WealthShield Partners, LLC

CIK

1729303

Location

CARY, NC

Portfolio Value

Small $306,796,300

Diversification

Diversified

Filing Date

Global Rank

#2,556 / 6,811 ▲ 718

Top Industry

Semiconductors 9.6%

3Y Alpha vs SPY

+26.6%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+218.6%

SPY

+75.6%

Annualised alpha

+26.5%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.1%

−1.4 pts

Top 5

19.1%

−0.7 pts

Top 10

32.7%

+1.0 pts

HHI

188

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$95,659,416	27
Financial Services	13.7%	$41,947,605	19
Industrials	12.6%	$38,718,031	15
Unclassified	11.1%	$34,028,315	22
Healthcare	7.3%	$22,373,816	15
Consumer Cyclical	7.2%	$21,994,728	5
Communication Services	7.1%	$21,662,064	3
Consumer Defensive	3.0%	$9,266,240	5
Utilities	2.8%	$8,510,175	4
Energy	2.1%	$6,438,711	6
Real Estate	1.9%	$5,897,892	4
Basic Materials	0.1%	$299,307	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+4,037	63,749	$4,551,678
UBER	Uber Technologies, Inc	+3,695	67,493	$4,870,294
ICE	Intercontinental Exchange, Inc.	+3,659	24,048	$2,960,549
AMAT	Applied Materials Inc /De	+2,995	11,119	$8,039,037
TJX	Tjx Companies Inc /De/	+1,312	26,566	$4,024,749
EW	Edwards Lifesciences Corp	+926	28,111	$2,542,921
IQV	Iqvia Holdings Inc.	+921	11,129	$2,150,345
FANG	Diamondback Energy, Inc.	+869	17,637	$3,100,231
LHX	L3harris Technologies, Inc. /De/	+868	8,227	$2,390,683
CME	Cme Group Inc.	+486	12,318	$2,720,183
LLY	ELI LILLY & Co	+478	3,510	$4,209,999
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+469	694	$63,598
GEV	GE Vernova Inc.	+412	5,194	$6,102,222
ETR	Entergy Corp /De/	+393	15,255	$1,752,189
LMT	Lockheed Martin Corp	+384	4,747	$2,418,406
SPGI	S&P Global Inc.	+360	6,074	$2,473,697
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+270	1,073	$512,432
CRM	Salesforce, Inc.	+227	13,630	$2,135,275
CEG	Constellation Energy Corp	+190	9,411	$2,337,410
CB	Chubb Ltd	+188	8,730	$2,974,660
MSI	Motorola Solutions, Inc.	+181	5,167	$2,145,803
APH	Amphenol Corp /De/	+165	20,688	$0
PH	Parker-Hannifin Corp	+118	3,166	$3,096,727
DE	Deere & Co	+75	657	$416,754
V	Visa Inc.	+46	9,192	$3,153,683
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−386,054	2,497	$54,134
BAI	iShares A.I. Innovation and Tech Active ETF	−44,848	139,150	$7,335,988
AAPL	Apple Inc.	−32,794	42,498	$12,297,221
NVDA	Nvidia Corp	−22,626	59,194	$11,844,127
ACIO	Aptus Collared Investment Opportunity ETF	−19,876	5,648	$260,598
BAC	Bank Of America Corp /De/	−12,195	8,017	$456,808
AMZN	Amazon Com Inc	−9,716	40,692	$9,698,531
IBIT	iShares Bitcoin Trust ETF	−9,491	18,609	$619,493
HPE	Hewlett Packard Enterprise Co	−8,280	89,267	$4,026,834
VEU	Vanguard FTSE All-World Ex-US ETF	−7,863	11,701	$979,958
GOOGL	Alphabet Inc.	−7,636	31,189	$11,122,051
KO	Coca Cola Co	−7,563	3,413	$277,374
XOM	ExxonMobil Holdings Corp	−6,676	4,221	$577,095
HD	Home Depot, Inc.	−6,272	9,843	$3,471,429
DUK	Duke Energy CORP	−5,659	19,310	$2,444,259
IAU	Ishares Gold Trust	−5,507	20,007	$1,510,728
PG	PROCTER & GAMBLE Co	−5,494	4,362	$639,643
