WealthShield Partners, LLC
CIK: 0001729303Latest portfolio: $906.8M · Q4 2025
Holdings
565
Total Value
$906.8M
New Positions
559
Closed Positions
0
Top Holdings
View All 565 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 46,518 | $31.9M | 3.51% | NEW | |
| 2 | IEMGISHARES INC | 306,816 | $20.6M | 2.27% | NEW | |
| 3 | AAPLAPPLE INC | 75,702 | $20.6M | 2.27% | NEW | |
| 4 | SCHFSCHWAB STRATEGIC TR | 805,920 | $19.4M | 2.14% | NEW | |
| 5 | MGKVANGUARD WORLD FD | 44,646 | $18.4M | 2.03% | NEW | |
| 6 | IVWISHARES TR | 147,211 | $18.1M | 2.00% | NEW | |
| 7 | IVEISHARES TR | 85,492 | $18.1M | 2.00% | NEW | |
| 8 | SCHGSCHWAB STRATEGIC TR | 518,168 | $16.9M | 1.86% | NEW | |
| 9 | DYNFBLACKROCK ETF TRUST | 270,918 | $16.5M | 1.82% | NEW | |
| 10 | MSFTMICROSOFT CORP | 31,899 | $15.4M | 1.70% | NEW | |
| 11 | NVDANVIDIA CORPORATION | 81,926 | $15.3M | 1.68% | NEW | |
| 12 | DGROISHARES TR | 186,447 | $12.9M | 1.43% | NEW | |
| 13 | IUSBISHARES TR | 277,066 | $12.9M | 1.42% | NEW | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 54,835 | $12.1M | 1.33% | NEW | |
| 15 | EFVISHARES TR | 165,107 | $11.8M | 1.30% | NEW | |
| 16 | VTVVANGUARD INDEX FDS | 61,162 | $11.7M | 1.29% | NEW | |
| 17 | OEFISHARES TR | 33,064 | $11.3M | 1.25% | NEW | |
| 18 | GOOGLALPHABET INC | 36,035 | $11.3M | 1.24% | NEW | |
| 19 | AMZNAMAZON COM INC | 48,013 | $11.1M | 1.22% | NEW | |
| 20 | SCHVSCHWAB STRATEGIC TR | 341,425 | $10.1M | 1.11% | NEW | |
| 21 | MGVVANGUARD WORLD FD | 71,184 | $10.1M | 1.11% | NEW | |
| 22 | JPMJPMORGAN CHASE & CO. | 31,164 | $10.0M | 1.11% | NEW | |
| 23 | BONDPIMCO ETF TR | 95,461 | $8.9M | 0.98% | NEW | |
| 24 | VUGVANGUARD INDEX FDS | 17,728 | $8.6M | 0.95% | NEW | |
| 25 | BWXSPDR SERIES TRUST | 353,597 | $8.0M | 0.88% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.058015426152797e+95T)
Unknown0.0% ($6.521597034663265e+82T)
Healthcare0.0% ($4.4194417335522703e+64T)
Industrials0.0% ($4.3053962377329627e+61T)
Utilities0.0% ($2.9902043105739434e+23T)
Consumer Cyclical0.0% ($110825205511147569152.0T)
Communication Services0.0% ($112797768563527.8T)
Consumer Defensive0.0% ($60782490161414.4T)
Energy0.0% ($14461259.9T)
Real Estate0.0% ($17.5T)
Filing History
Fund Information
WealthShield Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $906.8M across 565 holdings. The largest position is ISHARES TR (IVV), representing 3.5% of the portfolio. Compared to the previous quarter, the fund opened 565 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.