Westshore Wealth, LLC: 13F holdings
CIK 18063662026Q2
| Positions | 107 |
|---|
| Reported value | $322.1m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 107 (+5 vs prior quarter) |
|---|
| Reported value | $322.1m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 91,690 | $68.5m | 21.3% |
| LQD ISHARES TR | 280,636 | $30.6m | 9.5% |
| AMRX AMNEAL PHARMACEUTICALS INC | 1,366,274 | $23.7m | 7.3% |
| IWD ISHARES TR | 90,319 | $21.9m | 6.8% |
| GOVT ISHARES TR | 899,561 | $20.5m | 6.4% |
| IWF ISHARES TR | 158,086 | $19.6m | 6.1% |
| IWM ISHARES TR | 57,571 | $17.3m | 5.4% |
| UPS UNITED PARCEL SVCS INC | 91,149 | $9.8m | 3.0% |
| VOO VANGUARD INDEX FDS | 13,543 | $9.3m | 2.9% |
| NVDA NVIDIA CORPORATION | 42,527 | $8.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1806366")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples