Institutional Fund
Wealthshield Partners, LLC
Cary, NCCIK 17293035 filings on record
Portfolio Value
$897.53M
Q1 2026
Holdings
607
Reported positions
New Buys
60
Opened this quarter
QoQ Change
-1.0%
from $906.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr3.9%
- Schwab Strategic Tr2.3%
- Ishares Inc2.2%
- Apple Inc2.1%
- Ishares Tr2.0%
- Ishares Tr1.9%
- Other85.6%
Portfolio Holdings
607 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 54.0K | $35.25M | 3.9% | +7.4K | Added |
| 2 | Schwab Strategic Tr | 832.8K | $20.61M | 2.3% | +26.9K | Added |
| 3 | Ishares Inc | 288.4K | $20.12M | 2.2% | −18.4K | Reduced |
| 4 | Apple Inc | 75.3K | $19.11M | 2.1% | −410 | Reduced |
| 5 | Ishares Tr | 154.9K | $17.52M | 2.0% | +7.7K | Added |
| 6 | Ishares Tr | 80.3K | $16.95M | 1.9% | −5.2K | Reduced |
| 7 | Vanguard World Fd | 44.0K | $16.13M | 1.8% | −692 | Reduced |
| 8 | Schwab Strategic Tr | 512.2K | $14.92M | 1.7% | −5.9K | Reduced |
| 9 | Nvidia Corporation | 81.8K | $14.27M | 1.6% | −106 | Reduced |
| 10 | Blackrock ETF Trust | 229.4K | $13.34M | 1.5% | −41.6K | Reduced |
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