Westshore Wealth, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 322,116
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 107 | 322,116 | 13F-HR | Westshore Wealth, LLC |
| Q1 2026 | 5/27/2026 | 102 | 285,025 | 13F-HR | Westshore Wealth, LLC |
| Q4 2025 | 2/25/2026 | 103 | 302,266 | 13F-HR | Westshore Wealth, LLC |
| Q3 2025 | 11/17/2025 | 102 | 292,699 | 13F-HR | Westshore Wealth, LLC |
| Q2 2025 | 7/9/2025 | 96 | 260,670 | 13F-HR | Westshore Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.73 K | 25.4% | 14.07 K | 0 | 14.07 K |
| ETFs | 240.4 K | 74.6% | 23.02 K | 0 | 23.02 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
322,116
Holdings
107
QoQ value change ($000)
37,091
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.