WealthShield Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WealthShield Partners, LLC 13F Holdings
CIK 0001729303
As of Sep 30, 2025, WealthShield Partners, LLC reported
566 positions worth $815.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 45,151 | $30.2M | 3.71% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 822,228 |
|
9.1M2.35% |
| APPLE INC | AAPL | Technology | 75,022 |
9.1M | 2.34% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 281,619 |
8.6M | 2.28% |
| VANGUARD WORLD FUND | MGK | — | 45,601 |
8.3M | 2.25% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 144,290 |
7.4M | 2.14% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 545,868 |
7.4M | 2.14% |
| NVIDIA CORP | NVDA | Technology | 90,677 |
6.9M | 2.08% |
| MICROSOFT CORP | MSFT | Technology | 31,248 |
6.2M | 1.99% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 264,261 |
5.6M | 1.92% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 65,196 |
3.5M | 1.65% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 276,321 |
2.9M | 1.58% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 186,594 |
2.7M | 1.56% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 184,753 |
2.5M | 1.54% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 60,896 |
1.8M | 1.45% |
| VANGUARD VALUE INDEX FUND | VTV | — | 63,458 |
1.8M | 1.45% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 54,603 |
1.8M | 1.45% |
| ISHARES S&P 100 ETF | OEF | — | 30,921 |
0.3M | 1.26% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 348,606 |
0.1M | 1.25% |
| AMAZON.COM INC | AMZN | Equity | 45,876 |
0.1M | 1.24% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 31,406 | $9.9M | 1.22% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 71,286 | $9.8M | 1.20% |
| ALPHABET INC | GOOGL | Equity | 36,781 | $8.9M | 1.10% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 18,046 | $8.7M | 1.06% |
| VANECK IG FLOATING RATE ETF | FLTR | — | 331,284 | $8.5M | 1.04% |