Westshore Wealth, LLC

CIK 0001806366 • 7 13F filings • May 15, 2025 – Aug 10, 2026

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Filer information

Filed by: Westshore Wealth, LLC, Chief Compliance Officer
Address: 4041 MACARTHUR BLVD, STE 160, NEWPORT BEACH, CA, 92660
Phone: 949-825-7505
AUM: $302.3M

AUM over time

$322.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $302.3M102 positionsView on SEC.gov

			% of Portfolio
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$838K	0.3%	24,699 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$566K	0.2%	14,508 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$6.6M	2.2%Prev: 1.0%	207,359 SH	Increased+122,663 SH
ALPHABET INC	CAP STK CL A	$2.4M	0.8%	7,816 SH	New
ALPHABET INC	CAP STK CL C	$1.6M	0.5%Prev: 1.1%	4,942 SH	Decreased-9,940 SH
AMAZON COM INC	COM	$1.9M	0.6%Prev: 0.8%	8,055 SH	Decreased-1,070 SH
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$17.4M	5.8%	1,381,910 SH	New
APPLE INC	COM	$7.5M	2.5%Prev: 2.8%	27,558 SH	Increased-167 SH
APPLIED MATLS INC	COM	$235K	0.1%	915 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$252K	0.1%Prev: 0.1%	980 SH	Decreased
BANK AMERICA CORP	7.25%CNV PFD L	$359K	0.1%Prev: 0.1%	287 SH	Decreased-13 SH
BANK AMERICA CORP	COM	$504K	0.2%Prev: 0.2%	9,169 SH	Increased+660 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.2%Prev: 1.4%	7,403 SH	Increased-110 SH
BLACKROCK INC	COM	$213K	0.1%Prev: 0.1%	199 SH	Decreased-29 SH
BLACKROCK MUNIHLDNGS CALI QL	COM	$108K	0.0%	10,163 SH	New
BLACKSTONE INC	COM	$383K	0.1%Prev: 0.2%	2,487 SH	Decreased-496 SH
BROADCOM INC	COM	$916K	0.3%Prev: 0.3%	2,648 SH	Increased-494 SH
CARNIVAL CORP	UNIT 99/99/9999	$208K	0.1%	6,807 SH	New
CATERPILLAR INC	COM	$693K	0.2%Prev: 0.2%	1,210 SH	Increased-113 SH
CENCORA INC	COM	$246K	0.1%	727 SH	New
CHEVRON CORP NEW	COM	$236K	0.1%Prev: 0.1%	1,550 SH	Increased-54 SH
CISCO SYS INC	COM	$919K	0.3%Prev: 0.3%	11,937 SH	Increased-527 SH
COCA COLA CO	COM	$214K	0.1%	3,058 SH	New
COINBASE GLOBAL INC	COM CL A	$383K	0.1%Prev: 0.2%	1,694 SH	Decreased-10 SH
COSTCO WHSL CORP NEW	COM	$389K	0.1%Prev: 0.2%	451 SH	Decreased-7 SH
DANAHER CORPORATION	COM	$233K	0.1%	1,020 SH	New
ELI LILLY & CO	COM	$221K	0.1%	206 SH	New
EXXON MOBIL CORP	COM	$232K	0.1%Prev: 0.1%	1,924 SH	Increased-113 SH
FEDEX CORP	COM	$200K	0.1%Prev: 0.1%	694 SH	Decreased-256 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$555K	0.2%Prev: 0.2%	7,761 SH	Increased-136 SH
GALLAGHER ARTHUR J & CO	COM	$207K	0.1%Prev: 0.1%	800 SH	Decreased
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$1.7M	0.6%	20,319 SH	New
HCA HEALTHCARE INC	COM	$683K	0.2%Prev: 0.2%	1,464 SH	Increased-76 SH
HOME DEPOT INC	COM	$359K	0.1%Prev: 0.2%	1,043 SH	Decreased-236 SH
