WealthShield Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729303
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$653.8M
Holdings
379
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WealthShield Partners, LLC disclosed 379 positions worth $653.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 229. The portfolio is most concentrated in Other (55.9% of disclosed assets). All figures are sourced directly from WealthShield Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1729303.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
8.2% weight
Held 10 quarters
ISHARES TR - S&P 500 GRWT
2.7% weight
Held 10 quarters
VANGUARD WORLD FD - MEGA G
2.5% weight
Held 10 quarters
ISHARES TR - CORE DIV GRWT
2.3% weight
Held 10 quarters
BLACKROCK ETF TRUST - ISHA
2.1% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
8 quarters accumulating
$CB6 quarters accumulating
$GEV4 quarters accumulating
ISHARES TR - US TREAS BD E
4 quarters accumulating
$ICE4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$53.5M71,406 shISHARES TR - S&P 500 GRWT ETF
—Quality
$17.7M128,972 shVANGUARD WORLD FD - MEGA GRWTH IND
—Quality
$16.7M189,435 shISHARES TR - CORE DIV GRWTH
—Quality
$15.0M198,534 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$13.8M203,122 shISHARES TR - CORE UNIVRSL USD
—Quality
$12.9M279,846 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$12.6M53,156 shISHARES TR - S&P 500 VAL ETF
—Quality
$12.4M54,577 sh- 76.4
Quality
$12.3M42,498 sh - 85.9
Quality
$11.8M59,194 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $53.5M | 71,406 |
| ISHARES TR - S&P 500 GRWT ETF | — | $17.7M | 128,972 |
| VANGUARD WORLD FD - MEGA GRWTH IND | — | $16.7M | 189,435 |
| ISHARES TR - CORE DIV GRWTH | — | $15.0M | 198,534 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $13.8M | 203,122 |
| ISHARES TR - CORE UNIVRSL USD | — | $12.9M | 279,846 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $12.6M | 53,156 |
| ISHARES TR - S&P 500 VAL ETF | — | $12.4M | 54,577 |
 Apple Inc.$AAPL | 76.4 | $12.3M | 42,498 |
 NVIDIA CORP$NVDA | 85.9 | $11.8M | 59,194 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WealthShield Partners, LLC's 379 positions.
Showing top 10 of 379 holdings.
Sector Allocation
Other
$365.5M
Technology
$118.1M
Financials
$53.1M
Industrials
$39.1M
Consumer Discretionary
$28.5M
Healthcare
$22.2M
Utilities
$8.5M
Energy
$6.4M
Top Holdings — WealthShield Partners, LLC (Q2 2026)
Top 150 of 379 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $53.5M | 8.2% | +32% | — |
| 2 | — | ISHARES TR - S&P 500 GRWT ETF | $17.7M | 2.7% | -17% | — |
| 3 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $16.7M | 2.5% | +331% | — |
| 4 | — | ISHARES TR - CORE DIV GRWTH | $15.0M | 2.3% | +7% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $13.8M | 2.1% | -11% | — |
| 6 | — | ISHARES TR - CORE UNIVRSL USD | $12.9M | 2.0% | -2% | — |
| 7 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $12.6M | 1.9% | -3% | — |
| 8 | — | ISHARES TR - S&P 500 VAL ETF | $12.4M | 1.9% | -32% | — |
| 9 | $AAPL | Apple Inc. | $12.3M | 1.9% | -44% | 76.4 |
| 10 | $NVDA | NVIDIA CORP | $11.8M | 1.8% | -28% | 85.9 |
| 11 |  $MSFT | MICROSOFT CORP | $10.8M | 1.7% | -16% | 79.8 |
| 12 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $10.7M | 1.6% | -8% | — |
| 13 |  $AMZN | AMAZON COM INC | $9.7M | 1.5% | -19% | 68.7 |
| 14 | — | ISHARES INC - CORE MSCI EMKT | $9.3M | 1.4% | -61% | — |
| 15 |  $GOOG | Alphabet Inc. | $9.0M | 1.4% | -15% | 78.2 |
| 16 | — | ISHARES TR - NATIONAL MUN ETF | $8.8M | 1.4% | +8% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $8.7M | 1.3% | -15% | 70.7 |
