Westshore Wealth, LLC

NEWPORT BEACH, CA · CIK 1806366 · 13F filing filed 2025-07-09

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$662.4m
Staff10 · 7 in investment roles
Main clients (by assets)High net worth individuals 98%
Websitewestshorewealth.com
Form ADV · 2026-03-30SEC adviser record

Kindwealth
Others nearbyNewport Beach, CA, Coppell, TX

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Newport Beach, CA (main office)United States	United States	about 5
Coppell, TXUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$260.7m reported value +10.3% vs Q1 2025

96positions

70.6%in top 10

7 new 37 added 24 reduced 5 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	105,072	$64.9m24.90%	24.90%	Reduced -1.7k	-1,665 -1.6%
2	ISHARES TR IBOXX INV CP ETF LQD	LQD	243,851	$26.7m10.25%	10.25%	Added +9.3k	+9,316 4.0%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	99,783	$19.4m7.43%	7.43%	Reduced -1.4k	-1,405 -1.4%
4	ISHARES TR RUS 1000 GRW ETF IWF	IWF	44,896	$19.1m7.31%	7.31%	Reduced -726	-726 -1.6%
5	ISHARES TR RUSSELL 2000 ETF IWM	IWM	60,044	$13.0m4.97%	4.97%	Reduced -117	-117 -0.2%
6	UNITED PARCEL SERVICE INC CL B UPS	UPS	91,270	$9.2m3.53%	3.53%	Unchanged
7	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	162,530	$9.1m3.50%	3.50%	Added +6.2k	+6,248 4.0%
8	ISHARES TR US TREAS BD ETF GOVT	GOVT	373,706	$8.6m3.29%	3.29%	Added +10.2k	+10,150 2.8%
9	NVIDIA CORPORATION COM NVDA	NVDA	48,167	$7.6m2.92%	2.92%	Reduced -270	-270 -0.6%
10	ISHARES TR RUS MID CAP ETF IWR	IWR	69,381	$6.4m2.45%	2.45%	Added +612	+612 0.9%
11	APPLE INC COM AAPL	AAPL	27,758	$5.7m2.18%	2.18%	Added +32	+32 0.1%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,697	$4.9m1.90%	1.90%	Added +4.4k	+4,387 101.8%
13	SERVICENOW INC COM NOW	NOW	4,114	$4.2m1.62%	1.62%	Reduced -244	-244 -5.6%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,513	$3.6m1.40%	1.40%	Unchanged
15	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	37,347	$3.5m1.34%	1.34%	Reduced -538	-538 -1.4%
16	MICROSOFT CORP COM MSFT	MSFT	6,766	$3.4m1.29%	1.29%	Added +3	+3 0.0%
17	META PLATFORMS INC CL A META	META	3,795	$2.8m1.07%	1.07%	Reduced -3	-3 -0.1%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	14,723	$2.6m1.00%	1.00%	Reduced -141	-141 -0.9%
19	ISHARES TR MSCI EAFE ETF EFA	EFA	28,987	$2.6m0.99%	0.99%	Added +1.2k	+1,169 4.2%
20	AIM ETF PRODUCTS TRUST ALLIANZIM US LRG SEPW	SEPW	84,696	$2.6m0.98%	0.98%	Unchanged
21	AMAZON COM INC COM AMZN	AMZN	8,685	$1.9m0.73%	0.73%	Reduced -87	-87 -1.0%
22	ISHARES TR RUS 1000 ETF IWB	IWB	5,546	$1.9m0.72%	0.72%	Added +1	+1 0.0%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,296	$1.6m0.62%	0.62%	Added +25	+25 0.5%
24	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	17,175	$1.5m0.57%	0.57%	Added +10.5k	+10,504 157.5%
25	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	18,136	$1.5m0.57%	0.57%	Added +8.2k	+8,156 81.7%
26	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	12,980	$1.4m0.54%	0.54%	Added +8.0k	+7,950 158.1%
