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Ryan Ornellas

Westshore Wealth, Llc

Assets Managed
$285.025M
Holdings
102
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-5.7%(2Q avg: -1.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westshore Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Westshore Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 285.025M in assets, with a quarterly growth rate of -5.7% and a 2-quarter average growth rate of -1.21%. The portfolio is managed by Ryan Ornellas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.06%
21.08%
$60.061M
92,353 shares@ $650.34 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 6.92%
10.26%
$29.221M
268,104 shares@ $109.0 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -4.56%
6.93%
$19.741M
92,391 shares@ $213.67 avg price
AMRX
Amneal Pharmaceuticals Inc
Recent Activity
Decreased -0.57%
6%
$17.079M
1.374M shares@ $12.43 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -5.67%
5.97%
$17.001M
39,870 shares@ $426.41 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.23%
5.04%
$14.338M
57,815 shares@ $248.0 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 5.11%
3.51%
$9.992M
180,505 shares@ $55.36 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 5.04%
3.44%
$9.803M
427,882 shares@ $22.92 avg price
UPS
United Parcel Service-cl B
Recent Activity
Increased 0.01%
3.15%
$8.962M
91,093 shares@ $98.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.83%
3.01%
$8.571M
14,344 shares@ $597.55 avg price

1-10 of 102