WealthShield Partners, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$906.8M
Holdings
565
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (565 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 46,518 | $31.9M | 3.51% | |
| 2 | IEMGISHARES INC | 306,816 | $20.6M | 2.27% | |
| 3 | AAPLAPPLE INC | 75,702 | $20.6M | 2.27% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 805,920 | $19.4M | 2.14% | |
| 5 | MGKVANGUARD WORLD FD | 44,646 | $18.4M | 2.03% | |
| 6 | IVWISHARES TR | 147,211 | $18.1M | 2.00% | |
| 7 | IVEISHARES TR | 85,492 | $18.1M | 2.00% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 518,168 | $16.9M | 1.86% | |
| 9 | DYNFBLACKROCK ETF TRUST | 270,918 | $16.5M | 1.82% | |
| 10 | MSFTMICROSOFT CORP | 31,899 | $15.4M | 1.70% | |
| 11 | NVDANVIDIA CORPORATION | 81,926 | $15.3M | 1.68% | |
| 12 | DGROISHARES TR | 186,447 | $12.9M | 1.43% | |
| 13 | IUSBISHARES TR | 277,066 | $12.9M | 1.42% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 54,835 | $12.1M | 1.33% | |
| 15 | EFVISHARES TR | 165,107 | $11.8M | 1.30% | |
| 16 | VTVVANGUARD INDEX FDS | 61,162 | $11.7M | 1.29% | |
| 17 | OEFISHARES TR | 33,064 | $11.3M | 1.25% | |
| 18 | GOOGLALPHABET INC | 36,035 | $11.3M | 1.24% | |
| 19 | AMZNAMAZON COM INC | 48,013 | $11.1M | 1.22% | |
| 20 | SCHVSCHWAB STRATEGIC TR | 341,425 | $10.1M | 1.11% | |
| 21 | MGVVANGUARD WORLD FD | 71,184 | $10.1M | 1.11% | |
| 22 | JPMJPMORGAN CHASE & CO. | 31,164 | $10.0M | 1.11% | |
| 23 | BONDPIMCO ETF TR | 95,461 | $8.9M | 0.98% | |
| 24 | VUGVANGUARD INDEX FDS | 17,728 | $8.6M | 0.95% | |
| 25 | BWXSPDR SERIES TRUST | 353,597 | $8.0M | 0.88% | |
| 26 | TLTWISHARES TR | 347,441 | $7.9M | 0.87% | |
| 27 | METAMETA PLATFORMS INC | 11,769 | $7.8M | 0.86% | |
| 28 | MDYVSPDR SERIES TRUST | 86,990 | $7.4M | 0.81% | |
| 29 | CRWDCROWDSTRIKE HLDGS INC | 15,458 | $7.2M | 0.80% | |
| 30 | QUALISHARES TR | 35,656 | $7.1M | 0.78% | |
| 31 | SCHZSCHWAB STRATEGIC TR | 284,919 | $6.7M | 0.73% | |
| 32 | MDYGSPDR SERIES TRUST | 70,772 | $6.5M | 0.72% | |
| 33 | XLKSELECT SECTOR SPDR TR | 45,427 | $6.5M | 0.72% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,975 | $6.5M | 0.72% | |
| 35 | AVGOBROADCOM INC | 18,795 | $6.5M | 0.72% | |
| 36 | MTUMISHARES TR | 25,884 | $6.5M | 0.71% | |
| 37 | MUBISHARES TR | 59,076 | $6.3M | 0.70% | |
| 38 | SPYSPDR S&P 500 ETF TR | 9,211 | $6.3M | 0.69% | |
| 39 | RSPINVESCO EXCHANGE TRADED FD T | 32,677 | $6.3M | 0.69% | |
| 40 | THROBLACKROCK ETF TRUST | 157,934 | $6.1M | 0.67% | |
| 41 | WMTWALMART INC | 54,559 | $6.1M | 0.67% | |
| 42 | SLYVSPDR SERIES TRUST | 66,601 | $6.1M | 0.67% | |
| 43 | TRVCCITIGROUP INC | 51,162 | $6.0M | 0.66% | |
| 44 | BAIBLACKROCK ETF TRUST | 173,302 | $5.8M | 0.64% | |
| 45 | NFLXNETFLIX INC | 60,108 | $5.6M | 0.62% | |
| 46 | VVISA INC | 15,402 | $5.4M | 0.60% | |
| 47 | UBERUBER TECHNOLOGIES INC | 64,533 | $5.3M | 0.58% | |
| 48 | TJXTJX COS INC NEW | 33,888 | $5.2M | 0.57% | |
