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
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$2.92 Million 0.35% of portfolio	104,767	Q3 2025 Reduced 1.39%
GLD Spdr Gold Trust ETFs	$130B	$2.8 Million 0.33% of portfolio	7,863	Q3 2025 Added 12.63%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$2.59 Million 0.31% of portfolio	50,620	Q3 2025 Added 2.26%
FDN First Tr Fd Dow Jones ETFs	$0	$2.55 Million 0.3% of portfolio	9,124	Q1 2025 Reduced 0.38%
EFG Msci Eafe Growth ETF ETFs	$0	$2.51 Million 0.3% of portfolio	22,047	Q3 2025 Reduced 60.28%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$2.52 Million 0.3% of portfolio	31,584	Q3 2025 Reduced 2.03%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$2.4 Million 0.29% of portfolio	25,772	Q3 2025 Added 4.19%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$2.27 Million 0.27% of portfolio	45,226	Q3 2025 Added 6.48%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.24 Million 0.27% of portfolio	28,577	Q3 2025 Added 0.43%

VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.31 Million 0.27% of portfolio	3,765	Q3 2025 Added 3.83%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.22 Million 0.26% of portfolio	22,119	Q3 2025 Reduced 23.52%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$2.14 Million 0.25% of portfolio	54,965	Q3 2025 Added 0.41%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$2.06 Million 0.25% of portfolio	26,587	Q3 2025 Added 0.38%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$2.05 Million 0.24% of portfolio	44,970	Q3 2025 Reduced 6.93%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.03 Million 0.24% of portfolio	3,377	Q3 2025 Reduced 6.35%
DWX Spdr Index Shs Fds S&P Intl Di ETFs	$0	$2 Million 0.24% of portfolio	46,831	Q3 2025 Reduced 2.01%
XLF Financial Sector Spdr ETFs	$0	$2.04 Million 0.24% of portfolio	37,944	Q3 2025 Reduced 3.88%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.87 Million 0.22% of portfolio	15,711	Q3 2025 Reduced 0.34%

JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.76 Million 0.21% of portfolio	27,944	Q3 2025 Added 1.13%
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$1.75 Million 0.21% of portfolio	31,919	Q3 2025 Reduced 6.69%
DIM Wisdomtree Tr Intl Midcap Divi ETFs	$0	$1.69 Million 0.2% of portfolio	21,838	Q3 2025 Added 257.77%
FNDF Schwab Fundamental Intl Large ETFs	$0	$1.64 Million 0.2% of portfolio	38,233	Q3 2025 Added 2.12%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.64 Million 0.2% of portfolio	60,107	Q3 2025 Added 0.33%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.68 Million 0.2% of portfolio	30,333	Q3 2025 Reduced 7.28%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.52 Million 0.18% of portfolio	6,277	Q3 2025 Reduced 4.28%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.52 Million 0.18% of portfolio	28,145	Q3 2025 Added 0.04%
IXUS Ishares Tr ETFs	$0	$1.44 Million 0.17% of portfolio	17,498	Q3 2025 Added 0.14%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.41 Million 0.17% of portfolio	28,186	Q3 2025 Reduced 3.74%
EMB Ishares Tr ETFs	$0	$1.42 Million 0.17% of portfolio	14,925	Q3 2025 Added 4.94%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$1.39 Million 0.17% of portfolio	16,762	Q3 2025 Reduced 5.58%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$1.33 Million 0.16% of portfolio	30,267	Q3 2025 Added 0.3%
WDIV Spdr S&P Global Dividend ETF ETFs	$0	$1.34 Million 0.16% of portfolio	18,377	Q3 2025 Added 0.99%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.37 Million 0.16% of portfolio	19,258	Q3 2025 Reduced 7.85%
IGM Ishares Expanded Tech Sector E ETFs	$0	$1.36 Million 0.16% of portfolio	10,800	Q1 2025 New
PCEF Invesco Cef Income Composite E ETFs	$0	$1.25 Million 0.15% of portfolio	62,415	Q3 2025 Added 0.51%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$1.27 Million 0.15% of portfolio	12,298	Q3 2025 Added 3.71%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.27 Million 0.15% of portfolio	19,451	Q3 2025 Reduced 0.17%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$1.29 Million 0.15% of portfolio	25,325	Q3 2025 Reduced 6.22%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$1.28 Million 0.15% of portfolio	24,488	Q3 2025 Reduced 5.54%
XLU Utilities Sector Spdr ETFs	$0	$1.25 Million 0.15% of portfolio	14,356	Q1 2025 Added 2.38%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$1.16 Million 0.14% of portfolio	11,669	Q3 2025 Reduced 5.11%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$1.2 Million 0.14% of portfolio	27,303	Q3 2025 Reduced 2.54%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$1.18 Million 0.14% of portfolio	10,639	Q3 2025 Added 70.36%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.17 Million 0.14% of portfolio	19,525	Q3 2025 Added 4.46%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.18 Million 0.14% of portfolio	12,631	Q3 2025 Added 2.44%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$1.13 Million 0.13% of portfolio	26,065	Q2 2025 Added 9.96%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.07 Million 0.13% of portfolio	7,366	Q3 2025 Reduced 28.04%
SUSC Ishares Tr Esg Aware Usd Corpo ETFs	$0	$1.08 Million 0.13% of portfolio	45,788	Q3 2025 Added 15.27%
PHB Invesco Fd Tr Ii Fundamental H ETFs	$0	$1.07 Million 0.13% of portfolio	57,487	Q3 2025 Added 0.54%
UAUG Innovator U.S. Equity Ultra Bu ETFs	$0	$1.06 Million 0.13% of portfolio	27,055	Q3 2025 Reduced 9.98%

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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Wealth Shield Partners, LLC Portfolio Holdings