Westshore Wealth
Westshore Wealth reported 107 stocks worth $322M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPY (21.3%), LQD (9.5%) and AMRX (7.3%). Compared with Q1 2026, the fund opened new positions in IGSB, JUNW and ACWI, added to LQD, GOVT and IWF, trimmed SPY, AMRX and IWD and sold out of VGLT, XOM and LMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $68.5M | 21.3% | 92K | −663 (−1%) | 8 of 8 | |
| 2 |  LQD Ishares Iboxx Invt Grade | $30.6M | 9.5% | 281K | +13K (+5%) | 8 of 8 | |
| 3 |  AMRX Amneal Pharmaceuticals Inc | $23.7M | 7.3% | 1.4M | −7,710 (−1%) | 4 of 8 | |
| 4 |  IWD Ishares TR | $21.9M | 6.8% | 90K | −2,072 (−2%) | 8 of 8 | |
| 5 |  GOVT Ishares US Treasury Bond | $20.5M | 6.4% | 900K | +472K (+110%) | 8 of 8 | |
| 6 |  IWF Ishares TR | $19.6M | 6.1% | 158K | +118K (+297%) | 8 of 8 | |
| 7 |  IWM Ishares TR | $17.3M | 5.4% | 58K | −244 (−0%) | 8 of 8 | |
| 8 |  UPS United Parcel Service Inc | $9.8M | 3.0% | 91K | No change | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $9.3M | 2.9% | 14K | −801 (−6%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $8.5M | 2.6% | 43K | +602 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VGLT Vanguard Scottsdale Fds | $10M | 181K |
WELLS FARGO CO NEW | $353K | 306 |
BANK AMERICA CORP | $330K | 277 |
 XOM Exxon Mobil Corp | $310K | 1,825 |
 LMT Lockheed Martin Corp | $220K | 365 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Westshore Wealth 13F FAQ
What does Westshore Wealth own?
Westshore Wealth reported 107 stocks worth $322M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPY (21.3%), LQD (9.5%) and AMRX (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Westshore Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 50 added to, 32 trimmed and 7 sold out. New positions include IGSB, JUNW and ACWI. It sold all of VGLT, XOM and LMT.
When will Westshore Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Westshore Wealth's portfolio worth?
The Q2 2026 filing reports $322M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.