| 18 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.7M | 1.3% | +458% | — |
| 19 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.1M | 1.2% | -5% | — |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $8.0M | 1.2% | +37% | 72.3 |
| 21 |  $LRCX | LAM RESEARCH CORP | $7.8M | 1.2% | -21% | 79.4 |
| 22 | — | ISHARES TR - EAFE GRWTH ETF | $7.6M | 1.2% | -0% | — |
| 23 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $7.3M | 1.1% | -24% | — |
| 24 |  $CRWD | CrowdStrike Holdings, Inc. | $7.1M | 1.1% | -13% | 67.7 |
| 25 |  $C | CITIGROUP INC | $6.9M | 1.1% | -6% | 65 |
| 26 |  $AVGO | Broadcom Inc. | $6.4M | 1.0% | -22% | 84.5 |
| 27 | — | ISHARES TR - MSCI USA MMENTM | $6.1M | 0.9% | -33% | — |
| 28 | $GEV | GE Vernova Inc. | $6.1M | 0.9% | +9% | 81.1 |
| 29 |  $META | Meta Platforms, Inc. | $6.0M | 0.9% | -6% | 79.6 |
| 30 |  $WMT | Walmart Inc. | $5.6M | 0.9% | -7% | 60.2 |
| 31 |  $IVZ | Invesco Ltd. | $5.6M | 0.8% | -13% | — |
| 32 | — | ISHARES TR - CORE S&P US GWT | $5.4M | 0.8% | +2% | — |
| 33 |  $TT | Trane Technologies plc | $5.4M | 0.8% | -2% | — |
| 34 |  $PANW | Palo Alto Networks Inc | $5.3M | 0.8% | -14% | 65.5 |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 0.8% | -21% | 73.8 |
| 36 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $5.1M | 0.8% | +6% | — |
| 37 | — | ISHARES TR - EAFE VALUE ETF | $5.1M | 0.8% | -53% | — |
| 38 | — | PROSHARES TR - S&P 500 DV ARIST | $5.1M | 0.8% | +99% | — |
| 39 |  $UBER | Uber Technologies, Inc | $4.9M | 0.7% | +6% | 73.5 |
| 40 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $4.8M | 0.7% | +11% | — |
| 41 | — | ISHARES TR - US TREAS BD ETF | $4.7M | 0.7% | +3% | — |
| 42 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $4.6M | 0.7% | NEW | — |
| 43 |  $NFLX | NETFLIX INC | $4.6M | 0.7% | +8% | 78.8 |
| 44 |  $JCI | Johnson Controls International plc | $4.5M | 0.7% | -1% | — |
| 45 |  $LLY | ELI LILLY & Co | $4.2M | 0.6% | +16% | 87.5 |
| 46 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $4.2M | 0.6% | -41% | — |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $4.1M | 0.6% | -39% | — |
| 48 |  $HPE | Hewlett Packard Enterprise Co | $4.0M | 0.6% | -8% | 70.5 |
| 49 |  $TJX | TJX COMPANIES INC /DE/ | $4.0M | 0.6% | +5% | 68.7 |
| 50 |  $CMI | CUMMINS INC | $3.9M | 0.6% | -4% | 58.1 |
| 51 | — | ISHARES TR - MBS ETF | $3.8M | 0.6% | -10% | — |
| 52 |  $ETN | Eaton Corp plc | $3.8M | 0.6% | -5% | — |
| 53 | — | VANGUARD INDEX FDS - VALUE ETF | $3.8M | 0.6% | -73% | — |
| 54 |  $APH | AMPHENOL CORP /DE/ | $3.7M | 0.6% | +1% | 79.3 |
| 55 |  $NXPI | NXP Semiconductors N.V. | $3.5M | 0.5% | -8% | — |
| 56 |  $HD | HOME DEPOT, INC. | $3.5M | 0.5% | -39% | 60.3 |
| 57 |  $MCD | MCDONALDS CORP | $3.3M | 0.5% | -28% | 69 |
| 58 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.5% | -3% | 69 |
| 59 | — | ISHARES TR - RUS 1000 GRW ETF | $3.2M | 0.5% | +170% | — |
| 60 |  $V | VISA INC. | $3.2M | 0.5% | +1% | 82.9 |
| 61 |  $FANG | Diamondback Energy, Inc. | $3.1M | 0.5% | +5% | 76.1 |
| 62 |  $PH | Parker-Hannifin Corp | $3.1M | 0.5% | +4% | 65.8 |
| 63 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $3.0M | 0.5% | -7% | — |
| 64 | $CB | Chubb Ltd | $3.0M | 0.5% | +2% | — |
| 65 | $ICE | Intercontinental Exchange, Inc. | $3.0M | 0.5% | +18% | 73.7 |
| 66 | — | ISHARES TR - LONG TERM MUNI | $2.9M | 0.5% | +11% | — |
| 67 | — | SPDR SERIES TRUST - ST STR P500GRW | $2.8M | 0.4% | -37% | — |
| 68 |  $ISRG | INTUITIVE SURGICAL INC | $2.8M | 0.4% | -14% | 79.9 |
| 69 | — | ISHARES TR - 10-20 YR TRS ETF | $2.8M | 0.4% | -22% | — |
| 70 |  $CME | CME GROUP INC. | $2.7M | 0.4% | +4% | 69.5 |
| 71 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.7M | 0.4% | -4% | 72.6 |
| 72 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.6M | 0.4% | -31% | — |
| 73 |  $ADI | ANALOG DEVICES INC | $2.6M | 0.4% | -6% | 79.2 |
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.6M | 0.4% | -19% | — |
| 75 |  $EW | Edwards Lifesciences Corp | $2.5M | 0.4% | +3% | 69.4 |
| 76 |  $SPGI | S&P Global Inc. | $2.5M | 0.4% | +6% | 76.1 |
| 77 |  $DUK | Duke Energy CORP | $2.4M | 0.4% | -23% | 56.4 |
| 78 |  $LMT | LOCKHEED MARTIN CORP | $2.4M | 0.4% | +9% | 65.6 |
| 79 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.4M | 0.4% | +12% | 64.4 |
| 80 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 0.4% | -14% | 66.2 |
| 81 |  $CEG | Constellation Energy Corp | $2.3M | 0.4% | +2% | 59.4 |
| 82 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.3M | 0.4% | -7% | — |
| 83 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $2.2M | 0.3% | -3% | — |
| 84 |  $UNH | UNITEDHEALTH GROUP INC | $2.2M | 0.3% | -16% | 62.7 |
| 85 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $2.2M | 0.3% | NEW | — |
| 86 |  $MSI | Motorola Solutions, Inc. | $2.2M | 0.3% | +4% | 71.8 |
| 87 |  $IQV | IQVIA HOLDINGS INC. | $2.2M | 0.3% | +9% | 61.4 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $2.1M | 0.3% | -17% | 61.8 |
| 89 |  $CRM | Salesforce, Inc. | $2.1M | 0.3% | +2% | 77 |
| 90 |  $UPS | UNITED PARCEL SERVICE INC | $2.1M | 0.3% | -22% | 58.6 |
| 91 |  $GOOGL | Alphabet Inc. | $2.1M | 0.3% | -36% | 78.2 |
| 92 |  $UNP | UNION PACIFIC CORP | $2.1M | 0.3% | -2% | 69.7 |
| 93 | — | ISHARES TR - RUSSELL 2000 ETF | $2.0M | 0.3% | -7% | — |
| 94 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.3% | -12% | 64.6 |
| 95 | — | ISHARES TR - MSCI USA QLT FCT | $1.9M | 0.3% | -75% | — |
| 96 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.3% | -28% | — |
| 97 |  $O | REALTY INCOME CORP | $1.9M | 0.3% | -4% | 73.7 |
| 98 |  $CTRE | CareTrust REIT, Inc. | $1.9M | 0.3% | -3% | 74.1 |
| 99 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $1.9M | 0.3% | NEW | — |
| 100 |  $MPC | Marathon Petroleum Corp | $1.9M | 0.3% | -3% | 61 |
| 101 | — | PACER FDS TR - TRENDP US LAR CP | $1.8M | 0.3% | +0% | — |
| 102 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 0.3% | -42% | — |
| 103 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.8M | 0.3% | -46% | — |
| 104 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.8M | 0.3% | -1% | 72.8 |
| 105 | — | ISHARES TR - EXPND TEC SC ETF | $1.8M | 0.3% | -0% | — |
| 106 |  $ETR | ENTERGY CORP /DE/ | $1.8M | 0.3% | +3% | 59.5 |
| 107 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 0.3% | -3% | 57.4 |
| 108 | — | ISHARES TR - CORE US AGGBD ET | $1.6M | 0.3% | -42% | — |
| 109 | — | ISHARES TR - 20 YR TR BD ETF | $1.6M | 0.2% | -23% | — |
| 110 | — | ISHARES TR - SP SMCP600VL ETF | $1.5M | 0.2% | -35% | — |
| 111 |  $TSLA | Tesla, Inc. | $1.5M | 0.2% | -55% | 53.9 |
| 112 |  $IAU | ISHARES GOLD TRUST | $1.5M | 0.2% | -22% | — |
| 113 | — | ISHARES TR - CORE MSCI TOTAL | $1.5M | 0.2% | -13% | — |
| 114 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.4M | 0.2% | -54% | — |
| 115 | — | ISHARES TR - 1 3 YR TREAS BD | $1.3M | 0.2% | +3% | — |
| 116 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.3M | 0.2% | -3% | — |
| 117 |  $MDT | Medtronic plc | $1.3M | 0.2% | -0% | 68.7 |
| 118 | — | ISHARES TR - CORE MSCI EAFE | $1.2M | 0.2% | +16% | — |
