM iShares Russell 2000 ETF	$17,297,224	$73,310 â–¼	-0.4%	57,571	5.4%	ETF
UPS United Parcel Service	$9,798,489	$6,020 â–²	0.1%	91,149	3.0%	Industrials
VOO Vanguard S&P 500 ETF	$9,301,249	$550,122 â–¼	-5.6%	13,543	2.9%	ETF
NVDA NVIDIA	$8,509,253	$120,455 â–²	1.4%	42,527	2.6%	Technology
IWR iShares Russell Mid-Cap ETF	$7,160,188	$46,886 â–¼	-0.7%	64,904	2.2%	ETF
AAPL Apple	$5,577,873	$120,950 â–²	2.2%	19,277	1.7%	Technology
VTWO Vanguard Russell 2000 ETF	$4,437,745	$177,515 â–¼	-3.8%	36,549	1.4%	ETF
AIM ETF PRODUCTS TRUST	$4,295,937	$1,008,226 â–¼	-19.0%	128,649	1.3%	ALLIANZIM US EQT
VONV Vanguard Russell 1000 Value ETF	$3,870,460	$499,555 â–¼	-11.4%	36,407	1.2%	ETF
VONG Vanguard Russell 1000 Growth ETF	$3,510,355	$453,860 â–¼	-11.4%	27,465	1.1%	ETF
EFA iShares MSCI EAFE ETF	$3,291,126	$59,315 â–¼	-1.8%	31,682	1.0%	ETF
BRK.B Berkshire Hathaway	$3,129,439	$13,010 â–²	0.4%	6,254	1.0%	Finance
EEM iShares MSCI Emerging Markets ETF	$2,873,973	$596,330 â–²	26.2%	42,011	0.9%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$2,487,659	$223,514 â–¼	-8.2%	23,929	0.8%	ETF
GOOGL Alphabet	$2,178,528	$143,663 â–²	7.1%	6,096	0.7%	Communication Services
MSFT Microsoft	$2,144,315	$88,771 â–²	4.3%	5,749	0.7%	Technology
AMZN Amazon.com	$2,071,890	$37,658 â–²	1.9%	8,693	0.6%	Consumer Discretionary
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$1,851,859	$11,991 â–²	0.7%	19,613	0.6%	ETF
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF	$1,841,450	$710,603 â–¼	-27.8%	50,996	0.6%	ETF
NOW ServiceNow	$1,556,015	$55,597 â–¼	-3.4%	15,673	0.5%	Technology
META Meta Platforms	$1,543,415	$3,380 â–²	0.2%	2,740	0.5%	Communication Services
CSCO Cisco Systems	$1,409,866	$7,752 â–²	0.6%	12,003	0.4%	Technology
VTI Vanguard Total Stock Market ETF	$1,282,929	$11,101 â–²	0.9%	3,467	0.4%	ETF
CAT Caterpillar	$1,246,998	$3,195 â–¼	-0.3%	1,171	0.4%	Industrials
AVGO Broadcom	$1,036,168	$66,862 â–²	6.9%	2,743	0.3%	Technology
AMD Advanced Micro Devices	$990,452	$38,340 â–²	4.0%	1,705	0.3%	Technology
AIM ETF PRODUCTS TRUST	$981,722	$168,795 â–¼	-14.7%	28,836	0.3%	ALLIA US AUG ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$979,018	$5,455 â–²	0.6%	11,845	0.3%	ETF
GOOG Alphabet	$959,998	$67,133 â–¼	-6.5%	2,717	0.3%	Communication Services
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF	$899,202		0.0%	25,223	0.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$833,109	$833,109 â–²	New Holding	15,896	0.3%	ETF
IVV iShares Core S&P 500 ETF	$786,335		0.0%	1,050	0.2%	ETF
VO Vanguard Mid-Cap ETF	$767,578	$669,365 â–²	681.5%	9,527	0.2%	ETF
PM Philip Morris International	$767,156	$14,833 â–²	2.0%	4,241	0.2%	Consumer Staples
PANW Palo Alto Networks	$752,290	$12,277 â–²	1.7%	2,206	0.2%	Technology
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF	$744,504	$183,990 â–¼	-19.8%	20,046	0.2%	ETF
AMAT Applied Materials	$717,216	$16,629 â–¼	-2.3%	992	0.2%	Technology
MUB iShares National Muni Bond ETF	$706,848	$236,226 â–²	50.2%	6,568	0.2%	ETF
IWB iShares Russell 1000 ETF	$695,741		0.0%	1,699	0.2%	ETF
SMH VanEck Semiconductor ETF	$695,243		0.0%	1,060	0.2%	ETF
JNJ Johnson & Johnson	$662,657	$24,637 â–²	3.9%	2,609	0.2%	Healthcare
JPM JPMorgan Chase & Co.	$658,313	$8,839 â–²	1.4%	2,011	0.2%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$651,268	$150,475 â–¼	-18.8%	12,876	0.2%	ETF
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF	$607,190	$607,190 â–²	New Holding	17,656	0.2%	ETF
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$593,522		0.0%	14,508	0.2%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$589,416	$11,321 â–¼	-1.9%	6,560	0.2%	ETF
QQQ Invesco QQQ	$573,785	$34,619 â–¼	-5.7%	779	0.2%	ETF
KLAC KLA	$532,518	$478,512 â–²	886.0%	1,765	0.2%	Technology
