WealthShield Partners, LLC

SEC CIK: 0001729303
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.

Positions: 530; +41 vs. Q4 2024
Portfolio value: $775.8M; +$70.6M (+10.0%) vs. Q4 2024
Filed: May 9, 2025; SEC

Holdings of WealthShield Partners, LLC in Q1 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
iShares Tr46436E718	0-3 MTH TREASURY	319	$32.1K	<0.1%	−902−73.9%	Reduced	–
iShares Tr464287341	GLOBAL ENERG ETF	772	$32.5K	<0.1%	−2,796−78.4%	Reduced	–
PIMFranklin Master Intermediate Income Trust	SH BEN INT	10,000	$33.2K	<0.1%	00.0%	Unchanged	History
Dimensional ETF Trust25434V781	INTL SMALL CAP V	1,173	$34.1K	<0.1%	+2+0.2%	Added	–
WisdomTree Tr97717X701	EUROPE HEDGED EQ	724	$34.4K	<0.1%	00.0%	Unchanged	–
First Trust Rising Dividend Achievers ETF33738R506	ETF	600	$35.1K	<0.1%	00.0%	Unchanged	–
iShares Inc464286400	MSCI BRAZIL ETF	1,414	$36.6K	<0.1%	+1,414	New	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	712	$36.7K	<0.1%	00.0%	Unchanged	–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853	ETF	920	$37.5K	<0.1%	+2+0.2%	Added	–
J P Morgan Exchange Traded F46641Q399	BETABUILDRS US	388	$39.1K	<0.1%	00.0%	Unchanged	–
Invesco Exch Traded FD Tr II46138G706	SOLAR ETF	1,304	$39.7K	<0.1%	00.0%	Unchanged	–
Invesco Exchange Traded FD T46137V407	INVESCO MSCI	1,035	$40.2K	<0.1%	−10−1.0%	Reduced	–
iShares Inc464286806	MSCI GERMANY ETF	1,105	$41.0K	<0.1%	00.0%	Unchanged	–
iShares Tr464288661	3 7 YR TREAS BD	360	$42.5K	<0.1%	−37−9.3%	Reduced	–
WisdomTree Tr97717W877	GLB HIGH DIV FD	781	$43.8K	<0.1%	−55−6.6%	Reduced	–
Schwab Fundamental U.S. Large Company ETF808524771	ETF	1,881	$44.4K	<0.1%	+541+40.4%	Added	–
VanEck ETF Trust92189F106	GOLD MINERS ETF	1,038	$47.7K	<0.1%	+441+73.9%	Added	–
American Centy ETF Tr025072604	AVANTIS EMGMKT	800	$48.1K	<0.1%	00.0%	Unchanged	–
iShares Tr46435G417	CR 5 10 YR ETF	1,110	$48.2K	<0.1%	+555+100.0%	Added	–
iShares Tr464287622	RUS 1000 ETF	167	$51.2K	<0.1%	−1,600−90.5%	Reduced	–
iShares Tr46429B655	FLTG RATE NT ETF	1,040	$53.1K	<0.1%	+400+62.5%	Added	–
Invesco Exchange Traded FD T46137V274	S&P500 EQL UTL	790	$55.0K	<0.1%	00.0%	Unchanged	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	980	$58.2K	<0.1%	00.0%	Unchanged	–
Vanguard Scottsdale FDS92206C680	VNG RUS1000GRW	653	$60.6K	<0.1%	00.0%	Unchanged	–
Innovator U.S. Equity Ultra Buffer ETF - October45782C821	ETF	1,782	$61.6K	<0.1%	−245−12.1%	Reduced	–
U.S. Global Jets ETF26922A842	ETF	3,000	$62.3K	<0.1%	+3,000	New	–
Occidental Pete Corp WT Exp 080327674599162	Stock	2,266	$62.7K	<0.1%	−7−0.3%	Reduced	–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847	ETF	1,234	$63.1K	<0.1%	+4+0.3%	Added	–
