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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) |
|---|---|---|---|---|---|
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 762 shares | $33,299 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 744 shares | $31,553 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 534 shares | $28,361 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | 45782C789 | — | 478 shares | $25,960 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 268 shares | $25,846 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 349 shares | $25,707 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 46137V258 | — | 225 shares | $25,610 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 | — | 247 shares | $24,940 |
| ISHARES TR | CR 5 10 YR ETF | 46435G417 | — | 555 shares | $24,204 |
| ISHARES TR | ASIA 50 ETF | 464288430 | — | 165 shares | $23,374 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 164 shares | $23,352 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | — | 132 shares | $21,786 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 313 shares | $21,738 |
| ISHARES TR | MICRO-CAP ETF | 464288869 | — | 103 shares | $20,604 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | 78463X202 | — | 300 shares | $20,604 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 | — | 390 shares | $16,887 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 185 shares | $15,233 |
| PACER FDS TR | US LRG CP CASH | 69374H360 | — | 372 shares | $14,939 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | — | 175 shares | $13,200 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 236 shares | $12,907 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 32 shares | $12,607 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 177 shares | $12,201 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C300 | — | 263 shares | $11,922 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 254 shares | $11,890 |
| ISHARES TR | ESG AWR MSCI USA | 46436E221 | — | 333 shares | $11,692 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 386 shares | $11,584 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 261 shares | $11,492 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 71 shares | $11,097 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 | — | 263 shares | $11,096 |
| SPDR INDEX SHS FDS | ST S&P INTL ETF | 78463X772 | — | 226 shares | $10,388 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | — | 119 shares | $10,067 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 55 shares | $9,823 |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | — | 335 shares | $9,293 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 197 shares | $9,244 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 158 shares | $9,112 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | — | 183 shares | $9,038 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 36 shares | $8,864 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 45782C888 | — | 150 shares | $7,989 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 44 shares | $7,486 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 50 shares | $7,224 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 34 shares | $6,794 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 54 shares | $6,333 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 107 shares | $6,311 |
| BLACKROCK ETF TRUST | ISHA WORL EX ETF | 09290C608 | — | 100 shares | $5,766 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | — | 273 shares | $5,561 |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | 26922A784 | — | 93 shares | $5,175 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 | — | 84 shares | $4,885 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 22 shares | $4,866 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 70 shares | $4,515 |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | 78463X533 | — | 108 shares | $4,439 |
| BLACKROCK ETF TRUST II | ISH HIG MUN ETF | 092528843 | — | 89 shares | $4,432 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 40 shares | $4,112 |
| BLACKROCK ETF TRUST | ISHA FLEX EQ ETF | 09290C590 | — | 152 shares | $3,894 |
| ISHARES TR | INVT GRD CORP BD | 46436E288 | — | 141 shares | $3,395 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 | — | 37 shares | $3,348 |
| ISHARES TR | HDG MSCI JAPAN | 46434V886 | — | 51 shares | $3,291 |
| SPDR INDEX SHS FDS | ST STR INFRA ETF | 78463X855 | — | 43 shares | $3,274 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 | — | 148 shares | $3,033 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 33 shares | $2,973 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | — | 74 shares | $2,887 |
| PACER FDS TR | INDUSTRIAL RELET | 69374H766 | — | 67 shares | $2,695 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 65 shares | $2,397 |
| AMPLIFY ETF TR | ALTRNTV HARV ETF | 032108474 | — | 87 shares | $2,240 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 42 shares | $2,075 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 11 shares | $2,038 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 19 shares | $2,035 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | — | 25 shares | $1,879 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 10 shares | $1,583 |
| SPDR SERIES TRUST | ST STR SP RETAIL | 78464A714 | — | 16 shares | $1,404 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 23 shares | $1,358 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 53 shares | $1,327 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | — | 55 shares | $1,261 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 3 shares | $909 |
| ISHARES TR | MSCI CHINA ETF | 46429B671 | — | 17 shares | $867 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 3 shares | $851 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 15 shares | $762 |
| PACER FDS TR | TRENDP US MID CP | 69374H204 | — | 1 shares | $42 |
| ADVISORSHARES TR | PURE US CANN ETF | 00768Y453 | — | 7 shares | $36 |
| ADVISORSHARES TR | PURE CANNABIS | 00768Y495 | — | 9 shares | $26 |