Wealthshield Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Wealthshield Partners, Llc disclosed 356 stock positions valued at approximately $653.81M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD WORLD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 356
- Portfolio Value
- $653.81M
Holdings by Sector
Wealthshield Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.18% | 71,406 | +17,447 | +32.33% | $53,475,306 |
| ISHARES TR | IVW | Other | 2.71% | 128,972 | -25,940 | -16.74% | $17,737,553 |
| VANGUARD WORLD FD | MGK | Other | 2.55% | 189,435 | +145,481 | +330.98% | $16,653,231 |
| ISHARES TR | DGRO | Other | 2.30% | 198,534 | +12,947 | +6.98% | $15,046,911 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.11% | 203,122 | -26,242 | -11.44% | $13,814,305 |
| ISHARES TR | IUSB | Other | 1.98% | 279,846 | -6,443 | -2.25% | $12,914,893 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.92% | 53,156 | -1,891 | -3.44% | $12,577,887 |
| ISHARES TR | IVE | Other | 1.90% | 54,577 | -25,709 | -32.02% | $12,392,353 |
| APPLE INC | AAPL | Technology | 1.88% | 42,498 | -32,794 | -43.56% | $12,297,143 |
| NVIDIA CORPORATION | NVDA | Technology | 1.81% | 59,194 | -22,626 | -27.65% | $11,844,141 |
| MICROSOFT CORP | MSFT | Technology | 1.66% | 29,078 | -5,362 | -15.57% | $10,846,553 |
| VANGUARD WORLD FD | MGV | Other | 1.63% | 65,255 | -5,573 | -7.87% | $10,665,930 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.48% | 40,692 | -9,716 | -19.27% | $9,698,531 |
| ISHARES INC | IEMG | Other | 1.42% | 112,264 | -176,176 | -61.08% | $9,299,959 |
| ALPHABET INC | GOOGL | Communication Services | 1.38% | 25,258 | -4,336 | -14.65% | $9,026,353 |
| ISHARES TR | MUB | Other | 1.35% | 82,097 | +6,290 | +8.30% | $8,835,319 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.33% | 26,655 | -4,723 | -15.05% | $8,724,941 |
| VANGUARD INDEX FDS | VUG | Other | 1.33% | 100,729 | +82,692 | +458.46% | $8,676,819 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.24% | 42,431 | -2,418 | -5.39% | $8,083,954 |
| APPLIED MATLS INC | AMAT | Technology | 1.23% | 11,119 | +2,995 | +36.87% | $8,039,046 |
| LAM RESEARCH CORP | LRCX | Other | 1.19% | 17,906 | -4,883 | -21.43% | $7,764,113 |
| ISHARES TR | EFG | Other | 1.16% | 61,094 | -241 | -0.39% | $7,601,315 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.08% | 9,250 | -1,370 | -12.90% | $7,059,045 |
| CITIGROUP INC | C | Financial Services | 1.05% | 49,078 | -2,895 | -5.57% | $6,869,021 |
| BROADCOM INC | AVGO | Technology | 0.97% | 16,857 | -4,770 | -22.06% | $6,367,757 |
| ISHARES TR | MTUM | Other | 0.93% | 17,824 | -8,726 | -32.87% | $6,110,630 |
| GE VERNOVA INC | GEV | Utilities | 0.93% | 5,194 | +412 | +8.62% | $6,104,817 |
| META PLATFORMS INC | META | Communication Services | 0.92% | 10,631 | -678 | -6.00% | $5,988,424 |
| WALMART INC | WMT | Consumer Defensive | 0.86% | 49,559 | -3,690 | -6.93% | $5,613,025 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.85% | 26,154 | -3,996 | -13.25% | $5,564,707 |
Showing 30 of 356 holdings in the latest reporting period.