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Filers›Asset Manager›WealthShield Partners, LLC
DOSSIER · 13F-HR · Q1 2026

WealthShield Partners, LLC

WealthShield's asset manager based in London, UK — $898M in tracked AUM across 609 positions as of Q1 2026.

W
WealthShield·London, UK·Asset Manager
CIK 0001729303 · last filed Mar 31, 2026
Total AUM
$898M
▼ 6.6%
vs prior
Holdings
609
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Financials
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WealthShield Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M54K3.9%
02
SCHF
SCHWAB STRATEGIC TR
$21M833K2.3%
03
IEMG
ISHARES INC
$20M288K2.2%
04
AAPL
APPLE INC
$19M75K2.1%
05
IVW
ISHARES TR
$18M155K2.0%
06
IVE
ISHARES TR
$17M80K1.9%
07
MGK
VANGUARD WORLD FD
$16M44K1.8%
08
SCHG
SCHWAB STRATEGIC TR
$15M512K1.7%
09
NVDA
NVIDIA CORPORATION
$14M82K1.6%
10
DYNF
BLACKROCK ETF TRUST
$13M229K1.5%

Filing history

Filing history loading…
AI Agent · grounded in WealthShield
haiku-4-5 · 609 positions indexed
Sector mix
  • Financials49%
  • Health Care6%
  • Cons. Disc.8%
  • Communications19%
  • Energy29%
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