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CIK: 0001729303
Total reported value
$653.8M
$653.8M
554 檔
14.9%
During the Q2 2025 filing period, WealthShield Partners, LLC (CIK: 0001729303) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $653.8M across 554 reported positions.
During Q2 2025, WealthShield Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 554 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +4.25% | -28.30% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.26% | -2.28% | -2.28% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | -1.63% | -0.11% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.01% | +0.75% | +0.81% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.95% | +0.76% | -8.74% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | -0.82% | +38.02% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | +0.24% | -0.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.25% | +4.78% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.22% | -28.86% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.64% | +0.51% | -6.62% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.64% | -0.41% | +48.08% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.60% | -0.46% | +6.71% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.51% | +0.62% | +2.54% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.50% | +0.01% | +14.88% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.44% | +0.85% | -2.13% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.43% | -0.82% | -6.33% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | +0.60% | +1.13% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.31% | +1.36% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.17% | -0.98% | EXIT | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.11% | +0.49% | +1.58% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.30% | -1.68% | |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.04% | -0.59% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | +0.20% | +3.40% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.45% | +4.60% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.93% | +0.62% | -10.17% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | +0.45% | -1.43% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.87% | -0.83% | -0.78% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | +0.06% | -6.62% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.84% | -1.07% | EXIT | |
| 30 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.80% | -0.94% | +0.77% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.43% | -22.25% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.77% | -0.75% | +3.08% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | +0.21% | -3.03% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.75% | +0.40% | -5.93% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.71% | -0.69% | +10.52% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.03% | -44.05% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.68% | -0.13% | +73.09% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.58% | -1.16% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | +0.23% | -2.35% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.22% | +4.07% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | -0.73% | -23.66% | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.65% | -0.58% | +12.24% | |
| 43 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.65% | -0.02% | +1020.67% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | +0.12% | -44.78% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.06% | +4.25% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | +0.10% | +9.78% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.17% | -1.30% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | -0.06% | +19.33% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.54% | +0.31% | -46.54% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.53% | +0.34% | +0.20% |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 554 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, SCHG) accounted for 14.9% of total reported equity market value during Q2 2025.
During Q2 2025, WealthShield Partners, LLC's top holdings by market value included IVV (3.5%)、SCHF (2.3%)、SCHG (2.0%). The largest single position, IVV, represented 3.5% of total portfolio value.
In Q2 2025, WealthShield Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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