WealthShield Partners, LLC
Q2 2025 13F Holdings
- Locationcary, NC
- Num holdings
555
- Value ($000)
$827,307
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001729303
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.79M | 4 % | 46,361 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $18.71M | 2 % | 846,559 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $16.96M | 2 % | 580,655 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $16.65M | 2 % | 45,473 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.10M | 2 % | 146,208 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.06M | 2 % | 267,453 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.50M | 2 % | 31,161 | ||
AAPL APPLE INC | COM | 037833100 | $15.23M | 2 % | 74,221 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.45M | 2 % | 91,442 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $13.55M | 2 % | 293,148 |
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