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CIK: 0001729303
Total reported value
$653.8M
$653.8M
566 檔
16.1%
According to the latest 13F quarterly dataset, WealthShield Partners, LLC managed an equity portfolio of $653.8M at the end of Q3 2025, spanning 566 distinct U.S. exchange-listed positions.
In Q3 2025, WealthShield Partners, LLC displayed an active expansion posture, initiating 27 new positions and adding to 84 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, AAPL) accounted for 16.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $5.3M
Top Position Liquidated / Trimmed
CMG
前期市值: $3.0M
Showing top 200 holdings (of 566 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | +4.25% | -2.61% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.17% | -2.28% | -2.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.25% | +1.08% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.11% | -0.82% | +5.30% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.08% | +0.75% | +0.28% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.98% | +0.76% | -1.31% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.98% | -1.63% | -5.99% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.22% | -0.84% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.24% | +0.28% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.77% | +0.62% | +15.15% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | +0.01% | +2.90% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.46% | +0.51% | -5.74% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.44% | +0.85% | -0.01% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | -0.41% | -13.38% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.34% | -0.46% | -15.98% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | -0.82% | -5.14% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.34% | +0.60% | -2.08% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.17% | -0.13% | +68.28% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.15% | -0.98% | EXIT | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.31% | -1.17% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.30% | -0.25% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.11% | +0.49% | +1.94% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.43% | -0.28% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | +0.45% | +0.93% | |
| 25 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.96% | -0.59% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | +0.20% | -0.60% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.85% | +0.62% | +1.03% | |
| 28 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.85% | -0.94% | +12.22% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | +0.45% | -0.30% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.83% | -0.83% | -3.74% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.83% | -1.07% | EXIT | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.75% | -0.75% | -1.46% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | +0.06% | +2.12% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | +0.10% | +18.91% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | +0.21% | -2.48% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.03% | +0.26% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.58% | +0.31% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.70% | -0.69% | -5.89% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.22% | -4.98% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.06% | +1.33% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.66% | -0.02% | +2.47% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.64% | +0.23% | +0.42% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | +0.12% | -0.26% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.62% | +0.02% | +24.27% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.62% | -0.73% | +0.15% | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.60% | +0.44% | +134.38% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.60% | -0.58% | -6.88% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.59% | +0.39% | -0.88% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.17% | +4.08% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.08% | +66.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | +0.8% | +68.28% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.8% | +5.30% | Add |
| 3 | THRO | Ishares U.s. Thematic Rotati | +0.6% | +2.47% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +15.15% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +0.28% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -13.38% | Add |
| 7 | MCD | Mcdonald's CORP | +0.3% | +66.69% | Add |
| 8 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | +0.28% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | -4.98% | Trim |
| 10 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +2.26% | Add |
| 11 | CB | Chubb Limited | +0.2% | +1.87% | Add |
| 12 | TLH | Ishares 10-20 Year Treasury | +0.2% | +24.27% | Add |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.2% | +2.90% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.2% | +0.93% | Add |
| 15 | C | Citigroup Inc | +0.2% | -0.88% | Add |
| 16 | DIM | Wisdomtree Intl M/c Dvd Fund | +0.2% | +257.77% | Add |
| 17 | AAPL | Apple Inc | +0.2% | +1.08% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | -0.84% | Trim |
| 19 | IAU | Ishares Gold Trust | +0.1% | +78.26% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -0.60% | Add |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +22.14% | Add |
| 22 | IDXX | Idexx Laboratories Inc | +0.1% | -3.64% | Add |
| 23 | SCHG | Schwab US Large-cap Growth | +0.1% | -5.99% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -0.25% | Trim |
| 25 | XLK | Ss Technology Select Sector | +0.1% | +0.31% | Trim |
| 26 | VGK | Vanguard Ftse Europe ETF | +0.1% | -2.03% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | -1.88% | Add |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +3.71% | Add |
| 29 | LHX | L3harris Technologies Inc | +0.1% | +0.39% | Add |
| 30 | CMI | Cummins Inc | +0.1% | +20.60% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.03% | Trim |
| 32 | UBER | Uber Technologies Inc | +0.1% | +0.42% | Trim |
| 33 | ETN | Eaton Corporation plc | +0.1% | +0.79% | Add |
| 34 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +10.27% | Add |
| 35 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.31% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.28% | Trim |
| 37 | TJX | Tjx Companies Inc | +0.1% | +2.55% | Add |
| 38 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -0.23% | Trim |
| 39 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.67% | Add |
| 40 | CDNS | Cadence Design Sys Inc | +0.1% | +0.53% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.91% | Add |
| 42 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +1.40% | Add |
| 43 | GLD | Spdr Gold Shares | +0.1% | +12.63% | Add |
| 44 | NFLX | Netflix Inc | +0.1% | +2.12% | Trim |
| 45 | IWC | Ishares Micro-cap ETF | +0.1% | -7.16% | Trim |
| 46 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | -0.23% | Add |
| 47 | IBM | Intl Business Machines CORP | +0.1% | +6.84% | Add |
| 48 | BA | Boeing Co/the | +0.1% | +32.79% | Add |
| 49 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -7.85% | Add |
| 50 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +2229.73% | Add |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 566 disclosed positions in Q3 2025.
During Q3 2025, WealthShield Partners, LLC's top holdings by market value included IVV (3.4%)、SCHF (2.2%)、AAPL (2.2%). The largest single position, IVV, represented 3.4% of total portfolio value.
In Q3 2025, WealthShield Partners, LLC made 197 total portfolio adjustments, initiating 27 new buys, adding to 84 positions, trimming 78 holdings, and fully liquidating 8 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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