WealthShield Partners, LLC

Q3 2025 13F Holdings

  • Location
    cary, NC
  • Num holdings

    566

  • Value ($000)

    $881,882

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001729303
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.22 M
3 %

45,151

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$19.14 M
2 %

822,228

AAPL
AAPL

APPLE INC

COM
037833100
$19.10 M
2 %

75,022

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$18.56 M
2 %

281,619

MGK
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$18.35 M
2 %

45,601

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$17.42 M
2 %

144,290

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$17.42 M
2 %

545,868

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.92 M
2 %

90,677

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.18 M
2 %

31,248

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$15.64 M
2 %

264,261

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