WealthShield Partners, LLC

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CIK 1729303

13F portfolio (2026-Q1)

$898M

Positions

607

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

607

Top 5

12.5%

Top 10

21.0%

Effective N

108.6

HHI

0.009

This quarter

60 new · 0 exit →

By sector

Unclassified66.6%

Information Technology10.4%

Financials5.1%

Industrials4.4%

Consumer Discretionary4.3%

Communication Services2.9%

Health Care2.7%

Utilities1.3%

Other2.2%

By market cap

Unknown66.8%

Mega (>$200B)19.3%

Large ($10–200B)13.9%

Mid ($2–10B)0.1%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

Other66.6%

North America33.3%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	67.36%	469
Semiconductors & Semiconductor Equipment	3.63%	9
Technology Hardware & Equipment	3.39%	6
Specialty Retail	3.31%	6
Software	2.49%	6
Banks	2.42%	11
Machinery	2.14%	7
Software & IT Services	2.01%	4
Pharmaceuticals & Biotechnology	1.60%	14
Commercial Services & Supplies	1.33%	4
Utilities	1.30%	10
Oil, Gas & Consumable Fuels	1.05%	8
Capital Markets	0.92%	5
Health Care Equipment & Supplies	0.89%	6
Aerospace & Defense	0.82%	6
Equity Real Estate Investment Trusts (REITs)	0.65%	4
Media & Entertainment	0.63%	1
Hotels, Restaurants & Leisure	0.61%	2
Electrical Equipment & Components	0.54%	2
Insurance	0.50%	2
Road & Rail	0.48%	2
Automobiles & Components	0.34%	1
Communications Equipment	0.30%	2
Diversified Telecommunication Services	0.26%	2
Beverages	0.21%	2
Chemicals	0.20%	3
Life Sciences Tools & Services	0.19%	1
Construction & Engineering	0.10%	1
Health Care Providers & Services	0.07%	2
Distributors	0.07%	2
Airlines	0.06%	2
Tobacco	0.04%	1
Construction Materials	0.03%	1
Entertainment	0.03%	1
Food & Staples Retailing	0.02%	1
Metals & Mining	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	3.93%
2	SCHF	SCHWAB STRATEGIC TR	Unclassified	2.30%
3	IEMG	ISHARES INC	Unclassified	2.24%
4	AAPL	Apple Inc.	Information Technology	2.13%
5	IVW	ISHARES TR	Unclassified	1.95%
6	IVE	ISHARES TR	Unclassified	1.89%
7	MGK	Vanguard Mega Cap Growth ETF	Unclassified	1.80%
8	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	1.66%
9	NVDA	NVIDIA CORP	Information Technology	1.59%
10	DYNF	BLACKROCK ETF TRUST	Unclassified	1.49%

139/607 names classified · sector 33.4% of weight · industry 32.6% · mkt cap 33.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyAAPL, MSFT, NVDA, TT, CRWD · other

FinancialsJPM, BRK.B, UNH, TFC, DJP · other

Consumer DiscretionaryAMZN, HD, WMT, SYY, TSLA · other

IndustrialsCSX, LHX, JCI, UBER, NOC · other

Health CareJNJ, MRK, LLY, IQV, ISRG · other

Communication ServicesGOOGL, META, VZ, NFLX, T · other

Consumer StaplesPEP, KO, PM, MKC, BF.B · other

EnergyXOM, CVX, MPC, FANG, NOG · other

MaterialsPG, APD, NKE, ECL, LIN · other

UtilitiesDUK, NEE, PEG, EXC, CEG · other

Real EstateDLR, AMT, CTRE, O, EQIX · other

UnclassifiedIVV, PWS, DGRO, SCHF, AGG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 32% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (128 classified)WealthShield Partners, LLC centroid (Large Core)

Information TechnologyIndustrialsFinancialsConsumer DiscretionaryCommunication ServicesHealth CareUtilitiesEnergyReal EstateConsumer StaplesMaterials

Style box summary for WealthShield Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 13.4%, Large Core 9.8%, Large Value 5.3%.

