Westshore Wealth, LLC
RIA/Wealth
Westshore Wealth, LLC is a RIA/Wealth based in Newport Beach, CA led by Rob Marvin Sigler, reporting $534.3M in AUM as of Q3 2025 with 72% ETF concentration, 68% concentrated in top 10 holdings, and 23% allocation to SPY.
Managing PartnerRob Marvin Sigler
- Portfolio Value
- $292.7M
- Positions
- 102
- Top Holding
- SPY at 23.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Westshore Wealth, LLC's portfolio (67.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $67.5M | 23.07% | -$2.5M Sold | — 101.4K shares | |
ETF ETF | $27.2M | 9.28% | -$8.5K Sold | — 243.8K shares | |
ETF ETF | $20.6M | 7.05% | -$386.0K Sold | — 44.1K shares | |
ETF ETF | $19.8M | 6.78% | -$469.7K Sold | — 97.5K shares | |
ETF ETF | $14.1M | 4.83% | -$381.6K Sold | — 58.5K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $13.8M | 4.73% | +$13.8M New | 0.44% 1.4M shares | |
ETF ETF | $9.4M | 3.20% | +$137.7K Bought | — 165.0K shares | |
ETF ETF | $9.0M | 3.09% | +$390.2K Bought | — 390.6K shares | |
Semiconductors Technology | $9.0M | 3.07% | -$12.3K Sold | 0.00% 48.1K shares | |
Integrated Freight & Logistics Industrials | $7.6M | 2.60% | -$12.7K Sold | 0.01% 91.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Westshore Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-60.44% | |
-53.71% |
Analytics
Portfolio insights and performance metrics for Westshore Wealth, LLC
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