1y return+17.9%S&P 500 +20.9%
3y return+49.7%S&P 500 +68.5%
5y return+45.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $191 against $280 in the S&P 500.2
WealthShield Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $53.5M | 8.2% | +32.3% |
| IVWIshares Tr | $17.7M | 2.7% | −16.7% |
| MGKVanguard World Fd | $16.7M | 2.5% | −13.8% |
| DGROIshares Tr | $15.0M | 2.3% | +7.0% |
| DYNFBlackrock Etf Trust | $13.8M | 2.1% | −11.4% |
| IUSBIshares Tr | $12.9M | 2.0% | −2.3% |
| VIGVanguard Specialized Funds | $12.6M | 1.9% | −3.4% |
| IVEIshares Tr | $12.4M | 1.9% | −32.0% |
| AAPLApple Inc | $12.3M | 1.9% | −43.6% |
| NVDANvidia Corporation | $11.8M | 1.8% | −27.7% |
| MSFTMicrosoft Corp | $10.8M | 1.7% | −15.6% |
| MGVVanguard World Fd | $10.7M | 1.6% | −7.9% |
| AMZNAmazon Com Inc | $9.7M | 1.5% | −19.3% |
| IEMGIshares Inc | $9.3M | 1.4% | −61.1% |
| GOOGLAlphabet Inc | $9.0M | 1.4% | −14.7% |
| MUBIshares Tr | $8.8M | 1.4% | +8.3% |
| JPMJpmorgan Chase & Co | $8.7M | 1.3% | −15.1% |
| VUGVanguard Index Fds | $8.7M | 1.3% | −6.9% |
| XLKSelect Sector Spdr Tr | $8.1M | 1.2% | −5.4% |
| AMATApplied Matls Inc | $8.0M | 1.2% | +36.9% |
| LRCXLam Research Corp | $7.8M | 1.2% | −21.4% |
| EFGIshares Tr | $7.6M | 1.2% | |
| BAIBlackrock Etf Trust | $7.3M | 1.1% | −24.4% |
| CRWDCrowdstrike Hldgs Inc | $7.1M | 1.1% | −12.9% |
| CCitigroup Inc | $6.9M | 1.1% | −5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $11.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $6.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.0M |
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $7.8M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $8.0M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $8.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $12.3M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $5.6M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $5.3M |
Sold off last quarter
- BONDPimco Etf Tr was $9.6M
- SCHVSchwab Strategic Tr was $8.8M
- FLTRVaneck Etf Trust was $5.3M
- AVDVAmerican Centy Etf Tr was $4.1M
- IDEVIshares Tr was $3.0M
- SCHASchwab Strategic Tr was $2.9M
- SCHXSchwab Strategic Tr was $2.8M
- DIMWisdomtree Tr was $2.7M
- WDIVSpdr Index Shs Fds was $1.5M
- NUSCNushares Etf Tr was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WealthShield Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729303&type=13F-HR&dateb=&owner=include&count=40CIK 1729303
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729303/000139834426014166/Filed August 12, 2026 · accession 0001398344-26-014166