WealthShield Partners, LLC
CIK 1729303
13F filing for Q2 2026・No. 3,334
- Holdings
- US$653.81M
- Quarter change
- −US$243.82M
- Entries
- 379
- Net bought (estimate)
- −US$340.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 245
- Cut 245
- Added 61
- Corporate actions 0
- Unchanged 56
Largest holdings
379 stocks worth US$653.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 71,406 | US$53.48M | 8.18% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 128,972 | US$17.74M | 2.71% |
| VANGUARD WORLD FDMEGA GRWTH IND | AddedSplit 4:1 | 189,435 | US$16.65M | 2.55% |
| ISHARES TRCORE DIV GRWTH | Added | 198,534 | US$15.05M | 2.30% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 203,122 | US$13.81M | 2.11% |
| ISHARES TRCORE UNIVRSL USD | Cut | 279,846 | US$12.91M | 1.98% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 53,156 | US$12.58M | 1.92% |
| ISHARES TRS&P 500 VAL ETF | Cut | 54,577 | US$12.39M | 1.90% |
| AAPLAppleCOM | Cut | 42,498 | US$12.3M | 1.88% |
| NVDANvidiaCOM | Cut | 59,194 | US$11.84M | 1.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.