WealthShield Partners, LLC

Q4 2025 13F-HR Holdings

Location
Cary, NC
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
565
Total value ($000)
$906,813
Net value change ($000)
+24,931 (2.8%)
New positions
32
Sold out positions
32
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BWX 7,753 3622.9%
IVE 4,666 34.7%
ISRG 2,452 124.6%
GOOGL 2,337 26.1%
MTUM 2,170 50.4%
UPS 2,073 724.8%
IEMG 2,060 11.1%
WFC 1,938 238.4%
GILD 1,731 NEW
IVV 1,643 5.4%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -4,762 -40.2%
FLTR -3,401 -40.1%
BNDX -3,251 -100.0%
AMT -2,530 -100.0%
PEG -2,327 -100.0%
SNPS -2,217 -100.0%
NKE -2,204 -100.0%
NVDA -1,639 -9.7%
FIS -1,605 -100.0%
VZ -1,504 -42.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type