Investor
Westshore Wealth, LLC
CIK 0001806366 · filed 2026-05-27 · SEC filing
13F book
$285M
Positions
102
12 new · 13 sold
Largest name
21.1%
Spdr S&P 500 Etf Tr
Est. mark
−$8.97M
Price effect on 90 names still held. Flow −$8.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 92.4K | $60.1M | 21.1% | −$2.92M | Cut−$7.71M |
| Ishares Tr | — | 268.1K | $29.2M | 10.3% | −$300.8K | Added$1.59M |
| Ishares Tr | — | 92.4K | $19.7M | 6.9% | $307.6K | Cut−$622.1K |
| Amneal Pharmaceuticals, Inc. | AMRX | 1.37M | $17.1M | 6.0% | −$233.6K | Cut−$333.4K |
| Ishares Tr | — | 39.9K | $17M | 6.0% | −$1.87M | Cut−$3M |
| Ishares Tr | — | 57.8K | $14.3M | 5.0% | $106.4K | Cut−$72.1K |
| Vanguard Scottsdale Fds | — | 180.5K | $9.99M | 3.5% | −$76.4K | Added$409.3K |
| Ishares Tr | — | 427.9K | $9.8M | 3.4% | −$46.8K | Added$423.4K |
| United Parcel Service Inc | UPS | 91.1K | $8.96M | 3.1% | −$73.8K | Added−$73.7K |
| Vanguard Index Fds | — | 14.3K | $8.57M | 3.0% | −$400.9K | Added$71.1K |
| Nvidia Corp | NVDA | 41.9K | $7.31M | 2.6% | −$507.3K | Cut−$1.26M |
| Ishares Tr | — | 65.3K | $6.35M | 2.2% | $62.7K | Cut−$239.6K |
| Aim Etf Products Trust | — | 158.8K | $5.02M | 1.8% | −$52.4K | Cut−$53.6K |
| Apple Inc. | AAPL | 18.9K | $4.79M | 1.7% | −$340.8K | Cut−$2.71M |
| Vanguard Scottsdale Fds | — | 41.1K | $3.85M | 1.4% | $53.6K | Added$416.9K |
| Vanguard Scottsdale Fds | — | 38K | $3.81M | 1.3% | $21.8K | Added$475.3K |
| Vanguard Scottsdale Fds | — | 31K | $3.4M | 1.2% | −$333.2K | Added$38.4K |
| Ishares Tr | — | 32.3K | $3.13M | 1.1% | $34.5K | Added$117.4K |
| Berkshire Hathaway Inc Del | — | 6.23K | $2.98M | 1.0% | −$146K | Cut−$736.7K |
| Vaneck Etf Trust | — | 26.1K | $2.52M | 0.9% | −$178.9K | Cut−$436K |
| Aim Etf Products Trust | — | 70.7K | $2.41M | 0.8% | — | New |
| Microsoft Corp | MSFT | 5.51K | $2.04M | 0.7% | −$625.1K | Cut−$945.3K |
| Ishares Tr | — | 33.3K | $1.89M | 0.7% | $64.5K | Added$195.5K |
| Amazon Com Inc | AMZN | 8.54K | $1.78M | 0.6% | −$181.6K | Added−$81.7K |
| ServiceNow, Inc. | NOW | 16.2K | $1.7M | 0.6% | −$783.3K | Added−$770K |
| Goldman Sachs Etf Tr | — | 19.5K | $1.65M | 0.6% | −$8.98K | Cut−$79.9K |
| Alphabet Inc | — | 5.69K | $1.64M | 0.6% | −$144.9K | Cut−$809K |
| Meta Platforms, Inc. | META | 2.73K | $1.56M | 0.5% | −$240.5K | Cut−$563.9K |
| Vanguard Index Fds | — | 3.44K | $1.1M | 0.4% | −$49.5K | Added−$44.3K |
| Aim Etf Products Trust | — | 33.8K | $1.09M | 0.4% | −$13K | Cut−$490.7K |
| Vanguard Scottsdale Fds | — | 11.8K | $974.7K | 0.3% | −$9.1K | Added$216.3K |
| Aim Etf Products Trust | — | 25.7K | $936.8K | 0.3% | — | New |
| Cisco Sys Inc | — | 11.9K | $926.2K | 0.3% | $6.74K | Held |
| Aim Etf Products Trust | — | 25K | $884.4K | 0.3% | — | New |
| Aim Etf Products Trust | — | 25.2K | $842.7K | 0.3% | −$13.1K | Added$4.42K |
| Alphabet Inc | — | 2.91K | $833.9K | 0.3% | −$78.3K | Cut−$716.9K |
| Caterpillar Inc | CAT | 1.17K | $831.7K | 0.3% | $159.2K | Cut$138.6K |
| Broadcom Inc. | AVGO | 2.57K | $794.2K | 0.3% | −$93.9K | Cut−$122.3K |
| Vanguard Mun Bd Fds | — | 15.9K | $790.8K | 0.3% | −$6.34K | Held |
| Philip Morris Intl Inc | — | 4.16K | $687.6K | 0.2% | $19.5K | Added$55.8K |
| Ishares Tr | — | 1.05K | $685.9K | 0.2% | −$24.6K | Added$155.7K |
| Johnson & Johnson | JNJ | 2.51K | $614.1K | 0.2% | $94.1K | Cut$77.6K |
| HCA Healthcare, Inc. | HCA | 1.3K | $613.3K | 0.2% | $8.27K | Cut−$70.2K |
| Ishares Tr | — | 1.7K | $605.8K | 0.2% | −$28.7K | Cut−$1.38M |
| Jpmorgan Chase & Co. | — | 1.98K | $583.5K | 0.2% | −$54.1K | Added−$35.8K |
| Spdr Gold Tr | — | 1.32K | $568K | 0.2% | $44.9K | Cut−$831K |
| Aim Etf Products Trust | — | 14.5K | $558.1K | 0.2% | −$7.69K | Held |
| Aim Etf Products Trust | — | 15.5K | $520.5K | 0.2% | — | New |
| Ishares Tr | — | 5.73K | $497K | 0.2% | −$2.66K | Cut−$3.97K |
| Invesco Qqq Tr | — | 826 | $476.9K | 0.2% | −$29.9K | Added−$17.2K |
| Bristol-Myers Squibb Co | — | 7.86K | $476.7K | 0.2% | — | New |
| Ishares Tr | — | 4.37K | $464.2K | 0.2% | −$4.2K | Cut−$21.8K |
| Mckesson Corp | MCK | 523 | $452.9K | 0.2% | $23.6K | Held |
| Vanguard Whitehall Fds | — | 4.76K | $448.2K | 0.2% | $20.2K | Held |
| Costco Whsl Corp New | — | 432 | $430.5K | 0.2% | $57.9K | Cut$41.5K |
| Merck & Co., Inc. | MRK | 3.49K | $419.9K | 0.1% | $52.5K | Held |
| First Tr Exchange Traded Fd | — | 6.69K | $419.1K | 0.1% | −$58.6K | Cut−$135.4K |
| Vaneck Etf Trust | — | 1.06K | $406.4K | 0.1% | $24.7K | Held |
| Vanguard Growth Etf | — | 912 | $398.5K | 0.1% | −$46.6K | Cut−$68K |
| Marriott Intl Inc New | — | 1.21K | $396.1K | 0.1% | $20.4K | Held |
| Ishares Tr | — | 6.38K | $394.6K | 0.1% | $14.2K | Held |
| Bank America Corp | — | 7.87K | $383.6K | 0.1% | −$49.2K | Cut−$120.7K |
| Starbucks Corp | SBUX | 4.24K | $379.5K | 0.1% | $16.5K | Added$120.8K |
| Schwab Strategic Tr | — | 14K | $358.8K | 0.1% | −$17.7K | Added−$16.7K |
| Chevron Corp New | CVX | 1.73K | $356.9K | 0.1% | $84.5K | Added$120.7K |
| Wells Fargo Co New | — | 306 | $353.4K | 0.1% | −$17.4K | Cut−$30.8K |
| Mcdonalds Corp | MCD | 1.13K | $351.2K | 0.1% | $5.88K | Cut−$23.1K |
