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
$96.9B
$4.43 Million 0.53% of portfolio
10,506
Q3 2025 Added 2.65%
$0
$4.31 Million 0.51% of portfolio
16,804
Q3 2025 Added 1.4%
$0
$4.22 Million 0.5% of portfolio
40,357
Q3 2025 Added 22.14%
$0
$4.17 Million 0.5% of portfolio
27,954
Q3 2025 Reduced 7.16%
$55.4B
$4.08 Million 0.49% of portfolio
13,357
Q3 2025 Added 0.39%
$0
$4.01 Million 0.48% of portfolio
53,902
Q3 2025 Reduced 14.04%
$0
$3.95 Million 0.47% of portfolio
41,501
Q3 2025 Added 2.67%
$300B
$3.83 Million 0.46% of portfolio
11,079
Q3 2025 Added 10.76%
$0
$3.69 Million 0.44% of portfolio
110,642
Q3 2025 Reduced 1.13%
$0
$3.73 Million 0.44% of portfolio
36,233
Q3 2025 Reduced 3.37%
$51.8B
$3.69 Million 0.44% of portfolio
16,210
Q3 2025 Added 23.8%
$0
$3.61 Million 0.43% of portfolio
17,296
Q3 2025 Added 4.41%
$0
$3.58 Million 0.43% of portfolio
40,006
Q3 2025 Added 8.39%
$172B
$3.55 Million 0.42% of portfolio
80,661
Q3 2025 Added 2.25%
$237B
$3.41 Million 0.41% of portfolio
14,384
Q3 2025 Added 32.46%
$140B
$3.46 Million 0.41% of portfolio
9,242
Q3 2025 Added 0.79%
$0
$3.25 Million 0.39% of portfolio
65,720
Q3 2025 Added 15.4%
$0
$3.25 Million 0.39% of portfolio
40,591
Q3 2025 Reduced 0.23%
$0
$3.26 Million 0.39% of portfolio
36,615
Q3 2025 Reduced 4.06%
$0
$3.16 Million 0.38% of portfolio
18,112
Q3 2025 Reduced 1.92%
$404B
$3.17 Million 0.38% of portfolio
3,424
Q3 2025 Added 0.15%
$96.4B
$3.15 Million 0.38% of portfolio
25,460
Q3 2025 Added 0.03%
$81.8B
$3.07 Million 0.37% of portfolio
27,954
Q3 2025 Reduced 0.45%
$84.9B
$3.08 Million 0.37% of portfolio
18,287
Q3 2025 Added 3.6%
$0
$3.06 Million 0.36% of portfolio
103,179
Q3 2025 Reduced 0.83%
$65.3B
$3 Million 0.36% of portfolio
41,193
Q3 2025 Added 78.26%
$45.5B
$3.02 Million 0.36% of portfolio
17,453
Q3 2025 Added 1.89%
$61.4B
$3 Million 0.36% of portfolio
14,720
Q3 2025 Added 4.46%
$100B
$3.06 Million 0.36% of portfolio
11,322
Q3 2025 Added 3.27%
$0
$3.06 Million 0.36% of portfolio
10,419
Q3 2025 Reduced 4.66%
$0
$2.92 Million 0.35% of portfolio
110,980
Q3 2025 Reduced 0.52%
$0
$2.9 Million 0.35% of portfolio
13,878
Q3 2025 Added 25,600.0%
$0
$2.92 Million 0.35% of portfolio
104,767
Q3 2025 Reduced 1.39%
$130B
$2.8 Million 0.33% of portfolio
7,863
Q3 2025 Added 12.63%
$0
$2.59 Million 0.31% of portfolio
50,620
Q3 2025 Added 2.26%
$86.4B
$2.58 Million 0.31% of portfolio
7,359
Q3 2025 Added 0.53%
$0
$2.55 Million 0.3% of portfolio
9,124
Q1 2025 Reduced 0.38%
$84B
$2.53 Million 0.3% of portfolio
13,157
Q3 2025 Added 4.69%
$0
$2.51 Million 0.3% of portfolio
22,047
Q3 2025 Reduced 60.28%
$0
$2.52 Million 0.3% of portfolio
31,584
Q3 2025 Reduced 2.03%
$0
$2.4 Million 0.29% of portfolio
25,772
Q3 2025 Added 4.19%
$971B
$2.41 Million 0.29% of portfolio
3,165
Q3 2025 Reduced 2.16%
$168B
$2.44 Million 0.29% of portfolio
32,274
Q3 2025 Added 0.08%
$65.2B
$2.31 Million 0.28% of portfolio
5,468
Q3 2025 Added 20.6%
$41.3B
$2.33 Million 0.28% of portfolio
27,881
Q3 2025 Added 2.59%
$0
$2.27 Million 0.27% of portfolio
45,226
Q3 2025 Added 6.48%
$0
$2.24 Million 0.27% of portfolio
28,577
Q3 2025 Added 0.43%
$63.4B
$2.31 Million 0.27% of portfolio
5,047
Q3 2025 Reduced 0.69%
$0
$2.31 Million 0.27% of portfolio
3,765
Q3 2025 Added 3.83%

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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