Westshore Wealth

Westshore Wealth as of June 30, 2026

Portfolio Holdings for Westshore Wealth

Westshore Wealth holds 107 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 21.3 $69M 92k 746.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 9.5 $31M 281k 109.07
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 7.3 $24M 1.4M 17.31
Ishares Tr Rus 1000 Val Etf (IWD) 6.8 $22M 90k 242.43
Ishares Tr Us Treas Bd Etf (GOVT) 6.4 $21M 900k 22.78
Ishares Tr Rus 1000 Grw Etf (IWF) 6.1 $20M 158k 124.17
Ishares Tr Russell 2000 Etf (IWM) 5.4 $17M 58k 300.45
United Parcel Svcs CL B (UPS) 3.0 $9.8M 91k 107.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $9.3M 14k 686.79
NVIDIA Corporation (NVDA) 2.6 $8.5M 43k 200.09
Ishares Tr Rus Mid Cap Etf (IWR) 2.2 $7.2M 65k 110.32
Apple (AAPL) 1.7 $5.6M 19k 289.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $4.4M 37k 121.42
Aim Etf Products Trust Allianzim Us Eqt (SEPW) 1.3 $4.3M 129k 33.39
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.2 $3.9M 36k 106.31
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $3.5M 28k 127.81
Ishares Tr Msci Eafe Etf (EFA) 1.0 $3.3M 32k 103.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.1M 6.3k 500.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $2.9M 42k 68.41
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $2.5M 24k 103.96
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.2M 6.1k 357.37
Microsoft Corporation (MSFT) 0.7 $2.1M 5.7k 372.99
Amazon (AMZN) 0.6 $2.1M 8.7k 238.34
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.6 $1.9M 20k 94.42
Aim Etf Products Trust Allianzim Us Eqt (MARW) 0.6 $1.8M 51k 36.11
Servicenow (NOW) 0.5 $1.6M 16k 99.28
Meta Platforms Cl A (META) 0.5 $1.5M 2.7k 563.29
Cisco Systems (CSCO) 0.4 $1.4M 12k 117.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.3M 3.5k 370.04
Caterpillar (CAT) 0.4 $1.2M 1.2k 1064.90
Broadcom (AVGO) 0.3 $1.0M 2.7k 377.75
Advanced Micro Devices (AMD) 0.3 $991k 1.7k 580.91
Aim Etf Products Trust Allia Us Aug Etf (AUGW) 0.3 $982k 29k 34.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $979k 12k 82.65
Alphabet Cap Stk Cl C (GOOG) 0.3 $960k 2.7k 353.33
Aim Etf Products Trust Allianzim Us Eqt (DECW) 0.3 $899k 25k 35.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $833k 16k 52.41
Ishares Tr Core S&p500 Etf (IVV) 0.2 $786k 1.1k 748.89
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $768k 9.5k 80.57
Philip Morris International (PM) 0.2 $767k 4.2k 180.89
Palo Alto Networks (PANW) 0.2 $752k 2.2k 341.02
Aim Etf Products Trust Allianzim Us Eqt (APRW) 0.2 $745k 20k 37.14
Applied Materials (AMAT) 0.2 $717k 992.00 723.00
Ishares Tr National Mun Etf (MUB) 0.2 $707k 6.6k 107.62
Ishares Tr Rus 1000 Etf (IWB) 0.2 $696k 1.7k 409.50
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $695k 1.1k 655.89
Johnson & Johnson (JNJ) 0.2 $663k 2.6k 253.99
JPMorgan Chase & Co. (JPM) 0.2 $658k 2.0k 327.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $651k 13k 50.58
Aim Etf Products Trust Allia Us Jun Etf (JUNW) 0.2 $607k 18k 34.39
