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
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 3, 2026 | $906.8M | 565 |
| Q3 2025 | Oct 31, 2025 | $881.9B | 0 |
| Q2 2025 | Aug 8, 2025 | $827.3B | 555 |
| Q1 2025 | May 9, 2025 | $779.0B | 533 |
| Q4 2024 | Feb 4, 2025 | $705.2B | 489 |
| Q3 2024 | Nov 4, 2024 | $738.2B | 485 |
| Q2 2024 | Jul 26, 2024 | $656.2B | 466 |
| Q1 2024 | Apr 29, 2024 | $618.2B | 475 |
| Q4 2023 | Jan 23, 2024 | $607.6B | 474 |
| Q3 2023 | Oct 25, 2023 | $663.6B | 478 |
| Q2 2023 | Aug 3, 2023 | $663.8B | 485 |
| Q1 2023 | May 8, 2023 | $620.5B | 484 |
| Q4 2022 | Feb 13, 2023 | $522.2B | 288 |
| Q3 2022 | Nov 4, 2022 | $504.2M | 288 |
| Q2 2022 | Aug 11, 2022 | $504.6M | 290 |
| Q1 2022 | May 9, 2022 | $624.4M | 331 |
| Q4 2021 | Feb 10, 2022 | $600.7M | 281 |
| Q3 2021 | Nov 12, 2021 | $373.6M | 231 |
| Q2 2021 | Aug 6, 2021 | $638.3M | 764 |
| Q1 2021 | May 17, 2021 | $556.4M | 1,176 |
| Q4 2020 | Feb 16, 2021 | $541.9M | 299 |
| Q3 2020 | Oct 30, 2020 | $285.5M | 390 |
| Q2 2020 | Aug 13, 2020 | $217.3M | 321 |
| Q1 2020 | May 12, 2020 | $163.4M | 263 |
| Q4 2019 | Feb 13, 2020 | $205.1M | 276 |
| Q3 2019 | Nov 13, 2019 | $188.7M | 259 |
| Q2 2019 | Aug 12, 2019 | $172.4M | 224 |
| Q1 2019 | May 14, 2019 | $178.9M | 271 |
| Q4 2018 | Feb 14, 2019 | $146.7M | 250 |
| Q3 2018 | Nov 5, 2018 | $175.2M | 266 |
| Q2 2018 | Aug 2, 2018 | $164.0M | 253 |
| Q1 2018 | May 11, 2018 | $157.8M | 238 |
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.