WealthShield Partners, LLC
373 holdingsFiling period: 2026-06-30Current AUM: $660.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 71.4K | $53.5M | $54.9M | 8.31% | +17.4K | 2026-06-30 |
| 2 | IVW | iShares TR | 129.0K | $17.7M | $17.8M | 2.69% | -25,940 | 2026-06-30 |
| 3 | MGK | Vanguard World FD | 189.4K | $16.7M | $17.0M | 2.57% | +145.5K | 2026-06-30 |
| 4 | DGRO | iShares TR | 198.5K | $15.0M | $15.9M | 2.40% | +12.9K | 2026-06-30 |
| 5 | DYNF | BlackRock ETF Trust | 203.1K | $13.8M | $13.9M | 2.11% | -26,242 | 2026-06-30 |
| 6 | IUSB | iShares TR | 279.8K | $12.9M | $12.5M | 1.90% | -6,443 | 2026-06-30 |
| 7 | VIG | Vanguard Specialized Funds | 53.2K | $12.6M | $13.0M | 1.97% | -1,891 | 2026-06-30 |
| 8 | IVE | iShares TR | 54.6K | $12.4M | $13.0M | 1.97% | -25,709 | 2026-06-30 |
| 9 | AAPL | Apple Inc | 42.5K | $12.3M | $14.6M | 2.21% | -32,794 | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 59.2K | $11.8M | $12.8M | 1.94% | -22,626 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 29.1K | $10.8M | $15.5M | 2.35% | -5,362 | 2026-06-30 |
| 12 | MGV | Vanguard World FD | 65.3K | $10.7M | $10.9M | 1.66% | -5,573 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 40.7K | $9.7M | $10.1M | 1.53% | -9,716 | 2026-06-30 |
| 14 | IEMG | iShares Inc | 112.3K | $9.3M | $8.4M | 1.28% | -176,176 | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 25.3K | $9.0M | $8.0M | 1.21% | -4,336 | 2026-06-30 |
| 16 | MUB | iShares TR | 82.1K | $8.8M | $8.5M | 1.29% | +6.3K | 2026-06-30 |
| 17 | JPM | JPMorgan Chase & Co | 26.7K | $8.7M | $8.9M | 1.35% | -4,723 | 2026-06-30 |
| 18 | VUG | Vanguard Index Fds | 100.7K | $8.7M | $8.8M | 1.34% | +82.7K | 2026-06-30 |
| 19 | XLK | Select Sector Spdr TR | 42.4K | $8.1M | $7.9M | 1.20% | -2,418 | 2026-06-30 |
| 20 | AMAT | Applied Matls Inc | 11.1K | $8.0M | $4.3M | 0.65% | +3.0K | 2026-06-30 |
| 21 | LRCX | Lam Research Corp | 17.9K | $7.8M | $4.3M | 0.64% | -4,883 | 2026-06-30 |
| 22 | EFG | iShares TR | 61.1K | $7.6M | $7.2M | 1.09% | -241 | 2026-06-30 |
| 23 | BAI | BlackRock ETF Trust | 139.2K | $7.3M | $5.8M | 0.87% | -44,848 | 2026-06-30 |
| 24 | CRWD | Crowdstrike Hldgs Inc | 9.3K | $7.1M | $9.7M | 1.47% | -1,370 | 2026-06-30 |
| 25 | C | Citigroup Inc | 49.1K | $6.9M | $5.9M | 0.90% | -2,895 | 2026-06-30 |
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