Aim Etf Products Trust Allia Us Oct Etf (OCTW) 0.2 $594k 15k 40.91
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $589k 6.6k 89.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $574k 779.00 736.57
Kla Corp Com New (KLAC) 0.2 $533k 1.8k 301.71
Hca Holdings (HCA) 0.2 $513k 1.3k 389.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $472k 5.5k 86.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $472k 1.3k 368.38
Bank of America Corporation (BAC) 0.1 $462k 8.1k 56.98
Merck & Co (MRK) 0.1 $462k 3.6k 128.48
Bristol Myers Squibb (BMY) 0.1 $454k 7.9k 57.62
Marriott Intl Cl A (MAR) 0.1 $453k 1.2k 370.59
Visa Com Cl A (V) 0.1 $447k 1.3k 343.08
Rocket Lab Corp (RKLB) 0.1 $445k 4.4k 101.65
Aim Etf Products Trust Allia Us Jan Etf (JANW) 0.1 $426k 11k 38.67
Tesla Motors (TSLA) 0.1 $420k 998.00 420.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $413k 14k 29.43
McKesson Corporation (MCK) 0.1 $399k 527.00 756.12
Aim Etf Products Trust Allia Us Feb Etf (FEBW) 0.1 $396k 11k 35.54
Live Nation Entertainment (LYV) 0.1 $394k 2.2k 183.11
Starbucks Corporation (SBUX) 0.1 $385k 3.8k 102.19
Costco Wholesale Corporation (COST) 0.1 $383k 409.00 935.47
Home Depot (HD) 0.1 $377k 1.1k 352.68
International Business Machines (IBM) 0.1 $350k 1.2k 281.21
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $331k 3.8k 86.42
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $330k 3.3k 98.98
UnitedHealth (UNH) 0.1 $324k 779.00 415.63
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $323k 2.1k 156.97
Ishares Tr Core 80 20 Etf (AOA) 0.1 $316k 3.2k 97.60
McDonald's Corporation (MCD) 0.1 $312k 1.2k 270.39
Charles Schwab Corporation (SCHW) 0.1 $308k 3.3k 92.27
Blackstone Group Inc Com Cl A (BX) 0.1 $304k 2.6k 117.67
Chevron Corporation (CVX) 0.1 $297k 1.8k 165.76
Eli Lilly & Co. (LLY) 0.1 $292k 243.00 1199.43
Marathon Petroleum Corp (MPC) 0.1 $285k 1.1k 255.67
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $278k 3.6k 77.87
Quest Diagnostics Incorporated (DGX) 0.1 $276k 1.3k 211.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $270k 2.7k 98.20
Aim Etf Products Trust Allia Us May Etf (MAYW) 0.1 $266k 7.6k 34.77
Wal-Mart Stores (WMT) 0.1 $257k 2.3k 113.25
Procter & Gamble Company (PG) 0.1 $257k 1.8k 146.61
Coca-Cola Company (KO) 0.1 $250k 3.1k 81.27
Coinbase Global Com Cl A (COIN) 0.1 $249k 1.7k 146.19
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $241k 4.1k 59.25
Eaton Corp SHS (ETN) 0.1 $241k 565.00 426.12
Raytheon Technologies Corp (RTX) 0.1 $230k 1.2k 189.73
Take-Two Interactive Software (TTWO) 0.1 $226k 903.00 249.98
Union Pacific Corporation (UNP) 0.1 $224k 825.00 272.00
Altria (MO) 0.1 $221k 3.1k 71.95
Doubleline Etf Trust Mortgage Etf (DMBS) 0.1 $216k 4.4k 49.09
Ishares Tr Select Us Reit (ICF) 0.1 $215k 3.2k 67.63
AmerisourceBergen (COR) 0.1 $209k 737.00 283.06
FedEx Corporation (FDX) 0.1 $209k 666.00 313.13
Chubb (CB) 0.1 $208k 610.00 340.74
Blackrock (BLK) 0.1 $200k 208.00 961.56
Independence Realty Trust In (IRT) 0.1 $167k 10k 16.69
Fulcrum Therapeutics (FULC) 0.0 $62k 17k 3.66
Innoviz Technologies SHS (INVZ) 0.0 $7.6k 10k 0.76