Innovator ETFs Trust45782C375	US EQT ULTRA BF	1,800	$64.0K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45783Y855	DEFINED WLT SHLD	2,092	$65.6K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45782C433	US EQTY BUFR FEB	1,600	$66.4K	<0.1%	+1,600	New	–
iShares Tr464287291	GLOBAL TECH ETF	890	$67.4K	<0.1%	−6−0.7%	Reduced	–
FCXFreeport-McMoran Inc	Stock	1,810	$68.5K	<0.1%	+1,810	New	History
Invesco Exchange Traded FD T46137V837	DORS WRI MOM ETF	700	$70.0K	<0.1%	+700	New	–
Schwab US Tips ETF808524870	ETF	2,633	$70.8K	<0.1%	−600−18.6%	Reduced	–
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	1,710	$71.9K	<0.1%	+13+0.8%	Added	–
First Tr Exchange Traded FD33738R118	NASD TECH DIV	993	$73.1K	<0.1%	00.0%	Unchanged	–
Invesco Exch Traded FD Tr II46138G508	SR LN ETF	3,550	$73.5K	<0.1%	−179−4.8%	Reduced	–
WisdomTree Tr97717W760	INTL SMCAP DIV	1,117	$73.7K	<0.1%	−199−15.1%	Reduced	–
iShares Tr464287739	U.S. REAL ES ETF	790	$75.6K	<0.1%	−1−0.1%	Reduced	–
iShares Tr464287796	U.S. ENERGY ETF	1,567	$77.3K	<0.1%	+990+171.6%	Added	–
STLNStarling Oncology, Inc.	COM	70,154	$80.0K	<0.1%	+70,154	New	History
Invesco Exch Traded FD Tr II46138E297	S&P EMRNG MKTS	3,299	$80.1K	<0.1%	+36+1.1%	Added	–
Innovator ETFs Trust45782C276	GRWT100 PWR BUF	1,336	$80.2K	<0.1%	+1,336	New	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	876	$81.8K	<0.1%	+198+29.2%	Added	–
PIMCO ETF Tr72201R866	INTER MUN BD ACT	1,605	$82.6K	<0.1%	+942+142.1%	Added	–
VanEck ETF Trust92189F429	PREFERRED SECURT	5,092	$85.3K	<0.1%	+9+0.2%	Added	–
iShares Tr464288752	US HOME CONS ETF	900	$85.7K	<0.1%	+900	New	–
First Tr Exchange-Traded FD33734X176	TECH ALPHADEX	655	$86.7K	<0.1%	00.0%	Unchanged	–
WOLFWolfspeed, Inc.	Stock	28,389	$86.9K	<0.1%	+28,389	New	History
WisdomTree Tr97717W109	US TOTAL DIVIDND	1,130	$87.0K	<0.1%	−68−5.7%	Reduced	–
State Street Health Care Select Sector SPDR ETF81369Y209	ETF	598	$87.3K	<0.1%	−69−10.3%	Reduced	–
First Tr Exchange Traded FD33738R878	DORSEY WRIGHT	2,488	$87.5K	<0.1%	+51+2.1%	Added	–
Innovator ETFs Trust45782C581	US EQTY BUF NOV	2,300	$87.8K	<0.1%	00.0%	Unchanged	–
iShares Tr46434V860	TRS FLT RT BD	1,785	$90.4K	<0.1%	+19+1.1%	Added	–
Innovator ETFs Trust45784N833	US SMALL CAP PWR	4,000	$91.6K	<0.1%	00.0%	Unchanged	–
iShares Inc464286392	MSCI WORLD ETF	600	$91.9K	<0.1%	00.0%	Unchanged	–
Vanguard Short-Term Bond ETF921937827	ETF	1,197	$93.7K	<0.1%	+30+2.6%	Added	–
Innovator ETFs Trust45782C599	US SML CP PWR B	3,250	$95.1K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45782C557	US EQTY BUF DEC	2,300	$96.3K	<0.1%	−1,499−39.5%	Reduced	–
