§ 13F · FUND PROFILE
WealthShield Partners, LLC.
AUM · $654M (13F)Positions · 379Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 71K | $53M | 8.2% | +32% |
| 2 | IVW | ISHARES TR | 129K | $18M | 2.7% | −17% |
| 3 | MGK | VANGUARD WORLD FD | 189K | $17M | 2.5% | +331% |
| 4 | DGRO | ISHARES TR | 199K | $15M | 2.3% | +7% |
| 5 | DYNF | BLACKROCK ETF TRUST | 203K | $14M | 2.1% | −11% |
| 6 | IUSB | ISHARES TR | 280K | $13M | 2.0% | −2% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 53K | $13M | 1.9% | −3% |
| 8 | IVE | ISHARES TR | 55K | $12M | 1.9% | −32% |
| 9 | AAPL | APPLE INC | 42K | $12M | 1.9% | −44% |
| 10 | NVDA | NVIDIA CORPORATION | 59K | $12M | 1.8% | −28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSHIELD SIGNAL
AC read
WealthShield Partners, LLC is a Other fund managing $654 million in assets. The fund runs a broad portfolio of 379 positions.
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