CIK 1806366
Westshore Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
103
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 103
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 99K | $1M+ | SH |
| LQD | ISHARES TR | 251K | $1M+ | SH |
| IWD | ISHARES TR | 97K | $1M+ | SH |
| IWF | ISHARES TR | 42K | $1M+ | SH |
| AMRX | AMNEAL PHARMACEUTICALS INC | 1.4M | $1M+ | SH |
| IWM | ISHARES TR | 59K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 172K | $1M+ | SH |
| GOVT | ISHARES TR | 407K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 91K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 46K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| AAPL | APPLE INC | 28K | $1M+ | SH |
| IWR | ISHARES TR | 68K | $1M+ | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 159K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| EFA | ISHARES TR | 31K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 29K | $1M+ | SH |
| NOW | SERVICENOW INC | 16K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| IWB | ISHARES TR | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 20K | $1M+ | SH |
| EEM | ISHARES TR | 31K | $1M+ | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 48K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 12K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| DECW | AIM ETF PRODUCTS TRUST | 25K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 16K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 15K | $500K+ | SH |
| IHI | ISHARES TR | 9K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IVV | ISHARES TR | 774 | $500K+ | SH |
| BAC | BANK AMERICA CORP | 9K | $500K+ | SH |
| TLT | ISHARES TR | 6K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 804 | $100K–$500K | SH |