account_balance
Investment manager · 13F filer · SEC CIK 1729303
WealthShield Partners, LLC
Reported value$654Mas of Jun 30, 2026
Positions379 17 new, 245 sold out
Top 10 weight27.3%IVV alone is 8%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.2%Added +32%
IVWiShares Tr
2.7%Trimmed −17%
MGKVanguard World Fd
2.5%Trimmed −14%
DGROiShares Tr
2.3%Added +7%
DYNFBlackRock ETF Trust
2.1%Trimmed −11%
IUSBiShares Tr
2.0%Trimmed −2%
VIGVanguard Specialized Funds
1.9%Trimmed −3%
IVEiShares Tr
1.9%Trimmed −32%
AAPLApple Inc.
1.9%Trimmed −44%
NVDANVIDIA Corp
1.8%Trimmed −28%
MSFTMicrosoft Corp
1.7%−16%
MGVVanguard World Fd
1.6%Trimmed −8%
IVViShares Tr
8.2%Added +32%
IVWiShares Tr
2.7%
MGKVanguard World Fd
2.5%−14%
DGROiShares Tr
2.3%+7%
DYNFBlackRock ETF Trust
2.1%−11%
IUSBiShares Tr
2.0%
VIGVanguard Specialized Funds
1.9%
IVEiShares Tr
1.9%
AAPLApple Inc.
1.9%
NVDA1.8%MSFT1.7%MGV1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.2% Added +32%
IVW iShares Tr 2.7% Trimmed −17%
MGK Vanguard World Fd 2.5% Trimmed −14%
DGRO iShares Tr 2.3% Added +7%
DYNF BlackRock ETF Trust 2.1% Trimmed −11%
IUSB iShares Tr 2.0% Trimmed −2%
VIG Vanguard Specialized Funds 1.9% Trimmed −3%
IVE iShares Tr 1.9% Trimmed −32%
AAPL Apple Inc. 1.9% Trimmed −44%NVDA NVIDIA Corp 1.8% Trimmed −28%MSFT Microsoft Corp 1.7% Trimmed −16%MGV Vanguard World Fd 1.6% Trimmed −8%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.