WealthShield Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), WealthShield Partners, LLC reported 379 stock positions worth $653.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.2% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 2.7%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 2.5%). Compared with Q1 2026, it opened 17 new positions, sold out of 244, added to 60 and reduced 246. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +32%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001729303
- Portfolio Value
- $653.8M (Q2 2026)
- SEC Filing
- 0001398344-26-014166 ↗ filed Aug 12, 2026
Holdings Value
Holdings 379 stocks · $653.8M
| IVV iShares Core S&P 500 ETF | 8.18% | 71,406 | $53.5M | Add +32.3% |
| IVW iShares S&P 500 Growth ETF | 2.71% | 128,972 | $17.7M | Reduce -16.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.55% | 189,435 | $16.7M | Reduce -13.8% |
| DGRO iShares Core Dividend Growth | 2.30% | 198,534 | $15.0M | Add +7.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.11% | 203,122 | $13.8M | Reduce -11.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.98% | 279,846 | $12.9M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 1.92% | 53,156 | $12.6M | Reduce -3.4% |
| IVE iShares S&P 500 Value ETF | 1.90% | 54,577 | $12.4M | Reduce -32.0% |
| AAPL Apple Inc. | 1.88% | 42,498 | $12.3M | Reduce -43.6% |
| NVDA Nvidia Corp. | 1.81% | 59,194 | $11.8M | Reduce -27.6% |
| MSFT Microsoft Corp. | 1.66% | 29,078 | $10.8M | Reduce -15.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.63% | 65,255 | $10.7M | Reduce -7.9% |
| AMZN Amazon.com Inc. | 1.48% | 40,692 | $9.7M | Reduce -19.3% |
| IEMG iShares Core MSCI Emerging | 1.42% | 112,264 | $9.3M | Reduce -61.1% |
| GOOGL Alphabet Inc. Class A | 1.38% | 25,258 | $9.0M | Reduce -14.7% |
| MUB iShares National Muni Bond E | 1.35% | 82,097 | $8.8M | Add +8.3% |
| JPM JPMorgan Chase & Co. | 1.33% | 26,655 | $8.7M | Reduce -15.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.33% | 100,729 | $8.7M | Reduce -6.9% |
| XLK SS Technology Select Sector | 1.24% | 42,431 | $8.1M | Reduce -5.4% |
| AMAT Applied Materials Inc. | 1.23% | 11,119 | $8.0M | Add +36.9% |
| LRCX Lam Research Corp. | 1.19% | 17,906 | $7.8M | Reduce -21.4% |
| EFG iShares MSCI Eafe Growth ETF | 1.16% | 61,094 | $7.6M | Reduce -0.4% |
| BAI Ishrs AI in and Tech Act ETF | 1.12% | 139,150 | $7.3M | Reduce -24.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.08% | 9,250 | $7.1M | Reduce -12.9% |
| C Citigroup Inc. | 1.05% | 49,078 | $6.9M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.97% | 16,857 | $6.4M | Reduce -22.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.93% | 17,824 | $6.1M | Reduce -32.9% |
| GEV GE Vernova Inc. | 0.93% | 5,194 | $6.1M | Add +8.6% |
| META Meta Platforms Inc. Class A | 0.92% | 10,631 | $6.0M | Reduce -6.0% |
| WMT Walmart Inc. | 0.86% | 49,559 | $5.6M | Reduce -6.9% |
| RSP Invesco S&P 500 Equal Weight | 0.85% | 26,154 | $5.6M | Reduce -13.3% |
| IUSG iShares Core S&P U.S. Growth | 0.83% | 28,938 | $5.4M | Add +2.4% |
| TT Trane Technologies PLC | 0.83% | 10,983 | $5.4M | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 0.82% | 15,673 | $5.3M | Reduce -13.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 10,663 | $5.3M | Reduce -21.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.79% | 102,111 | $5.1M | Add +6.0% |
| EFV iShares MSCI Eafe Value ETF | 0.78% | 66,966 | $5.1M | Reduce -53.3% |
| NOBL Proshares S&P 500 Dividend A | 0.78% | 90,749 | $5.1M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.74% | 67,493 | $4.9M | Add +5.8% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.73% | 149,677 | $4.8M | Add +11.2% |