Classified: 32.0% of book weight (128/607 names) · unclassified 68.0%: IVV, SCHF, IEMG, IVW, IVE, MGK, SCHG, DYNF, IUSB, DGRO +469 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 607 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	53,959	$35M	3.9%	ADD 16%
2	SCHFSCHWAB STRATEGIC TR	832,795	$21M	2.3%	ADD 3%
3	IEMGISHARES INC	288,440	$20M	2.2%	TRIM −6%
4	AAPLAPPLE INC	75,292	$19M	2.1%	HOLD
5	IVWISHARES TR	154,912	$18M	2.0%	ADD 5%
6	IVEISHARES TR	80,286	$17M	1.9%	TRIM −6%
7	MGKVanguard Mega Cap Growth ETF	43,954	$16M	1.8%	HOLD
8	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	512,233	$15M	1.7%	HOLD
9	NVDANVIDIA CORPORATION	81,820	$14M	1.6%	HOLD
10	DYNFBLACKROCK ETF TRUST	229,364	$13M	1.5%	TRIM −15%
11	IUSBISHARES TR	286,289	$13M	1.5%	ADD 3%
12	DGROISHARES CORE DIVIDEND GROWTH ETF	185,587	$13M	1.5%	HOLD
13	MSFTMICROSOFT CORP	34,440	$13M	1.4%	ADD 8%
14	VTVVANGUARD INDEX FDS	63,913	$13M	1.4%	ADD 4%
15	VIGVANGUARD SPECIALIZED FUNDS	55,047	$12M	1.3%	HOLD
16	EFVISHARES TR	143,410	$11M	1.2%	TRIM −13%
17	AMZNAMAZON COM INC	50,408	$10M	1.2%	ADD 5%
18	MGVVANGUARD WORLD FD	70,828	$10M	1.1%	HOLD
19	BONDPIMCO ETF TR	103,918	$10M	1.1%	ADD 9%
20	JPMJPMORGAN CHASE & CO	31,378	$9M	1.0%	HOLD
21	SCHVSCHWAB STRATEGIC TR	287,278	$9M	1.0%	TRIM −16%
22	BWXSPDR SERIES TRUST	388,551	$9M	1.0%	ADD 10%
23	GOOGLALPHABET INC	29,594	$9M	0.9%	TRIM −18%
24	TLTWISHARES TR	375,807	$9M	0.9%	ADD 8%
25	MUBISHARES TR	75,807	$8M	0.9%	ADD 28%
26	VUGVANGUARD INDEX FDS	18,037	$8M	0.9%	HOLD
27	MDYVSPDR SERIES TRUST	88,173	$8M	0.8%	HOLD
28	SCHZSCHWAB STRATEGIC TR	304,718	$7M	0.8%	ADD 7%
29	MDYGSPDR SERIES TRUST	71,389	$7M	0.8%	HOLD
30	EFGISHARES TR	61,335	$7M	0.8%	ADD 482%
31	QUALISHARES TR	35,497	$7M	0.8%	HOLD
32	AVGOBROADCOM INC	21,627	$7M	0.7%	ADD 15%
33	WMTWALMART INC	53,249	$7M	0.7%	TRIM −2%
34	BRK.BBERKSHIRE HATHAWAY INC DEL	13,513	$6M	0.7%	ADD 4%
35	METAMETA PLATFORMS INC	11,309	$6M	0.7%	TRIM −4%
36	MTUMISHARES TR	26,550	$6M	0.7%	ADD 3%
37	SLYVSPDR SERIES TRUST	66,515	$6M	0.7%	HOLD
38	BAIBLACKROCK ETF TRUST	183,998	$6M	0.7%	ADD 6%
39	XLKSELECT SECTOR SPDR TR	44,849	$6M	0.7%	HOLD
40	THROBLACKROCK ETF TRUST	164,317	$6M	0.7%	ADD 4%
41	SPYSTATE STR SPDR S&P 500 ETF T	9,132	$6M	0.7%	HOLD
42	CCITIGROUP INC	51,973	$6M	0.7%	HOLD
43	RSPINVESCO EXCHANGE TRADED FD T	30,150	$6M	0.6%	TRIM −8%
44	NFLXNETFLIX INC	59,212	$6M	0.6%	HOLD
45	FLTRVANECK ETF TRUST	209,139	$5M	0.6%	ADD 5%
46	SLYGSPDR SERIES TRUST	54,992	$5M	0.6%	HOLD
47	HDHOME DEPOT INC	16,115	$5M	0.6%	ADD 8%