INDEPENDENCE RLTY TR INC	COM	$175K	0.1%Prev: 0.1%	10,000 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$385K	0.1%Prev: 0.2%	1,300 SH	Decreased-500 SH
INVESCO QQQ TR	UNIT SER 1	$494K	0.2%Prev: 0.2%	804 SH	Decreased-184 SH
ISHARES TR	20 YR TR BD ETF	$501K	0.2%Prev: 0.7%	5,748 SH	Decreased-14,476 SH
ISHARES TR	CORE 80/20 AGGRE	$283K	0.1%	3,155 SH	New
ISHARES TR	CORE S&P MCP ETF	$236K	0.1%Prev: 0.1%	3,573 SH	Increased+8 SH
ISHARES TR	CORE S&P500 ETF	$530K	0.2%Prev: 0.2%	774 SH	Increased-15 SH
ISHARES TR	CORE US AGGBD ET	$338K	0.1%Prev: 0.1%	3,389 SH	Increased-28 SH
ISHARES TR	IBOXX INV CP ETF	$27.6M	9.1%Prev: 9.5%	250,758 SH	Increased+31,250 SH
ISHARES TR	ISHS 1-5YR INVS	$300K	0.1%	5,674 SH	New
ISHARES TR	MSCI EAFE ETF	$3.0M	1.0%Prev: 0.8%	31,400 SH	Increased+3,660 SH
ISHARES TR	MSCI EMG MKT ETF	$1.7M	0.6%Prev: 0.4%	30,986 SH	Increased+5,132 SH
ISHARES TR	NATIONAL MUN ETF	$486K	0.2%Prev: 0.3%	4,537 SH	Decreased-2,289 SH
ISHARES TR	RUS 1000 ETF	$2.0M	0.7%Prev: 0.7%	5,326 SH	Increased-219 SH
ISHARES TR	RUS 1000 GRW ETF	$20.0M	6.6%Prev: 7.6%	42,267 SH	Increased-4,500 SH
ISHARES TR	RUS 1000 VAL ETF	$20.4M	6.7%Prev: 7.7%	96,811 SH	Increased-5,756 SH
ISHARES TR	RUS MID CAP ETF	$6.6M	2.2%Prev: 2.6%	68,470 SH	Increased-3,539 SH
ISHARES TR	RUSSELL 2000 ETF	$14.4M	4.8%Prev: 5.5%	58,540 SH	Increased-2,579 SH
ISHARES TR	SELECT US REIT	$380K	0.1%	6,376 SH	New
ISHARES TR	U.S. MED DVC ETF	$565K	0.2%Prev: 0.2%	9,092 SH	Increased
ISHARES TR	US TREAS BD ETF	$9.4M	3.1%Prev: 3.2%	407,358 SH	Increased+64,439 SH
JOHNSON & JOHNSON	COM	$537K	0.2%Prev: 0.1%	2,592 SH	Increased+105 SH
JPMORGAN CHASE & CO.	COM	$619K	0.2%Prev: 0.2%	1,922 SH	Increased-499 SH
KLA CORP	COM NEW	$217K	0.1%	179 SH	New
LAS VEGAS SANDS CORP	COM	$227K	0.1%Prev: 0.1%	3,488 SH	Increased-662 SH
LIVE NATION ENTERTAINMENT IN	COM	$306K	0.1%Prev: 0.1%	2,148 SH	Increased-92 SH
MARRIOTT INTL INC NEW	CL A	$376K	0.1%Prev: 0.2%	1,211 SH	Decreased-163 SH
MCDONALDS CORP	COM	$374K	0.1%Prev: 0.2%	1,225 SH	Decreased-199 SH
MCKESSON CORP	COM	$429K	0.1%Prev: 0.1%	523 SH	Increased-41 SH
MERCK & CO INC	COM	$367K	0.1%Prev: 0.2%	3,491 SH	Decreased-832 SH
META PLATFORMS INC	CL A	$2.1M	0.7%Prev: 0.9%	3,224 SH	Decreased-574 SH
MICROSOFT CORP	COM	$3.0M	1.0%Prev: 1.2%	6,173 SH	Increased-605 SH
NVIDIA CORPORATION	COM	$8.6M	2.8%Prev: 2.6%	45,986 SH	Increased-1,991 SH
PALO ALTO NETWORKS INC	COM	$452K	0.1%Prev: 0.2%	2,454 SH	Decreased-666 SH
PEPSICO INC	COM	$213K	0.1%	1,487 SH	New
PHILIP MORRIS INTL INC	COM	$632K	0.2%Prev: 0.2%	3,939 SH	Increased-328 SH
PROCTER AND GAMBLE CO	COM	$235K	0.1%Prev: 0.2%	1,637 SH	Decreased-1,172 SH
QUANTA SVCS INC	COM	$246K	0.1%	582 SH	New
QUEST DIAGNOSTICS INC	COM	$226K	0.1%Prev: 0.1%	1,302 SH	Increased-61 SH
ROCKET LAB CORP	COM	$349K	0.1%	5,000 SH	New
RTX CORPORATION	COM	$211K	0.1%	1,152 SH	New
