WealthShield Partners, LLC

Q1 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
609
Total value ($000)
$897,627
Net value change ($000)
-9,186 (-1.0%)
New positions
58
Sold out positions
18
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFG 5,630 468.8%
IDEF 4,404 NEW
BLCR 3,956 NEW
GEV 3,780 959.4%
GOVT 3,551 348.5%
IVV 3,384 10.6%
FANG 3,317 NEW
APH 2,593 NEW
LMUB 2,563 NEW
AMAT 2,424 686.7%
Top Reduces (Value $000, Stocks/ETFs)
OEF -9,886 -87.2%
DYNF -3,131 -19.0%
CRWD -3,100 -42.8%
GOOGL -2,769 -24.6%
ITA -2,730 -83.6%
MSFT -2,678 -17.4%
UNH -2,678 -60.6%
V -2,638 -48.8%
MGK -2,299 -12.5%
SCHG -1,986 -11.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 101 (0.0% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type