§ 13F · FUND PROFILE
Westshore Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261M (13F)Positions · 96Turnover · — · Q1Filed · May 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 92K | $60M | 10.5% | +86% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 92K | $60M | 10.5% | — |
| 3 | LQD | ISHARES TR | 268K | $29M | 5.1% | — |
| 4 | LQD | ISHARES TR | 268K | $29M | 5.1% | +114% |
| 5 | IWD | ISHARES TR | 92K | $20M | 3.5% | +91% |
| 6 | IWD | ISHARES TR | 92K | $20M | 3.5% | — |
| 7 | AMRX | AMNEAL PHARMACEUTICALS INC | 1.37M | $17M | 3.0% | +99% |
| 8 | AMRX | AMNEAL PHARMACEUTICALS INC | 1.37M | $17M | 3.0% | — |
| 9 | IWF | ISHARES TR | 40K | $17M | 3.0% | +89% |
| 10 | IWF | ISHARES TR | 40K | $17M | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTSHORE SIGNAL
AC read
Westshore Wealth, LLC is a Other fund managing $261 million in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed