WealthShield Partners, LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 897,627
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 609 | 897,627 | 13F-HR | WealthShield Partners, LLC |
| Q4 2025 | 2/3/2026 | 565 | 906,813 | 13F-HR | WealthShield Partners, LLC |
| Q3 2025 | 10/31/2025 | 566 | 881,882 | 13F-HR | WealthShield Partners, LLC |
| Q2 2025 | 8/8/2025 | 555 | 827,307 | 13F-HR | WealthShield Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
101
(0.0% of total reported value)
· QoQ Δ:
+101
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 324.9 K | 36.2% | 0 | 247.7 K | -247.7 K |
| ETFs | 571.9 K | 63.7% | 253.1 K | 0 | 253.1 K |
| Debt | 436 | 0.0% | 0 | 3 | -3 |
| Other | 0 | 0.0% | 0 | 14.64 K | -14.64 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
897,627
Holdings
609
QoQ value change ($000)
-9,186
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.