WealthShield Partners, LLC — Q4 2025 13F Holdings

Name: WealthShield Partners, LLC — 13F Holdings, Q4 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 565 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.51%	+0.42%	+3.03%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.27%	—	+8.95%
3	AAPL	Apple INC	Stock-Tech	2.27%	-0.14%	+0.91%
4	SCHF	Schwab Intl Equity ETF	ETF-Other	2.14%	+0.16%	-1.98%
5	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	2.03%	-0.23%	-2.09%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.00%	—	+2.02%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.00%	-0.11%	+31.13%
8	SCHG	Schwab US Large-cap Growth	ETF-Other	1.86%	-0.20%	-5.07%
9	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	1.82%	-0.33%	+2.52%
10	MSFT	Microsoft CORP	Stock-Tech	1.70%	-0.28%	+2.08%
11	NVDA	Nvidia CORP	Stock-Tech	1.68%	-0.09%	-9.65%
12	DGRO	Ishares Core Dividend Growth	ETF-Other	1.43%	—	-0.08%
13	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.42%	—	+0.27%
14	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.33%	—	+0.42%
15	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.30%	-0.11%	-10.63%
16	VTV	Vanguard Value ETF	ETF-Other	1.29%	+0.11%	-3.62%
17	OEF	Ishares S&p 100 ETF	ETF-Other	1.25%	-1.09%	+6.93%
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.24%	-0.29%	-2.03%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	1.22%	—	+4.66%
20	SCHV	Schwab US Large-cap Value	ETF-Other	1.11%	-0.13%	-2.06%
21	MGV	Vanguard Mega Cap Value ETF	ETF-Other	1.11%	—	-0.14%
22	JPM	Jpmorgan Chase & Co	Stock-Financials	1.11%	—	-0.77%
23	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.98%	—	+22.45%
24	VUG	Vanguard Growth ETF	ETF-Other	0.95%	—	-1.76%
25	BWX	State Street Spdr Bloomberg	ETF-Other	0.88%	—	+3709.08%
26	TLTW	Ishares 20+ Bond Buywrite	ETF-Other	0.87%	—	+8.47%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.86%	-0.14%	+10.46%
28	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.81%	—	-0.52%
29	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.80%	-0.34%	+0.97%
30	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.78%	—	-41.45%
31	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.73%	—	+23.27%
32	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.72%	—	-1.83%
33	XLK	Ss Technology Select Sector	ETF-Tech	0.72%	—	+106.90%
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.72%	—	+1.34%
35	AVGO	Broadcom INC	Stock-Tech	0.72%	—	+1.53%
36	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.71%	—	+54.03%
37	MUB	Ishares National Muni Bond E	ETF-Other	0.70%	+0.20%	-14.87%
38	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.69%	—	-1.65%
39	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.69%	—	-2.09%
40	THRO	Ishares U.s. Thematic Rotati	ETF-Other	0.67%	—	+2.57%
41	WMT	Walmart INC	Stock-Consumer Staples	0.67%	—	+0.10%
42	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.67%	—	-4.48%
43	C	Citigroup INC	Stock-Financials	0.66%	—	+0.25%
44	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.64%	—	+11.18%
45	NFLX	Netflix INC	Stock-Comm Services	0.62%	—	+1016.00%
46	V	Visa Inc-class A Shares	Stock-Financials	0.60%	-0.29%	+3.95%
47	UBER	Uber Technologies INC	Stock-Industrials	0.58%	—	+11.29%
48	TJX	Tjx Companies INC	Stock-Consumer Disc	0.57%	-0.12%	+0.86%
49	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.57%	—	-2.05%
50	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.57%	-0.17%	-4.14%

1–50 of 200

Holding changes this quarter

Position changes disclosed by WealthShield Partners, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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	DYNF	Ishrs US E F R A Etf-usd INC	+0.1%	+2.52%	Add
26	IVW	Ishares S&p 500 Growth ETF	0%	+2.02%	Add
27	JQUA	Jpmorgan US Quality Factor	-0.1%	-39.59%	Trim
28	BND	Vanguard Total Bond Market	-0.1%	-18.85%	Trim
29	IBIT	Ishares Bitcoin Trust ETF	-0.1%	-9.09%	Trim
30	STIP	Ishares 0-5 Year Tips Bond E	-0.1%	-76.39%	Trim
31	HD	Home Depot INC	-0.1%	+1.23%	Add
32	NFLX	Netflix INC	-0.1%	+1016.00%	Add
33	EFV	Ishares Msci Eafe Value ETF	-0.1%	-10.63%	Trim
34	MUB	Ishares National Muni Bond E	-0.1%	-14.87%	Trim
35	MSFT	Microsoft CORP	-0.1%	+2.08%	Add
36	EFG	Ishares Msci Eafe Growth ETF	-0.2%	-52.16%	Trim
37	VZ	Verizon Communications INC	-0.2%	-38.63%	Trim
38	NVDA	Nvidia CORP	-0.2%	-9.65%	Trim
39	FLTR	Vaneck Ig Floating Rate ETF	-0.4%	-39.94%	Trim
40	QUAL	Ishares Msci USA Quality Fac	-0.6%	-41.45%	Trim
41	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	Sold out
42	AMT	American Tower CORP	—	EXIT	Sold out
43	PEG	Public Service Enterprise Gp	—	EXIT	Sold out
44	SNPS	Synopsys INC	—	EXIT	Sold out
45	NKE	Nike INC -cl B	—	EXIT	Sold out
46	GILD	Gilead Sciences INC	—	NEW	New buy
47	FIS	Fidelity National Info Serv	—	EXIT	Sold out
48	PYPL	Paypal Holdings INC	—	NEW	New buy
49	ETR	Entergy CORP	—	NEW	New buy
50	SYSB	Ishares Systematic Bond ETF	—	NEW	New buy