UPS	United Parcel Service Inc	−5,398	19,669	$2,114,417
MSFT	Microsoft Corp	−5,362	29,078	$10,846,675
USA	Liberty All Star Equity Fund	−5,306	11,148	$64,769
SLV	iShares Silver Trust	−5,231	4,053	$216,713
WFC	Wells Fargo & Company/Mn	−5,175	25,961	$2,145,417
LRCX	Lam Research Corp	−4,883	17,906	$7,759,206
AVGO	Broadcom Inc.	−4,770	16,857	$6,367,731
JPM	Jpmorgan Chase & Co	−4,723	26,655	$8,724,981
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	2,294	$227,748
SNPS	Synopsys Inc	487	$217,236
PNC	Pnc Financial Services Group, Inc.	874	$215,196
ARW	Arrow Electronics, Inc.	1,000	$213,410
BFLX	Cann American Corp.	152	$3,894
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IDXX	Idexx Laboratories Inc /De	2,606	$1,464,285
USCI	United States Commodity Index Funds Trust	13,436	$1,280,719
T	At&T Inc.	43,736	$1,267,906
VZ	Verizon Communications Inc	21,267	$1,067,603
ASGI	abrdn Global Infrastructure Income Fund	42,746	$955,800
PFE	Pfizer Inc	29,174	$819,205
BMY	Bristol Myers Squibb Co	11,565	$701,417
GE	General Electric Co	2,217	$629,118
QCOM	Qualcomm Inc/De	4,355	$560,836
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	44,449	$560,501
TEVA	Teva Pharmaceutical Industries Ltd	15,830	$476,799
DGX	Quest Diagnostics Inc	2,221	$435,271
BTZ	Blackrock Credit Allocation Income Trust	41,099	$415,099
AXP	American Express Co	1,335	$403,810
RMT	Royce Micro-Cap Trust, Inc.	34,455	$389,686
AEP	American Electric Power Co Inc	2,902	$380,394
HON	Honeywell International Inc	1,520	$343,565
PPL	PPL Corp	8,929	$341,087
PM	Philip Morris International Inc.	2,016	$333,325
FDX	Fedex Corp	878	$312,726
LOW	Lowes Companies Inc	1,320	$311,889
MMM	3M Co	2,125	$308,613
BP	Bp PLC	6,454	$303,338
BNY	Bank of New York Mellon Corp	2,531	$300,252
SBUX	Starbucks Corp	3,203	$286,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $306,796,300 total · filing declares 379 positions · $653,811,412 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIG	Vanguard Dividend Appreciation ETF	Reduced	53,156	-1,891	$12,577,772	+6.2%	4.10%
AAPL	Apple Inc. Technology	Reduced	42,498	-32,794	$12,297,221	−35.6%	4.01%
NVDA	Nvidia Corp Technology	Reduced	59,194	-22,626	$11,844,127	−17.0%	3.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,189	-7,636	$11,122,051	−0.3%	3.63%
MSFT	Microsoft Corp Technology	Reduced	29,078	-5,362	$10,846,675	−14.9%	3.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	40,692	-9,716	$9,698,531	−7.6%	3.16%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,655	-4,723	$8,724,981	−5.5%	2.84%
AMAT	Applied Materials Inc /De Technology	Added	11,119	+2,995	$8,039,037	+189.5%	2.62%
LRCX	Lam Research Corp Technology	Reduced	17,906	-4,883	$7,759,206	+59.4%	2.53%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	139,150	-44,848	$7,335,988	+21.0%	2.39%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,250	-1,370	$7,059,045	+70.3%	2.30%
C	Citigroup Inc Financial Services	Reduced	49,078	-2,895	$6,868,956	+16.5%	2.24%
AVGO	Broadcom Inc. Technology	Reduced	16,857	-4,770	$6,367,731	−4.9%	2.08%