Innovator ETFs Trust45782C615	GRWT100 PWR BUF	1,990	$98.9K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45783Y228	US SMALL CAP 10	3,800	$99.0K	<0.1%	00.0%	Unchanged	–
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	1,691	$99.2K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45783Y442	U S EQ 10 BUFFER	3,400	$101.2K	<0.1%	00.0%	Unchanged	–
BGYBlackRock Enhanced International Dividend Trust	COM BENE INTER	18,255	$102.4K	<0.1%	+18,255	New	History
iShares U.S. Medical Devices ETF464288810	ETF	1,734	$104.4K	<0.1%	+1,216+234.7%	Added	–
Innovator ETFs Trust45782C813	US EQTY PWR BUF	2,612	$105.0K	<0.1%	+2,271+666.0%	Added	–
Innovator ETFs Trust45783Y160	NASD 100 10 BUFF	4,000	$105.7K	<0.1%	00.0%	Unchanged	–
Dimensional ETF Trust25434V815	US SMALL CAP ETF	3,912	$110.1K	<0.1%	+11+0.3%	Added	–
Franklin Templeton ETF Tr35473P595	SENIOR LOAN ETF	4,600	$110.7K	<0.1%	−51−1.1%	Reduced	–
Innovator ETFs Trust45782C870	US EQT PWR BUF	3,117	$111.2K	<0.1%	+1,800+136.7%	Added	–
iShares Tr46435U440	USD GRN BOND ETF	2,369	$112.2K	<0.1%	00.0%	Unchanged	–
American Centy ETF Tr025072703	INTL EQT ETF	1,700	$112.7K	<0.1%	+300+21.4%	Added	–
Franklin Templeton ETF Tr35473P678	FTSE UNTD KGDM	4,020	$115.2K	<0.1%	00.0%	Unchanged	–
First Tr Exchange-Traded FD33734X846	NASDAQ CYB ETF	1,835	$115.6K	<0.1%	00.0%	Unchanged	–
iShares Tr464287630	RUS 2000 VAL ETF	772	$116.6K	<0.1%	−13−1.7%	Reduced	–
First Tr Exchange Traded FD33738R605	DORSEY WRT 5 ETF	2,164	$118.7K	<0.1%	+2+0.1%	Added	–
Invesco Exch Traded FD Tr II46138E651	GLOBAL WATER	2,980	$119.6K	<0.1%	00.0%	Unchanged	–
VanEck ETF Trust92189F171	GREEN BOND ETF	4,978	$119.8K	<0.1%	00.0%	Unchanged	–
iShares Select Dividend ETF464287168	ETF	894	$120.1K	<0.1%	+72+8.8%	Added	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	1,617	$123.8K	<0.1%	+1,491+1,183.3%	Added	–
Dimensional ETF Trust25434V831	US HIGH PROF ETF	3,778	$125.2K	<0.1%	+9+0.2%	Added	–
iShares Tr464288448	INTL SEL DIV ETF	4,100	$127.2K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45782C540	US EQTY PWR BUF	3,500	$131.6K	<0.1%	00.0%	Unchanged	–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300	ETF	3,538	$134.9K	<0.1%	+3,275+1,245.2%	Added	–
iShares Russell 2000 Growth ETF464287648	ETF	531	$135.6K	<0.1%	−1−0.2%	Reduced	–
State Street SPDR S&P Biotech ETF78464A870	ETF	1,674	$135.8K	<0.1%	−194−10.4%	Reduced	–
Innovator ETFs Trust45782C664	US EQTY BUF SEP	3,304	$138.0K	<0.1%	+2,702+448.8%	Added	–
Schwab Strategic Tr808524649	MUN BD ETF	5,724	$145.2K	<0.1%	00.0%	Unchanged	–
Innovator ETFs Trust45782C680	US EQTY PWR BF	3,850	$145.5K	<0.1%	+3,500+1,000.0%	Added	–
Innovator U.S. Equity Power Buffer ETF - October45782C797	ETF	3,912	$152.0K	<0.1%	00.0%	Unchanged	–
