account_balance

Investment manager · 13F filer · SEC CIK 1806366

Westshore Wealth, LLC

Reported value$322Mas of Jun 30, 2026
Positions107 12 new, 7 sold out
Top 10 weight71.3%SPY alone is 21%
FiledAug 1041 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 21.3% Held
LQD iShares Tr 9.5% Added +5%
AMRX Amneal Pharmaceuticals, Inc. 7.3% Held
IWD iShares Tr 6.8% Trimmed −2%
GOVT iShares Tr 6.4% Added +110%
IWF iShares Tr 6.1% Held
IWM iShares Tr 5.4% Held
UPS United Parcel Service Inc 3.0% Held
VOO Vanguard Index FDS 2.9% Trimmed −6%
NVDA NVIDIA Corp 2.6% Held
IWR iShares Tr 2.2% Held
AAPL Apple Inc. 1.7% Added +2%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 10, 2026, compared with the May 27, 2026 filing
add_circleNew
  • IGSB $833K
  • JUNW $607K
  • ACWI $323K
  • LLY $291K
arrow_upwardAdded
  • GOVT +110%
  • VO +95%
  • MUB +50%
  • EEM +26%
arrow_downwardTrimmed
  • MARW −28%
  • APRW −20%
  • SEPW −19%
  • VTEB −19%
remove_circleSold out
  • VGLT $9.99M
  • Wells Fargo & Co $353K
  • Bank America Corp $330K
  • XOM $310K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast