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Portfolio (Quarterly) Guide ↗

Westshore Wealth, LLC

· CIK 0001806366
13F Portfolio $322M AUM 107 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 46 Added 30 Reduced 7 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LQD ISHARES TR 280,636.0 $30.6M 9.50% +13K +4.7% $109.07 -3.5%
2 GOVT ISHARES TR 899,561.0 $20.5M 6.36% +472K +110.2% $22.78 -2.0%
3 IWF ISHARES TR 158,086.0 $19.6M 6.09% +118K +296.5% $124.17 -2.4%
4 NVDA NVIDIA CORPORATION Technology 42,527.0 $8.5M 2.64% +602.0 +1.4% $200.09 +8.7%
5 AAPL APPLE INC Technology 19,277.0 $5.6M 1.73% +418.0 +2.2% $289.35 +12.4%
6 EEM ISHARES TR 42,011.0 $2.9M 0.89% +9K +26.2% $68.41 -2.4%
7 GOOGL ALPHABET INC Communication Services 6,096.0 $2.2M 0.68% +402.0 +7.1% $357.37 -6.3%
8 MSFT MICROSOFT CORP Technology 5,749.0 $2.1M 0.67% +238.0 +4.3% $372.99 +34.3%
9 AMZN AMAZON COM INC Consumer Cyclical 8,693.0 $2.1M 0.64% +158.0 +1.9% $238.34 +7.0%
10 GSEW GOLDMAN SACHS ETF TR 19,613.0 $1.9M 0.57% +127.0 +0.7% $94.42 +2.0%
11 CSCO CISCO SYS INC Technology 12,003.0 $1.4M 0.44% +66.0 +0.6% $117.46 -6.6%
12 VTI VANGUARD INDEX FDS 3,467.0 $1.3M 0.40% +30.0 +0.9% $370.04 +1.4%
13 AVGO BROADCOM INC Technology 2,743.0 $1.0M 0.32% +177.0 +6.9% $377.75 -2.1%
14 AMD ADVANCED MICRO DEVICES INC Technology 1,705.0 $990K 0.31% +66.0 +4.0% $580.91 -20.9%
15 VCIT VANGUARD SCOTTSDALE FDS 11,845.0 $979K 0.30% +66.0 +0.6% $82.65 -2.7%
16 VO VANGUARD INDEX FDS 9,527.0 $768K 0.24% +8K +681.5% $80.57 +0.9%
17 PM PHILIP MORRIS INTL INC Consumer Defensive 4,241.0 $767K 0.24% +82.0 +2.0% $180.89 +3.5%
18 PANW PALO ALTO NETWORKS INC Technology 2,206.0 $752K 0.23% +36.0 +1.7% $341.02 +6.2%
19 MUB ISHARES TR 6,568.0 $707K 0.22% +2K +50.2% $107.62 -3.1%
20 JNJ JOHNSON & JOHNSON Healthcare 2,609.0 $663K 0.21% +97.0 +3.9% $253.99 +6.8%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.2%
Healthcare 18.4%
Technology 16.0%
Industrials 8.6%
Communication Services 3.0%
Consumer Cyclical 2.7%
Consumer Defensive 1.5%
Energy 0.4%
Real Estate 0.1%