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WealthShield Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$897.6M

Reporting period: 2026-03-31 · Number of holdings: 609

WealthShield Partners, LLC disclosed 609 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $897.6M and a quarterly turnover rate of 17.9%.

Personality snowflake

Concentration
3.68
Portfolio Stability
17.92
Momentum/Contrarian
100
Sector conviction
48.11
Diversification
100
Sizing Uniformity
78.56

Recent moves

  • Trim OEF

    -86.2%　-$9.9M

  • Add EFG

    +481.5%　$5.6M

  • Add GEV

    +693.0%　$3.8M

  • Add IVV

    +16.0%　$3.4M

  • Add GOVT

    +350.8%　$3.6M

  • Trim CRWD

    -31.3%　-$3.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 607 holdings (of 609 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth3.93%+0.42%+16.00%
2SCHFSchwab Intl Equity ETFETF-Other2.30%+0.16%+3.33%
3IEMGIshares Core Msci EmergingETF-Emerging Markets2.24%—-5.99%
4AAPLApple INCStock-Tech2.13%-0.14%-0.54%
5IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.95%—+5.23%
6IVEIshares S&p 500 Value ETFETF-Large Cap & Growth1.89%-0.11%-6.09%
7MGKVanguard Mega Cap Growth ETFETF-Other1.80%-0.23%-1.55%
8SCHGSchwab US Large-cap GrowthETF-Other1.66%-0.20%-1.15%
9NVDANvidia CORPStock-Tech1.59%-0.09%-0.13%
10DYNFIshrs US E F R A Etf-usd INCETF-Other1.49%-0.33%-15.34%
11IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other1.47%—+3.33%
12DGROIshares Core Dividend GrowthETF-Other1.45%—-0.46%
13MSFTMicrosoft CORPStock-Tech1.42%-0.28%+7.97%
14VTVVanguard Value ETFETF-Other1.40%+0.11%+4.50%
15VIGVanguard Dividend Apprec ETFETF-Other1.32%—+0.39%
16EFVIshares Msci Eafe Value ETFETF-Other1.19%-0.11%-13.14%
17AMZNAmazon.com INCStock-Consumer Disc1.17%—+4.99%
18MGVVanguard Mega Cap Value ETFETF-Other1.14%—-0.50%
19BONDPimco Active Bond Exchange-tETF-Other1.07%—+8.86%
20JPMJpmorgan Chase & CoStock-Financials1.03%—+0.69%
21SCHVSchwab US Large-cap ValueETF-Other0.98%-0.13%-15.86%
22BWXState Street Spdr BloombergETF-Other0.95%—+9.89%
23GOOGLAlphabet Inc-cl AStock-Comm Services0.95%-0.29%-17.87%
24TLTWIshares 20+ Bond BuywriteETF-Other0.95%—+8.16%
25MUBIshares National Muni Bond EETF-Other0.90%+0.20%+28.32%
26VUGVanguard Growth ETFETF-Other0.88%—+1.74%
27MDYVSs Spdr S&p 400 Mc Val ETFETF-Other0.84%—+1.36%
28SCHZSchwab US Aggregate Bond ETFETF-Other0.79%—+6.95%
29MDYGSs Spdr S&p 400 Mc Gr ETFETF-Other0.76%—+0.87%
30EFGIshares Msci Eafe Growth ETFETF-Other0.76%+0.63%+481.54%
31QUALIshares Msci USA Quality FacETF-Other0.76%—-0.45%
32AVGOBroadcom INCStock-Tech0.75%—+15.07%
33WMTWalmart INCStock-Consumer Staples0.74%—-2.40%
34BRK-BBerkshire Hathaway Inc-cl BStock-Other0.72%—+4.15%
35METAMeta Platforms Inc-class AStock-Comm Services0.72%-0.14%-3.91%
36MTUMIshares Msci USA Momentum FaETF-Other0.71%—+2.57%
37SLYVSs Spdr S&p 600 Sc Val ETFETF-Other0.70%—-0.13%
38BAIIshrs Ai In And Tech Act ETFETF-Tech0.68%—+6.17%
39XLKSs Technology Select SectorETF-Tech0.66%—-1.27%
40THROIshares U.s. Thematic RotatiETF-Other0.66%—+4.04%
41SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.66%—-0.86%
42CCitigroup INCStock-Financials0.66%—+1.59%
43RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.64%—-7.73%
44NFLXNetflix INCStock-Comm Services0.64%—-0.66%
45FLTRVaneck Ig Floating Rate ETFETF-Other0.59%—+5.12%
46SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.59%—-0.01%
47HDHome Depot INCStock-Consumer Disc0.59%—+8.49%
48MCDMcdonald's CORPStock-Consumer Disc0.58%—+8.02%
49LRCXLam Research CORPStock-Tech0.54%—-16.26%
50NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth0.54%—+2.03%
1–50 of 607

Holding changes this quarter

WealthShield Partners, LLC's most significant position changes for 2026-03-31: New buy: Ishares Def Industrials Act (IDEF); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Diamondback Energy INC (FANG); New buy: Amphenol Corp-cl A (APH); New buy: Ishares Lt National Muni Bd (LMUB).

