1y return+19.2%S&P 500 +20.9%
3y return+43.3%S&P 500 +68.5%
5y return+38.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $149 against $188 in the S&P 500.2
Westshore Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $68.5M | 21.3% | |
| LQDIshares Tr | $30.6M | 9.5% | +4.7% |
| AMRXAmneal Pharmaceuticals Inc | $23.7M | 7.3% | |
| IWDIshares Tr | $21.9M | 6.8% | −2.2% |
| GOVTIshares Tr | $20.5M | 6.4% | +110.2% |
| IWFIshares Tr | $19.6M | 6.1% | |
| IWMIshares Tr | $17.3M | 5.4% | |
| UPSUnited Parcel Svcs Inc | $9.8M | 3.0% | |
| VOOVanguard Index Fds | $9.3M | 2.9% | −5.6% |
| NVDANvidia Corporation | $8.5M | 2.6% | +1.4% |
| IWRIshares Tr | $7.2M | 2.2% | |
| AAPLApple Inc | $5.6M | 1.7% | +2.2% |
| VTWOVanguard Scottsdale Fds | $4.4M | 1.4% | −3.8% |
| SEPWAim Etf Products Trust | $4.3M | 1.3% | −19.0% |
| VONVVanguard Scottsdale Fds | $3.9M | 1.2% | −11.4% |
| VONGVanguard Scottsdale Fds | $3.5M | 1.1% | −11.4% |
| EFAIshares Tr | $3.3M | 1.0% | −1.8% |
| BRK/BBerkshire Hathaway Inc Del | $3.1M | 1.0% | |
| EEMIshares Tr | $2.9M | 0.9% | +26.2% |
| MOATVaneck Etf Trust | $2.5M | 0.8% | −8.2% |
| GOOGLAlphabet Inc | $2.2M | 0.7% | +7.1% |
| MSFTMicrosoft Corp | $2.1M | 0.7% | +4.3% |
| AMZNAmazon Com Inc | $2.1M | 0.6% | +1.9% |
| GSEWGoldman Sachs Etf Tr | $1.9M | 0.6% | |
| MARWAim Etf Products Trust | $1.8M | 0.6% | −27.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $8.5M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $1.0M |
| CATCaterpillar Inc | March 31, 2022 | +377.9% | $1.2M |
| GOOGAlphabet Inc | March 31, 2021 | +241.6% | $960K |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $990K |
| AAPLApple Inc | March 31, 2021 | +136.9% | $5.6M |
| CSCOCisco Sys Inc | March 31, 2021 | +127.2% | $1.4M |
| IWFIshares Tr | March 31, 2021 | +104.4% | $19.6M |
| PMPhilip Morris Intl Inc | March 31, 2021 | +103.9% | $767K |
| BRK/BBerkshire Hathaway Inc Del | March 31, 2021 | +95.9% | $3.1M |
Sold off last quarter
- VGLTVanguard Scottsdale Fds was $10.0M
- Wells Fargo & CoCUSIP 949746804 was $353K
- Bank America CorpCUSIP 060505682 was $330K
- Exxon Mobil CorpCUSIP 30231G102 was $310K
- LMTLockheed Martin Corp was $220K
- PEPPepsico Inc was $215K
- MUCBlackrock Munihldngs Cali was $112K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −5.6% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −7.1% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −3.1% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westshore Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1806366&type=13F-HR&dateb=&owner=include&count=40CIK 1806366
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1806366/000180636626000004/Filed August 10, 2026 · accession 0001806366-26-000004