Q2 2026 13F · SEC CIK 1729303

WealthShield Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $653.8M
Reported positions: 379
Top holdings a year, 3 yrs: +17.4%
Average holding period: 6.3 yrs

WealthShield Partners, LLC is a wealth manager that reported 379 positions worth $653.8M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 8.2%), Ishares (IVW, 2.7%), Vanguard World Fd (MGK, 2.5%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

WealthShield Partners, LLC holdings largest 50 of 379 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

WealthShield Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	8.2%	3.9%	71,406	+32.3%	$53.5M
IVWIshares	2.7%	2.0%	128,972	-16.7%	$17.7M
MGKVanguard World Fd	2.5%	1.8%	189,435	+331.0%	$16.7M
DGROIshares Core Dividend Growth ETF	2.3%	1.5%	198,534	+7.0%	$15.0M
DYNFIshares U.s. Equity Factor Rotation Acti	2.1%	1.5%	203,122	-11.4%	$13.8M
IUSBIshares Core Universal Usd Bond ETF	2.0%	1.5%	279,846	-2.3%	$12.9M
VIGVanguard Dividend Appreciation ETF	1.9%	1.3%	53,156	-3.4%	$12.6M
IVEIshares S&p 500 Value ETF	1.9%	1.9%	54,577	-32.0%	$12.4M
AAPLApple Inc	1.9%	2.1%	42,498	-43.6%	$12.3M
NVDANvidia Corporation Com	1.8%	1.6%	59,194	-27.7%	$11.8M
MSFTMicrosoft Corp	1.7%	1.4%	29,078	-15.6%	$10.8M
MGVVanguard Mega Cap Value ETF Total	1.6%	1.1%	65,255	-7.9%	$10.7M
AMZNAmazon Com Inc Com	1.5%	1.2%	40,692	-19.3%	$9.7M
IEMGIshares	1.4%	2.2%	112,264	-61.1%	$9.3M
GOOGLAlphabet Inc	1.4%	0.9%	25,258	-14.7%	$9.0M
MUBIshares National Muni Bond ETF	1.4%	0.9%	82,097	+8.3%	$8.8M
JPMJpmorgan Chase & Co	1.3%	1.0%	26,655	-15.1%	$8.7M
VUGVanguard Indx Fd	1.3%	0.9%	100,729	+458.5%	$8.7M
XLKState Street Technology Select Sector Sp	1.2%	0.7%	42,431	-5.4%	$8.1M
AMATApplied Matls Inc	1.2%	—	11,119	—	$8.0M
LRCXLam Research Corp	1.2%	0.5%	17,906	-21.4%	$7.8M
EFGIshares Tr	1.2%	0.8%	61,094	-0.4%	$7.6M
BAIIshares A.i. Innovation and Tech Active	1.1%	0.7%	139,150	-24.4%	$7.3M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	—	9,250	—	$7.1M
CCitigroup Inc Com New	1.1%	0.7%	49,078	-5.6%	$6.9M
AVGOBroadcom Inc	1.0%	0.7%	16,857	-22.1%	$6.4M
MTUMIshares Msci USA Momentum Factor ETF	0.9%	0.7%	17,824	-32.9%	$6.1M
GEVGe Vernova Inc	0.9%	—	5,194	—	$6.1M
METAMeta Platforms Inc Class A	0.9%	0.7%	10,631	-6.0%	$6.0M
WMTWalmart Inc	0.9%	0.7%	49,559	-6.9%	$5.6M
RSPInvesco S&p 500 Equal Weight ETF	0.9%	0.6%	26,154	-13.3%	$5.6M
IUSGiShares ETFs/USA	0.8%	—	28,938	—	$5.4M
TTTrane Technologies PLC	0.8%	—	10,983	—	$5.4M
PANWPalo Alto Networks Inc	0.8%	—	15,673	—	$5.3M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	10,663	-21.1%	$5.3M
BLCRBlackrock ETF Trust	0.8%	—	102,111	—	$5.1M
EFVIshares Tr	0.8%	1.2%	66,966	-53.3%	$5.1M
NOBLProshares Tr	0.8%	0.5%	90,749	+99.4%	$5.1M
UBERUber Technologies Inc	0.7%	—	67,493	—	$4.9M
IDEFBlackrock ETF Trust	0.7%	—	149,677	—	$4.8M
GOVTIshares Tr	0.7%	—	205,853	—	$4.7M
COROBlackrock ETF Trust	0.7%	—	124,810	—	$4.6M
NFLXNetflix Inc Total	0.7%	0.6%	63,749	+7.7%	$4.6M
JCIJohnson Controls Internation	0.7%	—	31,036	—	$4.5M
LLYLilly Eli & Co	0.6%	—	3,510	—	$4.2M
BTHMBlackrock ETF Trust	0.6%	0.7%	96,890	-41.0%	$4.2M
SPYSpdr S&p 500 ETF Tr	0.6%	0.7%	5,535	-39.4%	$4.1M
HPEHewlett Packard Enterprise	0.6%	—	89,267	—	$4.0M
TJXTjx Cos Inc New Com	0.6%	—	26,566	—	$4.0M
CMICummins Inc	0.6%	—	5,433	—	$3.9M

What WealthShield Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$653.8M	379
Q1 2026	$897.5M	607
Q4 2025	$906.8M	565
Q3 2025	$881.9M	566
Q2 2025	$827.3M	554
Q1 2025	$775.8M	530
Q4 2024	$705.2M	489
Q3 2024	$738.1M	483
Q2 2024	$656.2M	466
Q1 2024	$618.2M	475
Q4 2023	$607.6M	474
Q3 2023	$663.6M	478

Questions about WealthShield Partners, LLC's portfolio

What stocks does WealthShield Partners, LLC own?

WealthShield Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 379 positions worth $653.8M. The largest are Ishares Core S&p 500 ETF (IVV) at 8.2%, Ishares (IVW) at 2.7%, Vanguard World Fd (MGK) at 2.5%, Ishares Core Dividend Growth ETF (DGRO) at 2.3% and Ishares U.s. Equity Factor Rotation Acti (DYNF) at 2.1%.

What did WealthShield Partners, LLC buy last quarter?

In Q2 2026, WealthShield Partners, LLC added Vanguard Indx Fd (VUG) (+458.5% shares), Vanguard World Fd (MGK) (+331.0% shares) and Proshares Tr (NOBL) (+99.4% shares), compared with its Q1 2026 filing.

What did WealthShield Partners, LLC sell last quarter?

In Q2 2026, WealthShield Partners, LLC cut from its top 50 Schwab Intl Equity (SCHF), cut from its top 50 Schwab U.s. Large-Cap Growth ETF (SCHG), cut from its top 50 Vanguard Value ETF (VTV), cut from its top 50 Pimco ETF Tr (BOND), cut from its top 50 Schwab Strategic Tr (SCHV), Ishares (IEMG) (-61.1% shares), Ishares Tr (EFV) (-53.3% shares) and Apple Inc (AAPL) (-43.6% shares), compared with its Q1 2026 filing.

How has WealthShield Partners, LLC's portfolio performed?

A portfolio copying WealthShield Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.9% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is WealthShield Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. WealthShield Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.