13F Insight
DOSSIER · 13F-HR · Q2 2026

WealthShield Partners, LLC

$654M in tracked AUM across 379 positions as of Q2 2026.

WP
CIK 0001729303 · last filed Jun 30, 2026
Total AUM
$654M
as of Q2 2026
Holdings
379
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WealthShield Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M71K8.2%02
IVW
ISHARES TR
$18M129K2.7%03
MGK
VANGUARD WORLD FD
$17M189K2.5%04
DGRO
ISHARES TR
$15M199K2.3%05
DYNF
BLACKROCK ETF TRUST
$14M203K2.1%06
IUSB
ISHARES TR
$13M280K2.0%07
VIG
VANGUARD SPECIALIZED FUNDS
$13M53K1.9%08
IVE
ISHARES TR
$12M55K1.9%09
AAPL
APPLE INC
$12M42K1.9%10
NVDA
NVIDIA CORPORATION
$12M59K1.8%

Filing history

2026Q2Jun 30
$654M▼ 27.2%
379 positionsView →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 positionsLocked
Showing 12 of 33