HCA HCA Healthcare	$512,705	$7,408 â–²	1.5%	1,315	0.2%	Healthcare
VUG Vanguard Growth ETF	$471,595	$393,039 â–²	500.3%	5,475	0.1%	ETF
GLD SPDR Gold Shares	$471,526	$14,735 â–¼	-3.0%	1,280	0.1%	ETF
BAC Bank of America	$461,766	$13,390 â–²	3.0%	8,104	0.1%	Finance
MRK Merck & Co., Inc.	$461,513	$12,977 â–²	2.9%	3,592	0.1%	Healthcare
BMY Bristol Myers Squibb	$454,334	$1,441 â–²	0.3%	7,885	0.1%	Healthcare
MAR Marriott International	$452,861	$4,076 â–²	0.9%	1,222	0.1%	Consumer Discretionary
V Visa	$447,039	$56,609 â–²	14.5%	1,303	0.1%	Finance
ROCKET LAB CORP	$445,125	$63,125 â–¼	-12.4%	4,379	0.1%	COM
JANW AllianzIM U.S. Large Cap Buffer20 Jan ETF	$425,888	$567,283 â–¼	-57.1%	11,012	0.1%	ETF
TSLA Tesla	$419,759	$48,369 â–²	13.0%	998	0.1%	Consumer Discretionary
SCHX Schwab US Large-Cap ETF	$412,902	$1,089 â–²	0.3%	14,030	0.1%	ETF
MCK McKesson	$398,476	$3,024 â–²	0.8%	527	0.1%	Healthcare
FEBW AllianzIM U.S. Large Cap Buffer20 Feb ETF	$395,951	$156,589 â–¼	-28.3%	11,141	0.1%	ETF
LYV Live Nation Entertainment	$393,687	$366 â–²	0.1%	2,150	0.1%	Communication Services
SBUX Starbucks	$384,541	$48,336 â–¼	-11.2%	3,763	0.1%	Consumer Discretionary
COST Costco Wholesale	$382,607	$21,516 â–¼	-5.3%	409	0.1%	Consumer Staples
HD Home Depot	$377,015	$28,920 â–²	8.3%	1,069	0.1%	Consumer Discretionary
IBM International Business Machines	$349,825	$12,373 â–²	3.7%	1,244	0.1%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$330,651	$164,807 â–¼	-33.3%	3,826	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$329,999	$5,444 â–¼	-1.6%	3,334	0.1%	ETF
UNH UnitedHealth Group	$323,776	$15,794 â–²	5.1%	779	0.1%	Healthcare
ACWI iShares MSCI ACWI ETF	$322,573	$322,573 â–²	New Holding	2,055	0.1%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$316,224		0.0%	3,240	0.1%	ETF
MCD McDonald's	$312,304	$6,760 â–²	2.2%	1,155	0.1%	Consumer Discretionary
SCHW Charles Schwab	$308,366	$5,352 â–²	1.8%	3,342	0.1%	Finance
BX Blackstone	$303,471	$4,942 â–²	1.7%	2,579	0.1%	Finance
CVX Chevron	$297,208	$11,272 â–²	3.9%	1,793	0.1%	Energy
LLY Eli Lilly and Company	$291,461	$291,461 â–²	New Holding	243	0.1%	Healthcare
MPC Marathon Petroleum	$285,072	$3,835 â–²	1.4%	1,115	0.1%	Energy
KNX Knight-Swift Transportation	$277,762		0.0%	3,567	0.1%	Industrials
DGX Quest Diagnostics	$275,959		0.0%	1,302	0.1%	Healthcare
VYMI Vanguard International High Dividend Yield ETF	$269,755	$197,284 â–¼	-42.2%	2,747	0.1%	ETF
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF	$265,504	$265,504 â–²	New Holding	7,636	0.1%	ETF
WALMART INC	$256,970	$18,347 â–²	7.7%	2,269	0.1%	COM
PG Procter & Gamble	$256,559	$16,127 â–²	6.7%	1,750	0.1%	Consumer Staples
KO CocaCola	$250,223	$17,960 â–²	7.7%	3,079	0.1%	Consumer Staples
COIN Coinbase Global	$249,108	$1,462 â–²	0.6%	1,704	0.1%	Finance
EQAL Invesco Russell 1000 Equal Weight ETF	$241,281	$241,281 â–²	New Holding	4,072	0.1%	ETF
ETN Eaton	$240,758	$240,758 â–²	New Holding	565	0.1%	Industrials
RTX RTX	$230,142	$11,574 â–²	5.3%	1,213	0.1%	Industrials
TTWO Take-Two Interactive Software	$225,732	$225,732 â–²	New Holding	903	0.1%	Communication Services
UNP Union Pacific	$224,400	$224,400 â–²	New Holding	825	0.1%	Industrials
MO Altria Group	$220,743	$220,743 â–²	New Holding	3,068	0.1%	Consumer Staples
DMBS DoubleLine Mortgage ETF	$216,290	$3,142 â–²	1.5%	4,406	0.1%	ETF
ICF iShares Select U.S. REIT ETF	$214,658	$216,552 â–¼	-50.2%	3,174	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Westshore Wealth, LLC Top Holdings and 13F Report (2026)

About Westshore Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Westshore Wealth, LLC Top Holdings and 13F Report (2026)

About Westshore Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestshore Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools