Filed: 10/31/2025ACC: 0001398344-25-020099
📋 What this filing means
WEALTHSHIELD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 566 equity positions with a total reported market value of $881.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
566
Positions
$881.88M
Total AUM (reported)
10.83M
Total Shares
Allocation by class
COM$219.45M24.9%
CORE S&P500 ETF$30.22M3.4%
CL A$19.32M2.2%
INTL EQTY ETF$19.14M2.2%
CORE MSCI EMKT$18.56M2.1%
MEGA GRWTH IND$18.35M2.1%
COM NEW$17.62M2.0%
Portfolio Concentration
Top 3$68.46M7.8%
4–10$120.50M13.7%
11–25$163.37M18.5%
Rest$529.55M60.0%
Top 3 weight
7.8%
Top 10 weight
21.4%
Voting Authority Distribution
Total shares with voting rights: 10.83M
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
10.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole566
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings566
Rows:
ISHARES TR
SOLEShares45.15K
TypeSH
Market value$30.22M
3.43%
Sole
0.00
Shared
0.00
None
45.15K
SCHWAB STRATEGIC TR
SOLEShares822.23K
TypeSH
Market value$19.14M
2.17%
Sole
0.00
Shared
0.00
None
822.23K
APPLE INC
SOLEShares75.02K
TypeSH
Market value$19.10M
2.17%
Sole
0.00
Shared
0.00
None
75.02K
ISHARES INC
SOLEShares281.62K
TypeSH
Market value$18.56M
2.11%
Sole
0.00
Shared
0.00
None
281.62K
VANGUARD WORLD FD
SOLEShares45.60K
TypeSH
Market value$18.35M
2.08%
Sole
0.00
Shared
0.00
None
45.60K
ISHARES TR
SOLEShares144.29K
TypeSH
Market value$17.42M
1.98%
Sole
0.00
Shared
0.00
None
144.29K
SCHWAB STRATEGIC TR
SOLEShares545.87K
TypeSH
Market value$17.42M
1.98%
Sole
0.00
Shared
0.00
None
545.87K
NVIDIA CORPORATION
SOLEShares90.68K
TypeSH
Market value$16.92M
1.92%
Sole
0.00
Shared
0.00
None
90.68K
MICROSOFT CORP
SOLEShares31.25K
TypeSH
Market value$16.18M
1.84%
Sole
0.00
Shared
0.00
None
31.25K
BLACKROCK ETF TRUST
SOLEShares264.26K
TypeSH
Market value$15.64M
1.77%
Sole
0.00
Shared
0.00
None
264.26K
ISHARES TR
SOLEShares65.20K
TypeSH
Market value$13.46M
1.53%
Sole
0.00
Shared
0.00
None
65.20K
ISHARES TR
SOLEShares276.32K
TypeSH
Market value$12.91M
1.46%
Sole
0.00
Shared
0.00
None
276.32K
ISHARES TR
SOLEShares186.59K
TypeSH
Market value$12.70M
1.44%
Sole
0.00
Shared
0.00
None
186.59K
ISHARES TR
SOLEShares184.75K
TypeSH
Market value$12.53M
1.42%
Sole
0.00
Shared
0.00
None
184.75K
ISHARES TR
SOLEShares60.90K
TypeSH
Market value$11.84M
1.34%
Sole
0.00
Shared
0.00
None
60.90K
VANGUARD INDEX FDS
SOLEShares63.46K
TypeSH
Market value$11.83M
1.34%
Sole
0.00
Shared
0.00
None
63.46K
VANGUARD SPECIALIZED FUNDS
SOLEShares54.60K
TypeSH
Market value$11.78M
1.34%
Sole
0.00
Shared
0.00
None
54.60K
ISHARES TR
SOLEShares30.92K
TypeSH
Market value$10.29M
1.17%
Sole
0.00
Shared
0.00
None
30.92K
SCHWAB STRATEGIC TR
SOLEShares348.61K
TypeSH
Market value$10.15M
1.15%
Sole
0.00
Shared
0.00
None
348.61K
AMAZON COM INC
SOLEShares45.88K
TypeSH
Market value$10.07M
1.14%
Sole
0.00
Shared
0.00
None
45.88K
JPMORGAN CHASE & CO.
SOLEShares31.41K
TypeSH
Market value$9.91M
1.12%
Sole
0.00
Shared
0.00
None
31.41K
VANGUARD WORLD FD
SOLEShares71.29K
TypeSH
Market value$9.82M
1.11%
Sole
0.00
Shared
0.00
None
71.29K
ALPHABET INC
SOLEShares36.78K
TypeSH
Market value$8.94M
1.01%
Sole
0.00
Shared
0.00
None
36.78K
VANGUARD INDEX FDS
SOLEShares18.05K
TypeSH
Market value$8.66M
0.98%
Sole
0.00
Shared
0.00
None
18.05K
VANECK ETF TRUST
SOLEShares331.28K
TypeSH
Market value$8.47M
0.96%
Sole
0.00
Shared
0.00
None
331.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 45.15K | SH | $30.22M 3.43% | 0.00 | 0.00 | 45.15K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 822.23K | SH | $19.14M 2.17% | 0.00 | 0.00 | 822.23K |
APPLE INCSOLE | COM | 75.02K | SH | $19.10M 2.17% | 0.00 | 0.00 | 75.02K |
ISHARES INCSOLE | CORE MSCI EMKT | 281.62K | SH | $18.56M 2.11% | 0.00 | 0.00 | 281.62K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 45.60K | SH | $18.35M 2.08% | 0.00 | 0.00 | 45.60K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 144.29K | SH | $17.42M 1.98% | 0.00 | 0.00 | 144.29K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 545.87K | SH | $17.42M 1.98% | 0.00 | 0.00 | 545.87K |
NVIDIA CORPORATIONSOLE | COM | 90.68K | SH | $16.92M 1.92% | 0.00 | 0.00 | 90.68K |
MICROSOFT CORPSOLE | COM | 31.25K | SH | $16.18M 1.84% | 0.00 | 0.00 | 31.25K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 264.26K | SH | $15.64M 1.77% | 0.00 | 0.00 | 264.26K |
ISHARES TRSOLE | S&P 500 VAL ETF | 65.20K | SH | $13.46M 1.53% | 0.00 | 0.00 | 65.20K |
ISHARES TRSOLE | CORE TOTAL USD | 276.32K | SH | $12.91M 1.46% | 0.00 | 0.00 | 276.32K |
ISHARES TRSOLE | CORE DIV GRWTH | 186.59K | SH | $12.70M 1.44% | 0.00 | 0.00 | 186.59K |
ISHARES TRSOLE | EAFE VALUE ETF | 184.75K | SH | $12.53M 1.42% | 0.00 | 0.00 | 184.75K |
ISHARES TRSOLE | MSCI USA QLT FCT | 60.90K | SH | $11.84M 1.34% | 0.00 | 0.00 | 60.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 63.46K | SH | $11.83M 1.34% | 0.00 | 0.00 | 63.46K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 54.60K | SH | $11.78M 1.34% | 0.00 | 0.00 | 54.60K |
ISHARES TRSOLE | S&P 100 ETF | 30.92K | SH | $10.29M 1.17% | 0.00 | 0.00 | 30.92K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 348.61K | SH | $10.15M 1.15% | 0.00 | 0.00 | 348.61K |
AMAZON COM INCSOLE | COM | 45.88K | SH | $10.07M 1.14% | 0.00 | 0.00 | 45.88K |
JPMORGAN CHASE & CO.SOLE | COM | 31.41K | SH | $9.91M 1.12% | 0.00 | 0.00 | 31.41K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 71.29K | SH | $9.82M 1.11% | 0.00 | 0.00 | 71.29K |
ALPHABET INCSOLE | CAP STK CL A | 36.78K | SH | $8.94M 1.01% | 0.00 | 0.00 | 36.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 18.05K | SH | $8.66M 0.98% | 0.00 | 0.00 | 18.05K |
VANECK ETF TRUSTSOLE | IG FLOATING RATE | 331.28K | SH | $8.47M 0.96% | 0.00 | 0.00 | 331.28K |
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