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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Million 3.6% of portfolio
45,151
Q3 2025 Reduced 2.61%
$0
$19.1 Million 2.28% of portfolio
822,228
Q3 2025 Reduced 2.87%
$0
$18.4 Million 2.19% of portfolio
45,601
Q3 2025 Added 0.28%
$0
$17.4 Million 2.08% of portfolio
144,290
Q3 2025 Reduced 1.31%
$0
$17.4 Million 2.08% of portfolio
545,868
Q3 2025 Reduced 5.99%
$0
$15.6 Million 1.86% of portfolio
264,261
Q3 2025 Added 15.15%
$0
$15.1 Million 1.8% of portfolio
281,619
Q3 2025 Added 5.3%
$0
$13.5 Million 1.6% of portfolio
65,196
Q3 2025 Added 2.9%
$0
$12.9 Million 1.54% of portfolio
276,321
Q3 2025 Reduced 5.74%
$0
$12.7 Million 1.51% of portfolio
186,594
Q3 2025 Reduced 0.02%
$0
$12.5 Million 1.49% of portfolio
184,753
Q3 2025 Reduced 13.38%
$0
$11.8 Million 1.41% of portfolio
63,458
Q3 2025 Reduced 5.14%
$0
$11.8 Million 1.41% of portfolio
60,896
Q3 2025 Reduced 15.98%
$0
$10.1 Million 1.21% of portfolio
348,606
Q3 2025 Added 0.03%
$0
$9.95 Million 1.18% of portfolio
54,603
Q3 2025 Reduced 2.08%
$0
$9.82 Million 1.17% of portfolio
71,286
Q3 2025 Added 1.94%
$0
$8.47 Million 1.01% of portfolio
331,284
Q3 2025 Reduced 1.57%
$0
$8.23 Million 0.98% of portfolio
30,921
Q3 2025 Added 68.28%
$0
$7.39 Million 0.88% of portfolio
69,395
Q3 2025 Reduced 0.3%
$0
$7.29 Million 0.87% of portfolio
87,448
Q3 2025 Reduced 3.74%
$0
$7.28 Million 0.87% of portfolio
77,956
Q3 2025 Added 3.3%
$0
$6.6 Million 0.79% of portfolio
72,088
Q3 2025 Reduced 1.46%
$0
$6.33 Million 0.75% of portfolio
33,373
Q3 2025 Reduced 2.48%
$0
$6.19 Million 0.74% of portfolio
21,956
Q3 2025 Added 0.31%
$0
$6.18 Million 0.74% of portfolio
69,728
Q3 2025 Reduced 5.89%
$0
$6.24 Million 0.74% of portfolio
9,366
Q3 2025 Added 0.26%
$0
$5.42 Million 0.65% of portfolio
231,127
Q3 2025 Added 0.15%
$0
$5.45 Million 0.65% of portfolio
52,887
Q3 2025 Added 24.27%
$0
$5.3 Million 0.63% of portfolio
56,150
Q3 2025 Reduced 6.88%
$0
$4.82 Million 0.57% of portfolio
29,324
Q3 2025 Reduced 0.23%
$0
$4.64 Million 0.55% of portfolio
9,910
Q3 2025 Reduced 0.67%
$0
$4.31 Million 0.51% of portfolio
16,804
Q3 2025 Added 1.4%
$0
$4.22 Million 0.5% of portfolio
40,357
Q3 2025 Added 22.14%
$0
$4.17 Million 0.5% of portfolio
27,954
Q3 2025 Reduced 7.16%
$0
$4.01 Million 0.48% of portfolio
53,902
Q3 2025 Reduced 14.04%
$0
$3.95 Million 0.47% of portfolio
41,501
Q3 2025 Added 2.67%
$0
$3.69 Million 0.44% of portfolio
110,642
Q3 2025 Reduced 1.13%
$0
$3.73 Million 0.44% of portfolio
36,233
Q3 2025 Reduced 3.37%
$0
$3.61 Million 0.43% of portfolio
17,296
Q3 2025 Added 4.41%
$0
$3.58 Million 0.43% of portfolio
40,006
Q3 2025 Added 8.39%
$0
$3.25 Million 0.39% of portfolio
65,720
Q3 2025 Added 15.4%
$0
$3.25 Million 0.39% of portfolio
40,591
Q3 2025 Reduced 0.23%
$0
$3.26 Million 0.39% of portfolio
36,615
Q3 2025 Reduced 4.06%
$0
$3.16 Million 0.38% of portfolio
18,112
Q3 2025 Reduced 1.92%
$0
$3.06 Million 0.36% of portfolio
103,179
Q3 2025 Reduced 0.83%
$65.3B
$3 Million 0.36% of portfolio
41,193
Q3 2025 Added 78.26%
$0
$3.06 Million 0.36% of portfolio
10,419
Q3 2025 Reduced 4.66%
$0
$2.92 Million 0.35% of portfolio
110,980
Q3 2025 Reduced 0.52%
$0
$2.9 Million 0.35% of portfolio
13,878
Q3 2025 Added 25,600.0%

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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