Westshore Wealth, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 17, 2025
Value $
$293M
Signature - Title
Ryan Ornellas - Chief Compliance Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Westshore Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Westshore Wealth, LLC reported 102 stock holdings with total value $293M as of Q3 2025. Top holdings included SPY, LQD, IWF, IWD, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 102 $293M +$26.6M -$9.93M +$16.7M SPY, LQD, IWF, IWD, IWM 13F-HR 11/17/2025, 05:00 PM
Q2 2025 96 $261M +$9.54M -$3.66M +$5.89M SPY, LQD, IWD, IWF, IWM 13F-HR 7/9/2025, 05:15 PM
Q1 2025 94 $236M +$7.23M -$6.67M +$561K SPY, LQD, IWD, IWF, IWM 13F-HR 5/15/2025, 01:36 PM
Q4 2024 93 $247M +$4.86M -$3.24M +$1.62M SPY, LQD, IWD, IWF, IWM 13F-HR 5/28/2025, 08:07 AM
Q3 2024 96 $245M +$8.84M -$17.2M -$8.38M SPY, LQD, IWD, IWF, IWM 13F-HR 11/12/2024, 06:59 PM
Q2 2024 92 $241M +$11.2M -$8.79M +$2.44M SPY, UPS, LQD, IWD, IWF 13F-HR 10/31/2024, 05:35 PM
Q1 2024 103 $241M +$12.9M -$1.67M +$11.2M SPY, UPS, LQD, IWD, IWF 13F-HR 10/31/2024, 05:35 PM
Q4 2023 95 $217M +$24M -$4.23M +$19.8M SPY, UPS, LQD, IWD, IWF 13F-HR 2/15/2024, 05:12 PM
Q3 2023 92 $180M +$13.2M -$18.5M -$5.33M SPY, UPS, LQD, IWD, IWF 13F-HR 2/15/2024, 05:12 PM
Q2 2023 109 $196M +$8.51M -$10.2M -$1.67M SPY, UPS, LQD, IWD, IWF 13F-HR 9/5/2023, 11:57 AM
Q1 2023 111 $190M +$12.9M -$9.95M +$2.92M SPY, UPS, LQD, IWD, IWM 13F-HR 5/12/2023, 04:51 PM
Q4 2022 104 $176M +$25.5M -$4.9M +$20.6M SPY, UPS, LQD, IWD, PFF 13F-HR 2/14/2023, 09:44 AM
Q3 2022 92 $145M +$9.24M -$5.63M +$3.62M SPY, UPS, LQD, IWD, IWM 13F-HR 11/2/2022, 08:29 PM
Q2 2022 94 $153M +$47.8M -$22.4M +$25.4M SPY, UPS, LQD, IWD, IWM 13F-HR 7/15/2022, 09:55 AM
Q1 2022 95 $149M +$10.6M -$3.12M +$7.52M UPS, SPY, IGSB, IWD, IWM 13F-HR 5/10/2022, 03:09 PM
Q4 2021 90 $146M +$14M -$4.13M +$9.85M UPS, SPY, IGSB, IWD, IWM 13F-HR 2/17/2022, 03:04 PM
Q3 2021 78 $124M +$2.64M -$65.8M -$63.2M UPS, SPY, IGSB, IWD, IWM 13F-HR 11/15/2021, 06:42 PM
Q2 2021 139 $194M +$11.2M -$5.43M +$5.78M UPS, SPY, IGSB, IWD, IWM 13F-HR 8/19/2021, 07:50 AM
Q1 2021 142 $175M $0 $0 UPS, SPY, IGSB, MRK, IWD 13F-HR 5/13/2021, 05:50 PM
Q4 2019 72 $90.8M $0 $0 UPS, SPY, SLY, IWF, NEAR 13F-HR 3/30/2020, 12:06 PM