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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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