Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthShield Partners, LLC (CIK 1729303) reported $897.6M across 593 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.2M, 3.93%), SCHF ($20.6M, 2.30%), IEMG ($20.1M, 2.24%), AAPL ($19.1M, 2.13%), IVW ($17.5M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.2M | 3.93% | 53,959 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $20.6M | 2.30% | 832,795 | Added |
| 3 | IEMG | ISHARES INC | $20.1M | 2.24% | 288,440 | Trimmed |
| 4 | AAPL | APPLE INC | $19.1M | 2.13% | 75,292 | Trimmed |
| 5 | IVW | ISHARES TR | $17.5M | 1.95% | 154,912 | Added |
| 6 | IVE | ISHARES TR | $17.0M | 1.89% | 80,286 | Trimmed |
| 7 | MGK | VANGUARD WORLD FD | $16.1M | 1.80% | 43,954 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $14.9M | 1.66% | 512,233 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $14.3M | 1.59% | 81,820 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $13.3M | 1.49% | 229,364 | Trimmed |
| 11 | IUSB | ISHARES TR | $13.2M | 1.47% | 286,289 | Added |
| 12 | DGRO | ISHARES TR | $13.0M | 1.45% | 185,587 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $12.7M | 1.42% | 34,440 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $12.5M | 1.40% | 63,913 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $11.8M | 1.32% | 55,047 | Added |
| 16 | EFV | ISHARES TR | $10.7M | 1.19% | 143,410 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $10.5M | 1.17% | 50,408 | Added |
| 18 | MGV | VANGUARD WORLD FD | $10.3M | 1.14% | 70,828 | Trimmed |
| 19 | BOND | PIMCO ETF TR | $9.6M | 1.07% | 103,918 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $9.2M | 1.03% | 31,378 | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $8.8M | 0.98% | 287,278 | Trimmed |
| 22 | BWX | SPDR SERIES TRUST | $8.5M | 0.95% | 388,551 | Added |
| 23 | TLTW | ISHARES TR | $8.5M | 0.95% | 375,807 | Added |
| 24 | GOOGL | ALPHABET INC | $8.5M | 0.95% | 29,594 | Trimmed |
| 25 | MUB | ISHARES TR | $8.0M | 0.90% | 75,807 | Added |
Source: SEC Form 13F filings · as of 2026-03-31