WealthShield Partners, LLC — Q3 2025 13F Holdings

Name: WealthShield Partners, LLC — 13F Holdings, Q3 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 566 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.43%	+0.42%	-2.61%
2	SCHF	Schwab Intl Equity ETF	ETF-Other	2.17%	+0.16%	-2.87%
3	AAPL	Apple INC	Stock-Tech	2.17%	-0.14%	+1.08%
4	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.11%	—	+5.30%
5	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	2.08%	-0.23%	+0.28%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.98%	—	-1.31%
7	SCHG	Schwab US Large-cap Growth	ETF-Other	1.98%	-0.20%	-5.99%
8	NVDA	Nvidia CORP	Stock-Tech	1.92%	-0.09%	-0.84%
9	MSFT	Microsoft CORP	Stock-Tech	1.84%	-0.28%	+0.28%
10	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	1.77%	-0.33%	+15.15%
11	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.53%	-0.11%	+2.90%
12	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.46%	—	-5.74%
13	DGRO	Ishares Core Dividend Growth	ETF-Other	1.44%	—	-0.01%
14	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.42%	-0.11%	-13.38%
15	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.34%	—	-15.98%
16	VTV	Vanguard Value ETF	ETF-Other	1.34%	+0.11%	-5.14%
17	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.34%	—	-2.08%
18	OEF	Ishares S&p 100 ETF	ETF-Other	1.17%	-1.09%	+68.28%
19	SCHV	Schwab US Large-cap Value	ETF-Other	1.15%	-0.13%	+0.03%
20	AMZN	Amazon.com INC	Stock-Consumer Disc	1.14%	—	-1.17%
21	JPM	Jpmorgan Chase & Co	Stock-Financials	1.12%	—	-0.25%
22	MGV	Vanguard Mega Cap Value ETF	ETF-Other	1.11%	—	+1.94%
23	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.01%	-0.29%	-0.28%
24	VUG	Vanguard Growth ETF	ETF-Other	0.98%	—	+0.93%
25	FLTR	Vaneck Ig Floating Rate ETF	ETF-Other	0.96%	—	-1.57%
26	META	Meta Platforms Inc-class A	Stock-Comm Services	0.89%	-0.14%	-0.60%
27	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.85%	-0.34%	+1.03%
28	TLTW	Ishares 20+ Bond Buywrite	ETF-Other	0.85%	—	+12.22%
29	MUB	Ishares National Muni Bond E	ETF-Other	0.84%	+0.20%	-0.30%
30	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.83%	—	-3.74%
31	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.83%	—	+3.30%
32	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.75%	—	-1.46%
33	NFLX	Netflix INC	Stock-Comm Services	0.73%	—	+2.12%
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.73%	—	+18.91%
35	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.72%	—	-2.48%
36	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.71%	—	+0.26%
37	XLK	Ss Technology Select Sector	ETF-Tech	0.70%	—	+0.31%
38	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.70%	—	-5.89%
39	AVGO	Broadcom INC	Stock-Tech	0.69%	—	-4.98%
40	HD	Home Depot INC	Stock-Consumer Disc	0.67%	—	+1.33%
41	THRO	Ishares U.s. Thematic Rotati	ETF-Other	0.66%	—	+2.47%
42	UBER	Uber Technologies INC	Stock-Industrials	0.64%	—	+0.42%
43	WMT	Walmart INC	Stock-Consumer Staples	0.64%	—	-0.26%
44	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.62%	-0.17%	+24.27%
45	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.62%	—	+0.15%
46	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.60%	—	+134.38%
47	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.60%	—	-6.88%
48	C	Citigroup INC	Stock-Financials	0.59%	—	-0.88%
49	V	Visa Inc-class A Shares	Stock-Financials	0.57%	-0.29%	+4.08%
50	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.55%	—	+66.69%

1–50 of 200

Holding changes this quarter

Position changes disclosed by WealthShield Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	META	Meta Platforms Inc-class A	+0.1%	-0.60%	Add
20	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.1%	+22.14%	Add
21	SCHG	Schwab US Large-cap Growth	+0.1%	-5.99%	Trim
22	JPM	Jpmorgan Chase & Co	+0.1%	-0.25%	Trim
23	XLK	Ss Technology Select Sector	+0.1%	+0.31%	Trim
24	CRWD	Crowdstrike Holdings INC - A	+0.1%	+1.03%	Trim
25	IVW	Ishares S&p 500 Growth ETF	+0.1%	-1.31%	Trim
26	GOOGL	Alphabet Inc-cl A	+0.1%	-0.28%	Trim
27	SCHF	Schwab Intl Equity ETF	0%	-2.87%	Trim
28	HEFA	Isha Curr Hedged Msci Eafe	-0.2%	-82.89%	Trim
29	SCHZ	Schwab US Aggregate Bond ETF	-0.3%	+0.15%	Trim
30	NOBL	Proshares S&p 500 Dividend A	-0.3%	-3.37%	Trim
31	FLTR	Vaneck Ig Floating Rate ETF	-0.3%	-1.57%	Trim
32	TT	Trane Technologies plc	-0.3%	+2.65%	Trim
33	MSI	Motorola Solutions INC	-0.4%	-0.69%	Trim
34	MRK	Merck & Co. INC.	-0.4%	+0.58%	Trim
35	IYW	Ishares Ustechnology ETF	-0.4%	-80.20%	Trim
36	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.4%	-5.74%	Trim
37	EMXC	Ishares Msci Emr Mrk Ex Chna	-0.5%	-44.79%	Trim
38	EFG	Ishares Msci Eafe Growth ETF	-0.5%	-60.28%	Trim
39	WMT	Walmart INC	-0.5%	-0.26%	Trim
40	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	+0.26%	Trim
41	IVV	Ishares Core S&p 500 ETF	-1.2%	-2.61%	Trim
42	BAI	Ishrs Ai In And Tech Act ETF	—	NEW	New buy
43	LRCX	Lam Research CORP	—	NEW	New buy
44	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
45	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
46	ITA	Ishares U.s. Aerospace & Def	—	NEW	New buy
47	FISV	Fiserv INC	—	EXIT	Sold out
48	NKE	Nike INC -cl B	—	NEW	New buy
49	EW	Edwards Lifesciences CORP	—	NEW	New buy
50	ISRG	Intuitive Surgical INC	—	NEW	New buy