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WealthShield Partners, LLC — 13F Holdings & Portfolio

CIK 1729303 · latest 13F-HR filed 2026-08-12

Backtest portfolio

WealthShield Partners, LLC manages $653.8M in 13F-reported U.S. long-equity assets across 379 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (8.18%), IVW (2.71%), MGK (2.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 245; 121 existing positions rose in reported value and 189 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$653.8M

Long-equity book

Holdings
379

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+17 / −245 / ↑121 / ↓189

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV8.2% · +32%IVW2.7% · -17%MGK2.5% · +331%DGRO2.3% · +7%DYNF2.1% · -11%IUSB2.0% · -2%VIG1.9% · -3%IVE1.9% · -32%AAPL1.9% · -44%NVDA1.8% · -28%MSFT1.7% · -16%MGV1.6% · -8%AMZN1.5% · -19%IEMG1.4% · -61%GOOGL1.4% · -15%MUB1.4% · +8%JPM1.3% · -15%VUG1.3% · +458%XLK1.2% · -5%AMAT1.2% · +37%LRCX1.2% · -21%EFG1.2% · -0%BAI1.1% · -24%CRWD1.1% · -13%C1.1% · -6%AVGO1.0% · -22%MTUM0.9% · -33%GEV0.9% · +9%META0.9% · -6%WMT0.9% · -7%RSP0.9% · -13%IUSG0.8% · +2%TT0.8% · -2%PANW0.8% · -14%BRK.B0.8% · -21%BLCR0.8% · +6%EFV0.8% · -53%NOBL0.8% · +99%UBER0.7% · +6%IDEF0.7% · +11%GOVT0.7% · +3%CORO0.7% · newNFLX0.7% · +8%JCI0.7% · -1%LLY0.6% · +16%THRO0.6% · -41%SPY0.6% · -39%HPE0.6% · -8%TJX0.6% · +5%CMI0.6% · -4%MBB0.6% · -10%ETN0.6% · -5%VTV0.6% · -73%APH0.6% · +1%NXPI0.5% · -8%HD0.5% · -39%MCD0.5% · -28%JNJ0.5% · -3%IWF0.5% · +170%V0.5% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 20, 2026.

Assets Under Management
$1.27B
Discretionary
$1.22B
Employees
23
Accounts
3,783
Address
2500 REGENCY PARKWAY
CARY, NC 27518
Phone
(919) 948-4453
Website
Name Title / Status Ownership Type
Araj, Victoria, Handley ControlCHIEF OPERATING OFFICER
since Mar 2023
Less than 5%Individual
LEGGETT, CAROLINE, MCALISTER ControlPARTNER
since Mar 2023
Less than 5%Individual
Leggett, Robert, Alexander ControlCHIEF COMPLIANCE OFFICER
since Dec 2013
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Dec 5, 2013

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 22, 2025 filing
  • No longer listedCLINT AND ROBERT HOLDINGS · DIRECT OWNER · 75% or more · control person · listed since Dec 2021
  • No longer listedLeggett, Robert, Alexander · OWNER/PARTNER · 75% or more · indirect via CLINT AND ROBERT HOLDINGS · control person · listed since Dec 2021
  • ChangedLeggett, Robert, Alexander · ownership Less than 5% → 75% or more
Mar 23, 2023 filing
  • No longer listedSORENSON, CLINTON, WAYNE · OWNER/PARTNER · 50–75% · indirect via CLINT AND ROBERT HOLDINGS · control person · listed since Dec 2021
  • AddedAraj, Victoria, Handley · CHIEF OPERATING OFFICER · Less than 5% · control person
  • AddedLEGGETT, CAROLINE, MCALISTER · PARTNER · Less than 5% · control person
  • ChangedLeggett, Robert, Alexander · ownership 50–75% → Less than 5%
  • ChangedLeggett, Robert, Alexander · indirect via CLINT AND ROBERT HOLDINGS: ownership 50–75% → 75% or more
Feb 3, 2021 filing
  • No longer listedSORENSON, CLINTON, WAYNE · MANAGING PARTNER · 50–75% · control person · listed since Dec 2013
  • AddedCLINT AND ROBERT HOLDINGS · DIRECT OWNER · 75% or more · control person
  • AddedLeggett, Robert, Alexander · OWNER/PARTNER · 50–75% · indirect via CLINT AND ROBERT HOLDINGS · control person
  • AddedSORENSON, CLINTON, WAYNE · OWNER/PARTNER · 50–75% · indirect via CLINT AND ROBERT HOLDINGS · control person
  • ChangedLeggett, Robert, Alexander · title MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Jan 30, 2015 filing
  • No longer listedTHARIN, JAMES, BLAKE · MANAGING PARTNER · 25–50% · control person · listed since Dec 2013
  • ChangedLeggett, Robert, Alexander · ownership 25–50% → 50–75%
  • ChangedSORENSON, CLINTON, WAYNE · ownership 25–50% → 50–75%
Jan 28, 2015 filing
  • ChangedLeggett, Robert, Alexander · title MANAGING PARTNER → MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
  • ChangedTHARIN, JAMES, BLAKE · title MANAGING PARTNER & CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
Dec 17, 2013 filing
  • ChangedLeggett, Robert, Alexander · title PRINCIPAL → MANAGING PARTNER
  • ChangedSORENSON, CLINTON, WAYNE · title PRINCIPAL → MANAGING PARTNER
  • ChangedTHARIN, JAMES, BLAKE · title PRINCIPAL & CHIEF COMPLIANCE OFFICER → MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Dec 5, 2013 filing (earliest on record)
  • ListedLeggett, Robert, Alexander · PRINCIPAL · 25–50% · control person
  • ListedSORENSON, CLINTON, WAYNE · PRINCIPAL · 25–50% · control person
  • ListedTHARIN, JAMES, BLAKE · PRINCIPAL & CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

