WealthShield Partners, LLC

13F filer · CIK 0001729303

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$654MU.S. long equity reported on 13F

Positions1254 new · 64 closed

Net flow last quarter-$84.4MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026125 positions
AAPLApple Inc.	$12.3M	1.88%	0.00%	-43.6%	Q4 2017
NVDANvidia Corp	$11.8M	1.81%	0.00%	-27.7%	Q1 2020
MSFTMicrosoft Corp	$10.8M	1.66%	0.00%	-15.6%	Q4 2017
AMZNAmazon Com Inc	$9.7M	1.48%	0.00%	-19.3%	Q4 2017
GOOGLAlphabet Inc.	$9.03M	1.38%	0.00%	-14.7%	Q4 2017
JPMJPMorgan Chase & Co	$8.72M	1.33%	0.00%	-15.1%	Q2 2018
AMATApplied Materials Inc	$8.04M	1.23%	0.00%	+36.9%	Q1 2021
LRCXLam Research Corp	$7.76M	1.19%	0.00%	-21.4%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$7.06M	1.08%	0.00%	-12.9%	Q1 2021
CCitigroup Inc	$6.87M	1.05%	0.00%	-5.6%	Q1 2021
AVGOBroadcom Inc.	$6.37M	0.97%	0.00%	-22.1%	Q2 2020
GEVGE Vernova Inc.	$6.1M	0.93%	0.00%	+8.6%	Q2 2024
METAMeta Platforms, Inc.	$5.99M	0.92%	Not reported	-6.0%	Q4 2017
WMTWalmart Inc.	$5.61M	0.86%	0.00%	-6.9%	Q4 2017
TTTrane Technologies plc	$5.39M	0.83%	0.01%	-2.4%	Q2 2020
PANWPalo Alto Networks Inc	$5.34M	0.82%	0.00%	-13.8%	Q1 2021
BRK.BBerkshire Hathaway Inc	$5.34M	0.82%	Not reported	-21.1%	Q4 2017
NOBLNoble International, Ltd.	$5.1M	0.78%	Not reported	-0.3%	Q4 2017
UBERUber Technologies, Inc	$4.87M	0.74%	0.00%	+5.8%	Q1 2021
NFLXNetflix Inc	$4.55M	0.70%	0.00%	+7.7%	Q3 2018
JCIJohnson Controls International plc	$4.55M	0.70%	0.01%	-0.6%	Q1 2021
LLYELI LILLY & Co	$4.21M	0.64%	0.00%	+15.8%	Q2 2020
THROTheron Resource Group	$4.18M	0.64%	1.23%	-41.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$4.14M	0.63%	Not reported	-39.4%	Q4 2017
HPEHewlett Packard Enterprise Co	$4.04M	0.62%	0.01%	-8.5%	Q1 2021
TJXTJX Companies Inc	$4.02M	0.62%	0.00%	+5.2%	Q2 2020
CMICummins Inc	$3.88M	0.59%	0.00%	-3.8%	Q1 2021
ETNEaton Corp plc	$3.78M	0.58%	0.00%	-4.9%	Q3 2020
APHAmphenol Corp	$3.65M	0.56%	0.00%	+0.8%	Q4 2020
NXPINXP Semiconductors N.V.	$3.53M	0.54%	0.01%	-7.5%	Q3 2020
HDHome Depot, Inc.	$3.47M	0.53%	0.00%	-38.9%	Q4 2017
MCDMcdonalds Corp	$3.28M	0.50%	0.00%	-27.8%	Q4 2017
JNJJohnson & Johnson	$3.24M	0.50%	0.00%	-2.8%	Q4 2017
VVisa Inc.	$3.15M	0.48%	0.00%	+0.5%	Q2 2020
FANGDiamondback Energy, Inc.	$3.1M	0.47%	0.01%	+5.2%	Q1 2021
PHParker-Hannifin Corp	$3.1M	0.47%	0.00%	+3.9%	Q4 2025
CBChubb Ltd	$2.98M	0.46%	0.00%	+2.2%	Q1 2020
ICEIntercontinental Exchange, Inc.	$2.96M	0.45%	0.00%	+18.0%	Q3 2020
