Wealthshield Partners, Llc Portfolio Stock Holdings
Wealthshield Partners, Llc disclosed 607 stock positions valued at approximately $897.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SCHWAB STRATEGIC TR, and ISHARES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 607
- Portfolio Value
- $897.5M
Holdings by Sector
Wealthshield Partners, Llc Portfolio Holdings in Q1 2026
575 holdings in the latest reporting period.
Page 1 of 6
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 3.93% | 53,959 | +7,441 | +16.00% | $35,246,340 |
| SCHWAB STRATEGIC TR | SCHF | Other | 2.30% | 832,795 | +26,875 | +3.33% | $20,611,684 |
| ISHARES INC | IEMG | Other | 2.24% | 288,440 | -18,376 | -5.99% | $20,118,699 |
| APPLE INC | AAPL | Technology | 2.13% | 75,292 | -410 | -0.54% | $19,108,431 |
| ISHARES TR | IVW | Other | 1.95% | 154,912 | +7,701 | +5.23% | $17,522,052 |
| ISHARES TR | IVE | Other | 1.89% | 80,286 | -5,206 | -6.09% | $16,952,302 |
| VANGUARD WORLD FD | MGK | Other | 1.80% | 43,954 | -692 | -1.55% | $16,133,189 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.66% | 512,233 | -5,935 | -1.15% | $14,921,358 |
| NVIDIA CORPORATION | NVDA | Technology | 1.59% | 81,820 | -106 | -0.13% | $14,269,434 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.49% | 229,364 | -41,554 | -15.34% | $13,344,378 |
| ISHARES TR | IUSB | Other | 1.47% | 286,289 | +9,223 | +3.33% | $13,223,678 |
| ISHARES TR | DGRO | Other | 1.45% | 185,587 | -860 | -0.46% | $13,024,501 |
| MICROSOFT CORP | MSFT | Technology | 1.42% | 34,440 | +2,541 | +7.97% | $12,748,601 |
| VANGUARD INDEX FDS | VTV | Other | 1.40% | 63,913 | +2,751 | +4.50% | $12,539,645 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.32% | 55,047 | +212 | +0.39% | $11,838,390 |
| ISHARES TR | EFV | Other | 1.19% | 143,410 | -21,697 | -13.14% | $10,662,527 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.17% | 50,408 | +2,395 | +4.99% | $10,498,474 |
| VANGUARD WORLD FD | MGV | Other | 1.14% | 70,828 | -356 | -0.50% | $10,260,283 |
| PIMCO ETF TR | BOND | Other | 1.07% | 103,918 | +8,457 | +8.86% | $9,589,508 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.03% | 31,378 | +214 | +0.69% | $9,230,194 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.98% | 287,278 | -54,147 | -15.86% | $8,761,987 |
| SPDR SERIES TRUST | BWX | Other | 0.95% | 388,551 | +34,954 | +9.89% | $8,528,694 |
| ALPHABET INC | GOOGL | Communication Services | 0.95% | 29,594 | -6,441 | -17.87% | $8,510,149 |
| ISHARES TR | TLTW | Other | 0.95% | 375,807 | +28,366 | +8.16% | $8,500,763 |
| ISHARES TR | MUB | Other | 0.90% | 75,807 | +16,731 | +28.32% | $8,046,811 |
| VANGUARD INDEX FDS | VUG | Other | 0.88% | 18,037 | +309 | +1.74% | $7,878,497 |
| SPDR SERIES TRUST | MDYV | Other | 0.84% | 88,173 | +1,183 | +1.36% | $7,507,970 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.79% | 304,718 | +19,799 | +6.95% | $7,075,548 |
| SPDR SERIES TRUST | MDYG | Other | 0.76% | 71,389 | +617 | +0.87% | $6,850,469 |
| ISHARES TR | EFG | Other | 0.76% | 61,335 | +50,788 | +481.54% | $6,830,840 |
| ISHARES TR | QUAL | Other | 0.76% | 35,497 | -159 | -0.45% | $6,808,645 |
| BROADCOM INC | AVGO | Technology | 0.75% | 21,627 | +2,832 | +15.07% | $6,693,789 |
| WALMART INC | WMT | Consumer Defensive | 0.74% | 53,249 | -1,310 | -2.40% | $6,617,746 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 13,513 | +538 | +4.15% | $6,475,430 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 11,309 | -460 | -3.91% | $6,470,324 |
| ISHARES TR | MTUM | Other | 0.71% | 26,550 | +666 | +2.57% | $6,371,754 |
| SPDR SERIES TRUST | SLYV | Other | 0.70% | 66,515 | -86 | -0.13% | $6,291,020 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.66% | 44,849 | -578 | -1.27% | $5,960,464 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.66% | 9,132 | -79 | -0.86% | $5,938,788 |
| CITIGROUP INC | C | Financial Services | 0.66% | 51,973 | +811 | +1.59% | $5,894,238 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.64% | 30,150 | -2,527 | -7.73% | $5,786,477 |
| NETFLIX INC. | NFLX | Communication Services | 0.63% | 59,212 | -896 | -1.49% | $5,693,234 |
| VANECK ETF TRUST | FLTR | Other | 0.59% | 209,139 | +10,177 | +5.12% | $5,328,851 |
| SPDR SERIES TRUST | SLYG | Other | 0.59% | 54,992 | -7 | -0.01% | $5,313,363 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.59% | 16,115 | +1,261 | +8.49% | $5,300,053 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.58% | 16,811 | +1,248 | +8.02% | $5,224,593 |
| LAM RESEARCH CORP | LRCX | Other | 0.54% | 22,789 | -4,425 | -16.26% | $4,869,176 |
