WealthShield Partners, LLC: 13F holdings
CIK 17293032026Q2
| Positions | 379 |
|---|---|
| Reported value | $653.8m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 71,406 | $53.5m | 8.2% |
| IWF ISHARES TR | 128,972 | $17.7m | 2.7% |
| MGK VANGUARD WORLD FD | 189,435 | $16.7m | 2.5% |
| DGRO ISHARES TR | 198,534 | $15.0m | 2.3% |
| DYNF BLACKROCK ETF TRUST | 203,122 | $13.8m | 2.1% |
| IUSB ISHARES TR | 279,846 | $12.9m | 2.0% |
| VIG VANGUARD SPECIALIZED FUNDS | 53,156 | $12.6m | 1.9% |
| IVE ISHARES TR | 54,577 | $12.4m | 1.9% |
| AAPL APPLE INC | 42,498 | $12.3m | 1.9% |
| NVDA NVIDIA CORPORATION | 59,194 | $11.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729303")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.