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Wealthshield Partners, LLC

CIK:0001729303
Investment Adviser
$1B AUM
555 holdings
Cary, NC, US
Founded:2013
24 employees
wealthshieldpartners.com
Latest filing:Jun 30, 2025

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.

Top Buys
I
IEMGISHARES INC
+$5.6M
E
EFVISHARES TR
+$5.1M
T
THROBLACKROCK ETF TRUST
+$4.9M
M
MSFTMICROSOFT CORP
+$3.8M
B
BNDXVANGUARD CHARLOTTE FDS
+$2.8M
Top Sells
I
IVVISHARES TR
-$7.5M
W
WMTWALMART INC
-$3.4M
E
EMXCISHARES INC
-$3.2M
M
MRKMERCK & CO INC
-$3.0M
M
MSIMOTOROLA SOLUTIONS INC
-$2.8M

Top Holdings

I
IVVISHARES TR
+3.5%$28.8M
S
SCHFSCHWAB STRATEGIC TR
+2.3%$18.7M
S
SCHGSCHWAB STRATEGIC TR
+2.1%$17.0M
M
MGKVANGUARD WORLD FD
+2.0%$16.6M
I
IVWISHARES TR
+1.9%$16.1M

Equity Positions (545)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR3.48%$28.8M46,361$405.56$620.90-$7.5M
S
SCHF
SCHWAB STRATEGIC TR2.26%$18.7M846,559$18.98$22.10+$1.6M
S
SCHG
SCHWAB STRATEGIC TR2.05%$17.0M580,655$18.32$29.21+$2.4M
M
MGK
VANGUARD WORLD FD2.01%$16.6M45,473$265.42$366.17+$2.7M
I
IVW
ISHARES TR1.95%$16.1M146,208$82.07$110.10+$1.2M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
U
UBER
UBER TECHNOLOGIES INC—
Call
$46.6K5$93.30$72.860+$10.2K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.9%
SEMICONDUCTORS & RELATED DEVICES
+3.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
SERVICES-BUSINESS SERVICES, NEC
+2.0%
NATIONAL COMMERCIAL BANKS
+2.0%