WealthShield Partners, LLC
Sector Allocation
- Other55.9%$365.5M
- Technology19.0%$124.4M
- Financials8.1%$53.1M
- Industrials4.8%$31.3M
- Healthcare3.4%$22.2M
- Consumer Discretionary3.4%$22.0M
- Consumer Staples1.5%$9.6M
- Utilities1.3%$8.5M
- Energy1.0%$6.4M
- Real Estate0.9%$5.9M
AUM History
13fpro.ai/research/fund/wealthshield-partners-llc-1729303
Conviction and streaks
Concentrating · top 10 = 27.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$53.5M
- ISHARES$17.7M
- VANGUARD$16.7M
- ISHARES$15.0M
- BLACKROCK$13.8M
- ISHARES$12.9M
- VANGUARD$12.6M
- ISHARES$12.4M
AAPL
$12.3MNVDA
$11.8MMSFT
$10.8M- VANGUARD$10.7M
AMZN
$9.7M- ISHARES$9.3M
GOOGL
$9.0M- ISHARES$8.8M
JPM
$8.7M- VANGUARD$8.7M
- SELECT$8.1M
AMAT
$8.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthshield-partners-llc-1729303
WealthShield Partners, LLC 13F holdings — Q2 2026
$653.8M portfolio (-27.2% QoQ) · 379 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$53.5M
8.2% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - S&P 500 GRWT ETF
$17.7M
2.7% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD WORLD FD - MEGA GRWTH IND
$16.7M
2.5% of stocks
+331%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE DIV GRWTH
$15.0M
2.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$13.8M
2.1% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE UNIVRSL USD
$12.9M
2.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$12.6M
1.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 VAL ETF
$12.4M
1.9% of stocks
-32%This quarter—Since filed—HeldAIQuality—Est. buy— $12.3M
1.9% of stocks
-44%This quarter+13.8%Since filed10+ qtrsHeld$11.8M
1.8% of stocks
-28%This quarter-3.6%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $12.3M | 1.9% | -44% | +13.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $11.8M | 1.8% | -28% | -3.6% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — WealthShield Partners, LLC (Q2 2026)
379 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $10.8M | 1.7% | 29K | -16% | 10+ qtrs | 79.8 | 13F | |
| 12 | — | VANGUARD WORLD FD - MEGA CAP VAL ETFetf/fund | — | $10.7M | 1.6% | 65K | -8% | — | — | 13F |
| 13 | AMAZON COM INC | Consumer Discretionary | $9.7M | 1.5% | 41K | -19% | 10+ qtrs | 67.5 | 13F | |
| 14 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $9.3M | 1.4% | 112K | -61% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $9.0M | 1.4% | 25K | -15% | 10+ qtrsTrimmed 3 qtrs in a row | 77.7 | 13F | |
| 16 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $8.8M | 1.4% | 82K | +8% | — | — | 13F |
| 17 | JPMORGAN CHASE & CO | Financials | $8.7M | 1.3% | 27K | -15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $8.7M | 1.3% | 101K | +458% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $8.1M | 1.2% | 42K | -5% | — | — | 13F |
| 20 | APPLIED MATERIALS INC /DE | Technology | $8.0M | 1.2% | 11K | +37% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LAM RESEARCH CORP | Technology | $7.8M | 1.2% | 18K | -21% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $7.6M | 1.2% | 61K | -0.4% | — | — | 13F |
| 23 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $7.3M | 1.1% | 139K | -24% | — | — | 13F |
| 24 | CrowdStrike Holdings, Inc. | Technology | $7.1M | 1.1% | 9,250 | -13% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CITIGROUP INC | Financials | $6.9M | 1.1% | 49K | -6% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $6.4M | 1.0% | 17K | -22% | |||
| 27 | — | ISHARES TR - MSCI USA MMENTM | — | $6.1M | 0.9% | 18K | -33% | |||
| 28 | $GEV | GE Vernova Inc. | Industrials | $6.1M | 0.9% | 5,194 | +9% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $6.0M | 0.9% | 11K | -6% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $5.6M | 0.9% | 50K | -7% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $5.6M | 0.8% | 26K | -13% | |||
| 32 | — | ISHARES TR - CORE S&P US GWT | — | $5.4M | 0.8% | 29K | +2% | |||
