Skip to main content
Livermore
Livermore
ZHEN

WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 3, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
565
−1 vs. Q3 2025
Portfolio value
$906.8M
+$24.9M (+2.8%) vs. Q3 2025
Filed
Feb 3, 2026
SEC
Holdings of WealthShield Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF3,809$144.9K<0.1%+8+0.2%Added–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN4,290$152.6K<0.1%−65−1.5%Reduced–
Nushares ETF Tr67092P854ESG HI TLD CRP7,102$153.4K<0.1%−185−2.5%Reduced–
iShares Tr46435U853BROAD USD HIGH4,195$156.9K<0.1%+4,195New–
iShares Tr464288448INTL SEL DIV ETF4,100$161.7K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF502$162.2K<0.1%00.0%Unchanged–
Innovator ETFs Trust45782C680US EQTY PWR BF3,850$166.5K<0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF1,197$168.9K<0.1%+18+1.5%Added–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF3,912$171.8K<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF3,738$175.0K<0.1%−213−5.4%Reduced–
Innovator ETFs Trust45782C557US EQTY BUF DEC3,617$179.3K<0.1%+1,317+57.3%Added–
iShares Core S&P US Value ETF464287663ETF1,750$179.4K<0.1%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF1,687$185.4K<0.1%−300−15.1%Reduced–
iShares Tr464288687PFD AND INCM SEC6,144$190.2K<0.1%+49+0.8%Added–
SPDR Series Trust78464A763ST STR SP DIV1,384$191.2K<0.1%−4−0.3%Reduced–
iShares Tr464288513IBOXX HI YD ETF2,382$192.1K<0.1%−95−3.8%Reduced–
Fidelity Covington Trust316092832DIVID ETF RISI3,206$195.6K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F460CEF MUNI INCOME9,115$199.4K<0.1%+1,145+14.4%Added–
LQDALiquidia CorpCOM NEW5,885$203.0K<0.1%+5,885NewHistory
SPDR Series Trust78468R739ST NUVE TERM ETF4,235$203.2K<0.1%00.0%Unchanged–
MOAltria Group, Inc.Stock3,545$204.4K<0.1%+10+0.3%AddedHistory
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC8,504$204.9K<0.1%+5,649+197.9%Added–
Innovator ETFs Trust45784N601EQUITY DEF PRO 27,730$205.4K<0.1%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,454$205.5K<0.1%−78−3.1%Reduced–
iShares Tr464287689RUSSELL 3000 ETF532$205.8K<0.1%00.0%Unchanged–
HBANHuntington Bancshares IncCOM11,902$206.5K<0.1%−371−3.0%ReducedHistory
Principal Exchange Traded FD74255Y888SPECTRUM PFD10,870$207.3K<0.1%+33+0.3%Added–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL5,336$207.5K<0.1%+45+0.9%Added–
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS7,279$207.6K<0.1%−172−2.3%ReducedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF2,956$208.1K<0.1%−30−1.0%Reduced–
Innovator ETFs Trust45782C813US EQTY PWR BUF4,504$209.1K<0.1%00.0%Unchanged–
Innovator ETFs Trust45784N650EQUIT PROTN MAY8,242$209.6K<0.1%00.0%Unchanged–
Innovator ETFs Trust45782C730US EQT ULTRA BF5,632$210.7K<0.1%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF1,478$212.2K<0.1%+1,478New–
ProShares Tr74347R206PSHS ULTRA QQQ3,048$214.6K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
AZNAstraZeneca PLCSPONSORED ADR2,343$215.4K<0.1%+2,343NewHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF4,955$216.6K<0.1%00.0%Unchanged–
NOCNorthrop Grumman CorpStock380$216.7K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock2,277$217.1K<0.1%+26+1.2%AddedHistory
