Westshore Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Westshore Wealth, LLC 13F Holdings
CIK 0001806366
As of Sep 30, 2025, Westshore Wealth, LLC reported
102 positions worth $292.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 101,350 | $67.5M | 23.07% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 243,775 | $27.2M | 9.28% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 44,072 | $20.6M | 7.05% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 97,476 |
|
9.8M6.78% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 58,467 |
4.1M | 4.83% |
| AMNEAL PHARMACEUTICALS INC | AMRX | Healthcare | 1,381,910 |
3.8M | 4.73% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 164,951 | $9.4M | 3.20% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 390,583 | $9.0M | 3.09% |
| NVIDIA CORP | NVDA | Technology | 48,101 | $9.0M | 3.07% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 91,118 | $7.6M | 2.60% |
| APPLE INC | AAPL | Technology | 28,395 | $7.2M | 2.47% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,985 | $6.7M | 2.30% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 67,266 | $6.5M | 2.22% |
| ALLIANZIM US LARGE CAP BUFFER20 SEP ETF | SEPW | — | 157,347 | $4.9M | 1.69% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,513 | $3.8M | 1.29% |
| SERVICENOW INC | NOW | Technology | 4,014 | $3.7M | 1.26% |
| MICROSOFT CORP | MSFT | Technology | 6,765 | $3.5M | 1.20% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 33,426 | $3.3M | 1.13% |
| ISHARES MSCI EAFE ETF | EFA | — | 29,600 | $2.8M | 0.94% |
| META PLATFORMS INC | META | Communication Services | 3,688 | $2.7M | 0.93% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 25,884 | $2.5M | 0.87% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 19,047 | $2.3M | 0.78% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 24,464 | $2.2M | 0.75% |
| ALPHABET INC | GOOGL | Equity | 8,908 | $2.2M | 0.74% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 5,326 |
.9M | 0.67% |