| 33 | $TT | Trane Technologies plc | Technology | $5.4M | 0.8% | 11K | -2% | |||
| 34 | $PANW | Palo Alto Networks Inc | Technology | $5.3M | 0.8% | 16K | -14% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.3M | 0.8% | 11K | -21% | |||
| 36 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $5.1M | 0.8% | 102K | +6% | |||
| 37 | — | ISHARES TR - EAFE VALUE ETF | — | $5.1M | 0.8% | 67K | -53% | |||
| 38 | — | PROSHARES TR - S&P 500 DV ARIST | — | $5.1M | 0.8% | 91K | +99% | |||
| 39 | $UBER | Uber Technologies, Inc | Technology | $4.9M | 0.7% | 67K | +6% | |||
| 40 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $4.8M | 0.7% | 150K | +11% | |||
| 41 | — | ISHARES TR - US TREAS BD ETF | — | $4.7M | 0.7% | 206K | +3% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $4.6M | 0.7% | 125K | New | |||
| 43 | $NFLX | NETFLIX INC | Communication Services | $4.6M | 0.7% | 64K | +8% | |||
| 44 | $JCI | Johnson Controls International plc | Industrials | $4.5M | 0.7% | 31K | -0.6% | |||
| 45 | $LLY | ELI LILLY & Co | Healthcare | $4.2M | 0.6% | 3,510 | +16% | |||
| 46 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $4.2M | 0.6% | 97K | -41% | |||
| 47 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.1M | 0.6% | 5,535 | -39% | |||
| 48 | $HPE | Hewlett Packard Enterprise Co | Technology | $4.0M | 0.6% | 89K | -8% | |||
| 49 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.0M | 0.6% | 27K | +5% | |||
| 50 | $CMI | CUMMINS INC | Industrials | $3.9M | 0.6% | 5,433 | -4% | |||
| 51 | — | ISHARES TR - MBS ETF | — | $3.8M | 0.6% | 40K | -10% | |||
| 52 | $ETN | Eaton Corp plc | Industrials | $3.8M | 0.6% | 8,861 | -5% | |||
| 53 | — | VANGUARD INDEX FDS - VALUE ETF | — | $3.8M | 0.6% | 17K | -73% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $3.7M | 0.6% | 21K | +0.8% | |||
| 55 | $NXPI | NXP Semiconductors N.V. | Technology | $3.5M | 0.5% | 13K | -8% | |||
| 56 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.5M | 0.5% | 9,843 | -39% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.3M | 0.5% | 12K | -28% | |||
| 58 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.2M | 0.5% | 13K | -3% | |||
| 59 | — | ISHARES TR - RUS 1000 GRW ETF | — | $3.2M | 0.5% | 26K | +170% | |||
| 60 | $V | VISA INC. | Financials | $3.2M | 0.5% | 9,192 | +0.5% | |||
| 61 | $FANG | Diamondback Energy, Inc. | Energy | $3.1M | 0.5% | 18K | +5% | |||
| 62 | $PH | Parker-Hannifin Corp | Industrials | $3.1M | 0.5% | 3,166 | +4% | |||
| 63 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $3.0M | 0.5% | 34K | -7% | |||
| 64 | $CB | Chubb Ltd | Financials | $3.0M | 0.5% | 8,730 | +2% | |||
| 65 | $ICE | Intercontinental Exchange, Inc. | Financials | $3.0M | 0.5% | 24K | +18% | |||
| 66 | — | ISHARES TR - LONG TERM MUNI | — | $2.9M | 0.5% | 57K | +11% | |||
| 67 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.8M | 0.4% | 24K | -37% | |||
| 68 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.8M | 0.4% | 6,955 | -14% | |||
| 69 | — | ISHARES TR - 10-20 YR TRS ETF | — | $2.8M | 0.4% | 27K | -22% | |||
| 70 | $CME | CME GROUP INC. | Financials | $2.7M | 0.4% | 12K | +4% | |||
| 71 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.7M | 0.4% | 7,198 | -4% | |||
| 72 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.6M | 0.4% | 11K | -31% | |||
| 73 | $ADI | ANALOG DEVICES INC | Technology | $2.6M | 0.4% | 6,590 | -6% | |||
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.6M | 0.4% | 3,801 | -19% | |||
| 75 | $EW | Edwards Lifesciences Corp | Healthcare | $2.5M | 0.4% | 28K | +3% | |||
| 76 | $SPGI | S&P Global Inc. | Financials | $2.5M | 0.4% | 6,074 | +6% | |||
| 77 | $DUK | Duke Energy CORP | Utilities | $2.4M | 0.4% | 19K | -23% | |||
| 78 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.4M | 0.4% | 4,747 | +9% | |||
| 79 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.4M | 0.4% | 8,227 | +12% | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.4M | 0.4% | 2,514 | -14% | |||