iShares Tr46435G672	CORE INTL AGGR	3,110	$155.5K	<0.1%	+3,110	New	–
SPDR Index Shs FDS78463X509	ST PORT MARK ETF	3,961	$155.9K	<0.1%	−56−1.4%	Reduced	–
iShares Tr46432F859	CORE 1 5 YR USD	3,279	$158.5K	<0.1%	−653−16.6%	Reduced	–
Fidelity Covington Trust316092832	DIVID ETF RISI	3,206	$160.1K	<0.1%	00.0%	Unchanged	–
Nushares ETF Tr67092P854	ESG HI TLD CRP	7,597	$160.9K	<0.1%	00.0%	Unchanged	–
iShares Core S&P US Value ETF464287663	ETF	1,750	$161.5K	<0.1%	00.0%	Unchanged	–
Invesco Exch Traded FD Tr II46138E354	S&P500 LOW VOL	2,218	$165.7K	<0.1%	−280−11.2%	Reduced	–
Franklin Templeton ETF Tr35473P108	INTL COR DIV TIL	5,224	$170.2K	<0.1%	+5+0.1%	Added	–
USALiberty All Star Equity Fund	SH BEN INT	26,424	$173.1K	<0.1%	+12,077+84.2%	Added	History

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of WealthShield Partners, LLC in Q1 2025
Security	Class	Puts	Calls
SPYSPDR S&P 500 ETF Trust	ETF	–	$3.08M
FCXFreeport-McMoran Inc	Stock	–	$132.5K
UBERUber Technologies, Inc	Stock	–	$36.4K

Sold out since Q4 2024 (22)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of WealthShield Partners, LLC sold out since Q4 2024
Security	Class	Shares in Q4 2024	Value in Q4 2024	% of portfolio in Q4 2024	History
STESTERIS plc	SHS USD	7,728	$1.59M	0.2%	History
TXNTexas Instruments Inc	Stock	5,626	$1.05M	0.1%	History
RYRoyal Bank of Canada	Stock	1,809	$217.9K	<0.1%	History
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	4,807	$216.8K	<0.1%	–
CAVACava Group, Inc.	COM	1,864	$210.3K	<0.1%	History
BOEBlackRock Enhanced Global Dividend Trust	COM	16,315	$175.7K	<0.1%	History
ProShares Tr74347R206	PSHS ULTRA QQQ	1,524	$165.0K	<0.1%	–
GGZGabelli Global Small & Mid Cap Value Trust	COM	12,596	$147.4K	<0.1%	History
IGAVoya Global Advantage & Premium Opportunity Fund	COM	13,876	$128.8K	<0.1%	History
iShares Tr46435G409	MSCI INTL VLU FT	4,477	$121.4K	<0.1%	–
Innovator ETFs Trust45782C839	US EQT ULTRA BF	2,773	$95.7K	<0.1%	–
COTYCoty Inc.	COM CL A	10,000	$69.6K	<0.1%	History
ProShares Tr74347R305	PSHS ULTRA DOW30	702	$66.9K	<0.1%	–
iShares Tr464287861	EUROPE ETF	1,112	$57.9K	<0.1%	–
iShares Tr464288760	US AER DEF ETF	346	$50.3K	<0.1%	–
Invesco Exchange Traded FD T46137V464	S&P MDCP MOMNTUM	186	$23.0K	<0.1%	–
VanEck Semiconductor ETF92189F676	ETF	45	$10.9K	<0.1%	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	72	$7.26K	<0.1%	–
iShares Global Clean Energy ETF464288224	ETF	410	$4.67K	<0.1%	–
iShares Tr46435G219	INVT GRAD SY ETF	59	$2.62K	<0.1%	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	56	$1.41K	<0.1%	–
iShares Tr464287333	GLOBAL FINLS ETF	6	$576	<0.1%	–