StockDriftsStockDriftsTop 50 Westshore Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 21.26% | 91.7K | $68.5M | -0.72%(-663) | $400.21(+93.74%) | 2026-06-30 | |
| LQD | ISHARES TR | 9.5% | 280.6K | $30.6M | +4.67%(+12.53K) | $111.85(-5.59%) | 2026-06-30 | |
| AMRX | AMNEAL PHARMACEUTICALS INC | 7.34% | 1.37M | $23.7M | -0.56%(-7.71K) | $9.05(+100.55%) | 2026-06-30 | |
| IWD | ISHARES TR | 6.8% | 90.3K | $21.9M | -2.24%(-2.07K) | $149.53(+72.10%) | 2026-06-30 | |
| GOVT | ISHARES TR | 6.36% | 899.6K | $20.5M | +110.24%(+471.68K) | $22.77(-1.36%) | 2026-06-30 | |
| IWF | ISHARES TR | 6.09% | 158.1K | $19.6M | -0.87%(-1.39K) | $59.97(+105.76%) | 2026-06-30 | |
| IWM | ISHARES TR | 5.37% | 57.6K | $17.3M | -0.42%(-244) | $196.19(+54.83%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 3.04% | 91.1K | $9.8M | +0.06%(+56) | $122.61(-16.05%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.89% | 13.5K | $9.3M | -5.58%(-801) | $557.15(+27.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.64% | 42.5K | $8.5M | +1.44%(+602) | $17.35(+1203.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.69% | +43.09% | +6.41% | +36.41% |
| Top 20 Holdings Unweighted | +15.45% | +53.88% | +8.06% | +47.37% |
Westshore Wealth, LLC reports $322.12M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are SPY (21.3%), LQD (9.5%) and AMRX (7.3%). The top 20 holdings account for 83.89% of reported assets. Its disclosed equity book has returned +43.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westshore Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806366). View Westshore Wealth, LLC’s 13F filings on SEC