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Livermore
Livermore
ZHEN

WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

The latest 13F from WealthShield Partners, LLC covers Q2 2026 (filed Aug 12, 2026): 379 long positions worth $653.8M. The top 10 holdings make up 27.3% of the portfolio, and the largest is iShares Core S&P 500 ETF at 8.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$10.4M
Added
60
Est. +$23.7M
Reduced
245
Est. −$285.2M
Sold out
245
Est. −$96.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    8.2%$53.5M
  2. iShares S&P 500 Growth ETF464287309
    2.7%$17.7M
  3. Vanguard World FD921910816
    2.5%$16.7M
  4. iShares Core Dividend Growth ETF46434V621
    2.3%$15.0M
  5. BlackRock ETF Trust09290C103
    2.1%$13.8M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$13.1MAdded
  2. BlackRock ETF Trust09290C764
    +$4.57MNew
  3. BlackRock ETF Trust09290C665
    +$2.18MNew
  4. AMATApplied Materials Inc
    +$2.17MAddedHistory
  5. BlackRock ETF Trust II092528835
    +$1.89MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +4.25 pp3.9% → 8.2%
  2. AMATApplied Materials Inc
    +0.92 pp0.3% → 1.2%History
  3. iShares Core Dividend Growth ETF46434V621
    +0.85 pp1.5% → 2.3%
  4. BlackRock ETF Trust09290C764
    +0.70 pp0.0% → 0.7%
  5. GEVGE Vernova Inc.
    +0.47 pp0.5% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Schwab International Equity ETF808524805
    −$23.0MReduced
  2. Schwab U.S. Large-Cap Growth ETF808524300
    −$17.1MReduced
  3. iShares Core MSCI Emerging Markets ETF46434G103
    −$14.6MReduced
  4. Vanguard Morningstar Value ETF922908744
    −$10.2MReduced
  5. PIMCO Active Bond Exchange-Traded Fund72201R775
    −$9.59MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Schwab International Equity ETF808524805
    −2.28 pp2.3% → <0.1%
  2. Schwab U.S. Large-Cap Growth ETF808524300
    −1.63 pp1.7% → <0.1%
  3. PIMCO Active Bond Exchange-Traded Fund72201R775
    −1.07 pp1.1% → 0.0%
  4. Schwab U.S. Large-Cap Value ETF808524409
    −0.98 pp1.0% → 0.0%
  5. SPDR Series Trust78464A516
    −0.94 pp1.0% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$653.8M
−$243.7M (−27.2%) vs. prior quarter
Positions
379
−228 vs. prior quarter
Top 10 concentration
27.3%
Top 10 as share of value
Turnover
4.4%
Q2 2026, one quarter
Average holding period
16.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $906.8M (Q4 2025)

Q1 2021: $548.1MQ2 2021: $638.3MQ3 2021: $373.6MQ4 2021: $600.3MQ1 2022: $624.4MQ2 2022: $504.6MQ3 2022: $504.2MQ4 2022: $522.2MQ1 2023: $620.5MQ2 2023: $663.8MQ3 2023: $663.6MQ4 2023: $607.6MQ1 2024: $618.2MQ2 2024: $656.2MQ3 2024: $738.1MQ4 2024: $705.2MQ1 2025: $775.8MQ2 2025: $827.3MQ3 2025: $881.9MQ4 2025: $906.8MQ1 2026: $897.5MQ2 2026: $653.8M
Q1 2021Q2 2026
13F filings of WealthShield Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026379$653.8MiShares Core S&P 500 ETFiShares S&P 500 Growth ETFVanguard World FDvs. Q1 2026SEC
Q1 2026May 1, 2026607$897.5MiShares Core S&P 500 ETFSchwab International Equity ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2025SEC
Q4 2025Feb 3, 2026565$906.8MiShares Core S&P 500 ETFiShares Core MSCI Emerging Markets ETFAAPLvs. Q3 2025SEC
Q3 2025Oct 31, 2025566$881.9MiShares Core S&P 500 ETFSchwab International Equity ETFAAPLvs. Q2 2025SEC
Q2 2025Aug 8, 2025554$827.3MiShares Core S&P 500 ETFSchwab International Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2025SEC
Q1 2025May 9, 2025530$775.8MiShares Core S&P 500 ETFSchwab International Equity ETFAAPLvs. Q4 2024SEC
Q4 2024Feb 4, 2025489$705.2MiShares Core S&P 500 ETFSchwab International Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q3 2024SEC
Q3 2024Nov 4, 2024483$738.1MiShares Core S&P 500 ETFSchwab International Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q2 2024SEC
Q2 2024Jul 26, 2024466$656.2MiShares Core S&P 500 ETFSchwab International Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2024SEC
Q1 2024Apr 29, 2024475$618.2MiShares Core S&P 500 ETFSchwab International Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q4 2023SEC
Q4 2023Jan 23, 2024474$607.6MiShares Core S&P 500 ETFSchwab International Equity ETFiShares Trvs. Q3 2023SEC
Q3 2023Oct 25, 2023478$663.6MiShares Core S&P 500 ETFVanguard Morningstar Value ETFSchwab International Equity ETFvs. Q2 2023SEC
Q2 2023Aug 3, 2023485$663.8MiShares Core S&P 500 ETFVanguard Morningstar Value ETFSchwab International Equity ETFvs. Q1 2023SEC
Q1 2023May 8, 2023484$620.5MiShares Core S&P 500 ETFVanguard Morningstar Value ETFSchwab International Equity ETFvs. Q4 2022SEC
Q4 2022Feb 13, 2023288$522.2MiShares Core S&P 500 ETFVanguard Morningstar Value ETFSchwab International Equity ETFvs. Q3 2022SEC
Q3 2022Nov 4, 2022288$504.2MiShares Core S&P 500 ETFSchwab International Equity ETFiShares Trvs. Q2 2022SEC
Q2 2022Aug 11, 2022290$504.6MiShares Core S&P 500 ETFSchwab International Equity ETFiShares Trvs. Q1 2022SEC
Q1 2022May 9, 2022331$624.4MiShares Core S&P 500 ETFiShares U S ETF TrVanguard Morningstar Total Stock Market ETFvs. Q4 2021SEC
Q4 2021Feb 10, 2022281$600.3MSchwab International Equity ETFiShares Core S&P 500 ETFiShares Trvs. Q3 2021SEC
Q3 2021Nov 12, 2021231$373.6MiShares TriShares Core S&P 500 ETFPacer Trendpilot US Bond ETFvs. Q2 2021SEC
Q2 2021Aug 6, 2021764$638.3MPacer Trendpilot US Bond ETFiShares TriShares Core S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 17, 20211,171$548.1MiShares TriShares Core S&P 500 ETFPacer Trendpilot US Bond ETF–SEC