| GOVT iShares US Treasury Bond ETF | 0.72% | 205,853 | $4.7M | Add +3.2% |
| CORO Ish Intl CTRY Rot Act ETF | 0.70% | 124,810 | $4.6M | New |
| NFLX Netflix Inc. | 0.70% | 63,749 | $4.6M | Add +7.7% |
| JCI Johnson Controls Internation | 0.70% | 31,036 | $4.5M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.64% | 3,510 | $4.2M | Add +15.8% |
| THRO iShares U.S. Thematic Rotati | 0.64% | 96,890 | $4.2M | Reduce -41.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 5,535 | $4.1M | Reduce -39.4% |
| HPE Hewlett Packard Enterprise | 0.62% | 89,267 | $4.0M | Reduce -8.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 26,566 | $4.0M | Add +5.2% |
| CMI Cummins Inc. | 0.59% | 5,433 | $3.9M | Reduce -3.8% |
| MBB iShares MBS ETF | 0.58% | 40,370 | $3.8M | Reduce -9.8% |
| ETN Eaton Corp. PLC | 0.58% | 8,861 | $3.8M | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 17,303 | $3.8M | Reduce -72.9% |
| APH Amphenol Corp. Class A | 0.56% | 20,688 | $3.7M | Add +0.8% |
| NXPI NXP Semiconductors NV | 0.54% | 12,528 | $3.5M | Reduce -7.5% |
| HD Home Depot Inc. | 0.53% | 9,843 | $3.5M | Reduce -38.9% |
| MCD McDonald's Corp. | 0.50% | 12,131 | $3.3M | Reduce -27.8% |
| JNJ Johnson & Johnson | 0.50% | 12,753 | $3.2M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 0.48% | 25,503 | $3.2M | Reduce -32.6% |
| V Visa Inc. Class A | 0.48% | 9,192 | $3.2M | Add +0.5% |
| FANG Diamondback Energy Inc. | 0.47% | 17,637 | $3.1M | Add +5.2% |
| PH Parker Hannifin Corp. | 0.47% | 3,166 | $3.1M | Add +3.9% |
| VGK Vanguard Ftse Europe ETF | 0.46% | 34,076 | $3.0M | Reduce -7.4% |
| CB Chubb Ltd. | 0.46% | 8,730 | $3.0M | Add +2.2% |
| ICE Intercontinental Exchange Inc. | 0.45% | 24,048 | $3.0M | Add +17.9% |
| LMUB iShares LT National Muni BD | 0.45% | 57,176 | $2.9M | Add +11.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 23,606 | $2.8M | Reduce -37.1% |
| ISRG Intuitive Surgical Inc. | 0.42% | 6,955 | $2.8M | Reduce -13.7% |
| TLH iShares 10-20 Year Treasury | 0.42% | 27,416 | $2.8M | Reduce -22.3% |
| CME Cme Group Inc. | 0.42% | 12,318 | $2.7M | Add +4.1% |
| CDNS Cadence Design SYS Inc. | 0.41% | 7,198 | $2.7M | Reduce -3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 10,795 | $2.6M | Reduce -30.9% |
| ADI Analog Devices Inc. | 0.40% | 6,590 | $2.6M | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 0.40% | 3,801 | $2.6M | Reduce -19.1% |
| EW Edwards Lifesciences Corp. | 0.39% | 28,111 | $2.5M | Add +3.4% |
| SPGI S&P Global Inc. | 0.38% | 6,074 | $2.5M | Add +6.3% |
| DUK Duke Energy Corp. | 0.37% | 19,310 | $2.4M | Reduce -22.7% |
| LMT Lockheed Martin Corp. | 0.37% | 4,747 | $2.4M | Add +8.8% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 8,227 | $2.4M | Add +11.8% |
| COST Costco Wholesale Corp. | 0.36% | 2,514 | $2.4M | Reduce -13.8% |
| CEG Constellation Energy | 0.36% | 9,411 | $2.3M | Add +2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 26,589 | $2.3M | Reduce -7.1% |
| FDN First Trust DJ Internet Ind | 0.34% | 8,469 | $2.2M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.34% | 5,377 | $2.2M | Reduce -16.4% |
| IALT Ishrs SYS Alt Act ETF | 0.33% | 77,709 | $2.2M | New |
| MSI Motorola Solutions Inc. | 0.33% | 5,167 | $2.2M | Add +3.6% |
| IQV Iqvia Holdings Inc. | 0.33% | 11,129 | $2.2M | Add +9.0% |
| WFC Wells Fargo & Co. | 0.33% | 25,961 | $2.1M | Reduce -16.6% |
| CRM Salesforce Inc. | 0.33% | 13,630 | $2.1M | Add +1.7% |
| UPS United Parcel Service Class B | 0.32% | 19,669 | $2.1M | Reduce -21.5% |
| GOOG Alphabet Inc. Class C | 0.32% | 5,931 | $2.1M | Reduce -35.8% |
| UNP Union Pacific Corp. | 0.31% | 7,544 | $2.1M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.31% | 6,726 | $2.0M | Reduce -6.7% |