| 81 | $CEG | Constellation Energy Corp | Utilities | $2.3M | 0.4% | 9,411 | +2% | |||
| 82 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $2.3M | 0.4% | 27K | -7% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $2.2M | 0.3% | 8,469 | -3% | |||
| 84 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.2M | 0.3% | 5,377 | -16% | |||
| 85 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $2.2M | 0.3% | 78K | New | |||
| 86 | $MSI | Motorola Solutions, Inc. | Technology | $2.2M | 0.3% | 5,167 | +4% | |||
| 87 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $2.2M | 0.3% | 11K | +9% | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.1M | 0.3% | 26K | -17% | |||
| 89 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.3% | 14K | +2% | |||
| 90 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.1M | 0.3% | 20K | -22% | |||
| 91 | $GOOG | Alphabet Inc. | Technology | $2.1M | 0.3% | 5,931 | -36% | |||
| 92 | $UNP | UNION PACIFIC CORP | Industrials | $2.1M | 0.3% | 7,544 | -2% | |||
| 93 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.0M | 0.3% | 6,726 | -7% | |||
| 94 | $NEE | NEXTERA ENERGY INC | Utilities | $2.0M | 0.3% | 23K | -12% | |||
| 95 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.9M | 0.3% | 8,869 | -75% | |||
| 96 | $GLD | SPDR GOLD TRUST | Financials | $1.9M | 0.3% | 5,268 | -28% | |||
| 97 | $O | REALTY INCOME CORP | Real Estate | $1.9M | 0.3% | 31K | -4% | |||
| 98 | $CTRE | CareTrust REIT, Inc. | Real Estate | $1.9M | 0.3% | 47K | -3% | |||
| 99 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $1.9M | 0.3% | 38K | New | |||
| 100 | $MPC | Marathon Petroleum Corp | Energy | $1.9M | 0.3% | 7,317 | -3% | |||
| 101 | — | PACER FDS TR - TRENDP US LAR CP | — | $1.8M | 0.3% | 31K | — | |||
| 102 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.8M | 0.3% | 2,422 | -42% | |||
| 103 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $1.8M | 0.3% | 9,007 | -46% | |||
| 104 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.8M | 0.3% | 9,842 | -0.9% | |||
| 105 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.8M | 0.3% | 11K | -0.0% | |||
| 106 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.8M | 0.3% | 15K | +3% | |||
| 107 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.7M | 0.3% | 14K | -3% | |||
| 108 | — | ISHARES TR - CORE US AGGBD ET | — | $1.6M | 0.3% | 17K | -42% | |||
| 109 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.6M | 0.2% | 18K | -23% | |||
| 110 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.5M | 0.2% | 11K | -35% | |||
| 111 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.2% | 3,616 | -55% | |||
| 112 | $IAU | ISHARES GOLD TRUST | Financials | $1.5M | 0.2% | 20K | -22% | |||
| 113 | — | ISHARES TR - CORE MSCI TOTAL | — | $1.5M | 0.2% | 15K | -13% | |||
| 114 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.4M | 0.2% | 4,568 | -54% | |||
| 115 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.3M | 0.2% | 16K | +3% | |||
| 116 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.3M | 0.2% | 28K | -3% | |||
| 117 | $MDT | Medtronic plc | Healthcare | $1.3M | 0.2% | 16K | -0.3% | |||
| 118 | — | ISHARES TR - CORE MSCI EAFE | — | $1.2M | 0.2% | 13K | +16% | |||
| 119 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.2M | 0.2% | 22K | -52% | |||
| 120 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.1M | 0.2% | 23K | -0.5% | |||
| 121 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.1M | 0.2% | 16K | -17% | |||
| 122 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.2% | 7,612 | -53% | |||
| 123 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.1M | 0.2% | 22K | -11% | |||
| 124 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.1M | 0.2% | 39K | +439% | |||
| 125 | — | ISHARES TR - CORE S&P TTL STK | — | $1.0M | 0.2% | 6,387 | -12% | |||
| 126 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.2% | 1,773 | -36% | |||
