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CIK: 0001729303
Total reported value
$653.8M
$653.8M
565 檔
17.0%
In Q4 2025, WealthShield Partners, LLC's U.S. equity holdings reached a combined market value of $653.8M, distributed across 565 disclosed stock positions.
In Q4 2025, WealthShield Partners, LLC displayed an active expansion posture, initiating 17 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | +4.25% | +3.03% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.27% | -0.82% | +8.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.25% | +0.91% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.14% | -2.28% | -1.98% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.03% | +0.75% | -2.09% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.00% | +0.76% | +2.02% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.00% | +0.01% | +31.13% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.86% | -1.63% | -5.07% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.82% | +0.62% | +2.52% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | +0.24% | +2.08% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.22% | -9.65% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.43% | +0.85% | -0.08% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.42% | +0.51% | +0.27% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.33% | +0.60% | +0.42% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.30% | -0.41% | -10.63% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.82% | -3.62% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.25% | -0.13% | +6.93% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.43% | -2.03% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.31% | +4.66% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.11% | -0.98% | EXIT | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.11% | +0.49% | -0.14% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.30% | -0.77% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.98% | -1.07% | EXIT | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.45% | -1.76% | |
| 25 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.88% | -0.94% | +3709.08% | |
| 26 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.87% | -0.94% | +8.47% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.20% | +10.46% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.81% | -0.83% | -0.52% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | +0.62% | +0.97% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | -0.46% | -41.45% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.73% | -0.73% | +23.27% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.72% | -0.75% | -1.83% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.58% | +106.90% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.10% | +1.34% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.22% | +1.53% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | +0.22% | +54.03% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | +0.45% | -14.87% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.03% | -1.65% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.21% | -2.09% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.67% | -0.02% | +2.57% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | +0.12% | +0.10% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | -0.69% | -4.48% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.66% | +0.39% | +0.25% | |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.64% | +0.44% | +11.18% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | +0.06% | +1016.00% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.17% | +3.95% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | +0.23% | +11.29% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | +0.17% | +0.86% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.57% | -0.58% | -2.05% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.57% | +0.02% | -4.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BWX | State Street Spdr Bloomberg | +0.9% | +3709.08% | Add |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.5% | +31.13% | Add |
| 3 | ISRG | Intuitive Surgical Inc | +0.3% | +77.32% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.03% | Trim |
| 5 | UPS | United Parcel Service-cl B | +0.2% | +595.12% | Add |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +54.03% | Add |
| 7 | WFC | Wells Fargo & Co | +0.2% | +204.34% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +8.95% | Add |
| 9 | BOND | Pimco Active Bond Exchange-t | +0.2% | +22.45% | Add |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +23.27% | Add |
| 11 | IWB | Ishares Russell 1000 ETF | +0.1% | +515.63% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +0.91% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | -1.36% | Trim |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +43.99% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | -2.74% | Trim |
| 16 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +23.10% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +9.49% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.03% | Add |
| 19 | OEF | Ishares S&p 100 ETF | +0.1% | +6.93% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +4.66% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +30.09% | Add |
| 22 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +56.07% | Add |
| 23 | C | Citigroup Inc | +0.1% | +0.25% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +12.74% | Add |
| 25 | VGK | Vanguard Ftse Europe ETF | +0.1% | +21.04% | Add |
| 26 | DIM | Wisdomtree Intl M/c Dvd Fund | +0.1% | +30.29% | Add |
| 27 | CMI | Cummins Inc | +0.1% | +4.30% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +20.79% | Add |
| 29 | MINO | Pimco Municipal Income Oppor | +0.1% | +91.81% | Add |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +2.52% | Add |
| 31 | XLV | Ss Health Care Select Sector | +0.1% | +682.20% | Add |
| 32 | IAU | Ishares Gold Trust | 0% | +3.67% | Add |
| 33 | AVDV | Avantis Intl S/c Value ETF | 0% | +7.76% | Add |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +11.18% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +17.92% | Add |
| 36 | SGVT | Schwab Govt Money Market ETF | 0% | +261.08% | Add |
| 37 | IWR | Ishares Russell Mid-cap ETF | 0% | +79.01% | Add |
| 38 | LMT | Lockheed Martin CORP | 0% | +30.91% | Add |
| 39 | AGG | Ishares Core U.s. Aggregate | 0% | +18.68% | Add |
| 40 | RTX | Rtx CORP | 0% | +50.78% | Add |
| 41 | WMT | Walmart Inc | 0% | +0.10% | Add |
| 42 | CRM | Salesforce Inc | 0% | +1.11% | Add |
| 43 | AVGO | Broadcom Inc | 0% | +1.53% | Add |
| 44 | ITA | Ishares U.s. Aerospace & Def | 0% | +9.57% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | +3.95% | Add |
| 46 | CB | Chubb Limited | 0% | +4.55% | Add |
| 47 | IWM | Ishares Russell 2000 ETF | 0% | +19.61% | Add |
| 48 | IWS | Ishares Russell Mid-cap Valu | 0% | +140.55% | Add |
| 49 | BAC | Bank Of America CORP | 0% | +26.20% | Add |
| 50 | IWD | Ishares Russell 1000 Value E | 0% | +24.06% | Add |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 565 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEMG, AAPL) accounted for 17.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GILD
市值: $1.7M
Top Position Liquidated / Trimmed
BNDX
前期市值: $3.3M
During Q4 2025, WealthShield Partners, LLC's top holdings by market value included IVV (3.5%)、IEMG (2.3%)、AAPL (2.3%). The largest single position, IVV, represented 3.5% of total portfolio value.
In Q4 2025, WealthShield Partners, LLC made 199 total portfolio adjustments, initiating 17 new buys, adding to 105 positions, trimming 60 holdings, and fully liquidating 17 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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