| Vanguard Index Fds | — | 1.22K | $350.1K | 0.1% | −$3.79K | Cut−$386.4K |
| Palo Alto Networks Inc | PANW | 2.17K | $347.9K | 0.1% | −$51.8K | Cut−$104.1K |
| Applied Matls Inc | — | 1.01K | $346.9K | 0.1% | $77.6K | Added$111.8K |
| Visa Inc. | V | 1.14K | $344K | 0.1% | −$55.2K | Cut−$65.7K |
| Ishares Tr | — | 3.39K | $336.4K | 0.1% | −$2.07K | Held |
| Advanced Micro Devices Inc | AMD | 1.64K | $333.4K | 0.1% | — | New |
| Bank America Corp | — | 277 | $330.1K | 0.1% | −$16.7K | Cut−$29.3K |
| Tesla, Inc. | TSLA | 883 | $328.3K | 0.1% | −$63.1K | Added−$35.6K |
| Live Nation Entertainment In | — | 2.15K | $327.6K | 0.1% | $21.5K | Held |
| Home Depot, Inc. | HD | 987 | $324.6K | 0.1% | −$15K | Cut−$34.3K |
| Rocket Lab Corp | RKLB | 5K | $321.1K | 0.1% | −$27.7K | Held |
| Exxon Mobil Corp | — | 1.82K | $309.6K | 0.1% | $89.9K | Cut$78K |
| Schwab Charles Corp | — | 3.28K | $308.6K | 0.1% | −$19.5K | Cut−$26.9K |
| Coinbase Global, Inc. | COIN | 1.69K | $295.8K | 0.1% | −$87.3K | Held |
| Blackstone Inc. | BX | 2.54K | $291.7K | 0.1% | −$97.4K | Added−$91.6K |
| International Business Machs | — | 1.2K | $290.9K | 0.1% | −$64.6K | Cut−$94.2K |
| Ishares Tr | — | 3.24K | $286.7K | 0.1% | −$3.38K | Added$4.15K |
| Marathon Pete Corp | — | 1.1K | $268.6K | 0.1% | — | New |
| Kla Corp | KLAC | 179 | $263.6K | 0.1% | $46.1K | Held |
| Walmart Inc. | WMT | 2.11K | $261.9K | 0.1% | $27.2K | Cut$23.3K |
| Quest Diagnostics Inc | DGX | 1.3K | $255.2K | 0.1% | $29.2K | Held |
| Procter And Gamble Co | PG | 1.64K | $236.8K | 0.1% | $1.76K | Added$2.2K |
| Fedex Corp | FDX | 658 | $234.4K | 0.1% | $44.3K | Cut$33.9K |
| Cencora, Inc. | COR | 729 | $228.9K | 0.1% | −$17.4K | Added−$16.8K |
| RTX Corp | RTX | 1.15K | $222.2K | 0.1% | $10.9K | Held |
| Lockheed Martin Corp | LMT | 365 | $220.4K | 0.1% | — | New |
| Coca Cola Co | KO | 2.86K | $217.4K | 0.1% | $17.6K | Cut$3.57K |
| Pepsico Inc | PEP | 1.39K | $215.4K | 0.1% | $16.3K | Cut$1.97K |
| Doubleline Etf Trust | — | 4.34K | $214.4K | 0.1% | — | New |
| Knight-Swift Transn Hldgs In | — | 3.57K | $205.4K | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 741 | $200.5K | 0.1% | −$36.1K | Added$130 |
| Independence Rlty Tr Inc | — | 10K | $148.9K | 0.1% | −$25.9K | Held |
| Fulcrum Therapeutics, Inc. | FULC | 17K | $130.4K | 0.0% | — | New |
| Blackrock Munihldngs Cali Ql | — | 10.7K | $111.8K | 0.0% | −$2.03K | Added$4.05K |
| Innoviz Technologies Ltd. | INVZ | 10K | $6.33K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.