48	MCDMCDONALDS CORP	16,811	$5M	0.6%	ADD 8%
49	LRCXLAM RESEARCH CORP	22,789	$5M	0.5%	TRIM −16%
50	NOBLPROSHARES TR	45,509	$5M	0.5%	ADD 2%
51	TTTRANE TECHNOLOGIES PLC	11,248	$5M	0.5%	HOLD
52	UBERUBER TECHNOLOGIES INC	63,798	$5M	0.5%	HOLD
53	GOVTISHARES TR	199,493	$5M	0.5%	ADD 351%
54	IDEFBLACKROCK ETF TRUST	134,611	$4M	0.5%	NEW
55	IUSGISHARES TR	28,251	$4M	0.5%	TRIM −3%
56	MBBISHARES TR	44,766	$4M	0.5%	ADD 4%
57	GEVGE VERNOVA INC	4,782	$4M	0.5%	ADD 693%
58	CRWDCROWDSTRIKE HLDGS INC	10,620	$4M	0.5%	TRIM −31%
59	AVDVAMERICAN CENTY ETF TR	41,235	$4M	0.5%	ADD 5%
60	JCIJOHNSON CONTROLS INTERNATION	31,214	$4M	0.5%	HOLD
61	IWFISHARES TR	9,463	$4M	0.4%	TRIM −5%
62	TJXTJX COS INC NEW	25,254	$4M	0.4%	TRIM −25%
63	BLCRBLACKROCK ETF TRUST	96,347	$4M	0.4%	NEW
64	SCHESCHWAB STRATEGIC TR	115,989	$4M	0.4%	TRIM −3%
65	ISRGINTUITIVE SURGICAL INC	8,055	$4M	0.4%	ADD 3%
66	IWCISHARES TR	23,076	$4M	0.4%	HOLD
67	SPYGSPDR SERIES TRUST STATE STREET SPD	37,541	$4M	0.4%	HOLD
68	TLHISHARES TR	35,303	$4M	0.4%	TRIM −30%
69	CMECME GROUP INC	11,832	$3M	0.4%	HOLD
70	VBRVANGUARD INDEX FDS	15,614	$3M	0.4%	HOLD
71	ETNEATON CORP PLC	9,320	$3M	0.4%	HOLD
72	FANGDIAMONDBACK ENERGY INC	16,768	$3M	0.4%	NEW
73	DUKDUKE ENERGY CORP NEW	24,969	$3M	0.4%	TRIM −2%
74	JNJJOHNSON & JOHNSON	13,121	$3M	0.4%	ADD 86%
75	ICEINTERCONTINENTAL EXCHANGE IN	20,389	$3M	0.4%	ADD 7%
76	GLDSPDR GOLD TR	7,322	$3M	0.4%	HOLD
77	SCHMSCHWAB STRATEGIC TR	100,049	$3M	0.3%	TRIM −2%
78	VOEVANGUARD INDEX FDS	16,770	$3M	0.3%	HOLD
79	CMICUMMINS INC	5,650	$3M	0.3%	HOLD
80	VGKVANGUARD INTL EQUITY INDEX F	36,795	$3M	0.3%	TRIM −4%
81	TSLATESLA INC	8,093	$3M	0.3%	ADD 85%
82	IDEVISHARES TR	35,984	$3M	0.3%	HOLD
83	PANWPALO ALTO NETWORKS INC	18,187	$3M	0.3%	ADD 9%
84	COSTCOSTCO WHSL CORP NEW	2,917	$3M	0.3%	HOLD
85	SCHASCHWAB STRATEGIC TR	98,716	$3M	0.3%	TRIM −3%
86	AGGISHARES TR	28,330	$3M	0.3%	ADD 8%
87	VOOVANGUARD INDEX FDS	4,697	$3M	0.3%	TRIM −4%
88	ESGDISHARES TR	29,252	$3M	0.3%	ADD 9%
89	LLYELI LILLY & CO	3,032	$3M	0.3%	TRIM −3%
90	CBCHUBB LIMITED	8,542	$3M	0.3%	ADD 5%
91	AMATAPPLIED MATLS INC	8,124	$3M	0.3%	ADD 492%
92	IAGGISHARES TR	55,474	$3M	0.3%	ADD 5%
93	SCHXSCHWAB U.S. LARGE-CAP ETF	107,966	$3M	0.3%	HOLD
94	VVISA INC	9,146	$3M	0.3%	TRIM −41%
95	PHPARKER-HANNIFIN CORP	3,048	$3M	0.3%	ADD 684%
96	NXPINXP SEMICONDUCTORS N V	13,548	$3M	0.3%	TRIM −17%
97	DIMWISDOMTREE TR	32,108	$3M	0.3%	ADD 13%
98	GOOGALPHABET INC	9,231	$3M	0.3%	ADD 4%
99	LMTLOCKHEED MARTIN CORP	4,363	$3M	0.3%	ADD 9%
100	APHAMPHENOL CORP	20,523	$3M	0.3%	NEW
