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 $653.8M across 379 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($53.5M, 8.18%), IVW ($17.7M, 2.71%), MGK ($16.7M, 2.55%), DGRO ($15.0M, 2.30%), DYNF ($13.8M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.5M | 8.18% | 71,406 | Added |
| 2 | IVW | ISHARES TR | $17.7M | 2.71% | 128,972 | Trimmed |
| 3 | MGK | VANGUARD WORLD FD | $16.7M | 2.55% | 189,435 | Added |
| 4 | DGRO | ISHARES TR | $15.0M | 2.30% | 198,534 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $13.8M | 2.11% | 203,122 | Trimmed |
| 6 | IUSB | ISHARES TR | $12.9M | 1.98% | 279,846 | Trimmed |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $12.6M | 1.92% | 53,156 | Trimmed |
| 8 | IVE | ISHARES TR | $12.4M | 1.90% | 54,577 | Trimmed |
| 9 | AAPL | APPLE INC | $12.3M | 1.88% | 42,498 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $11.8M | 1.81% | 59,194 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $10.8M | 1.66% | 29,078 | Trimmed |
| 12 | MGV | VANGUARD WORLD FD | $10.7M | 1.63% | 65,255 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $9.7M | 1.48% | 40,692 | Trimmed |
| 14 | IEMG | ISHARES INC | $9.3M | 1.42% | 112,264 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $9.0M | 1.38% | 25,258 | Trimmed |
| 16 | MUB | ISHARES TR | $8.8M | 1.35% | 82,097 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $8.7M | 1.33% | 100,729 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $8.7M | 1.33% | 26,655 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $8.1M | 1.24% | 42,431 | Trimmed |
| 20 | AMAT | APPLIED MATLS INC | $8.0M | 1.23% | 11,119 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $7.8M | 1.19% | 17,906 | Trimmed |
| 22 | EFG | ISHARES TR | $7.6M | 1.16% | 61,094 | Trimmed |
| 23 | BAI | BLACKROCK ETF TRUST | $7.3M | 1.12% | 139,150 | Trimmed |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $7.1M | 1.08% | 9,250 | Trimmed |
| 25 | C | CITIGROUP INC | $6.9M | 1.05% | 49,078 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30