| NEE Nextera Energy Inc. | 0.30% | 22,517 | $2.0M | Reduce -11.9% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 8,869 | $1.9M | Reduce -75.0% |
| GLD SPDR Gold Shares | 0.30% | 5,268 | $1.9M | Reduce -28.1% |
| O Realty Income Corp. | 0.29% | 30,908 | $1.9M | Reduce -4.4% |
| CTRE Caretrust REIT Inc. | 0.29% | 46,771 | $1.9M | Reduce -3.1% |
| GGOV iShares Global GB Usd Ha ETF | 0.29% | 37,630 | $1.9M | New |
| MPC Marathon Petroleum Corp. | 0.29% | 7,317 | $1.9M | Reduce -3.0% |
Portfolio Sells Q1 2026 → Q2 2026
| SCHF Schwab Intl Equity ETF | Reduce -99.5% | 0.02% | −2.28 |
| SCHG Schwab US Large-Cap Growth | Reduce -98.9% | 0.03% | −1.63 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −1.07 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.98 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -99.4% | 0.01% | −0.94 |
| TLTW iShares 20+ Bond Buywrite | Reduce -99.5% | 0.01% | −0.94 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -99.4% | 0.01% | −0.83 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -72.9% | 0.58% | −0.82 |
| IEMG iShares Core MSCI Emerging | Reduce -61.1% | 1.42% | −0.82 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -99.4% | 0.01% | −0.76 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -94.3% | 0.06% | −0.73 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -99.5% | 0.01% | −0.70 |
| FLTR Vaneck Ig Floating Rate ETF | Sold out | 0.00% | −0.59 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -99.5% | 0.01% | −0.59 |
| QUAL iShares MSCI USA Quality Fac | Reduce -75.0% | 0.30% | −0.46 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.46 |
| IWC iShares Micro-Cap ETF | Reduce -99.5% | 0.00% | −0.41 |
| EFV iShares MSCI Eafe Value ETF | Reduce -53.3% | 0.78% | −0.40 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -95.2% | 0.03% | −0.39 |
| SCHM Schwab US Mid Cap ETF | Reduce -99.9% | 0.00% | −0.34 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.34 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.32 |
| ESGD iShares Trust iShares ESG Aw | Reduce -99.9% | 0.00% | −0.31 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.31 |
| DIM Wisdomtree Intl M/C DVD Fund | Sold out | 0.00% | −0.30 |
| IAGG iShares Intl Aggregate Bond | Reduce -96.5% | 0.02% | −0.29 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -99.4% | 0.00% | −0.25 |
| AAPL Apple Inc. | Reduce -43.6% | 1.88% | −0.25 |
| EDIV State Street SPDR S&P Emergi | Reduce -99.8% | 0.00% | −0.24 |
| DWX State Street SPDR S&P Intern | Reduce -99.5% | 0.00% | −0.24 |
| SCHD Schwab US DVD Equity ETF | Reduce -96.2% | 0.01% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -78.2% | 0.07% | −0.16 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Sold out | 0.00% | −0.16 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.16 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.16 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -95.7% | 0.01% | −0.16 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.15 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.14 |
| USCI United States Commodity Inde | Sold out | 0.00% | −0.14 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.14 |
| T AT&T Inc. | Sold out | 0.00% | −0.14 |
| MINO PIMCO Municipal Income Oppor | Sold out | 0.00% | −0.14 |
| PCEF Invesco Cef Income Composite | Sold out | 0.00% | −0.14 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Sold out | 0.00% | −0.13 |
| SGVT Schwab Govt Money Market ETF | Sold out | 0.00% | −0.13 |
| OEF iShares S&P 100 ETF | Reduce -87.0% | 0.03% | −0.13 |
| EFA iShares MSCI Eafe ETF | Reduce -96.4% | 0.01% | −0.13 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -99.0% | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +32.3% | 8.18% | +4.25 |