101	VOTVANGUARD INDEX FDS	10,029	$3M	0.3%	HOLD
102	CEGCONSTELLATION ENERGY CORP	9,221	$3M	0.3%	ADD 977%
103	LMUBISHARES TR	51,337	$3M	0.3%	NEW
104	LHXL3HARRIS TECHNOLOGIES INC	7,359	$3M	0.3%	TRIM −45%
105	CRMSALESFORCE INC	13,403	$3M	0.3%	TRIM −8%
106	WFCWELLS FARGO CO NEW	31,136	$2M	0.3%	ADD 5%
107	UPSUNITED PARCEL SERVICE INC	25,067	$2M	0.3%	ADD 5%
108	SPGIS&P GLOBAL INC	5,714	$2M	0.3%	TRIM −13%
109	QQQINVESCO QQQ TR	4,179	$2M	0.3%	ADD 5%
110	BINCBLACKROCK ETF TRUST II	45,917	$2M	0.3%	TRIM −17%
111	NEENEXTERA ENERGY INC	25,551	$2M	0.3%	HOLD
112	HPEHEWLETT PACKARD ENTERPRISE C	97,547	$2M	0.3%	ADD 3%
113	VCLTVANGUARD SCOTTSDALE FDS	30,543	$2M	0.3%	ADD 7%
114	IAUISHARES GOLD TR	25,514	$2M	0.3%	TRIM −40%
115	ADIANALOG DEVICES INC	7,031	$2M	0.2%	TRIM −3%
116	SPYMSPDR SERIES TRUST	28,613	$2M	0.2%	HOLD
117	EDIVSPDR INDEX SHS FDS	55,440	$2M	0.2%	HOLD
118	EWEDWARDS LIFESCIENCES CORP	27,185	$2M	0.2%	ADD 2%
119	MSIMOTOROLA SOLUTIONS INC	4,986	$2M	0.2%	HOLD
120	DWXSPDR INDEX SHS FDS	47,215	$2M	0.2%	HOLD
121	MAMASTERCARD INCORPORATED	4,273	$2M	0.2%	ADD 18%
122	CDNSCADENCE DESIGN SYSTEM INC	7,476	$2M	0.2%	ADD 2%
123	TLTISHARES TR	23,860	$2M	0.2%	TRIM −29%
124	FDNFIRST TR EXCHANGE-TRADED FD	8,750	$2M	0.2%	TRIM −3%
125	IJSISHARES TR	17,285	$2M	0.2%	ADD 4%
126	SCHDSCHWAB STRATEGIC TR	66,488	$2M	0.2%	HOLD
127	IJRISHARES TR	16,037	$2M	0.2%	HOLD
128	OREALTY INCOME CORP	32,318	$2M	0.2%	ADD 19%
129	GILDGILEAD SCIENCES INC	13,932	$2M	0.2%	HOLD
130	XLFSELECT SECTOR SPDR TR	38,371	$2M	0.2%	HOLD
131	UNPUNION PAC CORP	7,684	$2M	0.2%	HOLD
132	XOMEXXON MOBIL CORP	10,897	$2M	0.2%	TRIM −9%
133	MPCMARATHON PETE CORP	7,545	$2M	0.2%	TRIM −3%
134	BNDVANGUARD BD INDEX FDS	24,382	$2M	0.2%	TRIM −44%
135	DLRDIGITAL RLTY TR INC	9,932	$2M	0.2%	TRIM −45%
136	IWMISHARES TR	7,209	$2M	0.2%	TRIM −4%
137	CTRECareTrust REIT, Inc.	48,294	$2M	0.2%	HOLD
138	IQVIQVIA HLDGS INC	10,208	$2M	0.2%	NEW
139	UNHUNITEDHEALTH GROUP INC	6,432	$2M	0.2%	TRIM −52%
140	ETRENTERGY CORP NEW	14,862	$2M	0.2%	ADD 30%
141	TFISPDR SERIES TRUST	36,222	$2M	0.2%	TRIM −44%
142	PTLCPACER FDS TR	30,757	$2M	0.2%	HOLD
143	VWOVANGUARD INTL EQUITY INDEX F	29,043	$2M	0.2%	HOLD
144	IJHISHARES TR	22,957	$2M	0.2%	HOLD
145	SPYVSPDR SERIES TRUST	27,152	$2M	0.2%	TRIM −2%
146	IXUSISHARES TR	17,682	$2M	0.2%	HOLD
147	WDIVSPDR INDEX SHS FDS	19,156	$1M	0.2%	HOLD
148	VEUVANGUARD INTL EQUITY INDEX F	19,564	$1M	0.2%	HOLD
149	NUSCNUSHARES ETF TR	32,555	$1M	0.2%	ADD 7%
150	IDXXIDEXX LABS INC	2,606	$1M	0.2%	HOLD
