13F Insight
DOSSIER · 13F-HR · Q1 2026

WealthShield Partners, LLC

$898M in tracked AUM across 609 positions as of Q1 2026.

WP
CIK 0001729303 · last filed Mar 31, 2026
Total AUM
$898M
as of Q1 2026
Holdings
609
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$898M▼ 1.0%
609 positionsView →2025Q4Dec 31
$907M▲ 2.8%
565 positionsView →2025Q3Sep 30
$882M▲ 6.6%
566 positionsView →2025Q2Jun 30
$827M▲ 6.2%
555 positionsLocked2025Q1Mar 31
$779M▲ 10.5%
533 positionsLocked2024Q4Dec 31
$705M▼ 4.5%
489 positionsLocked2024Q3Sep 30
$738M▲ 12.5%
485 positionsLocked2024Q2Jun 30
$656M▲ 6.1%
466 positionsLocked2024Q1Mar 31
$618M▲ 1.7%
475 positionsLocked2023Q4Dec 31
$608M▼ 8.4%
474 positionsLocked2023Q3Sep 30
$664M▼ 0.0%
478 positionsLocked2023Q2Jun 30
$664M▲ 7.0%
485 positionsLocked
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