Westshore Wealth, LLC

Est. AUM

$285.0M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$60.1M	92353	21.07%	SOLE
2	ISHARES TR	IBOXX INV CP ETF	$29.2M	268104	10.25%	SOLE
3	ISHARES TR	RUS 1000 VAL ETF	$19.7M	92391	6.93%	SOLE
4	AMNEAL PHARMACEUTICALS INC	COM STK CL A	$17.1M	1373984	5.99%	SOLE
5	ISHARES TR	RUS 1000 GRW ETF	$17.0M	39870	5.96%	SOLE
6	ISHARES TR	RUSSELL 2000 ETF	$14.3M	57815	5.03%	SOLE
7	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$10.0M	180505	3.51%	SOLE
8	ISHARES TR	US TREAS BD ETF	$9.8M	427882	3.44%	SOLE
9	UNITED PARCEL SVCS INC	CL B	$9.0M	91093	3.14%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.6M	14344	3.01%	SOLE
11	NVIDIA CORPORATION	COM	$7.3M	41925	2.57%	SOLE
12	ISHARES TR	RUS MID CAP ETF	$6.4M	65329	2.23%	SOLE
13	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$5.0M	158842	1.76%	SOLE
14	APPLE INC	COM	$4.8M	18859	1.68%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$3.9M	41106	1.35%	SOLE
16	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.8M	38011	1.34%	SOLE
17	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$3.4M	31016	1.19%	SOLE
18	ISHARES TR	MSCI EAFE ETF	$3.1M	32253	1.10%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	6228	1.05%	SOLE
20	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.5M	26079	0.88%	SOLE
21	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.4M	70675	0.85%	SOLE
22	MICROSOFT CORP	COM	$2.0M	5511	0.72%	SOLE
23	ISHARES TR	MSCI EMG MKT ETF	$1.9M	33294	0.66%	SOLE
24	AMAZON COM INC	COM	$1.8M	8535	0.62%	SOLE
25	SERVICENOW INC	COM	$1.7M	16233	0.60%	SOLE
26	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$1.6M	19486	0.58%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.6M	5694	0.57%	SOLE
28	META PLATFORMS INC	CL A	$1.6M	2734	0.55%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3437	0.39%	SOLE
30	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.1M	33794	0.38%	SOLE
31	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$975K	11779	0.34%	SOLE
32	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$937K	25680	0.33%	SOLE
33	CISCO SYS INC	COM	$926K	11937	0.32%	SOLE
34	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$884K	25000	0.31%	SOLE
35	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$843K	25223	0.30%	SOLE
36	ALPHABET INC	CAP STK CL C	$834K	2907	0.29%	SOLE
37	CATERPILLAR INC	COM	$832K	1174	0.29%	SOLE
38	BROADCOM INC	COM	$794K	2566	0.28%	SOLE
39	VANGUARD MUN BD FDS	TAX EXEMPT BD	$791K	15851	0.28%	SOLE
40	PHILIP MORRIS INTL INC	COM	$688K	4159	0.24%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$686K	1050	0.24%	SOLE
42	JOHNSON & JOHNSON	COM	$614K	2512	0.22%	SOLE
43	HCA HEALTHCARE INC	COM	$613K	1296	0.22%	SOLE
44	ISHARES TR	RUS 1000 ETF	$606K	1699	0.21%	SOLE
45	JPMORGAN CHASE & CO	COM	$584K	1984	0.20%	SOLE
46	SPDR GOLD TR	GOLD SHS	$568K	1320	0.20%	SOLE
47	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$558K	14508	0.20%	SOLE
48	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$521K	15547	0.18%	SOLE
49	ISHARES TR	20 YR TR BD ETF	$497K	5733	0.17%	SOLE
50	BRISTOL-MYERS SQUIBB CO	COM	$477K	7860	0.17%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.