SCHWAB CHARLES CORP	COM	$335K	0.1%Prev: 0.1%	3,358 SH	Increased-424 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$375K	0.1%Prev: 0.1%	13,953 SH	Increased-740 SH
SERVICENOW INC	COM	$2.5M	0.8%Prev: 2.6%	16,105 SH	Decreased+10,151 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.5%Prev: 0.4%	3,530 SH	Increased-150 SH
SPDR S&P 500 ETF TR	TR UNIT	$67.8M	22.4%Prev: 25.8%	99,378 SH	Increased-9,366 SH
SPOTIFY TECHNOLOGY S A	SHS	$238K	0.1%	409 SH	New
STARBUCKS CORP	COM	$259K	0.1%Prev: 0.2%	3,072 SH	Decreased-1,152 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$230K	0.1%	900 SH	New
TESLA INC	COM	$364K	0.1%Prev: 0.1%	809 SH	Increased-39 SH
UNITED PARCEL SERVICE INC	CL B	$9.0M	3.0%Prev: 4.7%	91,092 SH	Decreased-177 SH
UNITEDHEALTH GROUP INC	COM	$200K	0.1%Prev: 0.2%	607 SH	Decreased-133 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.0M	1.0%Prev: 1.6%	28,562 SH	Decreased-13,501 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$382K	0.1%Prev: 0.1%	1,060 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$467K	0.2%Prev: 0.2%	956 SH	Increased+18 SH
VANGUARD INDEX FDS	MID CAP ETF	$736K	0.2%Prev: 0.3%	2,537 SH	Increased-170 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	2.8%Prev: 0.4%	13,554 SH	Increased+11,539 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.4%Prev: 0.6%	3,421 SH	Decreased-1,843 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$797K	0.3%	15,851 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$758K	0.3%	9,055 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$9.6M	3.2%Prev: 3.3%	171,731 SH	Increased+23,196 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$3.4M	1.1%	27,628 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$3.4M	1.1%	37,230 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.3M	1.1%	33,483 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$428K	0.1%Prev: 0.1%	4,756 SH	Increased
VISA INC	COM CL A	$410K	0.1%Prev: 0.2%	1,168 SH	Decreased-232 SH
WALMART INC	COM	$239K	0.1%Prev: 0.1%	2,142 SH	Increased-450 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$384K	0.1%Prev: 0.1%	317 SH	Increased+16 SH

Sold (vs prior filing)

ABBVIE INC — $321K
ACCENTURE PLC IRELAND — $287K
ADOBE INC — $209K
AMPLIFY ETF TR — $309K
BARNES GROUP INC — $321K
BLOCK H & R INC — $221K
EATON CORP PLC — $218K
ISHARES TR — $352K
ISHARES TR — $449K
ISHARES TR — $525K
ISHARES TR — $202K
ISHARES TR — $351K
KNIGHT-SWIFT TRANSN HLDGS IN — $251K
LOCKHEED MARTIN CORP — $202K
PACCAR INC — $248K
PINTEREST INC — $268K
SCHLUMBERGER LTD — $260K
SCHWAB STRATEGIC TR — $381K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 25, 2026	Q4 2025	13F-HR	0001806366-26-000001	$302.3M	View
May 28, 2025	Q4 2024	13F-HR	0001085146-25-003402	$246.9M	View
Nov 17, 2025	Q3 2025