WealthShield Partners, LLC ETF holdings
Cary, NC
Reported $377.1M in 273 ETFs in its Form 13F for June 30, 2026.
ETF value
$377.1M
ETFs held
273
Change from prior quarter
-36.6%
With price moves
ETFs as a share of its 13F
57.7%
of $653.8M
Top 10 of 273 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $53.5M | 71,406 | +17,447 shares |
| IVW | iShares S&P 500 Growth ETF | $17.7M | 128,972 | −25,940 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $16.7M | 189,435 | +145,481 shares |
| DGRO | iShares Core Dividend Growth ETF | $15.0M | 198,534 | +12,947 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $13.8M | 203,122 | −26,242 shares |
| IUSB | iShares Core Universal USD Bond ETF | $12.9M | 279,846 | −6,443 shares |
| VIG | Vanguard Dividend Appreciation ETF | $12.6M | 53,156 | −1,891 shares |
| IVE | iShares S&P 500 Value ETF | $12.4M | 54,577 | −25,709 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $10.7M | 65,255 | −5,573 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $9.3M | 112,264 | −176,176 shares |
263 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729303. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WealthShield Partners, LLC own?
WealthShield Partners, LLC reported 273 ETF positions worth $377.1M in its Form 13F for June 30, 2026. The largest was IVV, at $53.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.