WealthShield Partners, LLC
608 holdingsFiling period: 2026-03-31Current AUM: $998.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54.0K | $35.2M | $40.5M | 4.06% | +7.4K | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 832.8K | $20.6M | $22.8M | 2.29% | +26.9K | 2026-03-31 |
| 3 | IEMG | ISHARES INC | 288.4K | $20.1M | $22.4M | 2.24% | -18,376 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 75.3K | $19.1M | $23.3M | 2.33% | -410 | 2026-03-31 |
| 5 | IVW | ISHARES TR | 154.9K | $17.5M | $21.0M | 2.10% | +7.7K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 80.3K | $17.0M | $18.6M | 1.86% | -5,206 | 2026-03-31 |
| 7 | MGK | VANGUARD WORLD FD | 44.0K | $16.1M | $19.0M | 1.90% | -692 | 2026-03-31 |
| 8 | SCHG | SCHWAB STRATEGIC TR | 512.2K | $14.9M | $17.5M | 1.75% | -5,935 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 81.8K | $14.3M | $16.4M | 1.65% | -106 | 2026-03-31 |
| 10 | DYNF | BLACKROCK ETF TRUST | 229.4K | $13.3M | $15.5M | 1.55% | -41,554 | 2026-03-31 |
| 11 | IUSB | ISHARES TR | 286.3K | $13.2M | $13.0M | 1.30% | +9.2K | 2026-03-31 |
| 12 | DGRO | ISHARES TR | 185.6K | $13.0M | $14.5M | 1.45% | -860 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 34.4K | $12.7M | $16.0M | 1.60% | +2.5K | 2026-03-31 |
| 14 | VTV | VANGUARD INDEX FDS | 63.9K | $12.5M | $14.1M | 1.41% | +2.8K | 2026-03-31 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | 55.0K | $11.8M | $13.2M | 1.32% | +212 | 2026-03-31 |
| 16 | EFV | ISHARES TR | 143.4K | $10.7M | $11.6M | 1.16% | -21,697 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 50.4K | $10.5M | $13.7M | 1.37% | +2.4K | 2026-03-31 |
| 18 | MGV | VANGUARD WORLD FD | 70.8K | $10.3M | $11.6M | 1.16% | -356 | 2026-03-31 |
| 19 | BOND | PIMCO ETF TR | 103.9K | $9.6M | $9.4M | 0.94% | +8.5K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 31.4K | $9.2M | $11.0M | 1.11% | +214 | 2026-03-31 |
| 21 | SCHV | SCHWAB STRATEGIC TR | 287.3K | $8.8M | $9.8M | 0.98% | -54,147 | 2026-03-31 |
| 22 | BWX | SPDR SERIES TRUST | 388.6K | $8.5M | $8.4M | 0.85% | +35.0K | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 29.6K | $8.5M | $10.5M | 1.06% | -6,441 | 2026-03-31 |
| 24 | TLTW | ISHARES TR | 375.8K | $8.5M | $8.0M | 0.80% | +28.4K | 2026-03-31 |
| 25 | MUB | ISHARES TR | 75.8K | $8.0M | $8.0M | 0.80% | +16.7K | 2026-03-31 |
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