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CIK: 0001729303
Total reported value
$653.8M
$653.8M
607 檔
17.2%
The Q1 2026 SEC filing reveals that WealthShield Partners, LLC held a total portfolio value of $653.8M, covering 607 public equity positions.
WealthShield Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 9 holdings and trimming 90 positions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | +4.25% | +16.00% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.30% | -2.28% | +3.33% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.24% | -0.82% | -5.99% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.25% | -0.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.95% | +0.76% | +5.23% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | +0.01% | -6.09% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.80% | +0.75% | -1.55% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.66% | -1.63% | -1.15% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.22% | -0.13% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.49% | +0.62% | -15.34% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.47% | +0.51% | +3.33% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.45% | +0.85% | -0.46% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.24% | +7.97% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -0.82% | +4.50% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | +0.60% | +0.39% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.19% | -0.41% | -13.14% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.31% | +4.99% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.14% | +0.49% | -0.50% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.07% | -1.07% | EXIT | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.30% | +0.69% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.98% | -0.98% | EXIT | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.95% | -0.94% | +9.89% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.43% | -17.87% | |
| 24 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.95% | -0.94% | +8.16% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.90% | +0.45% | +28.32% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.45% | +1.74% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.84% | -0.83% | +1.36% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.79% | -0.73% | +6.95% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.76% | -0.75% | +0.87% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | +0.40% | +481.54% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.46% | -0.45% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.22% | +15.07% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | +0.12% | -2.40% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.10% | +4.15% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.20% | -3.91% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | +0.22% | +2.57% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.70% | -0.69% | -0.13% | |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.68% | +0.44% | +6.17% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.66% | +0.58% | -1.27% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.66% | -0.02% | +4.04% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.03% | -0.86% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.66% | +0.39% | +1.59% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | +0.21% | -7.73% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | +0.06% | -0.66% | |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.59% | -0.59% | EXIT | |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.59% | -0.58% | -0.01% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.06% | +8.49% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.08% | +8.02% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.65% | -16.26% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.54% | +0.24% | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFG | Ishares Msci Eafe Growth ETF | +0.6% | +481.54% | Add |
| 2 | GEV | GE Vernova Inc | +0.4% | +693.03% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +16.00% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +350.78% | Add |
| 5 | AMAT | Applied Materials Inc | +0.3% | +492.13% | Add |
| 6 | PH | Parker Hannifin CORP | +0.3% | +683.55% | Add |
| 7 | CEG | Constellation Energy | +0.3% | +977.22% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +85.98% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.2% | +28.32% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.2% | +3.33% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +84.94% | Add |
| 12 | VTV | Vanguard Value ETF | +0.1% | +4.50% | Add |
| 13 | BOND | Pimco Active Bond Exchange-t | +0.1% | +8.86% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +9.24% | Add |
| 15 | TLTW | Ishares 20+ Bond Buywrite | +0.1% | +8.16% | Add |
| 16 | ETR | Entergy CORP | +0.1% | +29.94% | Add |
| 17 | MPC | Marathon Petroleum CORP | +0.1% | -2.58% | Trim |
| 18 | SGVT | Schwab Govt Money Market ETF | +0.1% | +100.66% | Add |
| 19 | BWX | State Street Spdr Bloomberg | +0.1% | +9.89% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -2.40% | Trim |
| 21 | MCD | Mcdonald's CORP | +0.1% | +8.02% | Add |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +6.95% | Add |
| 23 | O | Realty Income CORP | +0.1% | +19.15% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +1.00% | Add |
| 25 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +4.51% | Add |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -9.33% | Trim |
| 27 | TT | Trane Technologies plc | +0.1% | +1.68% | Add |
| 28 | DIM | Wisdomtree Intl M/c Dvd Fund | +0.1% | +12.85% | Add |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +3.33% | Add |
| 30 | ETN | Eaton Corporation plc | 0% | +0.22% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -0.96% | Trim |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +0.87% | Add |
| 33 | CVX | Chevron CORP | 0% | -1.96% | Trim |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +6.17% | Add |
| 35 | CME | Cme Group Inc | 0% | +0.60% | Add |
| 36 | NEE | Nextera Energy Inc | 0% | +0.36% | Add |
| 37 | DUK | Duke Energy CORP | 0% | -2.13% | Trim |
| 38 | MSI | Motorola Solutions Inc | 0% | +1.30% | Add |
| 39 | ADI | Analog Devices Inc | 0% | -2.75% | Trim |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | 0% | +5.12% | Add |
| 41 | USCI | United States Commodity Inde | 0% | +1.14% | Add |
| 42 | CB | Chubb Limited | 0% | +4.91% | Add |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +8.81% | Add |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.13% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.10% | Trim |
| 46 | GILD | Gilead Sciences Inc | 0% | -1.19% | Trim |
| 47 | LRCX | Lam Research CORP | 0% | -16.26% | Trim |
| 48 | MGV | Vanguard Mega Cap Value ETF | 0% | -0.50% | Trim |
| 49 | PWR | Quanta Services Inc | 0% | -1.68% | Trim |
| 50 | HD | Home Depot Inc | 0% | +8.49% | Add |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 607 disclosed positions in Q1 2026.
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, SCHF, IEMG) accounted for 17.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDEF
市值: $4.4M
Top Position Liquidated / Trimmed
PYPL
前期市值: $1.4M
During Q1 2026, WealthShield Partners, LLC's top holdings by market value included IVV (3.9%)、SCHF (2.3%)、IEMG (2.2%). The largest single position, IVV, represented 3.9% of total portfolio value.
In Q1 2026, WealthShield Partners, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 78 positions, trimming 90 holdings, and fully liquidating 9 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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