Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

Wealth Shield Partners, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $839 Million distributed in 566 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.2M, Schwab Strategic Tr Intl Eqty with a value of $19.1M, Apple Inc. with a value of $19.1M, Vanguard Mega Cap Growth ETF with a value of $18.4M, and Ishares S&P 500 Growth ETF with a value of $17.4M.

Examining the 13F form we can see an increase of $43.3M in the current position value, from $796M to 839M.

Wealth Shield Partners, LLC is based out at Cary, NC

Below you can find more details about Wealth Shield Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $839 Million
ETFs: $549 Million
Technology: $98.9 Million
Financial Services: $48.7 Million
Consumer Cyclical: $31 Million
Communication Services: $30.4 Million
Industrials: $25.3 Million
Healthcare: $18.3 Million
Consumer Defensive: $13.8 Million
Other: $23 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$19.1 Million 2.28% of portfolio
75,022
Q3 2025 Added 1.08%
$465B
$16.9 Million 2.02% of portfolio
90,677
Q3 2025 Reduced 0.84%
$3.78T
$16.2 Million 1.93% of portfolio
31,248
Q3 2025 Added 0.28%
$2.39T
$10.1 Million 1.2% of portfolio
45,876
Q3 2025 Reduced 1.17%
$881B
$9.91 Million 1.18% of portfolio
31,406
Q3 2025 Reduced 0.25%
$1.65T
$8.94 Million 1.07% of portfolio
36,781
Q3 2025 Reduced 0.28%
$1.37T
$7.82 Million 0.93% of portfolio
10,655
Q3 2025 Reduced 0.6%
$115B
$7.51 Million 0.89% of portfolio
15,310
Q3 2025 Added 1.03%
$49.1B
$6.46 Million 0.77% of portfolio
5,386
Q3 2025 Added 2.12%
$662B
$6.44 Million 0.77% of portfolio
12,803
Q3 2025 Added 18.91%
$139B
$6.11 Million 0.73% of portfolio
18,511
Q3 2025 Reduced 4.98%
$367B
$5.95 Million 0.71% of portfolio
14,674
Q3 2025 Added 1.33%
$181B
$5.68 Million 0.68% of portfolio
57,987
Q3 2025 Added 1.3%
$279B
$5.62 Million 0.67% of portfolio
54,502
Q3 2025 Reduced 0.26%
$190B
$5.18 Million 0.62% of portfolio
51,036
Q3 2025 Reduced 0.88%
$533B
$5.06 Million 0.6% of portfolio
14,817
Q3 2025 Added 4.08%
$224B
$4.87 Million 0.58% of portfolio
16,029
Q3 2025 Added 66.69%
$96.9B
$4.43 Million 0.53% of portfolio
10,506
Q3 2025 Added 2.65%
$55.4B
$4.08 Million 0.49% of portfolio
13,357
Q3 2025 Added 0.39%
$300B
$3.83 Million 0.46% of portfolio
11,079
Q3 2025 Added 10.76%
$51.8B
$3.69 Million 0.44% of portfolio
16,210
Q3 2025 Added 23.8%
$172B
$3.55 Million 0.42% of portfolio
80,661
Q3 2025 Added 2.25%
$237B
$3.41 Million 0.41% of portfolio
14,384
Q3 2025 Added 32.46%
$140B
$3.46 Million 0.41% of portfolio
9,242
Q3 2025 Added 0.79%
$159B
$3.24 Million 0.39% of portfolio
6,667
Q3 2025 Added 30.24%
$404B
$3.17 Million 0.38% of portfolio
3,424
Q3 2025 Added 0.15%
$96.4B
$3.15 Million 0.38% of portfolio
25,460
Q3 2025 Added 0.03%
$81.8B
$3.07 Million 0.37% of portfolio
27,954
Q3 2025 Reduced 0.45%
$84.9B
$3.08 Million 0.37% of portfolio
18,287
Q3 2025 Added 3.6%
$45.5B
$3.02 Million 0.36% of portfolio
17,453
Q3 2025 Added 1.89%
$61.4B
$3 Million 0.36% of portfolio
14,720
Q3 2025 Added 4.46%
$100B
$3.06 Million 0.36% of portfolio
11,322
Q3 2025 Added 3.27%
$86.4B
$2.58 Million 0.31% of portfolio
7,359
Q3 2025 Added 0.53%
$84B
$2.53 Million 0.3% of portfolio
13,157
Q3 2025 Added 4.69%
$971B
$2.41 Million 0.29% of portfolio
3,165
Q3 2025 Reduced 2.16%
$168B
$2.44 Million 0.29% of portfolio
32,274
Q3 2025 Added 0.08%
$65.2B
$2.31 Million 0.28% of portfolio
5,468
Q3 2025 Added 20.6%
$41.3B
$2.33 Million 0.28% of portfolio
27,881
Q3 2025 Added 2.59%
$63.4B
$2.31 Million 0.27% of portfolio
5,047
Q3 2025 Reduced 0.69%
$79.2B
$2.2 Million 0.26% of portfolio
31,604
Q3 2025 Reduced 7.64%
$512B
$2.21 Million 0.26% of portfolio
3,885
Q3 2025 Added 2.32%
$59.7B
$2.22 Million 0.26% of portfolio
4,493
Q3 2025 Added 2.14%
$123B
$2.2 Million 0.26% of portfolio
7,788
Q3 2025 Added 1.87%
$29.4B
$2.1 Million 0.25% of portfolio
85,359
Q3 2025 Added 1.37%
$53.4B
$2 Million 0.24% of portfolio
25,781
Q3 2025 Added 1.73%
$1.29T
$1.95 Million 0.23% of portfolio
4,379
Q3 2025 Reduced 1.88%
$1.74T
$1.97 Million 0.23% of portfolio
8,075
Q3 2025 Reduced 1.42%
$193B
$1.97 Million 0.23% of portfolio
4,401
Q3 2025 Added 5.77%
$35.1B
$1.87 Million 0.22% of portfolio
30,739
Q3 2025 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 566
  • Current Value $839 Million
  • Prior Value $796 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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