# EDGAR Filing Document

**Accession Number:** 0001806366
**File Stem:** 0001806366-25-000002
**Filing Date:** 2025-11
**Character Count:** 14945
**Document Hash:** 94a0e503cadd454ecc3f3a4a8c8662c2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001806366-25-000002.hdr.sgml**: 20251117

**ACCESSION NUMBER**: 0001806366-25-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251117

**DATE AS OF CHANGE**: 20251117

**EFFECTIVENESS DATE**: 20251117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Westshore Wealth, LLC
- **CENTRAL INDEX KEY:** 0001806366

**ORGANIZATION NAME:**
- **EIN:** 812320869
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20213
- **FILM NUMBER:** 251491747

**BUSINESS ADDRESS:**
- **STREET 1:** 4041 MACARTHUR BLVD
- **STREET 2:** STE 160
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 949-825-7523

**MAIL ADDRESS:**
- **STREET 1:** 4041 MACARTHUR BLVD
- **STREET 2:** STE 160
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Westshore Wealth LLC<br>**Address:** 4041 MACARTHUR BLVD<br>STE 160<br>NEWPORT BEACH, CA 92660

**Form 13F File Number:** 028-20213

**CRD Number (if applicable):** 000283843

**SEC File Number (if applicable):** 801-108664

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Ornellas<br>**Title:** Chief Compliance Officer<br>**Phone:** 949-825-7505

**Signature, Place, and Date of Signing:**

/s/Ryan Ornellas  Newport Beach, CA  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 102

