WealthShield Partners, LLC

CIK

1729303

Location

CARY, NC

Portfolio Value

Small $460,356,096

Diversification

Diversified

Filing Date

Global Rank

#3,907 / 8,814 ▼ 965

Top Industry

Semiconductors 9.4%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 37.2%, 41.2 effective positions, active share 62.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.7 quarters (12+), a floor since 35.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 62.2%; sector active share 29.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

9.1%

−2.7 pts

Top 5

25.6%

−4.9 pts

Top 10

37.2%

−3.2 pts

HHI

243

Diversified−57

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.9%	$178,948,393	269
Technology	22.4%	$102,954,832	27
Financial Services	9.3%	$42,914,725	23
Industrials	8.4%	$38,718,031	15
Healthcare	4.9%	$22,750,998	16
Consumer Cyclical	4.8%	$21,994,728	5
Communication Services	4.7%	$21,662,064	4
Consumer Defensive	2.0%	$9,266,240	5
Utilities	1.8%	$8,510,175	4
Energy	1.4%	$6,438,711	6
Real Estate	1.3%	$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
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+145,481	189,435	$16,653,230
VUG	VANGUARD GROWTH INDEX FUND	+82,692	100,729	$8,676,796
—		+45,240	90,749	$5,096,463
—		+31,458	38,627	$1,058,766
IVV	iShares Core S&P 500 ETF	+17,447	71,406	$0
IWF	iShares Russell 1000 Growth ETF	+16,040	25,503	$0
IDEF		+15,066	149,677	$4,756,735
DGRO	iShares Core Dividend Growth ETF	+12,947	198,534	$0
UMAY		+6,367	6,841	$259,971
GOVT	iShares U.S. Treasury Bond ETF	+6,360	205,853	$0
MUB	iShares National Muni Bond ETF	+6,290	82,097	$0
LMUB	iShares Long-Term National Muni Bond ETF	+5,839	57,176	$0
BLCR		+5,764	102,111	$5,143,331
STIP	iShares 0-5 Year TIPS Bond ETF	+5,013	8,001	$0
NFLX	Netflix Inc	+4,537	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	+2,995	11,119	$8,039,037
IEFA	iShares Core MSCI EAFE ETF	+1,768	12,834	$0
SOXQ	Invesco Ltd.	+1,332	2,200	$246,620
TJX	Tjx Companies Inc	+1,312	26,566	$4,024,749
VO	VANGUARD MID-CAP INDEX FUND	+1,056	2,484	$200,135
AADR	AdvisorShares Trust	+1,039	5,498	$451,495
EW	Edwards Lifesciences Corp	+926	28,111	$2,542,921
IQV	Iqvia Holdings Inc.	+921	11,129	$2,150,345
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	−828,715	4,080	$113,016
SCHG	Schwab U.S. Large-Cap Growth ETF	−506,485	5,748	$194,512
BWX	Spdr Series Trust	−386,054	2,497	$54,134
TLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	−373,855	1,952	$0
SCHZ	Schwab U.S. Aggregate Bond ETF	−287,487	17,231	$398,553
IEMG	iShares Trust	−176,176	112,264	$0
SCHE	Schwab Emerging Markets Equity ETF	−110,408	5,581	$202,367
SCHM	Schwab U.S. Mid-Cap ETF	−99,984	65	$2,396
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	−87,637	536	$50,839
EFV	iShares MSCI EAFE Value ETF	−76,444	66,966	$0
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	−70,992	397	$44,499