Position changes disclosed by WealthShield Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EFGIshares Msci Eafe Growth ETF+0.6%+481.54%Add
2GEVGE Vernova INC+0.4%+693.03%Add
3IVVIshares Core S&p 500 ETF+0.4%+16.00%Add
4GOVTIshares US Treasury Bond ETF+0.4%+350.78%Add
5AMATApplied Materials INC+0.3%+492.13%Add
6PHParker Hannifin CORP+0.3%+683.55%Add
7CEGConstellation Energy+0.3%+977.22%Add
8JNJJohnson & Johnson+0.2%+85.98%Add
9MUBIshares National Muni Bond E+0.2%+28.32%Add
10SCHFSchwab Intl Equity ETF+0.2%+3.33%Add
11TSLATesla INC+0.1%+84.94%Add
12VTVVanguard Value ETF+0.1%+4.50%Add
13NVDANvidia CORP-0.1%-0.13%Trim
14NXPINXP Semiconductors N.V.-0.1%-17.40%Trim
15TLTIshares 20+ Year Treasury Bd-0.1%-28.56%Trim
16VZVerizon Communications INC-0.1%-57.04%Trim
17EMBIshares Jp Morgan Usd Emergi-0.1%-64.22%Trim
18IVEIshares S&p 500 Value ETF-0.1%-6.09%Trim
19EFVIshares Msci Eafe Value ETF-0.1%-13.14%Trim
20DLRDigital Realty Trust INC-0.1%-44.93%Trim
21SPGIS&p Global INC-0.1%-12.56%Trim
22TJXTjx Companies INC-0.1%-25.48%Trim
23IWBIshares Russell 1000 ETF-0.1%-88.17%Trim
24SCHVSchwab US Large-cap Value-0.1%-15.86%Trim
25IAUIshares Gold Trust-0.1%-40.26%Trim
26AAPLApple INC-0.1%-0.54%Trim
27CRMSalesforce INC-0.1%-7.84%Trim
28METAMeta Platforms Inc-class A-0.1%-3.91%Trim
29TFISs Spdr N Ice Muni Bond ETF-0.2%-44.06%Trim
30BNDVanguard Total Bond Market-0.2%-44.26%Trim
31LHXL3harris Technologies INC-0.2%-45.48%Trim
32TLHIshares 10-20 Year Treasury-0.2%-30.37%Trim
33SCHGSchwab US Large-cap Growth-0.2%-1.15%Trim
34MGKVanguard Mega Cap Growth ETF-0.2%-1.55%Trim
35MSFTMicrosoft CORP-0.3%+7.97%Add
36GOOGLAlphabet Inc-cl A-0.3%-17.87%Trim
37VVisa Inc-class A Shares-0.3%-40.62%Trim
38ITAIshares U.s. Aerospace & Def-0.3%-83.92%Trim
39UNHUnitedhealth Group INC-0.3%-51.94%Trim
40DYNFIshrs US E F R A Etf-usd INC-0.3%-15.34%Trim
41CRWDCrowdstrike Holdings INC - A-0.3%-31.30%Trim
42OEFIshares S&p 100 ETF-1.1%-86.18%Trim
43IDEFIshares Def Industrials Act—NEWNew buy
44BLCRIshares Lrg Cp Cr Act Etf-ui—NEWNew buy
45FANGDiamondback Energy INC—NEWNew buy
46APHAmphenol Corp-cl A—NEWNew buy
47LMUBIshares Lt National Muni Bd—NEWNew buy
48IQVIqvia Holdings INC—NEWNew buy
49MDTMedtronic plc—NEWNew buy
50PYPLPaypal Holdings INC—EXITSold out

FAQ

What is WealthShield Partners, LLC and what type of investor is it?
WealthShield Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $897.6M, spread across 609 disclosed positions.
What are WealthShield Partners, LLC's largest equity positions?
Based on the latest 13F filing, WealthShield Partners, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $35.2M (3.9%) 2. Schwab Intl Equity ETF (SCHF) — $20.6M (2.3%) 3. Ishares Core Msci Emerging (IEMG) — $20.1M (2.2%) 4. Apple INC (AAPL) — $19.1M (2.1%) 5. Ishares S&p 500 Growth ETF (IVW) — $17.5M (1.9%)
What changes did WealthShield Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, WealthShield Partners, LLC made 50 notable position adjustments: 7 new positions were initiated, 13 existing holdings were added to, 29 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares Def Industrials Act (IDEF); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Diamondback Energy INC (FANG); New buy: Amphenol Corp-cl A (APH); New buy: Ishares Lt National Muni Bd (LMUB)
What sectors does WealthShield Partners, LLC focus on?
WealthShield Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.7% • Financials: 15.6% • Industrials: 12.6% • Health Care: 10.2% • Consumer Discretionary: 9.7% • Communication Services: 8.7%