Wealthshield Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$897.6M
Q ending 2026-03-31
Prior quarter
$906.8M
Q ending 2025-12-31
Change
-1.0% QoQ · +15.2% YoY
Positions
609
reported holdings
Largest positions
Top 100 of 609 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $35.2M | 54K |
| Schwab Strategic Tr | SCHF | Shares | $20.6M | 833K |
| Ishares Inc | IEMG | Shares | $20.1M | 288K |
| Apple Inc | AAPL | Shares | $19.1M | 75K |
| Ishares Tr | IVW | Shares | $17.5M | 155K |
| Ishares Tr | IVE | Shares | $17.0M | 80K |
| Vanguard World Fd | MGK | Shares | $16.1M | 44K |
| Schwab Strategic Tr | SCHG | Shares | $14.9M | 512K |
| Nvidia Corporation | NVDA | Shares | $14.3M | 82K |
| Blackrock Etf Trust | DYNF | Shares | $13.3M | 229K |
| Ishares Tr | IUSB | Shares | $13.2M | 286K |
| Ishares Tr | DGRO | Shares | $13.0M | 186K |
| Microsoft Corp | MSFT | Shares | $12.7M | 34K |
| Vanguard Index Fds | VTV | Shares | $12.5M | 64K |
| Vanguard Specialized Funds | VIG | Shares | $11.8M | 55K |
| Ishares Tr | EFV | Shares | $10.7M | 143K |
| Amazon Com Inc | AMZN | Shares | $10.5M | 50K |
| Vanguard World Fd | MGV | Shares | $10.3M | 71K |
| Pimco Etf Tr | BOND | Shares | $9.6M | 104K |
| Jpmorgan Chase & Co | JPM | Shares | $9.2M | 31K |
| Schwab Strategic Tr | SCHV | Shares | $8.8M | 287K |
| Spdr Series Trust | BWX | Shares | $8.5M | 389K |
| Alphabet Inc | GOOGL | Shares | $8.5M | 30K |
| Ishares Tr | TLTW | Shares | $8.5M | 376K |
| Ishares Tr | MUB | Shares | $8.0M | 76K |
| Vanguard Index Fds | VUG | Shares | $7.9M | 18K |
| Spdr Series Trust | MDYV | Shares | $7.5M | 88K |
| Schwab Strategic Tr | SCHZ | Shares | $7.1M | 305K |
| Spdr Series Trust | MDYG | Shares | $6.9M | 71K |
| Ishares Tr | EFG | Shares | $6.8M | 61K |
| Ishares Tr | QUAL | Shares | $6.8M | 35K |
| Broadcom Inc | AVGO | Shares | $6.7M | 22K |
| Walmart Inc | WMT | Shares | $6.6M | 53K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.5M | 14K |
| Meta Platforms Inc | META | Shares | $6.5M | 11K |
| Ishares Tr | MTUM | Shares | $6.4M | 27K |
| Spdr Series Trust | SLYV | Shares | $6.3M | 67K |
| Blackrock Etf Trust | BAI | Shares | $6.1M | 184K |
| Select Sector Spdr Tr | XLK | Shares | $6.0M | 45K |
| Blackrock Etf Trust | THRO | Shares | $6.0M | 164K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.9M | 9K |
| Citigroup Inc | C | Shares | $5.9M | 52K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.8M | 30K |
| Netflix Inc. | NFLX | Shares | $5.7M | 59K |
| Vaneck Etf Trust | FLTR | Shares | $5.3M | 209K |
| Spdr Series Trust | SLYG | Shares | $5.3M | 55K |
| Home Depot Inc | HD | Shares | $5.3M | 16K |
| Mcdonalds Corp | MCD | Shares | $5.2M | 17K |
| Lam Research Corp | LRCX | Shares | $4.9M | 23K |
| Proshares Tr | NOBL | Shares | $4.8M | 46K |
| Trane Technologies Plc | Shares | $4.7M | 11K | |
| Uber Technologies Inc | UBER | Shares | $4.6M | 64K |
| Ishares Tr | GOVT | Shares | $4.6M | 199K |
| Blackrock Etf Trust | IDEF | Shares | $4.4M | 135K |
| Ishares Tr | IUSG | Shares | $4.4M | 28K |
| Ishares Tr | MBB | Shares | $4.3M | 45K |
| Ge Vernova Inc | GEV | Shares | $4.2M | 5K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $4.1M | 11K |
| American Centy Etf Tr | AVDV | Shares | $4.1M | 41K |
| Johnson Controls Internation | Shares | $4.1M | 31K | |
| Ishares Tr | IWF | Shares | $4.0M | 9K |
| Tjx Cos Inc New | TJX | Shares | $4.0M | 25K |
| Blackrock Etf Trust | BLCR | Shares | $4.0M | 96K |
| Schwab Strategic Tr | SCHE | Shares | $3.8M | 116K |
| Intuitive Surgical Inc | ISRG | Shares | $3.7M | 8K |
| Ishares Tr | IWC | Shares | $3.7M | 23K |
| Spdr Series Trust | SPYG | Shares | $3.7M | 38K |
| Ishares Tr | TLH | Shares | $3.6M | 35K |
| Cme Group Inc | CME | Shares | $3.5M | 12K |
| Vanguard Index Fds | VBR | Shares | $3.4M | 16K |
| Eaton Corp Plc | Shares | $3.3M | 9K | |
| Diamondback Energy Inc | FANG | Shares | $3.3M | 17K |
| Duke Energy Corp New | DUK | Shares | $3.3M | 25K |
| Johnson & Johnson | JNJ | Shares | $3.2M | 13K |
| Intercontinental Exchange In | ICE | Shares | $3.2M | 20K |
| Spdr Gold Tr | GLD | Shares | $3.2M | 7K |
| Schwab Strategic Tr | SCHM | Shares | $3.1M | 100K |
| Vanguard Index Fds | VOE | Shares | $3.1M | 17K |
| Cummins Inc | CMI | Shares | $3.0M | 6K |
| Vanguard Intl Equity Index F | VGK | Shares | $3.0M | 37K |
| Tesla Inc | TSLA | Shares | $3.0M | 8K |
| Ishares Tr | IDEV | Shares | $3.0M | 36K |
| Palo Alto Networks Inc | PANW | Shares | $2.9M | 18K |
| Costco Wholesale Corporation | COST | Shares | $2.9M | 3K |
| Schwab Strategic Tr | SCHA | Shares | $2.9M | 99K |
| Ishares Tr | AGG | Shares | $2.8M | 28K |
| Vanguard Index Fds | VOO | Shares | $2.8M | 5K |
| Ishares Tr | ESGD | Shares | $2.8M | 29K |
| Eli Lilly & Co | LLY | Shares | $2.8M | 3K |
| Chubb Ltd Switz | Shares | $2.8M | 9K | |
| Applied Matls Inc | AMAT | Shares | $2.8M | 8K |
| Ishares Tr | IAGG | Shares | $2.8M | 55K |
| Schwab Strategic Tr | SCHX | Shares | $2.8M | 108K |
| Visa Inc | V | Shares | $2.8M | 9K |
| Parker-Hannifin Corp | PH | Shares | $2.7M | 3K |
| Nxp Semiconductors N V | Shares | $2.7M | 14K | |
| Wisdomtree Tr | DIM | Shares | $2.7M | 32K |
| Alphabet Inc | GOOG | Shares | $2.6M | 9K |
| Lockheed Martin Corp | LMT | Shares | $2.6M | 4K |
| Amphenol Corp | APH | Shares | $2.6M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.