LNGCheniere Energy, Inc.COM NEW1,117$217.1K<0.1%−6−0.5%ReducedHistory
DALDelta Air Lines, Inc.COM NEW3,133$217.4K<0.1%+3,133NewHistory
iShares Inc46434G764MSCI EMRG CHN3,001$218.1K<0.1%−3,235−51.9%Reduced–
iShares MSCI Acwi Ex U.S. ETF464288240ETF3,255$218.5K<0.1%00.0%Unchanged–
Fidelity MSCI Information Technology Index ETF316092808ETF979$219.9K<0.1%−2,023−67.4%Reduced–
SOSouthern CoStock2,590$225.9K<0.1%+2+0.1%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,517$226.3K<0.1%+158+6.7%AddedHistory
Ssga Active ETF Tr78467V400GLOBL ALLO ETF4,583$226.6K<0.1%+117+2.6%Added–
BXBlackstone Inc.COM1,471$226.7K<0.1%−23−1.5%ReducedHistory
Innovator ETFs Trust45782C425US EQT ULTRA BFR6,237$229.4K<0.1%−1,543−19.8%Reduced–
WECWec Energy Group, Inc.Stock2,179$229.8K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock2,901$230.2K<0.1%+13+0.5%AddedHistory
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF10,214$230.6K<0.1%−246−2.4%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR761$231.3K<0.1%−30−3.8%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF394$237.7K<0.1%+47+13.5%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF5,582$242.1K<0.1%+2,082+59.5%Added–
OKLOOklo Inc.COM CL A3,407$244.5K<0.1%−2,428−41.6%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,483$247.1K<0.1%+230+10.2%Added–
Vanguard Star FDS921909768VG TL INTL STK F3,308$249.5K<0.1%+60+1.8%Added–
STLNStarling Oncology, Inc.COM70,154$249.7K<0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF9,568$251.0K<0.1%−654−6.4%Reduced–
American Centy ETF Tr025072372EMERGING MKT VAL4,319$251.8K<0.1%00.0%Unchanged–
CAHCardinal Health IncStock1,276$262.1K<0.1%−96−7.0%ReducedHistory
DISWalt Disney CoStock2,313$263.1K<0.1%−89−3.7%ReducedHistory
FDXFedEx CorpStock919$265.5K<0.1%00.0%UnchangedHistory
RYRoyal Bank of CanadaStock1,565$266.8K<0.1%+1+0.1%AddedHistory
SBUXStarbucks CorpStock3,186$268.3K<0.1%−1,168−26.8%ReducedHistory
DEDeere & CoStock582$270.9K<0.1%+582NewHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI15,813$275.3K<0.1%00.0%Unchanged–
SPDR Series Trust78464A284ST NUVE HIGH ETF11,454$285.7K<0.1%+2,124+22.8%Added–
BNYBank of New York Mellon CorpStock2,533$294.1K<0.1%+5+0.2%AddedHistory
SCHWSchwab Charles CorpStock2,947$294.4K<0.1%+49+1.7%AddedHistory
Advisorshares Tr00768Y206DORSEY WRIGT ADR3,414$294.5K<0.1%+75+2.2%Added–
HONHoneywell International IncCOM1,522$296.9K<0.1%+428+39.1%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF2,903$297.2K<0.1%−9,395−76.4%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF7,234$298.5K<0.1%+90+1.3%Added–
CEGConstellation Energy CorpStock856$302.4K<0.1%+11+1.3%AddedHistory
Investment Managers Ser Tr I46144X131TRADR 2X SHORT10,000$302.5K<0.1%+10,000New–
ETHAiShares Ethereum Trust ETFSHS13,499$302.8K<0.1%+974+7.8%AddedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF7,481$304.6K<0.1%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,238$304.9K<0.1%−110−3.3%Reduced–
PPLPPL CorpCOM8,927$312.6K<0.1%−149−1.6%ReducedHistory
WELLWelltower Inc.REIT1,690$313.7K<0.1%+1,690NewHistory
