WealthShield Partners, LLC
•CIK: 1729303•Filing: Q4 2025
**WealthShield Partners, LLC** manages $907M across a diversified portfolio of 565 positions. The strategy exhibits a notable tilt toward broad market exposure and technology leaders, evidenced by top holdings including IVV ($31.9M) and AAPL ($20.6M). Significant allocations are also maintained in international equities via IEMG ($20.6M) and SCHF ($19.4M). This structure suggests a disciplined, large-cap growth orientation within a global framework.
Total AUM
$906.8M
QoQ Performance
+2.8%
Positions
190
Top 10 Concentration
23.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV3.5%
IEMG2.3%
AAPL2.3%
SCHF2.1%
MGK2.0%
IVW2.0%
IVE2.0%
SCHG1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.6%
Technology11.1%
ETF4.9%
Consumer4.4%
Financial3.8%
Healthcare1.5%
Industrial1.3%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+365 more exited positions
Changes from Q3 2025
NEW4 new positions
↑121 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022