| 127 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.0M | 0.1% | 1,399 | -12% | |||
| 128 | — | ISHARES TR - SYSTEMATIC BD ET | — | $1.0M | 0.1% | 11K | +1% | |||
| 129 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $980K | 0.1% | 12K | -40% | |||
| 130 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $964K | 0.1% | 2,605 | -17% | |||
| 131 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $959K | 0.1% | 21K | -42% | |||
| 132 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $958K | 0.1% | 19K | -0.4% | |||
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $941K | 0.1% | 16K | -46% | |||
| 134 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $938K | 0.1% | 13K | -48% | |||
| 135 | — | ISHARES TR - MSCI EMG MKT ETF | — | $887K | 0.1% | 13K | -0.8% | |||
| 136 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $817K | 0.1% | 8,001 | +168% | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $776K | 0.1% | 2,291 | -0.9% | |||
| 138 | — | ISHARES TR - CORE S&P MCP ETF | — | $767K | 0.1% | 9,950 | -57% | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $754K | 0.1% | 4,270 | -0.4% | |||
| 140 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $751K | 0.1% | 2,479 | -38% | |||
| 141 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $738K | 0.1% | 18K | -2% | |||
| 142 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $732K | 0.1% | 352 | — | |||
| 143 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $714K | 0.1% | 13K | -65% | |||
| 144 | $RTX | RTX Corp | Industrials | $699K | 0.1% | 3,683 | -15% | |||
| 145 | — | ISHARES TR - ESG AWR MSCI USA | — | $693K | 0.1% | 4,234 | -14% | |||
| 146 | — | TIDAL TRUST III - VISTASHARES TRGT | — | $641K | 0.1% | 35K | -10% | |||
| 147 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $640K | 0.1% | 4,362 | -56% | |||
| 148 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | — | $633K | 0.1% | 12K | — | |||
| 149 | $IBIT | iShares Bitcoin Trust ETF | Financials | $619K | 0.1% | 19K | -34% | |||
| 150 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $577K | 0.1% | 4,221 | -61% |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 65 added to, 241 trimmed, 229 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.6M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$2.2M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$1.9M
first bought this quarter
- INVESTMENT MANAGERS SER TR I - TRADR 1X SHORT$539K
first bought this quarter
$NOWServiceNow, Inc.$228K
first bought this quarter
- TIDAL TRUST II - HILT SMAL MI ETF$218K
first bought this quarter
+10 more in the Excel export
Added to (65)
- ISHARES TR - CORE S&P500 ETF+32%
now $53.5M
- VANGUARD WORLD FD - MEGA GRWTH IND+331%
now $16.7M
- VANGUARD INDEX FDS - GROWTH ETF+458%
now $8.7M
- PROSHARES TR - S&P 500 DV ARIST+99%
now $5.1M
now $8.0M · held 5 qtrs, 2 adds in a row
- ISHARES TR - RUS 1000 GRW ETF+170%
now $3.2M
+59 more in the Excel export
Trimmed (241)
- SCHWAB STRATEGIC TR - INTL EQTY ETF-100%
now $113K
- SCHWAB STRATEGIC TR - US LCAP GR ETF-99%
now $195K
- ISHARES INC - CORE MSCI EMKT-61%
now $9.3M
- VANGUARD INDEX FDS - VALUE ETF-73%
now $3.8M
now $12.3M · held 10+ qtrs
- SPDR SERIES TRUST - ST INTL BBG ETF-99%
now $54K
+235 more in the Excel export
Sold out (229)
- PIMCO ETF TRwas $9.6M
- SCHWAB STRATEGIC TRwas $8.8M
- VANECK ETF TRUSTwas $5.3M
- AMERICAN CENTY ETF TRwas $4.1M
- ISHARES TRwas $3.0M
- SCHWAB STRATEGIC TRwas $2.9M
+223 more in the Excel export
Holdings by quarter
Every 13F WealthShield Partners, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WealthShield Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 24% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: WealthShield Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WealthShield Partners, LLC (SEC CIK: 1729303), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WealthShield Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.