iShares Russell Mid-Cap Growth ETF464287481ETF2,320$317.7K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock1,320$318.4K<0.1%+217+19.7%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN7,032$322.1K<0.1%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF4,065$328.2K<0.1%−376−8.5%Reduced–
ABTAbbott LaboratoriesStock2,646$331.5K<0.1%+23+0.9%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF3,109$331.7K<0.1%−1,517−32.8%Reduced–
AEPAmerican Electric Power Co IncStock2,888$333.0K<0.1%+2,888NewHistory
CSCOCisco Systems, Inc.Stock4,351$335.1K<0.1%+147+3.5%AddedHistory
MMM3M CoStock2,118$339.2K<0.1%+7+0.3%AddedHistory
PHParker-Hannifin CorpStock389$341.8K<0.1%+389NewHistory
CICigna GroupStock1,268$349.0K<0.1%+273+27.4%AddedHistory
AMATApplied Materials IncStock1,372$352.6K<0.1%−12−0.9%ReducedHistory
Innovator ETFs Trust45783Y137US SMALL CAP PWR13,400$355.5K<0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF2,526$362.1K<0.1%−51−2.0%Reduced–
RMTRoyce Micro-Cap Trust, Inc.COM34,819$363.2K<0.1%−1,801−4.9%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,254$363.5K<0.1%−140−2.2%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,669$372.3K<0.1%−994−17.6%Reduced–
Innovator ETFs Trust45782C573US EQTY PWR BUF8,977$375.1K<0.1%00.0%Unchanged–

Sold out since Q3 2025 (33)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of WealthShield Partners, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Vanguard Total International Bond ETF92203J407ETF65,720$3.25M0.4%–
AMTAmerican Tower CorpREIT13,157$2.53M0.3%History
PEGPublic Service Enterprise Group IncCOM27,881$2.33M0.3%History
SNPSSynopsys IncCOM4,493$2.22M0.3%History
NKENIKE, Inc.Stock31,604$2.20M0.2%History
FISFidelity National Information Services, Inc.Stock24,336$1.60M0.2%History
DASHDoorDash, Inc.Stock1,243$338.1K<0.1%History
UVIXVS TrustETF32,773$325.4K<0.1%History
BPBP PLCADR6,542$225.4K<0.1%History
TGTXTG Therapeutics, Inc.COM6,050$218.6K<0.1%History
ProShares Tr74347G192ULTRAPRO SHT QQQ13,758$209.5K<0.1%–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW3,432$205.6K<0.1%–
COPConocoPhillipsStock2,149$203.3K<0.1%History
WMBWilliams Companies, Inc.COM3,202$202.9K<0.1%History
OXYOccidental Petroleum CorpStock3,621$171.1K<0.1%History
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM4,020$129.9K<0.1%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS1,691$99.5K<0.1%–
U.S. Global Jets ETF26922A842ETF3,000$74.0K<0.1%–
Occidental Pete Corp WT Exp 080327674599162Stock2,204$56.2K<0.1%–
UPWheels Up Experience Inc.COM CL A18,197$33.5K<0.1%History
Invesco Nasdaq 100 ETF46138G649ETF92$22.7K<0.1%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM181$21.9K<0.1%–
iShares Tr46436E270ENVIR AWR RL EST776$21.4K<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT305$15.2K<0.1%–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50158$9.09K<0.1%–
Innovator ETFs Tr45782C102IBD 50 ETF128$4.77K<0.1%–
ProShares Bitcoin ETF74347G440ETF234$4.61K<0.1%–
VanEck ETF Trust92189F536LONG MUNI ETF191$3.34K<0.1%–
Pacer FDS Tr69374H840WEALTHSHIELD88$2.83K<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF91$2.53K<0.1%–
J P Morgan Exchange Traded F46641Q159INCOME ETF53$2.46K<0.1%–
Invesco S&P 500 Quality ETF46137V241ETF6$440<0.1%–
ProShares Tr74347G135ULTRAPRO SRT DOW2$71<0.1%–