WealthShield Partners, LLC

CARY, NC · CIK 1729303 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCary, NC

$653.8m reported value -27.2% vs Q1 2026

379positions

27.3%in top 10

17 new 60 added 246 reduced 245 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	71,406	$53.5m8.18%	8.18%	Added +17.4k	+17,447 32.3%
2	ISHARES TR S&P 500 GRWT ETF IVW	IVW	128,972	$17.7m2.71%	2.71%	Reduced -25.9k	-25,940 -16.7%
3	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	189,435	$16.7m2.55%	2.55%	Reduced -30.3k	-30,335 -13.8%
4	ISHARES TR CORE DIV GRWTH DGRO	DGRO	198,534	$15.0m2.30%	2.30%	Added +12.9k	+12,947 7.0%
5	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	203,122	$13.8m2.11%	2.11%	Reduced -26.2k	-26,242 -11.4%
6	ISHARES TR CORE TOTAL USD IUSB	IUSB	279,846	$12.9m1.98%	1.98%	Reduced -6.4k	-6,443 -2.2%
7	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	53,156	$12.6m1.92%	1.92%	Reduced -1.9k	-1,891 -3.4%
8	ISHARES TR S&P 500 VAL ETF IVE	IVE	54,577	$12.4m1.90%	1.90%	Reduced -25.7k	-25,709 -32.0%
9	APPLE INC COM AAPL	AAPL	42,498	$12.3m1.88%	1.88%	Reduced -32.8k	-32,794 -43.6%
10	NVIDIA CORPORATION COM NVDA	NVDA	59,194	$11.8m1.81%	1.81%	Reduced -22.6k	-22,626 -27.6%
11	MICROSOFT CORP COM MSFT	MSFT	29,078	$10.8m1.66%	1.66%	Reduced -5.4k	-5,362 -15.6%
12	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	65,255	$10.7m1.63%	1.63%	Reduced -5.6k	-5,573 -7.9%
13	AMAZON COM INC COM AMZN	AMZN	40,692	$9.7m1.48%	1.48%	Reduced -9.7k	-9,716 -19.3%
14	ISHARES INC CORE MSCI EMKT IEMG	IEMG	112,264	$9.3m1.42%	1.42%	Reduced -176.2k	-176,176 -61.1%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,258	$9.0m1.38%	1.38%	Reduced -4.3k	-4,336 -14.7%
16	ISHARES TR NATIONAL MUN ETF MUB	MUB	82,097	$8.8m1.35%	1.35%	Added +6.3k	+6,290 8.3%
17	JPMORGAN CHASE & CO COM JPM	JPM	26,655	$8.7m1.33%	1.33%	Reduced -4.7k	-4,723 -15.1%
18	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	100,729	$8.7m1.33%	1.33%	Reduced -7.5k	-7,493 -6.9%
19	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	42,431	$8.1m1.24%	1.24%	Reduced -2.4k	-2,418 -5.4%
20	APPLIED MATLS INC COM AMAT	AMAT	11,119	$8.0m1.23%	1.23%	Added +3.0k	+2,995 36.9%
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	17,906	$7.8m1.19%	1.19%	Reduced -4.9k	-4,883 -21.4%
22	ISHARES TR EAFE GRWTH ETF EFG	EFG	61,094	$7.6m1.16%	1.16%	Reduced -241	-241 -0.4%
23	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	139,150	$7.3m1.12%	1.12%	Reduced -44.8k	-44,848 -24.4%
24	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	9,250	$7.1m1.08%	1.08%	Reduced -1.4k	-1,370 -12.9%
25	CITIGROUP INC COM NEW C	C	49,078	$6.9m1.05%	1.05%	Reduced -2.9k	-2,895 -5.6%
26	BROADCOM INC COM AVGO	AVGO	16,857	$6.4m0.97%	0.97%	Reduced -4.8k	-4,770 -22.1%
