Universe · entity
WealthShield Partners, LLC
Institutional manager (13F) · CIK 1729303
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $498M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $35M | 53,959 |
| 2 | SCHWAB STRATEGIC TR | $21M | 832,795 |
| 3 | ISHARES INC | $20M | 288,440 |
| 4 | APPLE INC | $19M | 75,292 |
| 5 | ISHARES TR | $18M | 154,912 |
| 6 | ISHARES TR | $17M | 80,286 |
| 7 | VANGUARD WORLD FD | $16M | 43,954 |
| 8 | SCHWAB STRATEGIC TR | $15M | 512,233 |
| 9 | NVIDIA CORPORATION | $14M | 81,820 |
| 10 | BLACKROCK ETF TRUST | $13M | 229,364 |
| 11 | ISHARES TR | $13M | 286,289 |
| 12 | ISHARES TR | $13M | 185,587 |
| 13 | MICROSOFT CORP | $13M | 34,440 |
| 14 | VANGUARD INDEX FDS | $13M | 63,913 |
| 15 | VANGUARD SPECIALIZED FUNDS | $12M | 55,047 |
| 16 | ISHARES TR | $11M | 143,410 |
| 17 | AMAZON COM INC | $10M | 50,408 |
| 18 | VANGUARD WORLD FD | $10M | 70,828 |
| 19 | PIMCO ETF TR | $10M | 103,918 |
| 20 | JPMORGAN CHASE & CO | $9M | 31,378 |
| 21 | SCHWAB STRATEGIC TR | $9M | 287,278 |
| 22 | SPDR SERIES TRUST | $9M | 388,551 |
| 23 | ALPHABET INC | $9M | 29,594 |
| 24 | ISHARES TR | $9M | 375,807 |
| 25 | ISHARES TR | $8M | 75,807 |
| 26 | VANGUARD INDEX FDS | $8M | 18,037 |
| 27 | SPDR SERIES TRUST | $8M | 88,173 |
| 28 | SCHWAB STRATEGIC TR | $7M | 304,718 |
| 29 | SPDR SERIES TRUST | $7M | 71,389 |
| 30 | ISHARES TR | $7M | 61,335 |
| 31 | ISHARES TR | $7M | 35,497 |
| 32 | BROADCOM INC | $7M | 21,627 |
| 33 | WALMART INC | $7M | 53,249 |
| 34 | BERKSHIRE HATHAWAY INC DEL | $6M | 13,513 |
| 35 | META PLATFORMS INC | $6M | 11,309 |
| 36 | ISHARES TR | $6M | 26,550 |
| 37 | SPDR SERIES TRUST | $6M | 66,515 |
| 38 | BLACKROCK ETF TRUST | $6M | 183,998 |
| 39 | SELECT SECTOR SPDR TR | $6M | 44,849 |
| 40 | BLACKROCK ETF TRUST | $6M | 164,317 |
| 41 | STATE STR SPDR S&P 500 ETF T | $6M | 9,132 |
| 42 | CITIGROUP INC | $6M | 51,973 |
| 43 | INVESCO EXCHANGE TRADED FD T | $6M | 30,150 |
| 44 | NETFLIX INC. | $6M | 59,212 |
| 45 | VANECK ETF TRUST | $5M | 209,139 |
| 46 | SPDR SERIES TRUST | $5M | 54,992 |
| 47 | HOME DEPOT INC | $5M | 16,115 |
| 48 | MCDONALDS CORP | $5M | 16,811 |
| 49 | LAM RESEARCH CORP | $5M | 22,789 |
| 50 | PROSHARES TR | $5M | 45,509 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.