| AMAT Applied Materials Inc. | Add +36.9% | 1.23% | +0.92 |
| DGRO iShares Core Dividend Growth | Add +7.0% | 2.30% | +0.85 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.70% | +0.70 |
| GEV GE Vernova Inc. | Add +8.6% | 0.93% | +0.47 |
| MUB iShares National Muni Bond E | Add +8.3% | 1.35% | +0.45 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +6.0% | 0.79% | +0.35 |
| IUSG iShares Core S&P U.S. Growth | Add +2.4% | 0.83% | +0.34 |
| IALT Ishrs SYS Alt Act ETF | New | 0.33% | +0.33 |
| LLY Eli Lilly & Co. | Add +15.8% | 0.64% | +0.33 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.29% | +0.29 |
| APH Amphenol Corp. Class A | Add +0.8% | 0.56% | +0.27 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +11.2% | 0.73% | +0.24 |
| UBER Uber Technologies Inc. | Add +5.8% | 0.74% | +0.23 |
| GOVT iShares US Treasury Bond ETF | Add +3.2% | 0.72% | +0.21 |
| V Visa Inc. Class A | Add +0.5% | 0.48% | +0.17 |
| PH Parker Hannifin Corp. | Add +3.9% | 0.47% | +0.17 |
| TJX TJX Companies Inc. | Add +5.2% | 0.62% | +0.17 |
| LMUB iShares LT National Muni BD | Add +11.4% | 0.45% | +0.16 |
| EW Edwards Lifesciences Corp. | Add +3.4% | 0.39% | +0.15 |
| CB Chubb Ltd. | Add +2.2% | 0.46% | +0.15 |
| IQV Iqvia Holdings Inc. | Add +9.0% | 0.33% | +0.13 |
| SPGI S&P Global Inc. | Add +6.3% | 0.38% | +0.11 |
| FANG Diamondback Energy Inc. | Add +5.2% | 0.47% | +0.10 |
| ICE Intercontinental Exchange Inc. | Add +17.9% | 0.45% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +167.8% | 0.13% | +0.09 |
| MSI Motorola Solutions Inc. | Add +3.6% | 0.33% | +0.09 |
| LHX L3HARRIS Technologies Inc. | Add +11.8% | 0.37% | +0.08 |
| SARK Tradr 1X Short Innov DLY-Usd | New | 0.08% | +0.08 |
| ETR Entergy Corp. | Add +2.6% | 0.27% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.0% | 0.19% | +0.08 |
| LMT Lockheed Martin Corp. | Add +8.8% | 0.37% | +0.08 |
| CEG Constellation Energy | Add +2.1% | 0.36% | +0.07 |
| NFLX Netflix Inc. | Add +7.7% | 0.70% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.8% | 0.20% | +0.06 |
| HDV iShares Core High Dividend E | Add +7.8% | 0.16% | +0.05 |
| CRM Salesforce Inc. | Add +1.7% | 0.33% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.6% | 0.08% | +0.05 |
| SYSB iShares Systematic Bond ETF | Add +1.1% | 0.15% | +0.04 |
| UMAY Innovator U.S. Equity Ultra | Add +1343.3% | 0.04% | +0.04 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| SMCO Hilton Small-Midcap Opp ETF | New | 0.03% | +0.03 |
| SNPS Synopsys Inc. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | New | 0.03% | +0.03 |
| ARW Arrow Electronics Inc. | New | 0.03% | +0.03 |
| SOXQ Invesco PHLX Semiconductor | Add +153.5% | 0.04% | +0.03 |
| AADR Advisorshares Dorsey Wright | Add +23.3% | 0.07% | +0.03 |
| DE Deere & Co. | Add +12.9% | 0.06% | +0.03 |
| CME Cme Group Inc. | Add +4.1% | 0.42% | +0.03 |
| PFFD Global X US Preferred ETF | New | 0.02% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | call | Sold out | 1,000 | $53Kbefore exit |
| NFLX Netflix Inc. | call | Sold out | 500 | $48Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 704 | $30Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 379 | $653.8M | IVV, IVW, MGK, DGRO, DYNF |
| Q1 2026 | 606 | $897.5M | IVV, SCHF, IEMG, AAPL, IVW |
| Q4 2025 | 565 | $906.8M | IVV, IEMG, AAPL, SCHF, MGK |
| Q3 2025 | 565 | $881.8M | IVV, SCHF, AAPL, IEMG, MGK |
| Q2 2025 | 554 | $827.3M | IVV, SCHF, SCHG, MGK, IVW |
| Q1 2025 | 529 | $775.7M | IVV, SCHF, AAPL, IVW, SCHG |
| Q4 2024 | 488 | $705.1M | IVV, SCHF, SCHG, IVW, AAPL |
| Q3 2024 | 482 | $738.1M | IVV, SCHF, SCHG, IUSB, IVW |
| Q2 2024 | 465 | $656.1M | IVV, SCHF, SCHG, IVW, IEMG |
| Q1 2024 | 474 | $618.2M | IVV, SCHF, SCHG, IUSB, IEMG |