Institutions / WealthShield Partners, LLC
WealthShield Partners, LLC
CIK 1729303 · Institution · as of Dec 31, 2025
Portfolio value
$906.81M
Positions
565
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 565 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $31.86M | 3.5% |
| iShares Inc | $20.62M | 2.3% |
| Apple Inc. | $20.58M | 2.3% |
| Schwab Strategic Tr | $19.38M | 2.1% |
| Vanguard World Fd | $18.43M | 2.0% |
| iShares Tr | $18.15M | 2.0% |
| iShares Tr | $18.13M | 2.0% |
| Schwab Strategic Tr | $16.91M | 1.9% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $16.47M | 1.8% |
| Microsoft Corp | $15.43M | 1.7% |
| NVIDIA Corp | $15.28M | 1.7% |
| iShares Tr | $12.94M | 1.4% |
| iShares Tr | $12.89M | 1.4% |
| Vanguard Specialized Funds | $12.05M | 1.3% |
| iShares Tr | $11.79M | 1.3% |
| Vanguard Index Fds | $11.68M | 1.3% |
| iShares Tr | $11.34M | 1.3% |
| Alphabet Inc. | $11.28M | 1.2% |
| Amazon.com Inc | $11.08M | 1.2% |
| Schwab Strategic Tr | $10.11M | 1.1% |
| Vanguard World Fd | $10.05M | 1.1% |
| JPMorgan Chase & Co | $10.04M | 1.1% |
| PIMCO ETF Tr | $8.89M | 1.0% |
| Vanguard Index Fds | $8.65M | 1.0% |
| SPDR Series Trust | $7.97M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.