151	OEFISHARES TR	4,570	$1M	0.2%	TRIM −86%
152	FNDFSCHWAB STRATEGIC TR	29,621	$1M	0.2%	TRIM −2%
153	PGPROCTER AND GAMBLE CO	9,856	$1M	0.2%	HOLD
154	MDTMEDTRONIC PLC	16,053	$1M	0.2%	NEW
155	NULVNUSHARES ETF TR	30,229	$1M	0.2%	ADD 9%
156	XLUSELECT SECTOR SPDR TR	28,721	$1M	0.1%	HOLD
157	DONWISDOMTREE TR	24,707	$1M	0.1%	HOLD
158	USCIUNITED STS COMMODITY INDEX F	13,436	$1M	0.1%	HOLD
159	IGMISHARES TR	10,802	$1M	0.1%	HOLD
160	SHYISHARES TR	15,433	$1M	0.1%	ADD 5%
161	SUSCISHARES TR	55,067	$1M	0.1%	ADD 10%
162	TAT&T INC	43,736	$1M	0.1%	HOLD
163	MINOPIMCO ETF TR	27,809	$1M	0.1%	ADD 17%
164	VEAVANGUARD TAX-MANAGED FDS	19,359	$1M	0.1%	HOLD
165	VTEBVANGUARD MUN BD FDS	24,847	$1M	0.1%	ADD 6%
166	CVXCHEVRON CORP NEW	5,891	$1M	0.1%	HOLD
167	PCEFINVESCO EXCH TRADED FD TR II	64,563	$1M	0.1%	ADD 2%
168	EFAISHARES TR	12,322	$1M	0.1%	TRIM −3%
169	NULGNUSHARES ETF TR	12,966	$1M	0.1%	ADD 8%
170	ABBVABBVIE INC	5,384	$1M	0.1%	HOLD
171	SGVTSCHWAB STRATEGIC TR	11,506	$1M	0.1%	ADD 101%
172	ESGEISHARES INC	24,601	$1M	0.1%	ADD 7%
173	IJJISHARES TR	8,425	$1M	0.1%	HOLD
174	IBITISHARES BITCOIN TRUST ETF	28,100	$1M	0.1%	TRIM −16%
175	ACIOETF SER SOLUTIONS	25,524	$1M	0.1%	HOLD
176	VZVERIZON COMMUNICATIONS INC	21,267	$1M	0.1%	TRIM −57%
177	TFCTRUIST FINL CORP	23,138	$1M	0.1%	TRIM −11%
178	IBMINTERNATIONAL BUSINESS MACHS	4,383	$1M	0.1%	ADD 5%
179	IFLNINVESCO EXCH TRADED FD TR II	58,780	$1M	0.1%	HOLD
180	VBVANGUARD INDEX FDS	4,003	$1M	0.1%	ADD 4%
181	JQUAJ P MORGAN EXCHANGE TRADED F	16,936	$1M	0.1%	HOLD
182	PEPPEPSICO INC	6,678	$1M	0.1%	TRIM −41%
183	ITOTISHARES TR	7,264	$1M	0.1%	HOLD
184	LQDISHARES TR	9,451	$1M	0.1%	ADD 5%
185	DESWISDOMTREE TR	28,099	$1M	0.1%	HOLD
186	IWDISHARES TR	4,725	$1M	0.1%	TRIM −20%
187	VTIVANGUARD INDEX FDS	3,137	$1M	0.1%	ADD 3%
188	IEFAISHARES TR	11,066	$1M	0.1%	ADD 23%
189	SYSBISHARES TR	11,177	$994,753	0.1%	ADD 6%
190	BACBANK AMERICA CORP	20,212	$985,318	0.1%	HOLD
191	HDVISHARES TR	7,169	$972,977	0.1%	HOLD
192	IJKISHARES TR	9,662	$972,190	0.1%	HOLD
193	ASGIABRDN GLOBAL INFRA INCOME FU	42,746	$955,801	0.1%	HOLD
194	FBTFirst Trust NYSE Arca Biotech ETF	4,689	$941,645	0.1%	TRIM −3%
195	NUMVNUSHARES ETF TR	23,484	$910,475	0.1%	ADD 9%
196	UAUGINNOVATOR ETFS TRUST	22,809	$897,402	0.1%	TRIM −15%
197	USFRWISDOMTREE TR	17,546	$883,260	0.1%	TRIM −48%
198	PIDINVESCO EXCHANGE TRADED FD T	39,493	$878,565	0.1%	HOLD
199	SPDWSPDR INDEX SHS FDS	19,105	$872,143	0.1%	HOLD
200	PWRQUANTA SVCS INC	1,582	$868,550	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

