WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 1, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 607
- +42 vs. Q4 2025
- Portfolio value
- $897.5M
- −$9.29M (−1.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 53,959 | $35.2M | 3.9% | +7,441+16.0% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 832,795 | $20.6M | 2.3% | +26,875+3.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 288,440 | $20.1M | 2.2% | −18,376−6.0% | Reduced | – |
| AAPLApple Inc. | Stock | 75,292 | $19.1M | 2.1% | −410−0.5% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 154,912 | $17.5M | 2.0% | +7,701+5.2% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 80,286 | $17.0M | 1.9% | −5,206−6.1% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 43,954 | $16.1M | 1.8% | −692−1.5% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 512,233 | $14.9M | 1.7% | −5,935−1.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 81,820 | $14.3M | 1.6% | −106−0.1% | Reduced | History |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 229,364 | $13.3M | 1.5% | −41,554−15.3% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 286,289 | $13.2M | 1.5% | +9,223+3.3% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 185,587 | $13.0M | 1.5% | −860−0.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 34,440 | $12.7M | 1.4% | +2,541+8.0% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 63,913 | $12.5M | 1.4% | +2,751+4.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 55,047 | $11.8M | 1.3% | +212+0.4% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 143,410 | $10.7M | 1.2% | −21,697−13.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 50,408 | $10.5M | 1.2% | +2,395+5.0% | Added | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 70,828 | $10.3M | 1.1% | −356−0.5% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 103,918 | $9.59M | 1.1% | +8,457+8.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 31,378 | $9.23M | 1.0% | +214+0.7% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 287,278 | $8.76M | 1.0% | −54,147−15.9% | Reduced | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 388,551 | $8.53M | 1.0% | +34,954+9.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 29,594 | $8.51M | 0.9% | −6,441−17.9% | Reduced | History |
| iShares Tr46436E338 | 20+ YEAR TR BD | 375,807 | $8.50M | 0.9% | +28,366+8.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 75,807 | $8.05M | 0.9% | +16,731+28.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,037 | $7.88M | 0.9% | +309+1.7% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 88,173 | $7.51M | 0.8% | +1,183+1.4% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 304,718 | $7.08M | 0.8% | +19,799+6.9% | Added | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 71,389 | $6.85M | 0.8% | +617+0.9% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 61,335 | $6.83M | 0.8% | +50,788+481.5% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 35,497 | $6.81M | 0.8% | −159−0.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 21,627 | $6.69M | 0.7% | +2,832+15.1% | Added | History |
| WMTWalmart Inc. | Stock | 53,249 | $6.62M | 0.7% | −1,310−2.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,513 | $6.48M | 0.7% | +538+4.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 11,309 | $6.47M | 0.7% | −460−3.9% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 26,550 | $6.37M | 0.7% | +666+2.6% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 66,515 | $6.29M | 0.7% | −86−0.1% | Reduced | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 183,998 | $6.06M | 0.7% | +10,696+6.2% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 44,849 | $5.96M | 0.7% | −578−1.3% | Reduced | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 164,317 | $5.95M | 0.7% | +6,383+4.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,132 | $5.94M | 0.7% | −79−0.9% | Reduced | History |
| CCitigroup Inc | Stock | 51,973 | $5.89M | 0.7% | +811+1.6% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,150 | $5.79M | 0.6% | −2,527−7.7% | Reduced | – |
| NFLXNetflix Inc | Stock | 59,212 | $5.69M | 0.6% | −896−1.5% | Reduced | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 209,139 | $5.33M | 0.6% | +10,177+5.1% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 54,992 | $5.31M | 0.6% | −70.0% | Reduced | – |
| HDHome Depot, Inc. | Stock | 16,115 | $5.30M | 0.6% | +1,261+8.5% | Added | History |
| MCDMcDonalds Corp | Stock | 16,811 | $5.22M | 0.6% | +1,248+8.0% | Added | History |
| LRCXLam Research Corp | Stock | 22,789 | $4.87M | 0.5% | −4,425−16.3% | Reduced | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 45,509 | $4.82M | 0.5% | +907+2.0% | Added | – |
| TTTrane Technologies plc | SHS | 11,248 | $4.69M | 0.5% | +186+1.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 63,798 | $4.59M | 0.5% | −735−1.1% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 199,493 | $4.57M | 0.5% | +155,238+350.8% | Added | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 134,611 | $4.40M | 0.5% | +134,611 | New | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 28,251 | $4.38M | 0.5% | −857−2.9% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 44,766 | $4.25M | 0.5% | +1,915+4.5% | Added | – |
