WealthShield Partners, LLC - Portfolio overview

WealthShield Partners, LLC has 647 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 3.85%
2. SCHF - SCHWAB STRATEGIC TR, 2.25%
3. IEMG - ISHARES INC, 2.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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