| 49 | SLYGSPDR SERIES TRUST | 54,999 | $5.2M | 0.57% | |
| 50 | TLHISHARES TR | 50,700 | $5.2M | 0.57% | |
| 51 | HDHOME DEPOT INC | 14,854 | $5.1M | 0.56% | |
| 52 | FLTRVANECK ETF TRUST | 198,962 | $5.1M | 0.56% | |
| 53 | IUSGISHARES TR | 29,108 | $4.9M | 0.54% | |
| 54 | MCDMCDONALDS CORP | 15,563 | $4.8M | 0.52% | |
| 55 | IWFISHARES TR | 9,969 | $4.7M | 0.52% | |
| 56 | LRCXLAM RESEARCH CORP | 27,214 | $4.7M | 0.51% | |
| 57 | NOBLPROSHARES TR | 44,602 | $4.6M | 0.51% | |
| 58 | ISRGINTUITIVE SURGICAL INC | 7,804 | $4.4M | 0.49% | |
| 59 | UNHUNITEDHEALTH GROUP INC | 13,382 | $4.4M | 0.49% | |
| 60 | TTTRANE TECHNOLOGIES PLC | 11,062 | $4.3M | 0.47% | |
| 61 | MBBISHARES TR | 42,851 | $4.1M | 0.45% | |
| 62 | SPYGSPDR SERIES TRUST | 37,957 | $4.0M | 0.45% | |
| 63 | LHXL3HARRIS TECHNOLOGIES INC | 13,498 | $4.0M | 0.44% | |
| 64 | SCHESCHWAB STRATEGIC TR | 119,803 | $3.9M | 0.43% | |
| 65 | CRMSALESFORCE INC | 14,543 | $3.9M | 0.42% | |
| 66 | JCIJOHNSON CTLS INTL PLC | 31,515 | $3.8M | 0.42% | |
| 67 | AVDVAMERICAN CENTY ETF TR | 39,457 | $3.7M | 0.41% | |
| 68 | IWCISHARES TR | 22,634 | $3.6M | 0.39% | |
| 69 | NXPINXP SEMICONDUCTORS N V | 16,401 | $3.6M | 0.39% | |
| 70 | IAU*ISHARES GOLD TR | 42,705 | $3.5M | 0.38% | |
| 71 | SPGIS&P GLOBAL INC | 6,535 | $3.4M | 0.38% | |
| 72 | LLYELI LILLY & CO | 3,122 | $3.4M | 0.37% | |
| 73 | VBRVANGUARD INDEX FDS | 15,567 | $3.3M | 0.36% | |
| 74 | ITA*ISHARES TR | 15,206 | $3.3M | 0.36% | |
| 75 | BNDVANGUARD BD INDEX FDS | 43,739 | $3.2M | 0.36% | |
| 76 | CMECME GROUP INC | 11,761 | $3.2M | 0.35% | |
| 77 | VGKVANGUARD INTL EQUITY INDEX F | 38,229 | $3.2M | 0.35% | |
| 78 | ICEINTERCONTINENTAL EXCHANGE IN | 19,102 | $3.1M | 0.34% | |
| 79 | SCHMSCHWAB STRATEGIC TR | 102,252 | $3.1M | 0.34% | |
| 80 | VOOVANGUARD INDEX FDS | 4,898 | $3.1M | 0.34% | |
| 81 | PANWPALO ALTO NETWORKS INC | 16,628 | $3.1M | 0.34% | |
| 82 | VOEVANGUARD INDEX FDS | 16,997 | $3.0M | 0.33% | |
| 83 | DUKDUKE ENERGY CORP NEW | 25,512 | $3.0M | 0.33% | |
| 84 | IDEVISHARES TR | 36,163 | $3.0M | 0.33% | |
| 85 | SCHXSCHWAB STRATEGIC TR | 110,022 | $3.0M | 0.33% | |
| 86 | ETNEATON CORP PLC | 9,300 | $3.0M | 0.33% | |
| 87 | TFISPDR SERIES TRUST | 64,754 | $3.0M | 0.33% | |
| 88 | GQ9SPDR GOLD TR | 7,449 | $3.0M | 0.33% | |
| 89 | BINCBLACKROCK ETF TRUST II | 55,533 | $2.9M | 0.32% | |
| 90 | CMICUMMINS INC | 5,703 | $2.9M | 0.32% | |
| 91 | TLTISHARES TR | 33,400 | $2.9M | 0.32% | |
| 92 | SCHASCHWAB STRATEGIC TR | 101,322 | $2.9M | 0.32% | |
| 93 | VOTVANGUARD INDEX FDS | 10,095 | $2.8M | 0.31% | |
| 94 | FQIDIGITAL RLTY TR INC | 18,034 | $2.8M | 0.31% | |
| 95 | GOOGALPHABET INC | 8,841 | $2.8M | 0.31% | |
| 96 | WFCWELLS FARGO CO NEW | 29,518 | $2.8M | 0.30% | |
| 97 | IAGGISHARES TR | 52,743 | $2.6M | 0.29% | |
| 98 | AGGISHARES TR | 26,251 | $2.6M | 0.29% | |
| 99 | ESGDISHARES TR | 26,884 | $2.6M | 0.28% | |
| 100 | CBCHUBB LIMITED | 8,142 | $2.5M | 0.28% |
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