27	ISHARES TR MSCI USA MMENTM MTUM	MTUM	17,824	$6.1m0.93%	0.93%	Reduced -8.7k	-8,726 -32.9%
28	GE VERNOVA INC COM GEV	GEV	5,194	$6.1m0.93%	0.93%	Added +412	+412 8.6%
29	META PLATFORMS INC CL A META	META	10,631	$6.0m0.92%	0.92%	Reduced -678	-678 -6.0%
30	WALMART INC COM WMT	WMT	49,559	$5.6m0.86%	0.86%	Reduced -3.7k	-3,690 -6.9%
31	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	26,154	$5.6m0.85%	0.85%	Reduced -4.0k	-3,996 -13.2%
32	ISHARES TR CORE S&P US GWT IUSG	IUSG	28,938	$5.4m0.83%	0.83%	Added +687	+687 2.4%
33	TRANE TECHNOLOGIES PLC SHS TT	TT	10,983	$5.4m0.83%	0.83%	Reduced -265	-265 -2.4%
34	PALO ALTO NETWORKS INC COM PANW	PANW	15,673	$5.3m0.82%	0.82%	Reduced -2.5k	-2,514 -13.8%
35	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,663	$5.3m0.82%	0.82%	Reduced -2.9k	-2,850 -21.1%
36	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	102,111	$5.1m0.79%	0.79%	Added +5.8k	+5,764 6.0%
37	ISHARES TR EAFE VALUE ETF EFV	EFV	66,966	$5.1m0.78%	0.78%	Reduced -76.4k	-76,444 -53.3%
38	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	90,749	$5.1m0.78%	0.78%	Reduced -269	-269 -0.3%
39	UBER TECHNOLOGIES INC COM UBER	UBER	67,493	$4.9m0.74%	0.74%	Added +3.7k	+3,695 5.8%
40	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	149,677	$4.8m0.73%	0.73%	Added +15.1k	+15,066 11.2%
41	ISHARES TR US TREAS BD ETF GOVT	GOVT	205,853	$4.7m0.72%	0.72%	Added +6.4k	+6,360 3.2%
42	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	124,810	$4.6m0.70%	0.70%	New
43	NETFLIX INC COM NFLX	NFLX	63,749	$4.6m0.70%	0.70%	Added +4.5k	+4,537 7.7%
44	JOHNSON CTLS INTL PLC SHS JCI	JCI	31,036	$4.5m0.70%	0.70%	Reduced -178	-178 -0.6%
45	ELI LILLY & CO COM LLY	LLY	3,510	$4.2m0.64%	0.64%	Added +478	+478 15.8%
46	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	96,890	$4.2m0.64%	0.64%	Reduced -67.4k	-67,427 -41.0%
47	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,535	$4.1m0.63%	0.63%	Reduced -3.6k	-3,597 -39.4%
48	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	89,267	$4.0m0.62%	0.62%	Reduced -8.3k	-8,280 -8.5%
49	TJX COS INC NEW COM TJX	TJX	26,566	$4.0m0.62%	0.62%	Added +1.3k	+1,312 5.2%
50	CUMMINS INC COM CMI	CMI	5,433	$3.9m0.59%	0.59%	Reduced -217	-217 -3.8%
51	ISHARES TR MBS ETF MBB	MBB	40,370	$3.8m0.58%	0.58%	Reduced -4.4k	-4,396 -9.8%
52	EATON CORP PLC SHS ETN	ETN	8,861	$3.8m0.58%	0.58%	Reduced -459	-459 -4.9%
53	VANGUARD INDEX FDS VALUE ETF VTV	VTV	17,303	$3.8m0.58%	0.58%	Reduced -46.6k	-46,610 -72.9%
54	AMPHENOL CORP CL A APH	APH	20,688	$3.7m0.56%	0.56%	Added +165	+165 0.8%
55	NXP SEMICONDUCTORS N V COM NXPI	NXPI	12,528	$3.5m0.54%	0.54%	Reduced -1.0k	-1,020 -7.5%
