WealthShield Partners, LLC — Q2 2025 13F Holdings

Name: WealthShield Partners, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729303

Total reported value

$897.6M

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Full holdings list this quarter

Showing top 200 holdings (of 554 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.48%	+0.42%	-28.30%
2	SCHF	Schwab Intl Equity ETF	ETF-Other	2.26%	+0.16%	-2.28%
3	SCHG	Schwab US Large-cap Growth	ETF-Other	2.05%	-0.20%	-0.11%
4	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	2.01%	-0.23%	+0.81%
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.95%	—	-8.74%
6	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.94%	—	+38.02%
7	MSFT	Microsoft CORP	Stock-Tech	1.87%	-0.28%	-0.13%
8	AAPL	Apple INC	Stock-Tech	1.84%	-0.14%	+4.78%
9	NVDA	Nvidia CORP	Stock-Tech	1.75%	-0.09%	-28.86%
10	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.64%	—	-6.62%
11	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.64%	-0.11%	+48.08%
12	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.60%	—	+6.71%
13	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	1.51%	-0.33%	+2.54%
14	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.50%	-0.11%	+14.88%
15	DGRO	Ishares Core Dividend Growth	ETF-Other	1.44%	—	-2.13%
16	VTV	Vanguard Value ETF	ETF-Other	1.43%	+0.11%	-6.33%
17	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.38%	—	+1.13%
18	AMZN	Amazon.com INC	Stock-Consumer Disc	1.23%	—	+1.36%
19	SCHV	Schwab US Large-cap Value	ETF-Other	1.17%	-0.13%	-1.48%
20	MGV	Vanguard Mega Cap Value ETF	ETF-Other	1.11%	—	+1.58%
21	JPM	Jpmorgan Chase & Co	Stock-Financials	1.10%	—	-1.68%
22	FLTR	Vaneck Ig Floating Rate ETF	ETF-Other	1.04%	—	-13.00%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	0.96%	-0.14%	+3.40%
24	VUG	Vanguard Growth ETF	ETF-Other	0.95%	—	+4.60%
25	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.93%	-0.34%	-10.17%
26	MUB	Ishares National Muni Bond E	ETF-Other	0.88%	+0.20%	-1.43%
27	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.87%	—	-0.78%
28	NFLX	Netflix INC	Stock-Comm Services	0.85%	—	-6.62%
29	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.84%	—	-16.04%
30	TLTW	Ishares 20+ Bond Buywrite	ETF-Other	0.80%	—	+0.77%
31	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.79%	-0.29%	-22.25%
32	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.77%	—	+3.08%
33	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.75%	—	-3.03%
34	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.75%	+0.63%	-5.93%
35	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.71%	—	+10.52%
36	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.70%	—	-44.05%
37	OEF	Ishares S&p 100 ETF	ETF-Other	0.68%	-1.09%	+73.09%
38	XLK	Ss Technology Select Sector	ETF-Tech	0.67%	—	-1.16%
39	UBER	Uber Technologies INC	Stock-Industrials	0.65%	—	-2.35%
40	AVGO	Broadcom INC	Stock-Tech	0.65%	—	+4.07%
41	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.65%	—	-23.66%
42	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.65%	—	+12.24%
43	THRO	Ishares U.s. Thematic Rotati	ETF-Other	0.65%	—	+1020.67%
44	WMT	Walmart INC	Stock-Consumer Staples	0.65%	—	-44.78%
45	HD	Home Depot INC	Stock-Consumer Disc	0.64%	—	+4.25%
46	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.63%	—	+9.78%
47	V	Visa Inc-class A Shares	Stock-Financials	0.61%	-0.29%	-1.30%
48	BND	Vanguard Total Bond Market	ETF-Other	0.56%	-0.16%	+19.33%
49	TT	Trane Technologies plc	Stock-Industrials	0.54%	—	-46.54%
50	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.53%	—	+0.20%

1–50 of 200