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WealthShield Partners, LLC

Q4 2025 13F Holdings

  • Location
    cary, NC
  • Num holdings

    565

  • Value ($000)

    $906,813

  • Date Filed
    02/03/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$31.86M
4 %

46,518

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$20.62M
2 %

306,816

A
AAPL

APPLE INC

COM
037833100
$20.58M
2 %

75,702

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$19.38M
2 %

805,920

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$18.43M
2 %

44,646

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$18.15M
2 %

147,211

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$18.13M
2 %

85,492

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$16.91M
2 %

518,168

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$16.47M
2 %

270,918

M
MSFT

MICROSOFT CORP

COM
594918104
$15.43M
2 %

31,899

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