ISRGIntuitive Surgical Inc	$2.77M	0.42%	0.00%	-13.7%	Q1 2021
CMECme Group Inc.	$2.72M	0.42%	0.00%	+4.1%	Q3 2020
CDNSCadence Design Systems Inc	$2.7M	0.41%	0.00%	-3.7%	Q1 2021
ADIAnalog Devices Inc	$2.62M	0.40%	0.00%	-6.3%	Q1 2021
EWEdwards Lifesciences Corp	$2.54M	0.39%	0.00%	+3.4%	Q3 2020
SPGIS&P Global Inc.	$2.47M	0.38%	0.00%	+6.3%	Q4 2017
DUKDuke Energy CORP	$2.44M	0.37%	0.00%	-22.7%	Q4 2017
LMTLockheed Martin Corp	$2.42M	0.37%	0.00%	+8.8%	Q2 2020
LHXL3harris Technologies, Inc.	$2.39M	0.37%	0.00%	+11.8%	Q1 2021
COSTCostco Wholesale Corp	$2.35M	0.36%	0.00%	-13.8%	Q1 2021
CEGConstellation Energy Corp	$2.34M	0.36%	0.00%	+2.1%	Q2 2025
UNHUnitedhealth Group Inc	$2.23M	0.34%	0.00%	-16.4%	Q4 2019

Q1 2026Reported May 1, 2026185 positions
AAPLApple Inc.	$19.1M	2.13%	0.00%	-0.5%	Q4 2017
NVDANvidia Corp	$14.3M	1.59%	0.00%	-0.1%	Q1 2020
MSFTMicrosoft Corp	$12.7M	1.42%	0.00%	+8.0%	Q4 2017
AMZNAmazon Com Inc	$10.5M	1.17%	0.00%	+5.0%	Q4 2017
JPMJPMorgan Chase & Co	$9.23M	1.03%	0.00%	+0.7%	Q2 2018
GOOGLAlphabet Inc.	$8.51M	0.95%	0.00%	-17.9%	Q4 2017
AVGOBroadcom Inc.	$6.69M	0.75%	0.00%	+15.1%	Q2 2020
WMTWalmart Inc.	$6.62M	0.74%	0.00%	-2.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$6.48M	0.72%	Not reported	+4.2%	Q4 2017
METAMeta Platforms, Inc.	$6.47M	0.72%	Not reported	-3.9%	Q4 2017
THROTheron Resource Group	$5.95M	0.66%	2.08%	+4.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$5.94M	0.66%	Not reported	-0.9%	Q4 2017
CCitigroup Inc	$5.89M	0.66%	0.00%	+1.6%	Q1 2021
NFLXNetflix Inc	$5.69M	0.63%	0.00%	-1.5%	Q3 2018
HDHome Depot, Inc.	$5.3M	0.59%	0.00%	+8.5%	Q4 2017
MCDMcdonalds Corp	$5.22M	0.58%	0.00%	+8.0%	Q4 2017
LRCXLam Research Corp	$4.87M	0.54%	0.00%	-16.3%	Q1 2021
NOBLNoble International, Ltd.	$4.82M	0.54%	Not reported	+2.0%	Q4 2017
TTTrane Technologies plc	$4.69M	0.52%	0.01%	+1.7%	Q2 2020
UBERUber Technologies, Inc	$4.59M	0.51%	0.00%	-1.1%	Q1 2021
GEVGE Vernova Inc.	$4.17M	0.47%	0.00%	+693.0%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$4.15M	0.46%	0.00%	-31.3%	Q1 2021
JCIJohnson Controls International plc	$4.09M	0.46%	0.01%	-1.0%	Q1 2021
TJXTJX Companies Inc	$4.03M	0.45%	0.00%	-25.5%	Q2 2020
ISRGIntuitive Surgical Inc	$3.71M	0.41%	0.00%	+3.2%	Q1 2021
CMECme Group Inc.	$3.49M	0.39%	0.00%	+0.6%	Q3 2020
ETNEaton Corp plc	$3.33M	0.37%	0.00%	+0.2%	Q3 2020
FANGDiamondback Energy, Inc.	$3.32M	0.37%	0.01%	Not reported	Q1 2021
DUKDuke Energy CORP	$3.27M	0.36%	0.00%	-2.1%	Q4 2017
