Holders — by stockHoldings — by fund
WealthShield Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001729303
$653.8M
disclosed book value
379
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 100 of 379 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 71,406 | $53.5M | 8.2% |
| 2 | IVWISHARES TR | 128,972 | $17.7M | 2.7% |
| 3 | MGKVANGUARD WORLD FD | 189,435 | $16.7M | 2.5% |
| 4 | DGROISHARES TR | 198,534 | $15.0M | 2.3% |
| 5 | DYNFBLACKROCK ETF TRUST | 203,122 | $13.8M | 2.1% |
| 6 | IUSBISHARES TR | 279,846 | $12.9M | 2% |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 53,156 | $12.6M | 1.9% |
| 8 | IVEISHARES TR | 54,577 | $12.4M | 1.9% |
| 9 | AAPLAPPLE INC | 42,498 | $12.3M | 1.9% |
| 10 | NVDANVIDIA CORPORATION | 59,194 | $11.8M | 1.8% |
| 11 | MSFTMICROSOFT CORP | 29,078 | $10.8M | 1.7% |
| 12 | MGVVANGUARD WORLD FD | 65,255 | $10.7M | 1.6% |
| 13 | AMZNAMAZON COM INC | 40,692 | $9.7M | 1.5% |
| 14 | IEMGISHARES INC | 112,264 | $9.3M | 1.4% |
| 15 | GOOGLALPHABET INC | 25,258 | $9.0M | 1.4% |
| 16 | MUBISHARES TR | 82,097 | $8.8M | 1.4% |
| 17 | JPMJPMORGAN CHASE & CO | 26,655 | $8.7M | 1.3% |
| 18 | VUGVANGUARD INDEX FDS | 100,729 | $8.7M | 1.3% |
| 19 | XLKSELECT SECTOR SPDR TR | 42,431 | $8.1M | 1.2% |
| 20 | AMATAPPLIED MATLS INC | 11,119 | $8.0M | 1.2% |
| 21 | LRCXLAM RESEARCH CORP | 17,906 | $7.8M | 1.2% |
| 22 | EFGISHARES TR | 61,094 | $7.6M | 1.2% |
| 23 | BAIBLACKROCK ETF TRUST | 139,150 | $7.3M | 1.1% |
| 24 | CRWDCROWDSTRIKE HLDGS INC | 9,250 | $7.1M | 1.1% |
| 25 | CCITIGROUP INC | 49,078 | $6.9M | 1.1% |
| 26 | AVGOBROADCOM INC | 16,857 | $6.4M | 1% |
| 27 | MTUMISHARES TR | 17,824 | $6.1M | 0.9% |
| 28 | GEVGE VERNOVA INC | 5,194 | $6.1M | 0.9% |
| 29 | METAMETA PLATFORMS INC | 10,631 | $6.0M | 0.9% |
| 30 | WMTWALMART INC | 49,559 | $5.6M | 0.9% |
| 31 | RSPINVESCO EXCHANGE TRADED FD T | 26,154 | $5.6M | 0.9% |
| 32 | IUSGISHARES TR | 28,938 | $5.4M | 0.8% |
| 33 | TRANE TECHNOLOGIES PLC | 10,983 | $5.4M | 0.8% |
| 34 | PANWPALO ALTO NETWORKS INC | 15,673 | $5.3M | 0.8% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,663 | $5.3M | 0.8% |
| 36 | BLCRBLACKROCK ETF TRUST | 102,111 | $5.1M | 0.8% |
| 37 | EFVISHARES TR | 66,966 | $5.1M | 0.8% |
| 38 | NOBLPROSHARES TR | 90,749 | $5.1M | 0.8% |
| 39 | UBERUBER TECHNOLOGIES INC | 67,493 | $4.9M | 0.7% |
| 40 | IDEFBLACKROCK ETF TRUST | 149,677 | $4.8M | 0.7% |
| 41 | GOVTISHARES TR | 205,853 | $4.7M | 0.7% |
| 42 | COROBLACKROCK ETF TRUST | 124,810 | $4.6M | 0.7% |
| 43 | NFLXNETFLIX INC. | 63,749 | $4.6M | 0.7% |
| 44 | JOHNSON CONTROLS INTERNATION | 31,036 | $4.5M | 0.7% |
| 45 | LLYELI LILLY & CO | 3,510 | $4.2M | 0.6% |
| 46 | THROBLACKROCK ETF TRUST | 96,890 | $4.2M | 0.6% |
| 47 | SPYSTATE STR SPDR S&P 500 ETF T | 5,535 | $4.1M | 0.6% |
| 48 | HPEHEWLETT PACKARD ENTERPRISE C | 89,267 | $4.0M | 0.6% |
