WealthShield Partners, LLC

Q3 2025 13F Holdings

  • Location
    cary, NC
  • Num holdings

    566

  • Value ($000)

    $881,882

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001729303
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.22M
3 %

45,151

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$19.14M
2 %

822,228

A
AAPL

APPLE INC

COM
037833100
$19.10M
2 %

75,022

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$18.56M
2 %

281,619

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$18.35M
2 %

45,601

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$17.42M
2 %

144,290

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$17.42M
2 %

545,868

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.92M
2 %

90,677

M
MSFT

MICROSOFT CORP

COM
594918104
$16.18M
2 %

31,248

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$15.64M
2 %

264,261

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