JNJJohnson & Johnson	$3.21M	0.36%	0.00%	+86.0%	Q4 2017
ICEIntercontinental Exchange, Inc.	$3.21M	0.36%	0.00%	+6.7%	Q3 2020
GLDSPDR Gold Trust	$3.15M	0.35%	0.00%	-1.7%	Q4 2017
CMICummins Inc	$3.04M	0.34%	0.00%	-0.9%	Q1 2021
TSLATesla, Inc.	$3.01M	0.34%	0.00%	+84.9%	Q3 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$3.01M	0.34%	Not reported	-0.5%	Q1 2022
PANWPalo Alto Networks Inc	$2.92M	0.32%	0.00%	+9.4%	Q1 2021
COSTCostco Wholesale Corp	$2.91M	0.32%	0.00%	+1.0%	Q1 2021
LLYELI LILLY & Co	$2.79M	0.31%	0.00%	-2.9%	Q2 2020
CBChubb Ltd	$2.78M	0.31%	0.00%	+4.9%	Q1 2020
AMATApplied Materials Inc	$2.78M	0.31%	0.00%	+492.1%	Q1 2021
VVisa Inc.	$2.76M	0.31%	0.00%	-40.6%	Q2 2020
PHParker-Hannifin Corp	$2.73M	0.30%	0.00%	+683.6%	Q4 2025
NXPINXP Semiconductors N.V.	$2.67M	0.30%	0.01%	-17.4%	Q3 2020
GOOGAlphabet Inc.	$2.65M	0.30%	Not reported	+4.4%	Q4 2017
LMTLockheed Martin Corp	$2.64M	0.29%	0.00%	+9.2%	Q2 2020
APHAmphenol Corp	$2.59M	0.29%	0.00%	Not reported	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$2.58M	0.29%	Not reported	-0.7%	Q4 2017
CEGConstellation Energy Corp	$2.57M	0.29%	0.00%	+977.2%	Q2 2025
LHXL3harris Technologies, Inc.	$2.54M	0.28%	0.00%	-45.5%	Q1 2021
CRMSalesforce, Inc.	$2.5M	0.28%	0.00%	-7.8%	Q1 2020

Q4 2025Reported Feb 3, 2026177 positions
AAPLApple Inc.	$20.6M	2.27%	0.00%	+0.9%	Q4 2017
MSFTMicrosoft Corp	$15.4M	1.70%	0.00%	+2.1%	Q4 2017
NVDANvidia Corp	$15.3M	1.68%	0.00%	-9.7%	Q1 2020
GOOGLAlphabet Inc.	$11.3M	1.24%	0.00%	-2.0%	Q4 2017
AMZNAmazon Com Inc	$11.1M	1.22%	0.00%	+4.7%	Q4 2017
JPMJPMorgan Chase & Co	$10M	1.11%	0.00%	-0.8%	Q2 2018
METAMeta Platforms, Inc.	$7.77M	0.86%	Not reported	+10.5%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$7.25M	0.80%	0.01%	+1.0%	Q1 2021
BRK.BBerkshire Hathaway Inc	$6.52M	0.72%	Not reported	+1.3%	Q4 2017
AVGOBroadcom Inc.	$6.5M	0.72%	0.00%	+1.5%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$6.28M	0.69%	Not reported	-1.7%	Q4 2017
THROTheron Resource Group	$6.09M	0.67%	2.00%	+2.6%	Q1 2025
WMTWalmart Inc.	$6.08M	0.67%	0.00%	+0.1%	Q4 2017
CCitigroup Inc	$5.97M	0.66%	0.00%	+0.3%	Q1 2021
NFLXNetflix Inc	$5.64M	0.62%	0.00%	+11.6%	Q3 2018
VVisa Inc.	$5.4M	0.60%	0.00%	+4.0%	Q2 2020
UBERUber Technologies, Inc	$5.27M	0.58%	0.00%	+11.3%	Q1 2021
TJXTJX Companies Inc	$5.21M	0.57%	0.00%	+0.9%	Q2 2020
HDHome Depot, Inc.	$5.11M	0.56%	0.00%	+1.2%	Q4 2017
MCDMcdonalds Corp	$4.76M	0.52%	0.00%	-2.9%	Q4 2017