27	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	16,518	$1.4m0.54%	0.54%	Added +9.5k	+9,515 135.9%
28	ISHARES TR 20 YR TR BD ETF TLT	TLT	15,869	$1.4m0.54%	0.54%	Reduced -2.9k	-2,876 -15.3%
29	ISHARES TR MSCI EMG MKT ETF EEM	EEM	27,145	$1.3m0.50%	0.50%	Added +1.0k	+1,021 3.9%
30	SPDR GOLD TR GOLD SHS GLD	GLD	3,580	$1.1m0.42%	0.42%	Reduced -100	-100 -2.7%
31	CISCO SYS INC COM CSCO	CSCO	12,473	$865.4k0.33%	0.33%	Added +4	+4 0.0%
32	ISHARES TR NATIONAL MUN ETF MUB	MUB	8,278	$864.9k0.33%	0.33%	Added +3.4k	+3,356 68.2%
33	BROADCOM INC COM AVGO	AVGO	3,008	$829.2k0.32%	0.32%	Added +5	+5 0.2%
34	VANGUARD INDEX FDS MID CAP ETF VO	VO	2,609	$730.1k0.28%	0.28%	Reduced -100	-100 -3.7%
35	PHILIP MORRIS INTL INC COM PM	PM	3,939	$717.3k0.28%	0.28%	Unchanged
36	JPMORGAN CHASE & CO COM JPM	JPM	2,348	$680.8k0.26%	0.26%	Added +2	+2 0.1%
37	COINBASE GLOBAL INC COM CL A COIN	COIN	1,704	$597.2k0.23%	0.23%	Unchanged
38	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	7,897	$596.9k0.23%	0.23%	Unchanged
39	HCA HEALTHCARE INC COM HCA	HCA	1,512	$579.2k0.22%	0.22%	Reduced -7	-7 -0.5%
40	PALO ALTO NETWORKS INC COM PANW	PANW	2,820	$577.1k0.22%	0.22%	Unchanged
41	ISHARES TR U.S. MED DVC ETF IHI	IHI	9,092	$569.5k0.22%	0.22%	Unchanged
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,016	$560.3k0.21%	0.21%	Added +28	+28 2.8%
43	CATERPILLAR INC COM CAT	CAT	1,316	$510.7k0.20%	0.20%	Added +1	+1 0.1%
44	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,700	$501.1k0.19%	0.19%	Reduced -100	-100 -5.6%
45	VISA INC COM CL A V	V	1,401	$497.6k0.19%	0.19%	Unchanged
46	ISHARES TR COHEN STEER REIT ICF	ICF	8,121	$496.7k0.19%	0.19%	Added +649	+649 8.7%
47	ISHARES TR CORE S&P500 ETF IVV	IVV	789	$489.9k0.19%	0.19%	Unchanged
48	COSTCO WHSL CORP NEW COM COST	COST	475	$470.2k0.18%	0.18%	Unchanged
49	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	20,815	$460.0k0.18%	0.18%	Added +228	+228 1.1%
50	PROCTER AND GAMBLE CO COM PG	PG	2,816	$448.6k0.17%	0.17%	Added +4	+4 0.1%
51	MCDONALDS CORP COM MCD	MCD	1,425	$416.2k0.16%	0.16%	Added +1	+1 0.1%
52	ISHARES TR PFD AND INCM SEC PFF	PFF	13,532	$415.2k0.16%	0.16%	Reduced -2.4k	-2,400 -15.1%
53	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	938	$411.3k0.16%	0.16%	Unchanged
54	BLACKSTONE INC COM BX	BX	2,734	$408.9k0.16%	0.16%	Reduced -113	-113 -4.0%
55	MCKESSON CORP COM MCK	MCK	554	$406.2k0.16%	0.16%	Unchanged
56	HOME DEPOT INC COM HD	HD	1,106	$405.3k0.16%	0.16%	Reduced -99	-99 -8.2%
57	JOHNSON & JOHNSON COM JNJ	JNJ	2,600	$397.2k0.15%	0.15%	Added +107	+107 4.3%
58	BANK AMERICA CORP COM BAC	BAC	8,336	$394.5k0.15%	0.15%	Reduced -123	-123 -1.4%
59	ISHARES TR AGGRES ALLOC ETF AOA	AOA	4,683	$390.6k0.15%	0.15%	Unchanged
60	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	4,756	$381.0k0.15%	0.15%	Unchanged
61	STARBUCKS CORP COM SBUX	SBUX	4,115	$377.0k0.14%	0.14%	Added +3	+3 0.1%
62	MARRIOTT INTL INC NEW CL A MAR	MAR	1,341	$366.4k0.14%	0.14%	Unchanged
