Filed: 8/8/2025ACC: 0001398344-25-014826
📋 What this filing means
WEALTHSHIELD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 554 equity positions with a total reported market value of $827.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
554
Positions
$827.31M
Total AUM (reported)
10.80M
Total Shares
Allocation by class
COM$205.74M24.9%
CORE S&P500 ETF$28.79M3.5%
CL A$19.06M2.3%
INTL EQTY ETF$18.71M2.3%
US LCAP GR ETF$16.96M2.1%
MEGA GRWTH IND$16.65M2.0%
S&P 500 GRWT ETF$16.10M1.9%
Portfolio Concentration
Top 3$64.46M7.8%
4–10$107.53M13.0%
11–25$157.02M19.0%
Rest$498.30M60.2%
Top 3 weight
7.8%
Top 10 weight
20.8%
Voting Authority Distribution
Total shares with voting rights: 10.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole554
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings554
Rows:
ISHARES TR
SOLEShares46.36K
TypeSH
Market value$28.79M
3.48%
Sole
0.00
Shared
0.00
None
46.36K
SCHWAB STRATEGIC TR
SOLEShares846.56K
TypeSH
Market value$18.71M
2.26%
Sole
0.00
Shared
0.00
None
846.56K
SCHWAB STRATEGIC TR
SOLEShares580.65K
TypeSH
Market value$16.96M
2.05%
Sole
0.00
Shared
0.00
None
580.65K
VANGUARD WORLD FD
SOLEShares45.47K
TypeSH
Market value$16.65M
2.01%
Sole
0.00
Shared
0.00
None
45.47K
ISHARES TR
SOLEShares146.21K
TypeSH
Market value$16.10M
1.95%
Sole
0.00
Shared
0.00
None
146.21K
ISHARES INC
SOLEShares267.45K
TypeSH
Market value$16.06M
1.94%
Sole
0.00
Shared
0.00
None
267.45K
MICROSOFT CORP
SOLEShares31.16K
TypeSH
Market value$15.50M
1.87%
Sole
0.00
Shared
0.00
None
31.16K
APPLE INC
SOLEShares74.22K
TypeSH
Market value$15.23M
1.84%
Sole
0.00
Shared
0.00
None
74.22K
NVIDIA CORPORATION
SOLEShares91.44K
TypeSH
Market value$14.45M
1.75%
Sole
0.00
Shared
0.00
None
91.44K
ISHARES TR
SOLEShares293.15K
TypeSH
Market value$13.55M
1.64%
Sole
0.00
Shared
0.00
None
293.15K
ISHARES TR
SOLEShares213.30K
TypeSH
Market value$13.54M
1.64%
Sole
0.00
Shared
0.00
None
213.30K
ISHARES TR
SOLEShares72.48K
TypeSH
Market value$13.25M
1.60%
Sole
0.00
Shared
0.00
None
72.48K
BLACKROCK ETF TRUST
SOLEShares229.50K
TypeSH
Market value$12.50M
1.51%
Sole
0.00
Shared
0.00
None
229.50K
ISHARES TR
SOLEShares63.36K
TypeSH
Market value$12.38M
1.50%
Sole
0.00
Shared
0.00
None
63.36K
ISHARES TR
SOLEShares186.62K
TypeSH
Market value$11.93M
1.44%
Sole
0.00
Shared
0.00
None
186.62K
VANGUARD INDEX FDS
SOLEShares66.90K
TypeSH
Market value$11.82M
1.43%
Sole
0.00
Shared
0.00
None
66.90K
VANGUARD SPECIALIZED FUNDS
SOLEShares55.76K
TypeSH
Market value$11.41M
1.38%
Sole
0.00
Shared
0.00
None
55.76K
AMAZON COM INC
SOLEShares46.42K
TypeSH
Market value$10.18M
1.23%
Sole
0.00
Shared
0.00
None
46.42K
SCHWAB STRATEGIC TR
SOLEShares348.50K
TypeSH
Market value$9.64M
1.17%
Sole
0.00
Shared
0.00
None
348.50K
VANGUARD WORLD FD
SOLEShares69.93K
TypeSH
Market value$9.17M
1.11%
Sole
0.00
Shared
0.00
None
69.93K
JPMORGAN CHASE & CO.
SOLEShares31.48K
TypeSH
Market value$9.13M
1.10%
Sole
0.00
Shared
0.00
None
31.48K
VANECK ETF TRUST
SOLEShares336.56K
TypeSH
Market value$8.58M
1.04%
Sole
0.00
Shared
0.00
None
336.56K
META PLATFORMS INC
SOLEShares10.72K
TypeSH
Market value$7.91M
0.96%
Sole
0.00
Shared
0.00
None
10.72K
VANGUARD INDEX FDS
SOLEShares17.88K
TypeSH
Market value$7.84M
0.95%
Sole
0.00
Shared
0.00
None
17.88K
CROWDSTRIKE HLDGS INC
SOLEShares15.15K
TypeSH
Market value$7.72M
0.93%
Sole
0.00
Shared
0.00
None
15.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 46.36K | SH | $28.79M 3.48% | 0.00 | 0.00 | 46.36K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 846.56K | SH | $18.71M 2.26% | 0.00 | 0.00 | 846.56K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 580.65K | SH | $16.96M 2.05% | 0.00 | 0.00 | 580.65K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 45.47K | SH | $16.65M 2.01% | 0.00 | 0.00 | 45.47K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 146.21K | SH | $16.10M 1.95% | 0.00 | 0.00 | 146.21K |
ISHARES INCSOLE | CORE MSCI EMKT | 267.45K | SH | $16.06M 1.94% | 0.00 | 0.00 | 267.45K |
MICROSOFT CORPSOLE | COM | 31.16K | SH | $15.50M 1.87% | 0.00 | 0.00 | 31.16K |
APPLE INCSOLE | COM | 74.22K | SH | $15.23M 1.84% | 0.00 | 0.00 | 74.22K |
NVIDIA CORPORATIONSOLE | COM | 91.44K | SH | $14.45M 1.75% | 0.00 | 0.00 | 91.44K |
ISHARES TRSOLE | CORE TOTAL USD | 293.15K | SH | $13.55M 1.64% | 0.00 | 0.00 | 293.15K |
ISHARES TRSOLE | EAFE VALUE ETF | 213.30K | SH | $13.54M 1.64% | 0.00 | 0.00 | 213.30K |
ISHARES TRSOLE | MSCI USA QLT FCT | 72.48K | SH | $13.25M 1.60% | 0.00 | 0.00 | 72.48K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 229.50K | SH | $12.50M 1.51% | 0.00 | 0.00 | 229.50K |
ISHARES TRSOLE | S&P 500 VAL ETF | 63.36K | SH | $12.38M 1.50% | 0.00 | 0.00 | 63.36K |
ISHARES TRSOLE | CORE DIV GRWTH | 186.62K | SH | $11.93M 1.44% | 0.00 | 0.00 | 186.62K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 66.90K | SH | $11.82M 1.43% | 0.00 | 0.00 | 66.90K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 55.76K | SH | $11.41M 1.38% | 0.00 | 0.00 | 55.76K |
AMAZON COM INCSOLE | COM | 46.42K | SH | $10.18M 1.23% | 0.00 | 0.00 | 46.42K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 348.50K | SH | $9.64M 1.17% | 0.00 | 0.00 | 348.50K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 69.93K | SH | $9.17M 1.11% | 0.00 | 0.00 | 69.93K |
JPMORGAN CHASE & CO.SOLE | COM | 31.48K | SH | $9.13M 1.10% | 0.00 | 0.00 | 31.48K |
VANECK ETF TRUSTSOLE | IG FLOATING RATE | 336.56K | SH | $8.58M 1.04% | 0.00 | 0.00 | 336.56K |
META PLATFORMS INCSOLE | CL A | 10.72K | SH | $7.91M 0.96% | 0.00 | 0.00 | 10.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.88K | SH | $7.84M 0.95% | 0.00 | 0.00 | 17.88K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.15K | SH | $7.72M 0.93% | 0.00 | 0.00 | 15.15K |
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