DOSSIER · 13F-HR · Q1 2026
Westshore Wealth, LLC
Westshore Wealth's holding co. based in Omaha, NE — $285M in tracked AUM across 102 positions as of Q1 2026.
WW
Westshore Wealth·Omaha, NE·Holding Co.
CIK 0001806366 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Westshore Wealth, LLC
Portfolio Overview
Westshore Wealth, LLC reported a significant contraction in portfolio assets for the quarter ended September 30, 2025. The total portfolio value decreased by 43.9%, dropping from $260.67 million to $146.25 million. This reduction in Assets Under Management (AUM) is likely driven by a combination of market depreciation in Q3 and substantial capital reallocations, evidenced by the exit of 29 positi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…