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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 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,096.0 $2.2M 0.68% +402.0 +7.1% $357.37 -6.3%
22 MSFT MICROSOFT CORP Technology 5,749.0 $2.1M 0.67% +238.0 +4.3% $372.99 +34.3%
23 AMZN AMAZON COM INC Consumer Cyclical 8,693.0 $2.1M 0.64% +158.0 +1.9% $238.34 +7.0%
24 GSEW GOLDMAN SACHS ETF TR 19,613.0 $1.9M 0.57% +127.0 +0.7% $94.42 +2.0%
25 MARW AIM ETF PRODUCTS TRUST 50,996.0 $1.8M 0.57% -20K -27.8% $36.11 +1.6%
26 NOW SERVICENOW INC Technology 15,673.0 $1.6M 0.48% -560.0 -3.5% $99.28 +43.9%
27 META META PLATFORMS INC Communication Services 2,740.0 $1.5M 0.48% $563.29 +2.7%
28 CSCO CISCO SYS INC Technology 12,003.0 $1.4M 0.44% +66.0 +0.6% $117.46 -6.6%
29 VTI VANGUARD INDEX FDS 3,467.0 $1.3M 0.40% +30.0 +0.9% $370.04 +1.4%
30 CAT CATERPILLAR INC Industrials 1,171.0 $1.2M 0.39% $1064.90 -26.8%
31 AVGO BROADCOM INC Technology 2,743.0 $1.0M 0.32% +177.0 +6.9% $377.75 -2.1%
32 AMD ADVANCED MICRO DEVICES INC Technology 1,705.0 $990K 0.31% +66.0 +4.0% $580.91 -20.9%
33 AUGW AIM ETF PRODUCTS TRUST 28,836.0 $982K 0.30% -5K -14.7% $34.05 +1.7%
34 VCIT VANGUARD SCOTTSDALE FDS 11,845.0 $979K 0.30% +66.0 +0.6% $82.65 -2.7%
35 GOOG ALPHABET INC 2,717.0 $960K 0.30% -190.0 -6.5% $353.33
36 DECW AIM ETF PRODUCTS TRUST 25,223.0 $899K 0.28% $35.65 +1.7%
37 IGSB ISHARES TR 15,896.0 $833K 0.26% NEW $52.41 -1.2%
38 IVV ISHARES TR 1,050.0 $786K 0.24% $748.89 +2.2%
39 VO VANGUARD INDEX FDS 9,527.0 $768K 0.24% +8K +681.5% $80.57 +0.9%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 4,241.0 $767K 0.24% +82.0 +2.0% $180.89 +3.5%
Page 2 of 6  ·  107 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%