GEV	GE Vernova Inc. Industrials	Added	5,194	+412	$6,102,222	+46.2%	1.99%
META	Meta Platforms, Inc. Communication Services	Reduced	10,631	-678	$5,988,335	−7.4%	1.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	49,559	-3,690	$5,613,052	−15.2%	1.83%
TT	Trane Technologies plc Industrials	Reduced	10,983	-265	$5,394,410	+15.1%	1.76%
PANW	Palo Alto Networks Inc Technology	Reduced	15,673	-2,514	$5,344,806	+83.3%	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,663	-2,850	$5,335,658	−17.6%	1.74%
UBER	Uber Technologies, Inc Technology	Added	67,493	+3,695	$4,870,294	+6.1%	1.59%
NFLX	Netflix Inc Communication Services	Added	63,749	+4,037	$4,551,678	−20.7%	1.48%
JCI	Johnson Controls International plc Industrials	Reduced	31,036	-178	$4,534,669	+10.9%	1.48%
LLY	ELI LILLY & Co Healthcare	Added	3,510	+478	$4,209,999	+51.0%	1.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,535	-3,597	$4,133,371	−30.4%	1.35%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	89,267	-8,280	$4,026,834	+73.4%	1.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	26,566	+1,312	$4,024,749	−0.2%	1.31%
CMI	Cummins Inc Industrials	Reduced	5,433	-217	$3,874,869	+27.5%	1.26%
ETN	Eaton Corp plc Industrials	Reduced	8,861	-459	$3,775,849	+13.3%	1.23%
NXPI	NXP Semiconductors N.V. Technology	Reduced	12,528	-1,020	$3,520,743	+32.0%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,843	-6,272	$3,471,429	−34.5%	1.13%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,131	-4,680	$3,279,130	−37.2%	1.07%
JNJ	Johnson & Johnson Healthcare	Reduced	12,753	-368	$3,238,879	+1.0%	1.06%
V	Visa Inc. Financial Services	Added	9,192	+46	$3,153,683	+14.1%	1.03%
FANG	Diamondback Energy, Inc. Energy	Added	17,637	+869	$3,100,231	−6.5%	1.01%
PH	Parker-Hannifin Corp Industrials	Added	3,166	+118	$3,096,727	+13.5%	1.01%
CB	Chubb Ltd Financial Services	Added	8,730	+188	$2,974,660	+6.8%	0.97%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	24,048	+3,659	$2,960,549	−7.7%	0.96%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,955	-1,100	$2,765,864	−25.5%	0.90%
CME	Cme Group Inc. Financial Services	Added	12,318	+486	$2,720,183	−22.2%	0.89%
CDNS	Cadence Design Systems Inc Technology	Reduced	7,198	-278	$2,701,553	+30.0%	0.88%
ADI	Analog Devices Inc Technology	Reduced	6,590	-441	$2,617,350	+17.0%	0.85%
EW	Edwards Lifesciences Corp Healthcare	Added	28,111	+926	$2,542,921	+16.8%	0.83%
SPGI	S&P Global Inc. Financial Services	Added	6,074	+360	$2,473,697	+1.8%	0.81%
DUK	Duke Energy CORP Utilities	Reduced	19,310	-5,659	$2,444,259	−25.2%	0.80%
LMT	Lockheed Martin Corp Industrials	Added	4,747	+384	$2,418,406	−8.3%	0.79%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	8,227	+868	$2,390,683	−5.9%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,514	-403	$2,351,771	−19.1%	0.77%
CEG	Constellation Energy Corp Utilities	Added	9,411	+190	$2,337,410	−9.2%	0.76%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,377	-1,055	$2,234,842	+28.4%	0.73%
IQV	Iqvia Holdings Inc. Healthcare	Added	11,129	+921	$2,150,345	+23.5%	0.70%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.