§ 13F · FUND PROFILE
WealthShield Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $827.3T (13F)Positions · 555Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 47K | $31.9T | 3.5% | +3% |
| 2 | IEMG | ISHARES INC | 307K | $20.6T | 2.3% | +9% |
| 3 | AAPL | APPLE INC | 76K | $20.6T | 2.3% | +1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 806K | $19.4T | 2.1% | −2% |
| 5 | MGK | VANGUARD WORLD FD | 45K | $18.4T | 2.0% | −2% |
| 6 | IVW | ISHARES TR | 147K | $18.1T | 2.0% | +2% |
| 7 | IVE | ISHARES TR | 85K | $18.1T | 2.0% | +31% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 518K | $16.9T | 1.9% | −5% |
| 9 | DYNF | BLACKROCK ETF TRUST | 271K | $16.5T | 1.8% | +3% |
| 10 | MSFT | MICROSOFT CORP | 32K | $15.4T | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSHIELD SIGNAL
AC read
WealthShield Partners, LLC is a Other fund managing $827306.8 trillion in assets. The fund runs a broad portfolio of 555 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed