Westshore Wealth, LLC - Portfolio overview

Westshore Wealth, LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-05-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 20.68%
2. LQD - ISHARES TR, 10.06%
3. IWD - ISHARES TR, 6.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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