StockDriftsStockDriftsTop 50 Wealthshield Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.18% | 71.4K | $53.5M | +32.33%(+17.45K) | $487.32(+59.84%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.71% | 129.0K | $17.7M | -16.74%(-25.94K) | $81.47(+73.83%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 2.55% | 189.4K | $16.7M | -13.80%(-30.34K) | $39.55(+128.84%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.3% | 198.5K | $15.0M | +6.98%(+12.95K) | $50.48(+57.67%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.11% | 203.1K | $13.8M | -11.44%(-26.24K) | $45.12(+55.52%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.98% | 279.8K | $12.9M | -2.25%(-6.44K) | $48.28(-5.84%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.92% | 53.2K | $12.6M | -3.44%(-1.89K) | $150.82(+62.48%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.9% | 54.6K | $12.4M | -32.02%(-25.71K) | $188.00(+26.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.88% | 42.5K | $12.3M | -43.56%(-32.79K) | $163.84(+86.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.81% | 59.2K | $11.8M | -27.65%(-22.63K) | $72.94(+209.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.33% | +8.32% | +49.14% |
| Top 20 Holdings Unweighted | +13.65% | +46.81% | +7.97% | +46.72% |
Wealthshield Partners LLC reports $653.81M in US-listed equity holdings across 379 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.2%), IVW (2.7%) and MGK (2.5%). The top 20 holdings account for 41.39% of reported assets. Its disclosed equity book has returned +50.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthshield Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729303). View Wealthshield Partners LLC’s 13F filings on SEC