WealthShield Partners, LLC

Est. AUM

$897.6M

13F long equity, this entity only

Positions

609

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$35.2M	53959	3.93%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$20.6M	832795	2.30%	SOLE
3	ISHARES INC	CORE MSCI EMKT	$20.1M	288440	2.24%	SOLE
4	APPLE INC	COM	$19.1M	75292	2.13%	SOLE
5	ISHARES TR	S&P 500 GRWT ETF	$17.5M	154912	1.95%	SOLE
6	ISHARES TR	S&P 500 VAL ETF	$17.0M	80286	1.89%	SOLE
7	VANGUARD WORLD FD	MEGA GRWTH IND	$16.1M	43954	1.80%	SOLE
8	SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.9M	512233	1.66%	SOLE
9	NVIDIA CORPORATION	COM	$14.3M	81820	1.59%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$13.3M	229364	1.49%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$13.2M	286289	1.47%	SOLE
12	ISHARES TR	CORE DIV GRWTH	$13.0M	185587	1.45%	SOLE
13	MICROSOFT CORP	COM	$12.7M	34440	1.42%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$12.5M	63913	1.40%	SOLE
15	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.8M	55047	1.32%	SOLE
16	ISHARES TR	EAFE VALUE ETF	$10.7M	143410	1.19%	SOLE
17	AMAZON COM INC	COM	$10.5M	50408	1.17%	SOLE
18	VANGUARD WORLD FD	MEGA CAP VAL ETF	$10.3M	70828	1.14%	SOLE
19	PIMCO ETF TR	ACTIVE BD ETF	$9.6M	103918	1.07%	SOLE
20	JPMORGAN CHASE & CO	COM	$9.2M	31378	1.03%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.8M	287278	0.98%	SOLE
22	SPDR SERIES TRUST	BLOOMBERG INTL T	$8.5M	388551	0.95%	SOLE
23	ALPHABET INC	CAP STK CL A	$8.5M	29594	0.95%	SOLE
24	ISHARES TR	20+ YEAR TR BD	$8.5M	375807	0.95%	SOLE
25	ISHARES TR	NATIONAL MUN ETF	$8.0M	75807	0.90%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$7.9M	18037	0.88%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$7.5M	88173	0.84%	SOLE
28	SCHWAB STRATEGIC TR	US AGGREGATE B	$7.1M	304718	0.79%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	71389	0.76%	SOLE
30	ISHARES TR	EAFE GRWTH ETF	$6.8M	61335	0.76%	SOLE
31	ISHARES TR	MSCI USA QLT FCT	$6.8M	35497	0.76%	SOLE
32	BROADCOM INC	COM	$6.7M	21627	0.75%	SOLE
33	WALMART INC	COM	$6.6M	53249	0.74%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.5M	13513	0.72%	SOLE
35	META PLATFORMS INC	CL A	$6.5M	11309	0.72%	SOLE
36	ISHARES TR	MSCI USA MMENTM	$6.4M	26550	0.71%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$6.3M	66515	0.70%	SOLE
38	BLACKROCK ETF TRUST	ISHARES A I INNO	$6.1M	183998	0.68%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.0M	44849	0.66%	SOLE
40	BLACKROCK ETF TRUST	ISHARES US THEMA	$6.0M	164317	0.66%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.9M	9132	0.66%	SOLE
42	CITIGROUP INC	COM NEW	$5.9M	51973	0.66%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.8M	30150	0.64%	SOLE
44	NETFLIX INC.	COM	$5.7M	59212	0.63%	SOLE
45	VANECK ETF TRUST	IG FLOATING RATE	$5.3M	209139	0.59%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	54992	0.59%	SOLE
47	HOME DEPOT INC	COM	$5.3M	16115	0.59%	SOLE
48	MCDONALDS CORP	COM	$5.2M	16811	0.58%	SOLE
49	LAM RESEARCH CORP	COM NEW	$4.9M	22789	0.54%	SOLE
50	PROSHARES TR	S&P 500 DV ARIST	$4.8M	45509	0.54%	SOLE

1–50 of 609

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.