13F-HR filed by WealthShield Partners, LLC
WealthShield Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-03, with 565 holding rows worth $906,813,438.
- Accession
- 0001398344-26-001942
- Filer
- CIK 1729303
- Filed
- 2026-02-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 565 entries on the cover page, a total value of $906,813,438 stated on the cover page (in dollars after the unit check, H1), rows summing to $906,813,438 with VALUE read as dollars as filed, 13F file number 028-18492. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | 26922A446 | OPUS SML CP VL | 324 | $11,998 | dollars as filed | |
| ISHARES ESG AWARE MSCI VALUE ETF | 46436E221 | COM | 373 | $11,951 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A420 | DEFIA QUANT ETF | 109 | $11,900 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 322 | $11,658 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 216 | $11,422 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 159 | $11,403 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 242 | $11,393 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C300 | US EQT ULTRA BF | 263 | $11,377 | dollars as filed | |
| JPMORGAN ACTIVEBLD EMRG MRKT EQY ETF | 46641Q266 | COM | 232 | $11,368 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 464 | $11,308 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 157 | $10,915 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 217 | $10,275 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 183 | $9,891 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 90 | $9,325 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X127 | ENERGY ALPHADX | 508 | $8,367 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C723 | DYNAMIC EQTY ACT | 319 | $8,170 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 43 | $7,257 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 150 | $7,197 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 140 | $7,120 | dollars as filed | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 58 | $6,706 | dollars as filed | |
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 129 | $6,623 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 107 | $6,413 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A784 | APTUS DRAWDOWN | 124 | $6,362 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 248 | $5,544 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 115 | $5,368 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C608 | ISHA WORL EX ETF | 95 | $5,193 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 100 | $4,763 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 98 | $4,689 | dollars as filed | |
| AMPLIFY ETF TR | 032108474 | ALTRNTV HARV ETF | 157 | $4,677 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P850 | MUNICIPAL GRN BD | 180 | $4,282 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 29 | $3,965 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q878 | HIGH YLD RESRCH | 85 | $3,953 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 124 | $3,787 | dollars as filed | |
| GLOBAL X FDS | 37954Y848 | GLOBAL X SILVER | 45 | $3,758 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q886 | DIVERSFED RTRN | 34 | $3,694 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 78 | $3,643 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 38 | $3,389 | dollars as filed | |
| ISHARES TR | 46435U366 | CMN | 89 | $3,376 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 29 | $3,301 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 25 | $3,252 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 31 | $3,203 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 70 | $3,186 | dollars as filed | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 37 | $3,017 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 10 | $3,003 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G599 | NASDAQ BIOTECH | 100 | $2,840 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 39 | $2,738 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 37 | $2,626 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 14 | $2,172 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 30 | $2,062 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V621 | FINL PFD ETF | 145 | $2,050 | dollars as filed | |
| VANECK ETF TRUST | 92189F411 | BDC INCOME ETF | 134 | $1,899 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 112 | $1,840 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 15 | $1,766 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A388 | APTUS DEFINED | 62 | $1,765 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q845 | DIVERSFD EQT ETF | 32 | $1,602 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q340 | BETABUILDERS US | 14 | $1,493 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 57 | $1,471 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 51 | $1,291 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 27 | $1,003 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 21 | $966 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 4 | $965 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 12 | $884 | dollars as filed | |
| ADVISORSHARES TR | 00768Y453 | PURE US CANNABIS | 11 | $52 | dollars as filed | |
| PACER FDS TR | 69374H204 | TRENDP US MID CP | 1 | $36 | dollars as filed | |
| ADVISORSHARES TR | 00768Y495 | PURE CANNABIS | 9 | $30 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-001942 | this filing | 2026-02-03 | acceptance time not in the bulk data set |