63	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	300	$363.9k0.14%	0.14%	Unchanged
64	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,851	$361.8k0.14%	0.14%	Added +7	+7 0.4%
65	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	14,782	$361.3k0.14%	0.14%	Added +43	+43 0.3%
66	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	301	$353.4k0.14%	0.14%	Unchanged
67	SCHWAB CHARLES CORP COM SCHW	SCHW	3,752	$342.3k0.13%	0.13%	Unchanged
68	MERCK & CO INC COM MRK	MRK	4,275	$338.4k0.13%	0.13%	Reduced -24	-24 -0.6%
69	ISHARES TR CORE US AGGBD ET AGG	AGG	3,388	$336.1k0.13%	0.13%	Reduced -31	-31 -0.9%
70	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	2,193	$331.8k0.13%	0.13%	Unchanged
71	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	402	$308.5k0.12%	0.12%	Added +2	+2 0.5%
72	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	980	$302.2k0.12%	0.12%	Unchanged
73	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,060	$295.6k0.11%	0.11%	Unchanged
74	GALLAGHER ARTHUR J & CO COM AJG	AJG	900	$288.1k0.11%	0.11%	Added +100	+100 12.5%
75	TESLA INC COM TSLA	TSLA	886	$281.4k0.11%	0.11%	Added +22	+22 2.5%
76	AMPLIFY ETF TR AMPLIFY CYBERSEC HACK	HACK	3,145	$271.6k0.10%	0.10%	Unchanged
77	WALMART INC COM WMT	WMT	2,609	$255.1k0.10%	0.10%	Added +16	+16 0.6%
78	PINTEREST INC CL A PINS	PINS	7,085	$254.1k0.10%	0.10%	Reduced -1.5k	-1,511 -17.6%
79	QUEST DIAGNOSTICS INC COM DGX	DGX	1,347	$242.0k0.09%	0.09%	Unchanged
80	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	791	$236.4k0.09%	0.09%	Reduced -24	-24 -2.9%
81	BLACKROCK INC COM BLK	BLK	223	$234.1k0.09%	0.09%	Added +6	+6 2.8%
82	UNITEDHEALTH GROUP INC COM UNH	UNH	741	$231.2k0.09%	0.09%	Unchanged
83	CHEVRON CORP NEW COM CVX	CVX	1,604	$229.7k0.09%	0.09%	Unchanged
84	BLOCK H & R INC COM HRB	HRB	4,060	$222.9k0.09%	0.09%	Reduced -26	-26 -0.6%
85	EXXON MOBIL CORP COM XOM	XOM	2,038	$219.7k0.08%	0.08%	Added +1	+1 0.1%
86	QUANTA SVCS INC COM PWR	PWR	579	$218.9k0.08%	0.08%	New
87	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	900	$218.6k0.08%	0.08%	New
88	CENCORA INC COM COR	COR	725	$217.3k0.08%	0.08%	Added +2	+2 0.3%
89	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,487	$216.3k0.08%	0.08%	Unchanged
90	COCA COLA CO COM KO	KO	3,056	$216.2k0.08%	0.08%	Added +1	+1 0.0%
91	EATON CORP PLC SHS ETN	ETN	598	$213.5k0.08%	0.08%	New
92	DISNEY WALT CO COM DIS	DIS	1,713	$212.4k0.08%	0.08%	New
93	CARNIVAL CORP UNIT 99/99/9999 UNIT 99/99/9999		7,472	$210.1k0.08%	0.08%	New
94	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	8,457	$201.5k0.08%	0.08%	New
95	DANAHER CORPORATION COM DHR	DHR	1,020	$201.5k0.08%	0.08%	New
96	INDEPENDENCE RLTY TR INC COM IRT	IRT	10,000	$176.9k0.07%	0.07%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SCHLUMBERGER LTD SLB	SLB	6,518	$272.5k6.5k shares
ELI LILLY & CO LLY	LLY	247	$204.3k247 shares
KNIGHT-SWIFT TRANSN HLDGS IN KNX	KNX	4,689	$203.9k4.7k shares
FEDEX CORP FDX	FDX	832	$202.8k832 shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,450	$201.8k4.5k shares