WealthShield Partners, LLC

Q2 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
379
Total value ($000)
$653,811
Net value change ($000)
-243,816 (-27.2%)
New positions
17
Sold out positions
241
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 18,229 51.7%
AMAT 5,262 189.5%
CORO 4,568 NEW
CRWD 2,913 70.3%
LRCX 2,895 59.5%
PANW 2,429 83.3%
IALT 2,180 NEW
XLK 2,124 35.6%
DGRO 2,022 15.5%
GEV 1,931 46.3%
Top Reduces (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST -20,499 -99.5%
SCHG -14,726 -98.7%
IEMG -10,819 -53.8%
BOND -9,590 -100.0%
VTV -8,769 -69.9%
SCHV -8,762 -100.0%
BWX -8,475 -99.4%
TLTW -8,457 -99.5%
MDYV -7,457 -99.3%
AAPL -6,811 -35.6%
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