§ 13F · FUND PROFILE
WealthShield Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $882M (13F)Positions · 566Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54K | $35M | 3.9% | +16% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 833K | $21M | 2.3% | +3% |
| 3 | IEMG | ISHARES INC | 288K | $20M | 2.2% | −6% |
| 4 | AAPL | APPLE INC | 75K | $19M | 2.1% | −1% |
| 5 | IVW | ISHARES TR | 155K | $18M | 2.0% | +5% |
| 6 | IVE | ISHARES TR | 80K | $17M | 1.9% | −6% |
| 7 | MGK | VANGUARD WORLD FD | 44K | $16M | 1.8% | −2% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 512K | $15M | 1.7% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 82K | $14M | 1.6% | ±0% |
| 10 | DYNF | BLACKROCK ETF TRUST | 229K | $13M | 1.5% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSHIELD SIGNAL
AC read
WealthShield Partners, LLC is a Other fund managing $882 million in assets. The fund runs a broad portfolio of 566 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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