WealthShield Partners, LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 906,813
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 572.7 K | 63.2% | 16.56 K | 0 | 16.56 K |
| ETFs | 318.8 K | 35.2% | 8.348 K | 0 | 8.348 K |
| Debt | 439 | 0.0% | 0 | 23 | -23 |
| Other | 14.64 K | 1.6% | 92 | 0 | 92 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
906,813
Holdings
565
QoQ value change ($000)
24,931
(2.8%)
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.