WealthShield Partners, LLC holds a diversified book of 379 stocks worth $653.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WealthShield Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| JPMORGAN CHASE & CO | 80 / 80 | $532.8B |
| Bank of New York Mellon Corp | 80 / 80 | $199.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $142.3B |
| US BANCORP \DE\ | 80 / 80 | $31.1B |
| HighTower Advisors, LLC | 80 / 80 | $30.3B |
| FIFTH THIRD BANCORP | 80 / 80 | $23.9B |
| ASSETMARK, INC | 80 / 80 | $22.0B |
Ranked by how many of WealthShield Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $53.5M | 71.4K | 8.2% | ▲+32% Added · +17K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $17.7M | 129.0K | 2.7% | ▼−17% Reduced · −26K sh | |
| 3 | Vanguard World FD MEGA GRWTH IND | $16.7M | 189.4K | 2.5% | ▲+331% Added · +145K sh | |
| 4 | Ishares TR CORE DIV GRWTH | $15.0M | 198.5K | 2.3% | ▲+7.0% Added · +13K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $13.8M | 203.1K | 2.1% | ▼−11% Reduced · −26K sh | |
| 6 | Ishares TR CORE UNIVRSL USD | $12.9M | 279.8K | 2.0% | ▼−2.3% Reduced · −6K sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $12.6M | 53.2K | 1.9% | ▼−3.4% Reduced · −2K sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $12.4M | 54.6K | 1.9% | ▼−32% Reduced · −26K sh | |
| 9 | Apple Inc COM | $12.3M | 42.5K | 1.9% | ▼−44% Reduced · −33K sh | |
| 10 | Nvidia Corporation COM | $11.8M | 59.2K | 1.8% | ▼−28% Reduced · −23K sh | |
| 11 | Microsoft Corp COM | $10.8M | 29.1K | 1.7% | ▼−16% Reduced · −5K sh | |
| 12 | Vanguard World FD MEGA CAP VAL ETF | $10.7M | 65.3K | 1.6% | ▼−7.9% Reduced · −6K sh | |
| 13 | Amazon Com Inc COM | $9.7M | 40.7K | 1.5% | ▼−19% Reduced · −10K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $9.3M | 112.3K | 1.4% | ▼−61% Reduced · −176K sh | |
| 15 | Alphabet Inc CAP STK CL A | $9.0M | 25.3K | 1.4% | ▼−15% Reduced · −4K sh | |
| 16 | Ishares TR NATIONAL MUN ETF | $8.8M | 82.1K | 1.4% | ▲+8.3% Added · +6K sh | |
| 17 | JPMorgan Chase & Co COM | $8.7M | 26.7K | 1.3% | ▼−15% Reduced · −5K sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $8.7M | 100.7K | 1.3% | ▲+458% Added · +83K sh | |
| 19 | Select Sector SPDR TR ST STR TECHN ETF | $8.1M | 42.4K | 1.2% | ▼−5.4% Reduced · −2K sh | |
| 20 | Applied Matls Inc COM | $8.0M | 11.1K | 1.2% | ▲+37% Added · +3K sh | |
| 21 | Lam Research Corp COM NEW | $7.8M | 17.9K | 1.2% | ▼−21% Reduced · −5K sh | |
| 22 | Ishares TR EAFE GRWTH ETF | $7.6M | 61.1K | 1.2% | ▼−0.4% Reduced · −241 sh | |
| 23 | BlackRock ETF Trust ISHA I IN TE ETF | $7.3M | 139.2K | 1.1% | ▼−24% Reduced · −45K sh | |
| 24 | Crowdstrike Hldgs Inc CL A | $7.1M | 9.3K | 1.1% | ▼−13% Reduced · −1K sh | |
| 25 | Citigroup Inc COM NEW | $6.9M | 49.1K | 1.1% | ▼−5.6% Reduced · −3K sh | |
| 26 | Broadcom Inc COM | $6.4M | 16.9K | 1.0% | ▼−22% Reduced · −5K sh | |
| 27 | Ishares TR MSCI USA MMENTM | $6.1M | 17.8K | 0.9% | ▼−33% Reduced · −9K sh | |
| 28 | Ge Vernova Inc COM | $6.1M | 5.2K | 0.9% | ▲+8.6% Added · +412 sh | |
| 29 | Meta Platforms Inc CL A | $6.0M | 10.6K | 0.9% | ▼−6.0% Reduced · −678 sh | |
| 30 | Walmart Inc COM | $5.6M | 49.6K | 0.9% | ▼−6.9% Reduced · −4K sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.6M | 26.2K | 0.9% | ▼−13% Reduced · −4K sh | |
| 32 | Ishares TR CORE S&P US GWT | $5.4M | 28.9K | 0.8% | ▲+2.4% Added · +687 sh | |
| 33 | Trane Technologies PLC SHS | $5.4M | 11.0K | 0.8% | ▼−2.4% Reduced · −265 sh | |
| 34 | Palo Alto Networks Inc COM | $5.3M | 15.7K | 0.8% | ▼−14% Reduced · −3K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $5.3M | 10.7K | 0.8% | ▼−21% Reduced · −3K sh | |
| 36 | BlackRock ETF Trust ISHA LA CORE ETF | $5.1M | 102.1K | 0.8% | ▲+6.0% Added · +6K sh | |
| 37 | Ishares TR EAFE VALUE ETF | $5.1M | 67.0K | 0.8% | ▼−53% Reduced · −76K sh | |
| 38 | Proshares TR S&P 500 DV ARIST | $5.1M | 90.7K | 0.8% | ▲+99% Added · +45K sh | |
| 39 | Uber Technologies Inc COM | $4.9M | 67.5K | 0.7% | ▲+5.8% Added · +4K sh | |
| 40 | BlackRock ETF Trust ISHARES DEFENSE | $4.8M | 149.7K | 0.7% | ▲+11% Added · +15K sh | |
| 41 | Ishares TR US TREAS BD ETF | $4.7M | 205.9K | 0.7% | ▲+3.2% Added · +6K sh | |
| 42 | BlackRock ETF Trust ISHA IN CTRY ETF | $4.6M | 124.8K | 0.7% | ▲New New position | |
| 43 | Netflix Inc. COM | $4.6M | 63.7K | 0.7% | ▲+7.7% Added · +5K sh | |
| 44 | Johnson Controls Internation SHS | $4.5M | 31.0K | 0.7% | ▼−0.6% Reduced · −178 sh | |
| 45 | Eli Lilly & Co COM | $4.2M | 3.5K | 0.6% | ▲+16% Added · +478 sh | |
| 46 | BlackRock ETF Trust ISHA US THEM ETF | $4.2M | 96.9K | 0.6% | ▼−41% Reduced · −67K sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $4.1M | 5.5K | 0.6% | ▼−39% Reduced · −4K sh | |
| 48 | Hewlett Packard Enterprise C COM | $4.0M | 89.3K | 0.6% | ▼−8.5% Reduced · −8K sh | |
| 49 | TJX Cos Inc New COM | $4.0M | 26.6K | 0.6% | ▲+5.2% Added · +1K sh | |
| 50 | Cummins Inc COM | $3.9M | 5.4K | 0.6% | ▼−3.8% Reduced · −217 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729303/holdings"
Use Arkolith to show WealthShield Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 379 | $653.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 609 | $897.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 565 | $906.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 566 | $881.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 555 | $827.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 533 | $779.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 489 | $705.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 485 | $738.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.