LRCXLam Research Corp	$4.66M	0.51%	0.00%	-2.7%	Q1 2021
NOBLNoble International, Ltd.	$4.64M	0.51%	Not reported	+23.1%	Q4 2017
ISRGIntuitive Surgical Inc	$4.42M	0.49%	0.00%	+77.3%	Q1 2021
UNHUnitedhealth Group Inc	$4.42M	0.49%	0.00%	+20.8%	Q4 2019
TTTrane Technologies plc	$4.31M	0.47%	0.01%	+5.3%	Q2 2020
LHXL3harris Technologies, Inc.	$3.96M	0.44%	0.01%	+1.1%	Q1 2021
CRMSalesforce, Inc.	$3.85M	0.42%	0.00%	+1.1%	Q1 2020
JCIJohnson Controls International plc	$3.77M	0.42%	0.01%	+12.7%	Q1 2021
NXPINXP Semiconductors N.V.	$3.56M	0.39%	0.01%	+1.2%	Q3 2020
IAUIshares Gold Trust	$3.47M	0.38%	0.01%	+3.7%	Q3 2020
SPGIS&P Global Inc.	$3.42M	0.38%	0.00%	-2.0%	Q4 2017
LLYELI LILLY & Co	$3.36M	0.37%	0.00%	-1.4%	Q2 2020
CMECme Group Inc.	$3.21M	0.35%	0.00%	+3.9%	Q3 2020
ICEIntercontinental Exchange, Inc.	$3.09M	0.34%	0.00%	+4.5%	Q3 2020
PANWPalo Alto Networks Inc	$3.06M	0.34%	0.00%	+13.0%	Q1 2021
DUKDuke Energy CORP	$2.99M	0.33%	0.00%	+0.2%	Q4 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$2.98M	0.33%	Not reported	-10.9%	Q1 2022
ETNEaton Corp plc	$2.96M	0.33%	0.00%	+0.6%	Q3 2020
GLDSPDR Gold Trust	$2.95M	0.33%	0.00%	-5.3%	Q4 2017
CMICummins Inc	$2.91M	0.32%	0.00%	+4.3%	Q1 2021
VOTVan Kampen Municipal Opportunity Trust II	$2.82M	0.31%	Not reported	-3.1%	Q4 2017
DLRDigital Realty Trust, Inc.	$2.79M	0.31%	0.01%	+3.3%	Q1 2021
GOOGAlphabet Inc.	$2.77M	0.31%	Not reported	+9.5%	Q4 2017
WFCWells Fargo & Company	$2.75M	0.30%	0.00%	+204.3%	Q2 2018
CBChubb Ltd	$2.54M	0.28%	0.00%	+4.6%	Q1 2020
COSTCostco Wholesale Corp	$2.49M	0.27%	0.00%	-15.7%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$2.45M	0.27%	Not reported	+17.9%	Q2 2019
UPSUnited Parcel Service Inc	$2.36M	0.26%	0.00%	+595.1%	Q2 2020
CDNSCadence Design Systems Inc	$2.29M	0.25%	0.00%	-0.5%	Q1 2021
EWEdwards Lifesciences Corp	$2.27M	0.25%	0.00%	+3.3%	Q3 2020

Q3 2025Reported Oct 31, 2025175 positions
AAPLApple Inc.	$19.1M	2.17%	0.00%	+1.1%	Q4 2017
NVDANvidia Corp	$16.9M	1.92%	0.00%	-0.8%	Q1 2020
MSFTMicrosoft Corp	$16.2M	1.84%	0.00%	+0.3%	Q4 2017
AMZNAmazon Com Inc	$10.1M	1.14%	0.00%	-1.2%	Q4 2017
JPMJPMorgan Chase & Co	$9.91M	1.12%	0.00%	-0.3%	Q2 2018
GOOGLAlphabet Inc.	$8.94M	1.01%	0.00%	-0.3%	Q4 2017
METAMeta Platforms, Inc.	$7.82M	0.89%	Not reported	-0.6%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$7.51M	0.85%	0.01%	+1.0%	Q1 2021
NFLXNetflix Inc	$6.46M	0.73%	0.00%	+2.1%	Q3 2018
