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Wealthshield Partners, LLC
Independent private wealth management firm focused on protecting and growing client wealth while supporting independent advisors in business growth. Provides customized investment strategies, transparent fee structures, and strives to minimize conflicts of interest through its independent status.
Investment Strategy
Customized portfolio strategies tailored to individual client needs, with a focus on transparency and avoiding conflicts of interest; offers a broad scope of investment options compared to traditional corporate institutions.
Latest 13F Filing Activity
Wealthshield Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 545 equity positions and 1 options positions with a total 13F market value of $827M. The fund increased holdings in Ishares Inc., Ishares TR, Blackrock Etf Trust among other positions. Wealthshield Partners, LLC reduced exposure to Ishares TR, Walmart Inc., Ishares Inc. among others.
Top Holdings
Equity Positions (545)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 3.48% | $28.8M | 46,361 | $405.56 | $620.90 | -$7.5M |
S SCHF | SCHWAB STRATEGIC TR | 2.26% | $18.7M | 846,559 | $18.98 | $22.10 | +$1.6M |
S SCHG | SCHWAB STRATEGIC TR | 2.05% | $17.0M | 580,655 | $18.32 | $29.21 | +$2.4M |
M MGK | VANGUARD WORLD FD | 2.01% | $16.6M | 45,473 | $265.42 | $366.17 | +$2.7M |
I IVW | ISHARES TR | 1.95% | $16.1M | 146,208 | $82.07 | $110.10 | +$1.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UBER | UBER TECHNOLOGIES INC | — | Call | $46.6K | 5 | $93.30 | $72.86 | 0 | +$10.2K |
Industry Allocation
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