| PROSHARES TR | NOBL | Other | 0.54% | 45,509 | +907 | +2.03% | $4,824,049 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.52% | 11,248 | +186 | +1.68% | $4,687,610 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.51% | 63,798 | -735 | -1.14% | $4,588,990 |
| ISHARES TR | GOVT | Other | 0.51% | 199,493 | +155,238 | +350.78% | $4,570,385 |
| ISHARES TR | IUSG | Other | 0.49% | 28,251 | -857 | -2.94% | $4,382,013 |
| ISHARES TR | MBB | Other | 0.47% | 44,766 | +1,915 | +4.47% | $4,250,518 |
| GE VERNOVA INC | GEV | Utilities | 0.47% | 4,782 | +4,179 | +693.03% | $4,174,208 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.46% | 10,620 | -4,838 | -31.30% | $4,146,154 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.46% | 41,235 | +1,778 | +4.51% | $4,117,687 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.46% | 31,214 | -301 | -0.96% | $4,087,425 |
| ISHARES TR | IWF | Other | 0.45% | 9,463 | -506 | -5.08% | $4,035,188 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.45% | 25,254 | -8,634 | -25.48% | $4,033,140 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.43% | 115,989 | -3,814 | -3.18% | $3,821,853 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.41% | 8,055 | +251 | +3.22% | $3,713,274 |
| ISHARES TR | IWC | Other | 0.41% | 23,076 | +442 | +1.95% | $3,683,118 |
| SPDR SERIES TRUST | SPYG | Other | 0.41% | 37,541 | -416 | -1.10% | $3,675,639 |
| ISHARES TR | TLH | Other | 0.40% | 35,303 | -15,397 | -30.37% | $3,555,719 |
| CME GROUP INC | CME | Financial Services | 0.39% | 11,832 | +71 | +0.60% | $3,494,446 |
| VANGUARD INDEX FDS | VBR | Other | 0.38% | 15,614 | +47 | +0.30% | $3,390,009 |
| EATON CORP PLC | ETN | Other | 0.37% | 9,320 | +20 | +0.22% | $3,333,619 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.37% | 16,768 | +16,768 | +100.00% | $3,316,577 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.36% | 24,969 | -543 | -2.13% | $3,269,444 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.36% | 13,121 | +6,066 | +85.98% | $3,207,263 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.36% | 20,389 | +1,287 | +6.74% | $3,206,772 |
| SPDR GOLD TR | GLD | Other | 0.35% | 7,322 | -127 | -1.70% | $3,150,583 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.35% | 100,049 | -2,203 | -2.15% | $3,097,526 |
| VANGUARD INDEX FDS | VOE | Other | 0.34% | 16,770 | -227 | -1.34% | $3,087,984 |
| CUMMINS INC | CMI | Industrials | 0.34% | 5,650 | -53 | -0.93% | $3,039,949 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.34% | 36,795 | -1,434 | -3.75% | $3,032,984 |
| TESLA INC | TSLA | Consumer Cyclical | 0.34% | 8,093 | +3,717 | +84.94% | $3,008,573 |
| ISHARES TR | IDEV | Other | 0.34% | 35,984 | -179 | -0.49% | $3,007,183 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.32% | 18,187 | +1,559 | +9.38% | $2,915,740 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 2,917 | +29 | +1.00% | $2,906,138 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.32% | 98,716 | -2,606 | -2.57% | $2,870,660 |
| ISHARES TR | AGG | Other | 0.31% | 28,330 | +2,079 | +7.92% | $2,812,236 |
| VANGUARD INDEX FDS | VOO | Other | 0.31% | 4,697 | -201 | -4.10% | $2,806,933 |
| ISHARES TR | ESGD | Other | 0.31% | 29,252 | +2,368 | +8.81% | $2,797,076 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 3,032 | -90 | -2.88% | $2,788,829 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.31% | 8,542 | +400 | +4.91% | $2,784,117 |
| APPLIED MATLS INC | AMAT | Technology | 0.31% | 8,124 | +6,752 | +492.13% | $2,776,702 |
| ISHARES TR | IAGG | Other | 0.31% | 55,474 | +2,731 | +5.18% | $2,775,919 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.31% | 107,966 | -2,056 | -1.87% | $2,768,259 |
| VISA INC | V | Financial Services | 0.31% | 9,146 | -6,256 | -40.62% | $2,764,370 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.30% | 3,048 | +2,659 | +683.55% | $2,728,888 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.30% | 13,548 | -2,853 | -17.40% | $2,666,989 |
| WISDOMTREE TR | DIM | Other | 0.30% | 32,108 | +3,656 | +12.85% | $2,659,506 |
| ALPHABET INC | GOOG | Communication Services | 0.30% | 9,231 | +390 | +4.41% | $2,648,080 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.29% | 4,363 | +369 | +9.24% | $2,637,138 |
| AMPHENOL CORP | APH | Technology | 0.29% | 20,523 | +20,523 | +100.00% | $2,593,081 |
| VANGUARD INDEX FDS | VOT | Other | 0.29% | 10,029 | -66 | -0.65% | $2,578,029 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.29% | 9,221 | +8,365 | +977.22% | $2,574,978 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.28% | 7,359 | -6,139 | -45.48% | $2,539,846 |
| SALESFORCE INC | CRM | Technology | 0.28% | 13,403 | -1,140 | -7.84% | $2,501,974 |
Wealthshield Partners, Llc Options Holdings in Q1 2026