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WealthShield Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $653,811,412
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $53,475,306
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $17,737,553
- VANGUARD WORLD FD · MEGA GRWTH IND · 921910816 · shares: $16,653,231
- ISHARES TR · CORE DIV GRWTH · 46434V621 · shares: $15,046,911
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $13,814,305
- ISHARES TR · CORE UNIVRSL USD · 46434V613 · shares: $12,914,893
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $12,577,887
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $12,392,353
- APPLE INC · COM · 037833100 · shares: $12,297,143
- NVIDIA CORPORATION · COM · 67066G104 · shares: $11,844,141
Reported holdings
379 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 71,406 shares | $53,475,306 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 128,972 shares | $17,737,553 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 189,435 shares | $16,653,231 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 198,534 shares | $15,046,911 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 203,122 shares | $13,814,305 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 279,846 shares | $12,914,893 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 53,156 shares | $12,577,887 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 54,577 shares | $12,392,353 |
| APPLE INC | COM | 037833100 | — | 42,498 shares | $12,297,143 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 59,194 shares | $11,844,141 |
| MICROSOFT CORP | COM | 594918104 | — | 29,078 shares | $10,846,553 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | — | 65,255 shares | $10,665,930 |
| AMAZON COM INC | COM | 023135106 | — | 40,692 shares | $9,698,531 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 112,264 shares | $9,299,959 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 25,258 shares | $9,026,353 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 82,097 shares | $8,835,319 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 26,655 shares | $8,724,941 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 100,729 shares | $8,676,819 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 42,431 shares | $8,083,954 |
| APPLIED MATLS INC | COM | 038222105 | — | 11,119 shares | $8,039,046 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 17,906 shares | $7,764,113 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 61,094 shares | $7,601,315 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 139,150 shares | $7,335,983 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 9,250 shares | $7,059,045 |
| CITIGROUP INC | COM NEW | 172967424 | — | 49,078 shares | $6,869,021 |
| BROADCOM INC | COM | 11135F101 | — | 16,857 shares | $6,367,757 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 17,824 shares | $6,110,630 |
| GE VERNOVA INC | COM | 36828A101 | — | 5,194 shares | $6,104,817 |
| META PLATFORMS INC | CL A | 30303M102 | — | 10,631 shares | $5,988,424 |
| WALMART INC | COM | 931142103 | — | 49,559 shares | $5,613,025 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 26,154 shares | $5,564,707 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 28,938 shares | $5,442,948 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 10,983 shares | $5,394,568 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 15,673 shares | $5,344,806 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 10,663 shares | $5,335,659 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 102,111 shares | $5,143,331 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 66,966 shares | $5,126,241 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 90,749 shares | $5,096,491 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 67,493 shares | $4,870,295 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | — | 149,677 shares | $4,756,735 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 205,853 shares | $4,689,331 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 124,810 shares | $4,568,046 |
| NETFLIX INC. | COM | 64110L106 | — | 63,749 shares | $4,551,679 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 31,036 shares | $4,547,033 |
| ELI LILLY & CO | COM | 532457108 | — | 3,510 shares | $4,210,114 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 96,890 shares | $4,176,928 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 5,535 shares | $4,143,995 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 89,267 shares | $4,039,646 |
| TJX COS INC NEW | COM | 872540109 | — | 26,566 shares | $4,024,673 |
| CUMMINS INC | COM | 231021106 | — | 5,433 shares | $3,875,054 |
| ISHARES TR | MBS ETF | 464288588 | — | 40,370 shares | $3,815,772 |
| EATON CORP PLC | SHS | G29183103 | — | 8,861 shares | $3,776,014 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 17,303 shares | $3,770,843 |
| AMPHENOL CORP | CL A | 032095101 | — | 20,688 shares | $3,652,874 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 12,528 shares | $3,533,342 |
| HOME DEPOT INC | COM | 437076102 | — | 9,843 shares | $3,471,388 |
| MCDONALDS CORP | COM | 580135101 | — | 12,131 shares | $3,279,256 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 12,753 shares | $3,238,753 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 25,503 shares | $3,166,708 |
| VISA INC | COM CL A | 92826C839 | — | 9,192 shares | $3,153,796 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 17,637 shares | $3,100,294 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,166 shares | $3,096,959 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 34,076 shares | $3,017,089 |
| CHUBB LIMITED | COM | H1467J104 | — | 8,730 shares | $2,983,565 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 24,048 shares | $2,960,558 |
| ISHARES TR | LONG TERM MUNI | 46438G448 | — | 57,176 shares | $2,928,555 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 23,606 shares | $2,808,878 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 6,955 shares | $2,765,864 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 27,416 shares | $2,751,196 |
| CME GROUP INC | COM | 12572Q105 | — | 12,318 shares | $2,720,162 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 7,198 shares | $2,701,553 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 10,795 shares | $2,623,077 |
| ANALOG DEVICES INC | COM | 032654105 | — | 6,590 shares | $2,617,477 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,801 shares | $2,610,590 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 28,111 shares | $2,542,921 |
| S&P GLOBAL INC | COM | 78409V104 | — | 6,074 shares | $2,473,766 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 19,310 shares | $2,444,312 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 4,747 shares | $2,418,642 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 8,227 shares | $2,390,734 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,514 shares | $2,351,991 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 9,411 shares | $2,337,428 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 26,589 shares | $2,336,641 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 8,469 shares | $2,241,914 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 5,377 shares | $2,234,828 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 77,709 shares | $2,179,737 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 5,167 shares | $2,151,965 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 11,129 shares | $2,150,345 |
| WELLS FARGO & CO | COM | 949746101 | — | 25,961 shares | $2,145,428 |
| SALESFORCE INC | COM | 79466L302 | — | 13,630 shares | $2,141,103 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 19,669 shares | $2,114,393 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,931 shares | $2,095,662 |
| UNION PAC CORP | COM | 907818108 | — | 7,544 shares | $2,052,066 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 6,726 shares | $2,020,737 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 22,517 shares | $1,976,299 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 8,869 shares | $1,946,125 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,268 shares | $1,940,626 |
| REALTY INCOME CORP | COM | 756109104 | — | 30,908 shares | $1,923,406 |
| CARETRUST REIT INC | COM | 14174T107 | — | 46,771 shares | $1,905,458 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 37,630 shares | $1,892,413 |
| MARATHON PETE CORP | COM | 56585A102 | — | 7,317 shares | $1,870,656 |