Institutional Manager · CIK 0001729303
WealthShield Partners, LLC
CARY, NC · File #028-18492
Latest AUM
$906.8M
Positions
565
Top-10 Concentration
37.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025565 pos · $906.8M
- 13F HOLDINGS REPORTQ/E Sep 2025566 pos · $881.9M
- 13F HOLDINGS REPORTQ/E Jun 2025555 pos · $827.3M
- 13F HOLDINGS REPORTQ/E Mar 2025533 pos · $779.0M
- 13F HOLDINGS REPORTQ/E Dec 2024489 pos · $705.2M
- 13F HOLDINGS REPORTQ/E Sep 2024485 pos · $738.2M
- 13F HOLDINGS REPORTQ/E Jun 2024466 pos · $656.2M
- 13F HOLDINGS REPORTQ/E Mar 2024475 pos · $618.2M
- 13F HOLDINGS REPORTQ/E Dec 2023478 pos · $663.6M
- 13F HOLDINGS REPORTQ/E Sep 2023485 pos · $663.8M
- 13F HOLDINGS REPORTQ/E Jun 2023484 pos · $620.5M
- 13F HOLDINGS REPORTQ/E Mar 2023307 pos · $554.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 46,518 | $31.9M | 6.14% |
| 2 | ISHARES INC | 46434G103 | 306,816 | $20.6M | 3.97% |
| 3 | APPLE INC | AAPL | 75,702 | $20.6M | 3.96% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 805,920 | $19.4M | 3.73% |
| 5 | VANGUARD WORLD FD | 921910816 | 44,646 | $18.4M | 3.55% |
| 6 | ISHARES TR | 464287309 | 147,211 | $18.1M | 3.49% |
| 7 | ISHARES TR | 464287408 | 85,492 | $18.1M | 3.49% |
| 8 | SCHWAB STRATEGIC TR | 808524300 | 518,168 | $16.9M | 3.26% |
| 9 | BLACKROCK ETF TRUST | BLK | 270,918 | $16.5M | 3.17% |
| 10 | MICROSOFT CORP | MSFT | 31,899 | $15.4M | 2.97% |
| 11 | NVIDIA CORPORATION | NVDA | 81,926 | $15.3M | 2.94% |
| 12 | ISHARES TR | 46434V621 | 186,447 | $12.9M | 2.49% |
| 13 | ISHARES TR | 46434V613 | 277,066 | $12.9M | 2.48% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 54,835 | $12.1M | 2.32% |
| 15 | ISHARES TR | 464288877 | 165,107 | $11.8M | 2.27% |
| 16 | VANGUARD INDEX FDS | 922908744 | 61,162 | $11.7M | 2.25% |
| 17 | ISHARES TR | 464287101 | 33,064 | $11.3M | 2.18% |
| 18 | ALPHABET INC | GOOG | 36,035 | $11.3M | 2.17% |
| 19 | AMAZON COM INC | AMZN | 48,013 | $11.1M | 2.13% |
| 20 | SCHWAB STRATEGIC TR | 808524409 | 341,425 | $10.1M | 1.95% |