56	HOME DEPOT INC COM HD	HD	9,843	$3.5m0.53%	0.53%	Reduced -6.3k	-6,272 -38.9%
57	MCDONALDS CORP COM MCD	MCD	12,131	$3.3m0.50%	0.50%	Reduced -4.7k	-4,680 -27.8%
58	JOHNSON & JOHNSON COM JNJ	JNJ	12,753	$3.2m0.50%	0.50%	Reduced -368	-368 -2.8%
59	ISHARES TR RUS 1000 GRW ETF IWF	IWF	25,503	$3.2m0.48%	0.48%	Reduced -12.3k	-12,349 -32.6%
60	VISA INC COM CL A V	V	9,192	$3.2m0.48%	0.48%	Added +46	+46 0.5%
61	DIAMONDBACK ENERGY INC COM FANG	FANG	17,637	$3.1m0.47%	0.47%	Added +869	+869 5.2%
62	PARKER-HANNIFIN CORP COM PH	PH	3,166	$3.1m0.47%	0.47%	Added +118	+118 3.9%
63	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	34,076	$3.0m0.46%	0.46%	Reduced -2.7k	-2,719 -7.4%
64	CHUBB LIMITED COM CB	CB	8,730	$3.0m0.46%	0.46%	Added +188	+188 2.2%
65	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	24,048	$3.0m0.45%	0.45%	Added +3.7k	+3,659 17.9%
66	ISHARES TR LONG TERM MUNI LMUB	LMUB	57,176	$2.9m0.45%	0.45%	Added +5.8k	+5,839 11.4%
67	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	23,606	$2.8m0.43%	0.43%	Reduced -13.9k	-13,935 -37.1%
68	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	6,955	$2.8m0.42%	0.42%	Reduced -1.1k	-1,100 -13.7%
69	ISHARES TR 10-20 YR TRS ETF TLH	TLH	27,416	$2.8m0.42%	0.42%	Reduced -7.9k	-7,887 -22.3%
70	CME GROUP INC COM CME	CME	12,318	$2.7m0.42%	0.42%	Added +486	+486 4.1%
71	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	7,198	$2.7m0.41%	0.41%	Reduced -278	-278 -3.7%
72	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	10,795	$2.6m0.40%	0.40%	Reduced -4.8k	-4,819 -30.9%
73	ANALOG DEVICES INC COM ADI	ADI	6,590	$2.6m0.40%	0.40%	Reduced -441	-441 -6.3%
74	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,801	$2.6m0.40%	0.40%	Reduced -896	-896 -19.1%
75	EDWARDS LIFESCIENCES CORP COM EW	EW	28,111	$2.5m0.39%	0.39%	Added +926	+926 3.4%
76	S&P GLOBAL INC COM SPGI	SPGI	6,074	$2.5m0.38%	0.38%	Added +360	+360 6.3%
77	DUKE ENERGY CORP NEW COM NEW DUK	DUK	19,310	$2.4m0.37%	0.37%	Reduced -5.7k	-5,659 -22.7%
78	LOCKHEED MARTIN CORP COM LMT	LMT	4,747	$2.4m0.37%	0.37%	Added +384	+384 8.8%
79	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	8,227	$2.4m0.37%	0.37%	Added +868	+868 11.8%
80	COSTCO WHSL CORP NEW COM COST	COST	2,514	$2.4m0.36%	0.36%	Reduced -403	-403 -13.8%
81	CONSTELLATION ENERGY CORP COM CEG	CEG	9,411	$2.3m0.36%	0.36%	Added +190	+190 2.1%
82	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	26,589	$2.3m0.36%	0.36%	Reduced -2.0k	-2,024 -7.1%
83	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	8,469	$2.2m0.34%	0.34%	Reduced -281	-281 -3.2%
84	UNITEDHEALTH GROUP INC COM UNH	UNH	5,377	$2.2m0.34%	0.34%	Reduced -1.1k	-1,055 -16.4%
85	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	77,709	$2.2m0.33%	0.33%	New