BRK.BBerkshire Hathaway Inc	$6.44M	0.73%	Not reported	+18.9%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$6.24M	0.71%	Not reported	+0.3%	Q4 2017
AVGOBroadcom Inc.	$6.11M	0.69%	0.00%	-5.0%	Q2 2020
HDHome Depot, Inc.	$5.95M	0.67%	0.00%	+1.3%	Q4 2017
THROTheron Resource Group	$5.83M	0.66%	1.95%	+2.5%	Q1 2025
UBERUber Technologies, Inc	$5.68M	0.64%	0.00%	+1.3%	Q1 2021
WMTWalmart Inc.	$5.62M	0.64%	0.00%	-0.3%	Q4 2017
CCitigroup Inc	$5.18M	0.59%	0.00%	-0.9%	Q1 2021
VVisa Inc.	$5.06M	0.57%	0.00%	+4.1%	Q2 2020
MCDMcdonalds Corp	$4.87M	0.55%	0.00%	+66.7%	Q4 2017
TJXTJX Companies Inc	$4.86M	0.55%	0.00%	+2.6%	Q2 2020
TTTrane Technologies plc	$4.43M	0.50%	0.00%	+2.7%	Q2 2020
LHXL3harris Technologies, Inc.	$4.08M	0.46%	0.01%	+0.4%	Q1 2021
UNHUnitedhealth Group Inc	$3.83M	0.43%	0.00%	+10.8%	Q4 2019
LRCXLam Research Corp	$3.75M	0.42%	0.00%	+1.9%	Q1 2021
NOBLNoble International, Ltd.	$3.73M	0.42%	Not reported	-3.4%	Q4 2017
NXPINXP Semiconductors N.V.	$3.69M	0.42%	0.01%	+23.8%	Q3 2020
VZVerizon Communications Inc	$3.55M	0.40%	0.00%	+2.3%	Q4 2017
ETNEaton Corp plc	$3.46M	0.39%	0.00%	+0.8%	Q3 2020
CRMSalesforce, Inc.	$3.41M	0.39%	0.00%	+32.5%	Q1 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$3.25M	0.37%	Not reported	-0.2%	Q1 2022
SPGIS&P Global Inc.	$3.24M	0.37%	0.00%	+30.2%	Q4 2017
COSTCostco Wholesale Corp	$3.17M	0.36%	0.00%	+0.2%	Q1 2021
DUKDuke Energy CORP	$3.15M	0.36%	0.00%	0.0%	Q4 2017
ICEIntercontinental Exchange, Inc.	$3.08M	0.35%	0.00%	+3.6%	Q3 2020
JCIJohnson Controls International plc	$3.07M	0.35%	0.00%	-0.5%	Q1 2021
VOTVan Kampen Municipal Opportunity Trust II	$3.06M	0.35%	Not reported	-4.7%	Q4 2017
CMECme Group Inc.	$3.06M	0.35%	0.00%	+3.3%	Q3 2020
DLRDigital Realty Trust, Inc.	$3.02M	0.34%	0.01%	+1.9%	Q1 2021
IAUIshares Gold Trust	$3M	0.34%	0.01%	+78.3%	Q3 2020
PANWPalo Alto Networks Inc	$3M	0.34%	0.00%	+4.5%	Q1 2021
GLDSPDR Gold Trust	$2.8M	0.32%	0.00%	+12.6%	Q4 2017
CDNSCadence Design Systems Inc	$2.58M	0.29%	0.00%	+0.5%	Q1 2021
AMTAmerican Tower Corp	$2.53M	0.29%	0.00%	+4.7%	Q2 2020
NEENextera Energy Inc	$2.44M	0.28%	0.00%	+0.1%	Q4 2019
LLYELI LILLY & Co	$2.41M	0.27%	0.00%	-2.2%	Q2 2020
IBITiShares Bitcoin Trust ETF	$2.38M	0.27%	0.00%	+10.3%	Q1 2024
PEGPublic Service Enterprise Group Inc	$2.33M	0.26%	0.01%	+2.6%	Q1 2021
CMICummins Inc	$2.31M	0.26%	0.00%	+20.6%	Q1 2021
MSIMotorola Solutions, Inc.	$2.31M	0.26%	0.00%	-0.7%	Q3 2020
SNPSSynopsys Inc	$2.22M	0.25%	0.00%	+2.1%	Q1 2021

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