59K

65K

46K

45K

47K

54K

$35M

SCHFSCHWAB STRATEGIC TR

863K

866K

847K

822K

806K

833K

$21M

IEMGISHARES INC

165K

194K

267K

282K

307K

288K

$20M

AAPLAPPLE INC

59K

71K

74K

75K

76K

75K

$19M

IVWISHARES TR

154K

160K

146K

144K

147K

155K

$18M

IVEISHARES TR

38K

55K

63K

65K

85K

80K

$17M

MGKVanguard Mega Cap Growth ETF

39K

45K

46K

45K

44K

$16M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

571K

581K

546K

518K

512K

$15M

NVDANVIDIA CORPORATION

74K

129K

91K

82K

$14M

DYNFBLACKROCK ETF TRUST

223K

224K

229K

264K

271K

229K

$13M

IUSBISHARES TR

312K

314K

293K

276K

277K

286K

$13M

DGROISHARES CORE DIVIDEND GROWTH ETF

168K

191K

187K

186K

$13M

MSFTMICROSOFT CORP

24K

31K

32K

34K

$13M

VTVVANGUARD INDEX FDS

69K

71K

67K

63K

61K

64K

$13M

VIGVANGUARD SPECIALIZED FUNDS

50K

55K

56K

55K

$12M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆WealthShield Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 607 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

WealthShield Partners, LLC