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
ARKF Ark ETF Tr Fintech Innovation ETFs	$0	$5,000 0.0% of portfolio	100	Q4 2024 New
ARKG Ark Genomic Revolution ETF (De ETFs	$0	$2,000 0.0% of portfolio	91	Q4 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$18,000 0.0% of portfolio	625	Q1 2025 Reduced 10.71%
AVUV American Centy ETF Tr Avantis ETFs	$0	$3,000 0.0% of portfolio	31	Q2 2025 New
Ge Vernova Inc	-	$0 0.0% of portfolio	-	Q3 2025 Added 15.22%
FLMB Franklin Muni Green Bd ETF ETFs	$0	$4,000 0.0% of portfolio	180	Q2 2023 New
FXH First Tr Exchange Trd Fd Healt ETFs	$0	$3,000 0.0% of portfolio	29	Q1 2025 New
MLN Vaneck Long Muni ETF ETFs	$0	$3,000 0.0% of portfolio	191	Q2 2025 Reduced 37.79%
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	$0	$39,000 0.0% of portfolio	398	Q1 2025 New
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$11,000 0.0% of portfolio	157	Q2 2025 Added 3.97%
FXN First Tr Exchange Traded Fd Fi ETFs	$0	$8,000 0.0% of portfolio	508	Q1 2025 New
FMAT Fidelity Covington Tr Msci Mat ETFs	$0	$16,000 0.0% of portfolio	320	Q1 2023 New
ADME ETF Ser Solutions Aptus Drawnd ETFs	$0	$6,000 0.0% of portfolio	124	Q2 2025 Reduced 47.46%
OSCV Opus Small Cap Value ETF ETFs	$0	$12,000 0.0% of portfolio	324	Q1 2025 New
QTUM ETF Ser Solutions Defiance Qua	-	$0 0.0% of portfolio	-	Q3 2025 Added 3.57%
DRSK ETF Ser Solutions Aptus Define ETFs	$0	$1,000 0.0% of portfolio	62	Q2 2025 Reduced 50.0%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$15,000 0.0% of portfolio	305	Q2 2025 Reduced 39.6%
Amplify ETF Tr	-	$0 0.0% of portfolio	-	Q1 2025 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$41,000 0.0% of portfolio	712	Q2 2024 Added 134.21%
Proshares Tr	-	$0 0.0% of portfolio	-	Q3 2025 New
IMCV Ishares Morningstar Mid Cap Va ETFs	$0	$2,000 0.0% of portfolio	36	Q2 2025 New
ALCC Alt C Acquisition Corp. Financial Services	$0	$0 0.0% of portfolio	5,835	Q3 2025 New
OXYWS Occidental Pete Corp Wt Exp 08	-	$0 0.0% of portfolio	-	Q3 2025 New
AIA Ishares S&P Asia 50 ETF ETFs	$0	$31,000 0.0% of portfolio	330	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$11,000 0.0% of portfolio	216	Q3 2025 Reduced 63.33%
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	$0	$5,000 0.0% of portfolio	248	Q4 2024 Reduced 12.37%
NUDM Nuveen Esg International Devel ETFs	$0	$19,000 0.0% of portfolio	510	Q3 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$7,000 0.0% of portfolio	140	Q3 2025 Reduced 78.13%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$3,000 0.0% of portfolio	29	Q1 2025 Reduced 19.44%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$32,000 0.0% of portfolio	756	Q3 2025 Added 1.2%
PTMC Pacer Fds Tr Trendpilot Us Mid ETFs	$0	$0 0.0% of portfolio	1	Q3 2025 Reduced 99.87%
Pacer Fds Tr	-	$0 0.0% of portfolio	-	Q2 2025 New
Proshares Tr	-	$0 0.0% of portfolio	-	Q3 2025 New
IYT Ishares Tr U.S. Transportation ETFs	$0	$30,000 0.0% of portfolio	432	Q4 2024 Reduced 39.33%
IXC Ishares Tr Global Energy ETF ETFs	$0	$25,000 0.0% of portfolio	614	Q3 2025 Reduced 3.46%
CORP Pimco Investment Grade Corp Bd ETFs	$0	$28,000 0.0% of portfolio	291	Q3 2025 Added 25.97%
IBB Ishares Biotechnology ETF ETFs	$0	$6,000 0.0% of portfolio	43	Q1 2025 Reduced 77.13%
ICF Ishares Tr ETFs	$0	$14,000 0.0% of portfolio	228	Q4 2024 Reduced 32.74%
IDU Ishares Tr U S Utils ETF ETFs	$0	$33,000 0.0% of portfolio	306	Q3 2023 New
PWS Pacer Fds Tr Wealthshield ETF ETFs	$0	$2,000 0.0% of portfolio	88	Q3 2025 Reduced 99.35%
INDS Pacer Fds Tr Benchmark Indl ETFs	$0	$1,000 0.0% of portfolio	27	Q3 2025 Reduced 73.53%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$15,000 0.0% of portfolio	390	Q1 2023 New
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$2,000 0.0% of portfolio	43	Q3 2025 Reduced 23.21%
INDA Ishares Msci India Index Fund ETFs	$0	$36,000 0.0% of portfolio	693	Q2 2025 Added 278.69%
TLTW Ishares Tr 20+ Yr Treas Bd Buy	-	$0 0.0% of portfolio	-	Q3 2025 Added 12.22%
XVV Ishares Tr Esg Screened S&P 50 ETFs	$0	$16,000 0.0% of portfolio	328	Q3 2025 Reduced 5.2%
USXF Ishares Esg Advanced Msci Usa Technology	$0	$16,000 0.0% of portfolio	289	Q3 2025 Reduced 30.53%
JPHY Jp Morgan High Yield Research ETFs	$0	$0 0.0% of portfolio	85	Q1 2024 New
JPSE J P Morgan Diversified Return ETFs	$0	$1,000 0.0% of portfolio	32	Q1 2024 New
JPIE J P Morgan Exchange Traded Fd	$0	$2,000 0.0% of portfolio	53	Q1 2024 New

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