**Form 13F Information Table Value Total:** $292698564

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H687 | BBG01J051XY4 | 4941498 | 157347 | SH |  | SOLE |  | 0 | 0 | 157347 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H711 | BBG01HDWX5T7 | 1047259 | 32768 | SH |  | SOLE |  | 0 | 0 | 32768 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 2165604 | 8908 | SH |  | SOLE |  | 0 | 0 | 8908 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1418578 | 5825 | SH |  | SOLE |  | 0 | 0 | 5825 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1902135 | 8663 | SH |  | SOLE |  | 0 | 0 | 8663 |
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | BBG00462PGH9 | 13832919 | 1381910 | SH |  | SOLE |  | 0 | 0 | 1381910 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | BBG01L6XYQ08 | 272986 | 3145 | SH |  | SOLE |  | 0 | 0 | 3145 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 7230289 | 28395 | SH |  | SOLE |  | 0 | 0 | 28395 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 212464 | 1038 | SH |  | SOLE |  | 0 | 0 | 1038 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG001S82KF6 | 287630 | 980 | SH |  | SOLE |  | 0 | 0 | 980 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 463639 | 8987 | SH |  | SOLE |  | 0 | 0 | 8987 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 3777086 | 7513 | SH |  | SOLE |  | 0 | 0 | 7513 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 253153 | 217 | SH |  | SOLE |  | 0 | 0 | 217 |
| BLACKROCK MUNIHLDNGS CALI QL | COM | 09254L107 | BBG001SBLZS1 | 199749 | 18410 | SH |  | SOLE |  | 0 | 0 | 18410 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 452795 | 2650 | SH |  | SOLE |  | 0 | 0 | 2650 |
| BLOCK H  R INC | COM | 093671105 | BBG001S5S031 | 205314 | 4060 | SH |  | SOLE |  | 0 | 0 | 4060 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 934775 | 2833 | SH |  | SOLE |  | 0 | 0 | 2833 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | BBG001S5PL01 | 204452 | 7072 | SH |  | SOLE |  | 0 | 0 | 7072 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 614491 | 1288 | SH |  | SOLE |  | 0 | 0 | 1288 |
| CENCORA INC | COM | 03073E105 | BBG001S8X7P0 | 226960 | 726 | SH |  | SOLE |  | 0 | 0 | 726 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 249096 | 1604 | SH |  | SOLE |  | 0 | 0 | 1604 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 853705 | 12477 | SH |  | SOLE |  | 0 | 0 | 12477 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 202723 | 3057 | SH |  | SOLE |  | 0 | 0 | 3057 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | BBG00ZGF7799 | 571708 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 439715 | 475 | SH |  | SOLE |  | 0 | 0 | 475 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 202225 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 223802 | 598 | SH |  | SOLE |  | 0 | 0 | 598 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 223253 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | BBG009K1H2W7 | 600266 | 7897 | SH |  | SOLE |  | 0 | 0 | 7897 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | BBG001S5NKC2 | 278766 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 | BBG00H2DR5N5 | 1550771 | 18236 | SH |  | SOLE |  | 0 | 0 | 18236 |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 633333 | 1486 | SH |  | SOLE |  | 0 | 0 | 1486 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 440745 | 1088 | SH |  | SOLE |  | 0 | 0 | 1088 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 423240 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 608061 | 1013 | SH |  | SOLE |  | 0 | 0 | 1013 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 656500 | 7346 | SH |  | SOLE |  | 0 | 0 | 7346 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 | BBG001T3YVL0 | 255959 | 2904 | SH |  | SOLE |  | 0 | 0 | 2904 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 227562 | 3487 | SH |  | SOLE |  | 0 | 0 | 3487 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 510676 | 763 | SH |  | SOLE |  | 0 | 0 | 763 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 339747 | 3389 | SH |  | SOLE |  | 0 | 0 | 3389 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 27173561 | 243775 | SH |  | SOLE |  | 0 | 0 | 243775 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | BBG001SGYSW7 | 211286 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 2763752 | 29600 | SH |  | SOLE |  | 0 | 0 | 29600 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 1448574 | 27127 | SH |  | SOLE |  | 0 | 0 | 27127 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 538626 | 5058 | SH |  | SOLE |  | 0 | 0 | 5058 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 427882 | 13532 | SH |  | SOLE |  | 0 | 0 | 13532 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 1946546 | 5326 | SH |  | SOLE |  | 0 | 0 | 5326 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 20643928 | 44072 | SH |  | SOLE |  | 0 | 0 | 44072 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 19845177 | 97476 | SH |  | SOLE |  | 0 | 0 | 97476 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 6494574 | 67266 | SH |  | SOLE |  | 0 | 0 | 67266 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 14146555 | 58467 | SH |  | SOLE |  | 0 | 0 | 58467 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 383954 | 1859 | SH |  | SOLE |  | 0 | 0 | 1859 |
| ISHARES TR | SELECT US REIT | 464287564 | BBG001SDX760 | 389130 | 6315 | SH |  | SOLE |  | 0 | 0 | 6315 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | BBG001SQZT52 | 546247 | 9092 | SH |  | SOLE |  | 0 | 0 | 9092 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | BBG002NCKPP8 | 9030274 | 390583 | SH |  | SOLE |  | 0 | 0 | 390583 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 477806 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 722407 | 2290 | SH |  | SOLE |  | 0 | 0 | 2290 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 350983 | 2148 | SH |  | SOLE |  | 0 | 0 | 2148 |
| MARATHON PETE CORP | COM | 56585A102 | BBG001S169P1 | 212014 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | BBG001S78K44 | 322425 | 1238 | SH |  | SOLE |  | 0 | 0 | 1238 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 432982 | 1425 | SH |  | SOLE |  | 0 | 0 | 1425 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 404318 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 345835 | 4121 | SH |  | SOLE |  | 0 | 0 | 4121 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 2708076 | 3688 | SH |  | SOLE |  | 0 | 0 | 3688 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3503704 | 6765 | SH |  | SOLE |  | 0 | 0 | 6765 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 8974591 | 48101 | SH |  | SOLE |  | 0 | 0 | 48101 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 554254 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 638831 | 3939 | SH |  | SOLE |  | 0 | 0 | 3939 |
| PINTEREST INC | CL A | 72352L106 | BBG002583CW7 | 212354 | 6601 | SH |  | SOLE |  | 0 | 0 | 6601 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 433240 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 239949 | 579 | SH |  | SOLE |  | 0 | 0 | 579 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | BBG001S9GX43 | 248135 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| ROCKET LAB CORP | COM | 773121108 | BBG01V7JN489 | 239550 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 225244 | 1346 | SH |  | SOLE |  | 0 | 0 | 1346 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 336845 | 3528 | SH |  | SOLE |  | 0 | 0 | 3528 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 485704 | 20864 | SH |  | SOLE |  | 0 | 0 | 20864 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 217948 | 8477 | SH |  | SOLE |  | 0 | 0 | 8477 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 366411 | 13911 | SH |  | SOLE |  | 0 | 0 | 13911 |
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 3694004 | 4014 | SH |  | SOLE |  | 0 | 0 | 4014 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1260141 | 3545 | SH |  | SOLE |  | 0 | 0 | 3545 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 67517442 | 101350 | SH |  | SOLE |  | 0 | 0 | 101350 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 280596 | 402 | SH |  | SOLE |  | 0 | 0 | 402 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 343472 | 4060 | SH |  | SOLE |  | 0 | 0 | 4060 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | BBG001S9TN41 | 232524 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 394022 | 886 | SH |  | SOLE |  | 0 | 0 | 886 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG001SDGSH1 | 7611083 | 91118 | SH |  | SOLE |  | 0 | 0 | 91118 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 236953 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | BBG002XRNHT5 | 3312804 | 33426 | SH |  | SOLE |  | 0 | 0 | 33426 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | BBG002D68GN8 | 345942 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 458643 | 956 | SH |  | SOLE |  | 0 | 0 | 956 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 744511 | 2535 | SH |  | SOLE |  | 0 | 0 | 2535 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 6726948 | 10985 | SH |  | SOLE |  | 0 | 0 | 10985 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1738225 | 5297 | SH |  | SOLE |  | 0 | 0 | 5297 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 793660 | 15851 | SH |  | SOLE |  | 0 | 0 | 15851 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 684320 | 8136 | SH |  | SOLE |  | 0 | 0 | 8136 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | BBG001T62MC8 | 9379094 | 164951 | SH |  | SOLE |  | 0 | 0 | 164951 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | BBG001TCH518 | 2295164 | 19047 | SH |  | SOLE |  | 0 | 0 | 19047 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | BBG001TCH581 | 2186355 | 24464 | SH |  | SOLE |  | 0 | 0 | 24464 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | BBG001TCH7W0 | 2531980 | 25884 | SH |  | SOLE |  | 0 | 0 | 25884 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 402738 | 4756 | SH |  | SOLE |  | 0 | 0 | 4756 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 478716 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 269926 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |

---