WealthShield Partners, LLC - Portfolio Stock Holdings
WealthShield Partners, LLC disclosed 623 stock positions in a recent SEC 13F filing. $868,338,393 of stock holdings were filed, with the largest holdings including IVV, SCHF, and IEMG. This filing represented positions held on March 31, 2026, and was filed on May 1, 2026.We estimate the fund has a total AUM of $1,265,665,461 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
623Est. Stock Holding Value:
$868,338,393Top Stock Holdings By Sector
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Portfolio Stock Holdings - WealthShield Partners, LLC
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Portfolio Options Holdings - WealthShield Partners, LLC
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