| GEVGE Vernova Inc. | Stock | 4,782 | $4.17M | 0.5% | +4,179+693.0% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,620 | $4.15M | 0.5% | −4,838−31.3% | Reduced | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 41,235 | $4.12M | 0.5% | +1,778+4.5% | Added | – |
| JCIJohnson Controls International plc | Stock | 31,214 | $4.09M | 0.5% | −301−1.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,463 | $4.04M | 0.4% | −506−5.1% | Reduced | – |
| TJXTJX Companies Inc | Stock | 25,254 | $4.03M | 0.4% | −8,634−25.5% | Reduced | History |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 96,347 | $3.96M | 0.4% | +96,347 | New | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 115,989 | $3.82M | 0.4% | −3,814−3.2% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 8,055 | $3.71M | 0.4% | +251+3.2% | Added | History |
| iShares Tr464288869 | MICRO-CAP ETF | 23,076 | $3.68M | 0.4% | +442+2.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 37,541 | $3.68M | 0.4% | −416−1.1% | Reduced | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 35,303 | $3.56M | 0.4% | −15,397−30.4% | Reduced | – |
| CMECME Group Inc. | COM | 11,832 | $3.49M | 0.4% | +71+0.6% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,614 | $3.39M | 0.4% | +47+0.3% | Added | – |
| ETNEaton Corp plc | Stock | 9,320 | $3.33M | 0.4% | +20+0.2% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 16,768 | $3.32M | 0.4% | +16,768 | New | History |
| DUKDuke Energy CORP | Stock | 24,969 | $3.27M | 0.4% | −543−2.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 13,121 | $3.21M | 0.4% | +6,066+86.0% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 20,389 | $3.21M | 0.4% | +1,287+6.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 7,322 | $3.15M | 0.4% | −127−1.7% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100,049 | $3.10M | 0.3% | −2,203−2.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 16,770 | $3.09M | 0.3% | −227−1.3% | Reduced | – |
| CMICummins Inc | Stock | 5,650 | $3.04M | 0.3% | −53−0.9% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 36,795 | $3.03M | 0.3% | −1,434−3.8% | Reduced | – |
| TSLATesla, Inc. | Stock | 8,093 | $3.01M | 0.3% | +3,717+84.9% | Added | History |
| iShares Tr46435G326 | CORE MSCI INTL | 35,984 | $3.01M | 0.3% | −179−0.5% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 18,187 | $2.92M | 0.3% | +1,559+9.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,917 | $2.91M | 0.3% | +29+1.0% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 98,716 | $2.87M | 0.3% | −2,606−2.6% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 28,330 | $2.81M | 0.3% | +2,079+7.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,697 | $2.81M | 0.3% | −201−4.1% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 29,252 | $2.80M | 0.3% | +2,368+8.8% | Added | – |
| LLYEli Lilly & Co | Stock | 3,032 | $2.79M | 0.3% | −90−2.9% | Reduced | History |
| CBChubb Ltd | Stock | 8,542 | $2.78M | 0.3% | +400+4.9% | Added | History |
| AMATApplied Materials Inc | Stock | 8,124 | $2.78M | 0.3% | +6,752+492.1% | Added | History |
| iShares Tr46435G672 | CORE INTL AGGR | 55,474 | $2.78M | 0.3% | +2,731+5.2% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 107,966 | $2.77M | 0.3% | −2,056−1.9% | Reduced | – |
| VVisa Inc. | Stock | 9,146 | $2.76M | 0.3% | −6,256−40.6% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 3,048 | $2.73M | 0.3% | +2,659+683.5% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 13,548 | $2.67M | 0.3% | −2,853−17.4% | Reduced | History |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 32,108 | $2.66M | 0.3% | +3,656+12.8% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,231 | $2.65M | 0.3% | +390+4.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 4,363 | $2.64M | 0.3% | +369+9.2% | Added | History |
| APHAmphenol Corp | CL A | 20,523 | $2.59M | 0.3% | +20,523 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2025 (17)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 23,179 | $1.35M | 0.1% | History |
| YUMYum Brands Inc | Stock | 2,915 | $441.0K | <0.1% | History |
| CICigna Group | Stock | 1,268 | $349.0K | <0.1% | History |
| Investment Managers Ser Tr I46144X131 | TRADR 2X SHORT | 10,000 | $302.5K | <0.1% | – |
| OKLOOklo Inc. | COM CL A | 3,407 | $244.5K | <0.1% | History |
| BXBlackstone Inc. | COM | 1,471 | $226.7K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 2,277 | $217.1K | <0.1% | History |
| MOAltria Group, Inc. | Stock | 3,545 | $204.4K | <0.1% | History |
| Investment Managers Ser Tr I46144X396 | AXS KNOWLEDGE LE | 1,012 | $51.9K | <0.1% | – |
| iShares Tr464288521 | CRE U S REIT ETF | 506 | $28.8K | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 600 | $23.0K | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 216 | $11.4K | <0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 464 | $11.3K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 85 | $3.95K | <0.1% | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 45 | $3.76K | <0.1% | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 62 | $1.76K | <0.1% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 51 | $1.29K | <0.1% | – |