| 49 | TJXTJX COS INC NEW | 26,566 | $4.0M | 0.6% |
| 50 | CMICUMMINS INC | 5,433 | $3.9M | 0.6% |
| 51 | MBBISHARES TR | 40,370 | $3.8M | 0.6% |
| 52 | EATON CORP PLC | 8,861 | $3.8M | 0.6% |
| 53 | VTVVANGUARD INDEX FDS | 17,303 | $3.8M | 0.6% |
| 54 | APHAMPHENOL CORP | 20,688 | $3.7M | 0.6% |
| 55 | NXP SEMICONDUCTORS N V | 12,528 | $3.5M | 0.5% |
| 56 | HDHOME DEPOT INC | 9,843 | $3.5M | 0.5% |
| 57 | MCDMCDONALDS CORP | 12,131 | $3.3M | 0.5% |
| 58 | JNJJOHNSON & JOHNSON | 12,753 | $3.2M | 0.5% |
| 59 | IWFISHARES TR | 25,503 | $3.2M | 0.5% |
| 60 | VVISA INC | 9,192 | $3.2M | 0.5% |
| 61 | FANGDIAMONDBACK ENERGY INC | 17,637 | $3.1M | 0.5% |
| 62 | PHPARKER-HANNIFIN CORP | 3,166 | $3.1M | 0.5% |
| 63 | VGKVANGUARD INTL EQUITY INDEX F | 34,076 | $3.0M | 0.5% |
| 64 | CHUBB LIMITED | 8,730 | $3.0M | 0.5% |
| 65 | ICEINTERCONTINENTAL EXCHANGE IN | 24,048 | $3.0M | 0.5% |
| 66 | LMUBISHARES TR | 57,176 | $2.9M | 0.4% |
| 67 | SPYGSPDR SERIES TRUST | 23,606 | $2.8M | 0.4% |
| 68 | ISRGINTUITIVE SURGICAL INC | 6,955 | $2.8M | 0.4% |
| 69 | TLHISHARES TR | 27,416 | $2.8M | 0.4% |
| 70 | CMECME GROUP INC | 12,318 | $2.7M | 0.4% |
| 71 | CDNSCADENCE DESIGN SYSTEM INC | 7,198 | $2.7M | 0.4% |
| 72 | VBRVANGUARD INDEX FDS | 10,795 | $2.6M | 0.4% |
| 73 | ADIANALOG DEVICES INC | 6,590 | $2.6M | 0.4% |
| 74 | VOOVANGUARD INDEX FDS | 3,801 | $2.6M | 0.4% |
| 75 | EWEDWARDS LIFESCIENCES CORP | 28,111 | $2.5M | 0.4% |
| 76 | SPGIS&P GLOBAL INC | 6,074 | $2.5M | 0.4% |
| 77 | DUKDUKE ENERGY CORP NEW | 19,310 | $2.4M | 0.4% |
| 78 | LMTLOCKHEED MARTIN CORP | 4,747 | $2.4M | 0.4% |
| 79 | LHXL3HARRIS TECHNOLOGIES INC | 8,227 | $2.4M | 0.4% |
| 80 | COSTCOSTCO WHOLESALE CORPORATION | 2,514 | $2.4M | 0.4% |
| 81 | CEGCONSTELLATION ENERGY CORP | 9,411 | $2.3M | 0.4% |
| 82 | SPYMSPDR SERIES TRUST | 26,589 | $2.3M | 0.4% |
| 83 | FDNFIRST TR EXCHANGE-TRADED FD | 8,469 | $2.2M | 0.3% |
| 84 | UNHUNITEDHEALTH GROUP INC | 5,377 | $2.2M | 0.3% |
| 85 | IALTBLACKROCK ETF TRUST | 77,709 | $2.2M | 0.3% |
| 86 | MSIMOTOROLA SOLUTIONS INC | 5,167 | $2.2M | 0.3% |
| 87 | IQVIQVIA HLDGS INC | 11,129 | $2.2M | 0.3% |
| 88 | WFCWELLS FARGO & CO | 25,961 | $2.1M | 0.3% |
| 89 | CRMSALESFORCE INC | 13,630 | $2.1M | 0.3% |
| 90 | UPSUNITED PARCEL SVCS INC | 19,669 | $2.1M | 0.3% |
| 91 | GOOGALPHABET INC | 5,931 | $2.1M | 0.3% |
| 92 | UNPUNION PAC CORP | 7,544 | $2.1M | 0.3% |
| 93 | IWMISHARES TR | 6,726 | $2.0M | 0.3% |
| 94 | NEENEXTERA ENERGY INC | 22,517 | $2.0M | 0.3% |
| 95 | QUALISHARES TR | 8,869 | $1.9M | 0.3% |
| 96 | GLDSPDR GOLD TR | 5,268 | $1.9M | 0.3% |
| 97 | OREALTY INCOME CORP | 30,908 | $1.9M | 0.3% |
| 98 | CTRECARETRUST REIT INC | 46,771 | $1.9M | 0.3% |
| 99 | GGOVBLACKROCK ETF TRUST II | 37,630 | $1.9M | 0.3% |
| 100 | MPCMARATHON PETE CORP | 7,317 | $1.9M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.