Universe · entity

WealthShield Partners, LLC

Institutional manager (13F) · CIK 1729303
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $498M
#IssuerValueShares
1ISHARES TR$35M53,959
2SCHWAB STRATEGIC TR$21M832,795
3ISHARES INC$20M288,440
4APPLE INC$19M75,292
5ISHARES TR$18M154,912
6ISHARES TR$17M80,286
7VANGUARD WORLD FD$16M43,954
8SCHWAB STRATEGIC TR$15M512,233
9NVIDIA CORPORATION$14M81,820
10BLACKROCK ETF TRUST$13M229,364
11ISHARES TR$13M286,289
12ISHARES TR$13M185,587
13MICROSOFT CORP$13M34,440
14VANGUARD INDEX FDS$13M63,913
15VANGUARD SPECIALIZED FUNDS$12M55,047
16ISHARES TR$11M143,410
17AMAZON COM INC$10M50,408
18VANGUARD WORLD FD$10M70,828
19PIMCO ETF TR$10M103,918
20JPMORGAN CHASE & CO$9M31,378
21SCHWAB STRATEGIC TR$9M287,278
22SPDR SERIES TRUST$9M388,551
23ALPHABET INC$9M29,594
24ISHARES TR$9M375,807
25ISHARES TR$8M75,807
26VANGUARD INDEX FDS$8M18,037
27SPDR SERIES TRUST$8M88,173
28SCHWAB STRATEGIC TR$7M304,718
29SPDR SERIES TRUST$7M71,389
30ISHARES TR$7M61,335
31ISHARES TR$7M35,497
32BROADCOM INC$7M21,627
33WALMART INC$7M53,249
34BERKSHIRE HATHAWAY INC DEL$6M13,513
35META PLATFORMS INC$6M11,309
36ISHARES TR$6M26,550
37SPDR SERIES TRUST$6M66,515
38BLACKROCK ETF TRUST$6M183,998
39SELECT SECTOR SPDR TR$6M44,849
40BLACKROCK ETF TRUST$6M164,317
41STATE STR SPDR S&P 500 ETF T$6M9,132
42CITIGROUP INC$6M51,973
43INVESCO EXCHANGE TRADED FD T$6M30,150
44NETFLIX INC.$6M59,212
45VANECK ETF TRUST$5M209,139
46SPDR SERIES TRUST$5M54,992
47HOME DEPOT INC$5M16,115
48MCDONALDS CORP$5M16,811
49LAM RESEARCH CORP$5M22,789
50PROSHARES TR$5M45,509
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.