86	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	5,167	$2.2m0.33%	0.33%	Added +181	+181 3.6%
87	IQVIA HLDGS INC COM IQV	IQV	11,129	$2.2m0.33%	0.33%	Added +921	+921 9.0%
88	WELLS FARGO CO NEW COM WFC	WFC	25,961	$2.1m0.33%	0.33%	Reduced -5.2k	-5,175 -16.6%
89	SALESFORCE INC COM CRM	CRM	13,630	$2.1m0.33%	0.33%	Added +227	+227 1.7%
90	UNITED PARCEL SERVICE INC CL B UPS	UPS	19,669	$2.1m0.32%	0.32%	Reduced -5.4k	-5,398 -21.5%
91	ALPHABET INC CAP STK CL C GOOG	GOOG	5,931	$2.1m0.32%	0.32%	Reduced -3.3k	-3,300 -35.8%
92	UNION PAC CORP COM UNP	UNP	7,544	$2.1m0.31%	0.31%	Reduced -140	-140 -1.8%
93	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,726	$2.0m0.31%	0.31%	Reduced -483	-483 -6.7%
94	NEXTERA ENERGY INC COM NEE	NEE	22,517	$2.0m0.30%	0.30%	Reduced -3.0k	-3,034 -11.9%
95	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	8,869	$1.9m0.30%	0.30%	Reduced -26.6k	-26,628 -75.0%
96	SPDR GOLD TR GOLD SHS GLD	GLD	5,268	$1.9m0.30%	0.30%	Reduced -2.1k	-2,054 -28.1%
97	REALTY INCOME CORP COM O	O	30,908	$1.9m0.29%	0.29%	Reduced -1.4k	-1,410 -4.4%
98	CARETRUST REIT INC COM CTRE	CTRE	46,771	$1.9m0.29%	0.29%	Reduced -1.5k	-1,523 -3.1%
99	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	37,630	$1.9m0.29%	0.29%	New
100	MARATHON PETE CORP COM MPC	MPC	7,317	$1.9m0.29%	0.29%	Reduced -228	-228 -3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PIMCO ETF TR BOND	BOND	103,918	$9.6m103.9k shares
SCHWAB STRATEGIC TR SCHV	SCHV	287,278	$8.8m287.3k shares
VANECK ETF TRUST FLTR	FLTR	209,139	$5.3m209.1k shares
AMERICAN CENTY ETF TR AVDV	AVDV	41,235	$4.1m41.2k shares
ISHARES TR IDEV	IDEV	35,984	$3.0m36.0k shares
SCHWAB STRATEGIC TR SCHA	SCHA	98,716	$2.9m98.7k shares
SCHWAB STRATEGIC TR SCHX	SCHX	107,966	$2.8m108.0k shares
WISDOMTREE TR DIM	DIM	32,108	$2.7m32.1k shares
SPDR INDEX SHS FDS WDIV	WDIV	19,156	$1.5m19.2k shares
NUSHARES ETF TR NUSC	NUSC	32,555	$1.5m32.6k shares
IDEXX LABS INC IDXX	IDXX	2,606	$1.5m2.6k shares
SCHWAB STRATEGIC TR FNDF	FNDF	29,621	$1.4m29.6k shares
NUSHARES ETF TR NULV	NULV	30,229	$1.4m30.2k shares
WISDOMTREE TR DON	DON	24,707	$1.3m24.7k shares
UNITED STS COMMODITY INDEX F USCI	USCI	13,436	$1.3m13.4k shares
ISHARES TR SUSC	SUSC	55,067	$1.3m55.1k shares
AT&T INC T	T	43,736	$1.3m43.7k shares
PIMCO ETF TR MINO	MINO	27,809	$1.3m27.8k shares
INVESCO EXCH TRADED FD TR II PCEF	PCEF	64,563	$1.2m64.6k shares
NUSHARES ETF TR NULG	NULG	12,966	$1.2m13.0k shares
SCHWAB STRATEGIC TR SGVT	SGVT	11,506	$1.2m11.5k shares
VERIZON COMMUNICATIONS INC VZ	VZ	21,267	$1.1m21.3k shares
INVESCO EXCH TRADED FD TR II IFLN	IFLN	58,780	$1.1m58.8k shares
J P MORGAN EXCHANGE TRADED F JQUA	JQUA	16,936	$1.0m16.9k shares
WISDOMTREE TR DES	DES	28,099	$1.0m28.1k shares