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: +18.4%
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 Tr (IVV, 8.2%), Ishares Tr (IVW, 2.7%), Vanguard World Fd (MGK, 2.5%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 22.3% 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 Tr	8.2%	3.9%	71,406	+32.3%	$53.5M
IVWIshares Tr	2.7%	2.0%	128,972	-16.7%	$17.7M
MGKVanguard World Fd	2.5%	1.8%	189,435	+331.0%	$16.7M
DGROIshares Tr	2.3%	1.5%	198,534	+7.0%	$15.0M
DYNFBlackrock ETF Trust	2.1%	1.5%	203,122	-11.4%	$13.8M
IUSBIshares Tr	2.0%	1.5%	279,846	-2.3%	$12.9M
VIGVanguard Specialized Funds	1.9%	1.3%	53,156	-3.4%	$12.6M
IVEIshares Tr	1.9%	1.9%	54,577	-32.0%	$12.4M
AAPLApple Inc	1.9%	2.1%	42,498	-43.6%	$12.3M
NVDANvidia Corporation	1.8%	1.6%	59,194	-27.7%	$11.8M
MSFTMicrosoft Corp	1.7%	1.4%	29,078	-15.6%	$10.8M
MGVVanguard World Fd	1.6%	1.1%	65,255	-7.9%	$10.7M
AMZNAmazon Com Inc	1.5%	1.2%	40,692	-19.3%	$9.7M
IEMGIshares Inc	1.4%	2.2%	112,264	-61.1%	$9.3M
GOOGLAlphabet Inc	1.4%	0.9%	25,258	-14.7%	$9.0M
MUBIshares Tr	1.4%	0.9%	82,097	+8.3%	$8.8M
JPMJpmorgan Chase & Co	1.3%	1.0%	26,655	-15.1%	$8.7M
VUGVanguard Index Fds	1.3%	0.9%	100,729	+458.5%	$8.7M
XLKSelect Sector Spdr Tr	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
BAIBlackrock ETF Trust	1.1%	0.7%	139,150	-24.4%	$7.3M
CRWDCrowdstrike Hldgs Inc	1.1%	—	9,250	—	$7.1M
CCitigroup Inc	1.1%	0.7%	49,078	-5.6%	$6.9M
AVGOBroadcom Inc	1.0%	0.7%	16,857	-22.1%	$6.4M
MTUMIshares Tr	0.9%	0.7%	17,824	-32.9%	$6.1M
GEVGe Vernova Inc	0.9%	—	5,194	—	$6.1M
METAMeta Platforms Inc	0.9%	0.7%	10,631	-6.0%	$6.0M
WMTWalmart Inc	0.9%	0.7%	49,559	-6.9%	$5.6M
RSPInvesco Exchange Traded Fd T	0.9%	0.6%	26,154	-13.3%	$5.6M
IUSGIshares Tr	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.	0.7%	0.6%	63,749	+7.7%	$4.6M
JCIJohnson Controls Internation	0.7%	—	31,036	—	$4.5M
LLYEli Lilly & Co	0.6%	—	3,510	—	$4.2M
BTHMBlackrock ETF Trust	0.6%	0.7%	96,890	-41.0%	$4.2M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.7%	5,535	-39.4%	$4.1M
HPEHewlett Packard Enterprise C	0.6%	—	89,267	—	$4.0M
TJXTjx Cos Inc New	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.

Added to

VUG Vanguard Index Fds+458.5% shares
MGK Vanguard World Fd+331.0% shares
NOBL Proshares Tr+99.4% shares
IVV Ishares Tr+32.3% shares
MUB Ishares Tr+8.3% shares
NFLX Netflix Inc.+7.7% shares
DGRO Ishares Tr+7.0% shares

Reduced

IEMG Ishares Inc-61.1% shares
EFV Ishares Tr-53.3% shares
AAPL Apple Inc-43.6% shares
BTHM Blackrock ETF Trust-41.0% shares
SPY State Str Spdr S&p 500 ETF T-39.4% shares
MTUM Ishares Tr-32.9% shares
IVE Ishares Tr-32.0% shares
NVDA Nvidia Corporation-27.7% shares

Left the top 50

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: +10.2% /yr; S&P 500 +11.7%
3 years: +18.4% /yr; S&P 500 +22.3%
5 years: +7.2% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IVV) at 8.2%, Ishares Tr (IVW) at 2.7%, Vanguard World Fd (MGK) at 2.5%, Ishares Tr (DGRO) at 2.3% and Blackrock ETF Trust (DYNF) at 2.1%.

What did WealthShield Partners, LLC buy last quarter?

In Q2 2026, WealthShield Partners, LLC added Vanguard Index Fds (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 Strategic Tr (SCHF), cut from its top 50 Schwab Strategic Tr (SCHG), cut from its top 50 Vanguard Index Fds (VTV), cut from its top 50 Pimco ETF Tr (BOND), cut from its top 50 Schwab Strategic Tr (SCHV), Ishares Inc (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 +18.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +10.2% against +11.7%. Over 5 years: +7.2% a year against +10.6%.

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.