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)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
46,518$31.9M3.51%
2
IEMGISHARES INC
306,816$20.6M2.27%
3
AAPLAPPLE INC
75,702$20.6M2.27%
4
SCHFSCHWAB STRATEGIC TR
805,920$19.4M2.14%
5
MGKVANGUARD WORLD FD
44,646$18.4M2.03%
6
IVWISHARES TR
147,211$18.1M2.00%
7
IVEISHARES TR
85,492$18.1M2.00%
8
SCHGSCHWAB STRATEGIC TR
518,168$16.9M1.86%
9
DYNFBLACKROCK ETF TRUST
270,918$16.5M1.82%
10
MSFTMICROSOFT CORP
31,899$15.4M1.70%
11
NVDANVIDIA CORPORATION
81,926$15.3M1.68%
12
DGROISHARES TR
186,447$12.9M1.43%
13
IUSBISHARES TR
277,066$12.9M1.42%
14
VIGVANGUARD SPECIALIZED FUNDS
54,835$12.1M1.33%
15
EFVISHARES TR
165,107$11.8M1.30%
16
VTVVANGUARD INDEX FDS
61,162$11.7M1.29%
17
OEFISHARES TR
33,064$11.3M1.25%
18
GOOGLALPHABET INC
36,035$11.3M1.24%
19
AMZNAMAZON COM INC
48,013$11.1M1.22%
20
SCHVSCHWAB STRATEGIC TR
341,425$10.1M1.11%
21
MGVVANGUARD WORLD FD
71,184$10.1M1.11%
22
JPMJPMORGAN CHASE & CO.
31,164$10.0M1.11%
23
BONDPIMCO ETF TR
95,461$8.9M0.98%
24
VUGVANGUARD INDEX FDS
17,728$8.6M0.95%
25
BWXSPDR SERIES TRUST
353,597$8.0M0.88%
26
TLTWISHARES TR
347,441$7.9M0.87%
27
METAMETA PLATFORMS INC
11,769$7.8M0.86%
28
MDYVSPDR SERIES TRUST
86,990$7.4M0.81%
29
CRWDCROWDSTRIKE HLDGS INC
15,458$7.2M0.80%
30
QUALISHARES TR
35,656$7.1M0.78%
31
SCHZSCHWAB STRATEGIC TR
284,919$6.7M0.73%
32
MDYGSPDR SERIES TRUST
70,772$6.5M0.72%
33
XLKSELECT SECTOR SPDR TR
45,427$6.5M0.72%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
12,975$6.5M0.72%
35
AVGOBROADCOM INC
18,795$6.5M0.72%
36
MTUMISHARES TR
25,884$6.5M0.71%
37
MUBISHARES TR
59,076$6.3M0.70%
38
SPYSPDR S&P 500 ETF TR
9,211$6.3M0.69%
39
RSPINVESCO EXCHANGE TRADED FD T
32,677$6.3M0.69%
40
THROBLACKROCK ETF TRUST
157,934$6.1M0.67%
41
WMTWALMART INC
54,559$6.1M0.67%
42
SLYVSPDR SERIES TRUST
66,601$6.1M0.67%
43
TRVCCITIGROUP INC
51,162$6.0M0.66%
44
BAIBLACKROCK ETF TRUST
173,302$5.8M0.64%
45
NFLXNETFLIX INC
60,108$5.6M0.62%
46
VVISA INC
15,402$5.4M0.60%
47
UBERUBER TECHNOLOGIES INC
64,533$5.3M0.58%
48
TJXTJX COS INC NEW
33,888$5.2M0.57%
49
SLYGSPDR SERIES TRUST
54,999$5.2M0.57%
50
TLHISHARES TR
50,700$5.2M0.57%
51
HDHOME DEPOT INC
14,854$5.1M0.56%
52
FLTRVANECK ETF TRUST
198,962$5.1M0.56%
53
IUSGISHARES TR
29,108$4.9M0.54%
54
MCDMCDONALDS CORP
15,563$4.8M0.52%
55
IWFISHARES TR
9,969$4.7M0.52%
56
LRCXLAM RESEARCH CORP
27,214$4.7M0.51%
57
NOBLPROSHARES TR
44,602$4.6M0.51%
58
ISRGINTUITIVE SURGICAL INC
7,804$4.4M0.49%
59
UNHUNITEDHEALTH GROUP INC
13,382$4.4M0.49%
60
TTTRANE TECHNOLOGIES PLC
11,062$4.3M0.47%
61
MBBISHARES TR
42,851$4.1M0.45%
62
SPYGSPDR SERIES TRUST
37,957$4.0M0.45%
63
LHXL3HARRIS TECHNOLOGIES INC
13,498$4.0M0.44%
64
SCHESCHWAB STRATEGIC TR
119,803$3.9M0.43%
65
CRMSALESFORCE INC
14,543$3.9M0.42%
66
JCIJOHNSON CTLS INTL PLC
31,515$3.8M0.42%
67
AVDVAMERICAN CENTY ETF TR
39,457$3.7M0.41%
68
IWCISHARES TR
22,634$3.6M0.39%
69
NXPINXP SEMICONDUCTORS N V
16,401$3.6M0.39%
70
IAU*ISHARES GOLD TR
42,705$3.5M0.38%
71
SPGIS&P GLOBAL INC
6,535$3.4M0.38%
72
LLYELI LILLY & CO
3,122$3.4M0.37%
73
VBRVANGUARD INDEX FDS
15,567$3.3M0.36%
74
ITA*ISHARES TR
15,206$3.3M0.36%
75
BNDVANGUARD BD INDEX FDS
43,739$3.2M0.36%
76
CMECME GROUP INC
11,761$3.2M0.35%
77
VGKVANGUARD INTL EQUITY INDEX F
38,229$3.2M0.35%
78
ICEINTERCONTINENTAL EXCHANGE IN
19,102$3.1M0.34%
79
SCHMSCHWAB STRATEGIC TR
102,252$3.1M0.34%
80
VOOVANGUARD INDEX FDS
4,898$3.1M0.34%
81
PANWPALO ALTO NETWORKS INC
16,628$3.1M0.34%
82
VOEVANGUARD INDEX FDS
16,997$3.0M0.33%
83
DUKDUKE ENERGY CORP NEW
25,512$3.0M0.33%
84
IDEVISHARES TR
36,163$3.0M0.33%
85
SCHXSCHWAB STRATEGIC TR
110,022$3.0M0.33%
86
ETNEATON CORP PLC
9,300$3.0M0.33%
87
TFISPDR SERIES TRUST
64,754$3.0M0.33%
88
GQ9SPDR GOLD TR
7,449$3.0M0.33%
89
BINCBLACKROCK ETF TRUST II
55,533$2.9M0.32%
90
CMICUMMINS INC
5,703$2.9M0.32%
91
TLTISHARES TR
33,400$2.9M0.32%
92
SCHASCHWAB STRATEGIC TR
101,322$2.9M0.32%
93
VOTVANGUARD INDEX FDS
10,095$2.8M0.31%
94
FQIDIGITAL RLTY TR INC
18,034$2.8M0.31%
95
GOOGALPHABET INC
8,841$2.8M0.31%
96
WFCWELLS FARGO CO NEW
29,518$2.8M0.30%
97
IAGGISHARES TR
52,743$2.6M0.29%
98
AGGISHARES TR
26,251$2.6M0.29%
99
ESGDISHARES TR
26,884$2.6M0.28%
100
CBCHUBB LIMITED
8,142$2.5M0.28%
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