THRO		−67,427	96,890	$4,176,927
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−66,170	345	$37,642
SCHD	Schwab U.S. Dividend Equity ETF	−63,963	2,525	$80,067
EDIV	State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF	−55,332	108	$4,423
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	−54,692	300	$35,739
IAGG	iShares Core International Aggregate Bond ETF	−53,526	1,948	$0
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	−46,989	226	$10,386
VTV	VANGUARD VALUE INDEX FUND	−46,610	17,303	$3,770,842
BAI	BlackRock ETF Trust	−44,848	139,150	$7,335,988
AAPL	Apple Inc.	−32,794	42,498	$12,297,221
—		−30,368	175	$13,168
ESGD	iShares ESG Aware MSCI EAFE ETF	−29,212	40	$0
QUAL	iShares MSCI USA Quality Factor ETF	−26,628	8,869	$0
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−26,242	203,122	$13,814,327
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
CORO		124,810	$4,568,046
IALT		77,709	$2,179,737
GGOV		37,630	$1,892,412
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
SPHQ	Invesco S&P 500 Quality ETF	33	$2,973
XRT	State Street(R) SPDR(R) S&P(R) Retail ETF	16	$1,403
—		53	$1,326
PAVE	Global X U.S. Infrastructure Development ETF	23	$0
MCHI	iShares MSCI China ETF	17	$0
HEWJ	iShares Currency Hedged MSCI Japan ETF	51	$0
SARK	Tradr 1X Short Innovation Daily ETF	20,000	$0
PFFD	Global X U.S. Preferred ETF	8,234	$0
SMCO	Hilton Small-MidCap Opportunity ETF	7,039	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BOND	PIMCO Active Bond Exchange-Traded Fund	103,918	$9,589,553
SCHV	Schwab U.S. Large-Cap Value ETF	287,278	$8,761,979
FLTR	VanEck IG Floating Rate ETF	209,139	$5,328,861
AVDV	Avantis International Small Cap Value ETF	41,235	$4,117,727
SCHA	Schwab U.S. Small-Cap ETF	98,716	$2,870,661
SCHX	Schwab U.S. Large-Cap ETF	107,966	$2,768,248
WDIV	State Street(R) SPDR(R) S&P(R) Global Dividend ETF	19,156	$1,477,885
NUSC	Nuveen ESG Small-Cap ETF	32,555	$1,466,928
IDXX	Idexx Laboratories Inc	2,606	$1,464,285
FNDF	Schwab Fundamental International Equity ETF	29,621	$1,449,355
NULV	Nuveen ESG Large-Cap Value ETF	30,229	$1,375,419
USCI	United States Commodity Index Funds Trust	13,436	$1,280,719
T	At&T Inc.	43,736	$1,267,906
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	27,809	$1,256,132
PCEF	Invesco Ltd.	64,563	$1,215,075
NULG	Nuveen ESG Large-Cap Growth ETF	12,966	$1,179,128
SGVT		11,506	$1,158,884
VZ	Verizon Communications Inc	21,267	$1,067,603
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	58,780	$1,054,513
JQUA	JPMorgan U.S. Quality Factor ETF	16,936	$1,038,515
ASGI	abrdn Global Infrastructure Income Fund	42,746	$955,800
FBT	First Trust NYSE Arca Biotechnology Index Fund	4,689	$941,644
NUMV	Nuveen ESG Mid-Cap Value ETF	23,484	$910,474
PID	Victory Portfolios II	39,493	$878,719
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	15,076	$834,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