| 119 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.2M | 0.2% | -52% | — |
| 120 |  $TFC | TRUIST FINANCIAL CORP | $1.1M | 0.2% | -0% | 76.4 |
| 121 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.1M | 0.2% | -17% | — |
| 122 | — | ISHARES TR - CORE S&P SCP ETF | $1.1M | 0.2% | -53% | — |
| 123 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.1M | 0.2% | -11% | — |
| 124 | — | ISHARES TR - CORE HIGH DV ETF | $1.1M | 0.2% | +439% | — |
| 125 | — | ISHARES TR - CORE S&P TTL STK | $1.0M | 0.2% | -12% | — |
| 126 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.2% | -36% | 79.8 |
| 127 |  $PWR | QUANTA SERVICES, INC. | $1.0M | 0.1% | -12% | 72.1 |
| 128 | — | ISHARES TR - SYSTEMATIC BD ET | $1.0M | 0.1% | +1% | — |
| 129 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $979,959 | 0.1% | -40% | — |
| 130 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $963,954 | 0.1% | -17% | — |
| 131 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $958,915 | 0.1% | -42% | — |
| 132 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $958,468 | 0.1% | -0% | — |
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $941,073 | 0.1% | -46% | — |
| 134 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $937,813 | 0.1% | -48% | — |
| 135 | — | ISHARES TR - MSCI EMG MKT ETF | $886,594 | 0.1% | -1% | — |
| 136 | — | ISHARES TR - 0-5 YR TIPS ETF | $817,359 | 0.1% | +168% | — |
| 137 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $776,008 | 0.1% | -1% | — |
| 138 | — | ISHARES TR - CORE S&P MCP ETF | $767,245 | 0.1% | -57% | — |
| 139 | $IVZ | Invesco Ltd. | $754,296 | 0.1% | -0% | — |
| 140 | — | VANGUARD INDEX FDS - SMALL CP ETF | $751,434 | 0.1% | -38% | — |
| 141 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $737,529 | 0.1% | -2% | — |
| 142 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $732,438 | 0.1% | +0% | 52.9 |
| 143 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $714,032 | 0.1% | -65% | — |
| 144 |  $RTX | RTX Corp | $698,840 | 0.1% | -15% | 73.2 |
| 145 | — | ISHARES TR - ESG AWR MSCI USA | $692,979 | 0.1% | -14% | — |
| 146 | — | TIDAL TRUST III - VISTASHARES TRGT | $640,716 | 0.1% | -10% | — |
| 147 |  $PG | PROCTER & GAMBLE Co | $639,621 | 0.1% | -56% | 64.6 |
| 148 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | $632,705 | 0.1% | +0% | — |
| 149 |  $IBIT | iShares Bitcoin Trust ETF | $619,494 | 0.1% | -34% | — |
| 150 |  $XOM.R34088 | EXXON MOBIL CORP | $577,095 | 0.1% | -61% | 57.9 |
New Positions (16)
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.6M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$2.2M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$1.9M
INVESTMENT MANAGERS SER TR I - TRADR 1X SHORT$538,910
$NOW ServiceNow, Inc.$227,748 TIDAL TRUST II - HILT SMAL MI ETF$218,209
$SNPS SYNOPSYS INC$217,236
$PNC PNC FINANCIAL SERVICES GROUP, INC.$215,196
$ARW ARROW ELECTRONICS, INC.$213,410
$NOTV Inotiv, Inc.$153,893
$BFLX Cann American Corp.$3,894 ISHARES TR - HDG MSCI JAPAN$3,291
SPDR SERIES TRUST - ST STR SP RETAIL$1,404
GLOBAL X FDS - US INFR DEV ETF$1,358
SPDR SERIES TRUST - ST TERM HIGH ETF$1,327
Exited Positions (229)
PIMCO ETF TR
SCHWAB STRATEGIC TR
VANECK ETF TRUST
AMERICAN CENTY ETF TR
ISHARES TR
SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
$WT WisdomTree, Inc. SPDR INDEX SHS FDS
$NU Nu Holdings Ltd.
$IDXX IDEXX LABORATORIES INC /DE SCHWAB STRATEGIC TR
NUSHARES ETF TR
$WT WisdomTree, Inc.
$CPER United States Commodity Index Funds TrustBrowse Top Institutional Investors
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