WealthShield Partners, LLC — 13F Holdings & Portfolio
CIK 1729303 · latest 13F-HR filed 2026-05-01
WealthShield Partners, LLC manages $897.6M in 13F-reported U.S. long-equity assets across 609 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (3.93%), SCHF (2.30%), IEMG (2.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 60 new positions, exited 18, added to 147, and trimmed 158.
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.
$897.6M
Long-equity book
609
Distinct positions
2026-03-31
Filed 2026-05-01
+60 / −18 / ↑147 / ↓158
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.6M +468.5%
- GE VERNOVA INC$3.8M +959.2%
- ISHARES TR$3.6M +348.5%
- ISHARES TR$3.4M +10.6%
- APPLIED MATLS INC$2.4M +687.5%
Top Trims
- ISHARES TR-$9.9M -87.2%
- BLACKROCK ETF TRUST-$3.1M -19.0%
- CROWDSTRIKE HLDGS INC-$3.1M -42.8%
- ALPHABET INC-$2.8M -24.5%
- ISHARES TR-$2.7M -83.6%
New Positions
- BLACKROCK ETF TRUST$4.4M
- BLACKROCK ETF TRUST$4.0M
- DIAMONDBACK ENERGY INC$3.3M
- AMPHENOL CORP$2.6M
- ISHARES TR$2.6M
Exited Positions
- PAYPAL HLDGS INC$1.4M
- YUM BRANDS INC$441.0K
- THE CIGNA GROUP$349.0K
- INVESTMENT MANAGERS SER TR I$302.5K
- OKLO INC$244.5K
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 | $35.2M | 3.93% | 53,959 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $20.6M | 2.30% | 832,795 | SH |
| 3 | ISHARES INC | IEMG | 46434G103 | $20.1M | 2.24% | 288,440 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $19.1M | 2.13% | 75,292 | SH |
| 5 | ISHARES TR | IVW | 464287309 | $17.5M | 1.95% | 154,912 | SH |
| 6 | ISHARES TR | IVE | 464287408 | $17.0M | 1.89% | 80,286 | SH |
| 7 | VANGUARD WORLD FD | MGK | 921910816 | $16.1M | 1.80% | 43,954 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $14.9M | 1.66% | 512,233 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.3M | 1.59% | 81,820 | SH |
| 10 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $13.3M | 1.49% | 229,364 | SH |
| 11 | ISHARES TR | IUSB | 46434V613 | $13.2M | 1.47% | 286,289 | SH |
| 12 | ISHARES TR | DGRO | 46434V621 | $13.0M | 1.45% | 185,587 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $12.7M | 1.42% | 34,440 | SH |
| 14 | VANGUARD INDEX FDS | VTV | 922908744 | $12.5M | 1.40% | 63,913 | SH |
| 15 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $11.8M | 1.32% | 55,047 | SH |
| 16 | ISHARES TR | EFV | 464288877 | $10.7M | 1.19% | 143,410 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $10.5M | 1.17% | 50,408 | SH |
| 18 | VANGUARD WORLD FD | MGV | 921910840 | $10.3M | 1.14% | 70,828 | SH |
| 19 | PIMCO ETF TR | BOND | 72201R775 | $9.6M | 1.07% | 103,918 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.2M | 1.03% | 31,378 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $8.8M | 0.98% | 287,278 | SH |
| 22 | SPDR SERIES TRUST | BWX | 78464A516 | $8.5M | 0.95% | 388,551 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $8.5M | 0.95% | 29,594 | SH |
| 24 | ISHARES TR | TLTW | 46436E338 | $8.5M | 0.95% | 375,807 | SH |
| 25 | ISHARES TR | MUB | 464288414 | $8.0M | 0.90% | 75,807 | SH |
| 26 | VANGUARD INDEX FDS | VUG | 922908736 | $7.9M | 0.88% | 18,037 | SH |
| 27 | SPDR SERIES TRUST | MDYV | 78464A839 | $7.5M | 0.84% | 88,173 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $7.1M | 0.79% | 304,718 | SH |
| 29 | SPDR SERIES TRUST | MDYG | 78464A821 | $6.9M | 0.76% | 71,389 | SH |
| 30 | ISHARES TR | EFG | 464288885 | $6.8M | 0.76% | 61,335 | SH |
| 31 | ISHARES TR | QUAL | 46432F339 | $6.8M | 0.76% | 35,497 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $6.7M | 0.75% | 21,627 | SH |
| 33 | WALMART INC | WMT | 931142103 | $6.6M | 0.74% | 53,249 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.5M | 0.72% | 13,513 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $6.5M | 0.72% | 11,309 | SH |
| 36 | ISHARES TR | MTUM | 46432F396 | $6.4M | 0.71% | 26,550 | SH |
| 37 | SPDR SERIES TRUST | SLYV | 78464A300 | $6.3M | 0.70% | 66,515 | SH |
| 38 | BLACKROCK ETF TRUST | BAI | 09290C780 | $6.1M | 0.68% | 183,998 | SH |
| 39 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $6.0M | 0.66% | 44,849 | SH |
| 40 | BLACKROCK ETF TRUST | THRO | 09290C806 | $6.0M | 0.66% | 164,317 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.9M | 0.66% | 9,132 | SH |
| 42 | CITIGROUP INC | C | 172967424 | $5.9M | 0.66% | 51,973 | SH |
| 43 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $5.8M | 0.64% | 30,150 | SH |
| 44 | NETFLIX INC. | NFLX | 64110L106 | $5.7M | 0.63% | 59,212 | SH |
| 45 | VANECK ETF TRUST | FLTR | 92189F486 | $5.3M | 0.59% | 209,139 | SH |
| 46 | SPDR SERIES TRUST | SLYG | 78464A201 | $5.3M | 0.59% | 54,992 | SH |
| 47 | HOME DEPOT INC | HD | 437076102 | $5.3M | 0.59% | 16,115 | SH |
| 48 | MCDONALDS CORP | MCD | 580135101 | $5.2M | 0.58% | 16,811 | SH |
| 49 | LAM RESEARCH CORP | LRCX | 512807306 | $4.9M | 0.54% | 22,789 | SH |
| 50 | PROSHARES TR | NOBL | 74348A467 | $4.8M | 0.54% | 45,509 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $897.6M | 609 | 0001398344-26-008094 |
| 2025-12-31 | 2026-02-03 | $906.8M | 565 | 0001398344-26-001942 |