§ 13F · FUND PROFILE
Westshore Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $260.7T (13F)Positions · 96Turnover · — · Q4Filed · Feb 25, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$302.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 25, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 99K | $67.8T | 22.4% | NEW |
| 2 | LQD | ISHARES TR | 251K | $27.6T | 9.1% | NEW |
| 3 | IWD | ISHARES TR | 97K | $20.4T | 6.7% | NEW |
| 4 | IWF | ISHARES TR | 42K | $20.0T | 6.6% | NEW |
| 5 | AMRX | AMNEAL PHARMACEUTICALS INC | 1.38M | $17.4T | 5.8% | NEW |
| 6 | IWM | ISHARES TR | 59K | $14.4T | 4.8% | NEW |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 172K | $9.6T | 3.2% | NEW |
| 8 | GOVT | ISHARES TR | 407K | $9.4T | 3.1% | NEW |
| 9 | UPS | UNITED PARCEL SERVICE INC | 91K | $9.0T | 3.0% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 46K | $8.6T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTSHORE SIGNAL
AC read
Westshore Wealth, LLC is a Other fund managing $260670.4 trillion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed