EdgeMarket › What Wealthshield Partners, Llc reported owning
What Wealthshield Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
897.6MPositions
609Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 35.2M | 3.9% | 54.0K | 769.31 | +20.0% |
| SCHF Schwab International Equity ETF | 20.6M | 2.3% | 832.8K | 28.46 | +24.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 20.1M | 2.2% | 288.4K | 81.57 | +31.9% |
| AAPL Apple Inc. | 19.1M | 2.1% | 75.3K | 309.35 | +36.9% |
| IVW iShares S&P 500 Growth ETF | 17.5M | 2.0% | 154.9K | 138.83 | +22.2% |
| IVE iShares S&P 500 Value ETF | 17.0M | 1.9% | 80.3K | 237.24 | +17.6% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 16.1M | 1.8% | 44.0K | 88.95 | +17.2% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 14.9M | 1.7% | 512.2K | 35.32 | +17.3% |
| NVDA NVIDIA CORP | 14.3M | 1.6% | 81.8K | 214.72 | +22.4% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 13.3M | 1.5% | 229.4K | 69.08 | +22.3% |
| IUSB iShares Core Universal USD Bond ETF | 13.2M | 1.5% | 286.3K | 45.43 | -1.7% |
| DGRO iShares Core Dividend Growth ETF | 13.0M | 1.5% | 185.6K | 79.61 | +20.0% |
| MSFT MICROSOFT CORP | 12.7M | 1.4% | 34.4K | 483.24 | -4.4% |
| VTV Vanguard Morningstar Value ETF | 12.5M | 1.4% | 63.9K | 226.40 | +24.6% |
| VIG Vanguard Div Appreciation ETF | 11.8M | 1.3% | 55.0K | 243.91 | +16.2% |
| EFV iShares MSCI EAFE Value ETF | 10.7M | 1.2% | 143.4K | 82.23 | +21.4% |
| AMZN AMAZON COM INC | 10.5M | 1.2% | 50.4K | 258.63 | +15.6% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 10.3M | 1.1% | 70.8K | 168.17 | +25.4% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 9.6M | 1.1% | 103.9K | 90.50 | -1.7% |
| JPM JPMORGAN CHASE & CO | 9.2M | 1.0% | 31.4K | 351.58 | +20.3% |
| SCHV Schwab U.S. Large-Cap Value ETF | 8.8M | 1.0% | 287.3K | 34.94 | +22.7% |
| BWX State Street SPDR Bloomberg International Trea | 8.5M | 1.0% | 388.6K | 21.96 | -4.1% |
| GOOGL Alphabet Inc. | 8.5M | 0.9% | 29.6K | 344.82 | +73.0% |
| TLTW iShares 20+ Year Treasury Bond BuyWrite Strate | 8.5M | 0.9% | 375.8K | 21.19 | -7.1% |
| MUB iShares National Muni Bond ETF | 8.0M | 0.9% | 75.8K | 105.34 | +1.2% |
| VUG Vanguard Morningstar Growth ETF | 7.9M | 0.9% | 18.0K | 87.50 | +15.9% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 7.5M | 0.8% | 88.2K | 95.71 | +17.2% |
| SCHZ Schwab US Aggregate Bond ETF | 7.1M | 0.8% | 304.7K | 22.77 | -1.8% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 6.9M | 0.8% | 71.4K | 110.20 | +24.2% |
| EFG iShares MSCI EAFE Growth ETF | 6.8M | 0.8% | 61.3K | 125.70 | +12.3% |
| QUAL iShares MSCI USA Quality Factor ETF | 6.8M | 0.8% | 35.5K | 223.22 | +19.3% |
| AVGO Broadcom Inc. | 6.7M | 0.7% | 21.6K | 368.45 | +26.5% |
| WMT Walmart Inc. | 6.6M | 0.7% | 53.2K | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 6.5M | 0.7% | 13.5K | — | — |
| META Meta Platforms, Inc. | 6.5M | 0.7% | 11.3K | 549.90 | -26.5% |
| MTUM iShares MSCI USA Momentum Factor ETF | 6.4M | 0.7% | 26.6K | 305.17 | +25.7% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 6.3M | 0.7% | 66.5K | 110.42 | +30.5% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6.1M | 0.7% | 184.0K | 44.30 | +46.6% |
| XLK State Street Technology Select Sector SPDR ETF | 6.0M | 0.7% | 44.8K | 183.31 | +41.1% |
| THRO iShares U.S. Thematic Rotation Active ETF | 6.0M | 0.7% | 164.3K | 43.61 | +19.9% |
| SPY SPDR S&P 500 ETF TRUST | 5.9M | 0.7% | 9.1K | 765.72 | +20.0% |
| C CITIGROUP INC | 5.9M | 0.7% | 52.0K | 131.65 | +41.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 5.8M | 0.6% | 30.1K | 221.67 | +18.8% |
| NFLX NETFLIX INC | 5.7M | 0.6% | 59.2K | 79.59 | -34.4% |
| FLTR VanEck IG Floating Rate ETF | 5.3M | 0.6% | 209.1K | 25.60 | +0.2% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 5.3M | 0.6% | 55.0K | 116.01 | +27.1% |
| HD HOME DEPOT, INC. | 5.3M | 0.6% | 16.1K | 335.61 | -16.5% |
| MCD MCDONALDS CORP | 5.2M | 0.6% | 16.8K | 270.95 | -13.5% |
| LRCX LAM RESEARCH CORP | 4.9M | 0.5% | 22.8K | 314.00 | +216.7% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 4.8M | 0.5% | 45.5K | 58.75 | +11.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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