WealthShield Partners, LLC
WealthShield Partners, LLC reported 379 positions worth $653.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVV (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $53.5M | 8.18% | 71,406 | — | — | |
| ▸ 2 | IVW | SH | $17.7M | 2.71% | 128,972 | — | — | |
| ▸ 3 | MGK | SH | $16.7M | 2.55% | 189,435 | — | — | |
| ▸ 4 | DGRO | SH | $15.0M | 2.30% | 198,534 | — | — | |
| ▸ 5 | DYNF | SH | $13.8M | 2.11% | 203,122 | — | — | |
| ▸ 6 | IUSB | SH | $12.9M | 1.98% | 279,846 | — | — | |
| ▸ 7 | VIG | SH | $12.6M | 1.92% | 53,156 | — | — | |
| ▸ 8 | IVE | SH | $12.4M | 1.90% | 54,577 | — | — | |
| ▸ 9 | AAPL | SH | $12.3M | 1.88% | 42,498 | — | — | |
| ▸ 10 | NVDA | SH | $11.8M | 1.81% | 59,194 | — | — |
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Frequently Asked Questions
What stocks does WealthShield Partners, LLC hold as of Q2 2026?
WealthShield Partners, LLC reported 379 positions worth $653.8M in its Q2 2026 13F filing. Largest positions: IVV (8.2%), IVW (2.7%), MGK (2.5%), DGRO (2.3%) and DYNF (2.1%).
What did WealthShield Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WealthShield Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.