379 tracked positions · $460,356,096 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 379 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	189,435	+145,481	$16,653,230	—	20	unpriced	3.62%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	203,122	-26,242	$13,814,327	+3.5%	10	$44.92	3.00%
VIG	Vanguard Specialized Funds	Reduced	53,156	-1,891	$12,577,772	+6.2%	26+	before history	2.73%
AAPL	Apple Inc. Technology	Reduced	42,498	-32,794	$12,297,221	−35.6%	26+	before history	2.67%
NVDA	Nvidia Corp Technology	Reduced	59,194	-22,626	$11,844,127	−17.0%	26+	before history	2.57%
MSFT	Microsoft Corp Technology	Reduced	29,078	-5,362	$10,846,675	−14.9%	26+	before history	2.36%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Reduced	65,255	-5,573	$10,665,929	—	20	unpriced	2.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	40,692	-9,716	$9,698,531	−7.6%	26+	before history	2.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,258	-4,336	$9,026,451	+6.1%	26+	before history	1.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,655	-4,723	$8,724,981	−5.5%	26+	before history	1.90%
VUG	VANGUARD GROWTH INDEX FUND	Added	100,729	+82,692	$8,676,796	—	26+	before history	1.88%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	42,431	-2,418	$8,083,954	+35.6%	26+	before history	1.76%
AMAT	Applied Materials Inc Technology	Added	11,119	+2,995	$8,039,037	+189.5%	5	$348.10	1.75%
LRCX	Lam Research Corp Technology	Reduced	17,906	-4,883	$7,759,206	+59.4%	5	$79.81	1.69%
BAI	BlackRock ETF Trust	Reduced	139,150	-44,848	$7,335,988	+21.0%	5	$29.45	1.59%
APH	Amphenol Corp Technology	Added	20,688	+165	$7,295,416	+40.7%	2	unpriced	1.58%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,250	-1,370	$7,059,045	+70.3%	9	$320.27	1.53%
C	Citigroup Inc Financial Services	Reduced	49,078	-2,895	$6,868,956	+16.5%	9	$65.27	1.49%
AVGO	Broadcom Inc. Technology	Reduced	16,857	-4,770	$6,367,731	−4.9%	25	$117.73	1.38%
GEV	GE Vernova Inc. Industrials	Added	5,194	+412	$6,102,222	+46.2%	5	$760.09	1.33%
META	Meta Platforms, Inc. Communication Services	Reduced	10,631	-678	$5,988,335	−7.4%	14	$353.52	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	49,559	-3,690	$5,613,052	−15.2%	26+	before history	1.22%
RSP	Victory Portfolios II	Reduced	26,154	-3,996	$5,564,786	−3.8%	26+	before history	1.21%
TT	Trane Technologies plc Industrials	Reduced	10,983	-265	$5,394,410	+15.1%	14	$285.35	1.17%
PANW	Palo Alto Networks Inc Technology	Reduced	15,673	-2,514	$5,344,806	+83.3%	11	$152.30	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,663	-2,850	$5,335,658	−17.6%	26+	before history	1.16%
BLCR		Added	102,111	+5,764	$5,143,331	+30.0%	2	$43.13	1.12%
		Added	90,749	+45,240	$5,096,463	+111.3%	26+	before history	1.11%
UBER	Uber Technologies, Inc Technology	Added	67,493	+3,695	$4,870,294	+6.1%	6	$74.07	1.06%
IDEF		Added	149,677	+15,066	$4,756,735	+8.0%	2	$34.65	1.03%
CORO		NEW	124,810	NEW	$4,568,046	NEW	1	$35.33	0.99%
NFLX	Netflix Inc Communication Services	Added	63,749	+4,037	$4,551,678	−20.7%	8	unpriced	0.99%
JCI	Johnson Controls International plc Industrials	Reduced	31,036	-178	$4,534,669	+10.9%	13	$76.14	0.99%
LLY	ELI LILLY & Co Healthcare	Added	3,510	+478	$4,209,999	+51.0%	17	$627.05	0.91%
THRO		Reduced	96,890	-67,427	$4,176,927	−29.8%	6	$33.40	0.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,535	-3,597	$4,133,371	−30.4%	26+	before history	0.90%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	89,267	-8,280	$4,026,834	+73.4%	7	$20.82	0.87%
TJX	Tjx Companies Inc Consumer Cyclical	Added	26,566	+1,312	$4,024,749	−0.2%	25	$86.59	0.87%
CMI	Cummins Inc Industrials	Reduced	5,433	-217	$3,874,869	+27.5%	6	$358.43	0.84%
ETN	Eaton Corp plc Industrials	Reduced	8,861	-459	$3,775,849	+13.3%	14	$190.04	0.82%
VTV	VANGUARD VALUE INDEX FUND	Reduced	17,303	-46,610	$3,770,842	—	26+	before history	0.82%
NXPI	NXP Semiconductors N.V. Technology	Reduced	12,528	-1,020	$3,520,743	+32.0%	14	$206.24	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,843	-6,272	$3,471,429	−34.5%	26+	before history	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,131	-4,680	$3,279,130	−37.2%	26+	before history	0.71%
JNJ	Johnson & Johnson Healthcare	Reduced	12,753	-368	$3,238,879	+1.0%	26+	before history	0.70%
V	Visa Inc. Financial Services	Added	9,192	+46	$3,153,683	+14.1%	14	$247.87	0.69%
FANG	Diamondback Energy, Inc. Energy	Added	17,637	+869	$3,100,231	−6.5%	2	$171.12	0.67%
PH	Parker-Hannifin Corp Industrials	Added	3,166	+118	$3,096,727	+13.5%	3	$929.60	0.67%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	34,076	-2,719	$3,017,089	−0.5%	20	$72.64	0.66%
CB	Chubb Ltd Financial Services	Added	8,730	+188	$2,974,660	+6.8%	6	$288.98	0.65%

Showing the top 50 of 379 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.