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

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%
$4.3T
$19.1 Million 2.28% of portfolio
75,022
Q3 2025 Added 1.08%
$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%
$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%
$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%
$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%
$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%
$1.65T
$8.94 Million 1.07% of portfolio
36,781
Q3 2025 Reduced 0.28%
$0
$8.66 Million 1.03% of portfolio
18,046
Q3 2025 Added 0.93%
$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%
$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%
$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%
$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%
$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%
$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%
$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%
$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%
$170B
$4.86 Million 0.58% of portfolio
33,599
Q3 2025 Added 2.55%
$224B
$4.87 Million 0.58% of portfolio
16,029
Q3 2025 Added 66.69%
$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%

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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