WealthShield Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $53.5M 8.18% 71,406 SH
2 ISHARES TR IVW 464287309 $17.7M 2.71% 128,972 SH
3 VANGUARD WORLD FD MGK 921910816 $16.7M 2.55% 189,435 SH
4 ISHARES TR DGRO 46434V621 $15.0M 2.30% 198,534 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $13.8M 2.11% 203,122 SH
6 ISHARES TR IUSB 46434V613 $12.9M 1.98% 279,846 SH
7 VANGUARD SPECIALIZED FUNDS VIG 921908844 $12.6M 1.92% 53,156 SH
8 ISHARES TR IVE 464287408 $12.4M 1.90% 54,577 SH
9 APPLE INC AAPL 037833100 $12.3M 1.88% 42,498 SH
10 NVIDIA CORPORATION NVDA 67066G104 $11.8M 1.81% 59,194 SH
11 MICROSOFT CORP MSFT 594918104 $10.8M 1.66% 29,078 SH
12 VANGUARD WORLD FD MGV 921910840 $10.7M 1.63% 65,255 SH
13 AMAZON COM INC AMZN 023135106 $9.7M 1.48% 40,692 SH
14 ISHARES INC IEMG 46434G103 $9.3M 1.42% 112,264 SH
15 ALPHABET INC GOOGL 02079K305 $9.0M 1.38% 25,258 SH
16 ISHARES TR MUB 464288414 $8.8M 1.35% 82,097 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $8.7M 1.33% 26,655 SH
18 VANGUARD INDEX FDS VUG 922908736 $8.7M 1.33% 100,729 SH
19 SELECT SECTOR SPDR TR XLK 81369Y803 $8.1M 1.24% 42,431 SH
20 APPLIED MATLS INC AMAT 038222105 $8.0M 1.23% 11,119 SH
21 LAM RESEARCH CORP LRCX 512807306 $7.8M 1.19% 17,906 SH
22 ISHARES TR EFG 464288885 $7.6M 1.16% 61,094 SH
23 BLACKROCK ETF TRUST BAI 09290C780 $7.3M 1.12% 139,150 SH
24 CROWDSTRIKE HLDGS INC CRWD 22788C105 $7.1M 1.08% 9,250 SH
25 CITIGROUP INC C 172967424 $6.9M 1.05% 49,078 SH
26 BROADCOM INC AVGO 11135F101 $6.4M 0.97% 16,857 SH
27 ISHARES TR MTUM 46432F396 $6.1M 0.93% 17,824 SH
28 GE VERNOVA INC GEV 36828A101 $6.1M 0.93% 5,194 SH
29 META PLATFORMS INC META 30303M102 $6.0M 0.92% 10,631 SH
30 WALMART INC WMT 931142103 $5.6M 0.86% 49,559 SH
31 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $5.6M 0.85% 26,154 SH
32 ISHARES TR IUSG 464287671 $5.4M 0.83% 28,938 SH
33 TRANE TECHNOLOGIES PLC TT G8994E103 $5.4M 0.83% 10,983 SH
34 PALO ALTO NETWORKS INC PANW 697435105 $5.3M 0.82% 15,673 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.3M 0.82% 10,663 SH
36 BLACKROCK ETF TRUST BLCR 09290C855 $5.1M 0.79% 102,111 SH
37 ISHARES TR EFV 464288877 $5.1M 0.78% 66,966 SH
38 PROSHARES TR NOBL 74348A467 $5.1M 0.78% 90,749 SH
39 UBER TECHNOLOGIES INC UBER 90353T100 $4.9M 0.74% 67,493 SH
40 BLACKROCK ETF TRUST IDEF 09290C699 $4.8M 0.73% 149,677 SH
41 ISHARES TR GOVT 46429B267 $4.7M 0.72% 205,853 SH
42 BLACKROCK ETF TRUST CORO 09290C764 $4.6M 0.70% 124,810 SH
43 NETFLIX INC. NFLX 64110L106 $4.6M 0.70% 63,749 SH
44 JOHNSON CONTROLS INTERNATION JCI G51502105 $4.5M 0.70% 31,036 SH
45 ELI LILLY & CO LLY 532457108 $4.2M 0.64% 3,510 SH
46 BLACKROCK ETF TRUST THRO 09290C806 $4.2M 0.64% 96,890 SH
47 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.1M 0.63% 5,535 SH
48 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $4.0M 0.62% 89,267 SH
49 TJX COS INC NEW TJX 872540109 $4.0M 0.62% 26,566 SH
50 CUMMINS INC CMI 231021106 $3.9M 0.59% 5,433 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $653.8M 379 0001398344-26-014166
2026-03-31 2026-05-01 $897.6M 609 0001398344-26-008094
2025-12-31 2026-02-03 $906.8M 565 0001398344-26-001942
Filer Information
Address
2500 REGENCY PARKWAY
CARY, NC 27518
Phone
(919) 948-4452
Filing Manager
WealthShield Partners, LLC
CARY, NC
Signatory
Robert Leggett
Managing Partner