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WealthShield Partners, LLC
hedge fundUpdated 29 days agoManaged by Wealthshield Partners, Llc • Latest filing Q2 2026
Portfolio value
$653.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $620.5M |
| Q2 2023 | $663.8M |
| Q3 2023 | $663.6M |
| Q4 2023 | $607.6M |
| Q1 2024 | $618.2M |
| Q2 2024 | $656.2M |
| Q3 2024 | $738.2M |
| Q4 2024 | $705.2M |
| Q1 2025 | $779M |
| Q2 2025 | $827.3M |
| Q3 2025 | $881.9M |
| Q4 2025 | $906.8M |
| Q1 2026 | $897.6M |
| Q2 2026 | $653.8M |
Top holdings
379 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $53.5M | 71.4K | 8.18% | — |
| 2 | E ETHA ISHARES TR | $17.7M | 129.0K | 2.71% | — |
| 3 | V VGES VANGUARD WORLD FD | $16.7M | 189.4K | 2.55% | — |
| 4 | E ETHA ISHARES TR | $15M | 198.5K | 2.30% | — |
| 5 | E ETHA BLACKROCK ETF TRUST | $13.8M | 203.1K | 2.11% | — |
| 6 | E ETHA ISHARES TR | $12.9M | 279.8K | 1.98% | — |
| 7 | B BX VANGUARD SPECIALIZED FUNDS | $12.6M | 53.2K | 1.92% | — |
| 8 | E ETHA ISHARES TR | $12.4M | 54.6K | 1.90% | — |
| 9 | A AAPL APPLE INC | $12.3M | 42.5K | 1.88% | — |
| 10 | N NVDA NVIDIA CORPORATION | $11.8M | 59.2K | 1.81% | — |
| 11 | M MSFT MICROSOFT CORP | $10.8M | 29.1K | 1.66% | — |
| 12 | V VGES VANGUARD WORLD FD | $10.7M | 65.3K | 1.63% | — |
| 13 | A AMZN AMAZON COM INC | $9.7M | 40.7K | 1.48% | — |
| 14 | E ETHA ISHARES INC | $9.3M | 112.3K | 1.42% | — |
| 15 | G GOOGN ALPHABET INC | $9M | 25.3K | 1.38% | — |
| 16 | E ETHA ISHARES TR | $8.8M | 82.1K | 1.35% | — |
| 17 | J JPM-PM JPMORGAN CHASE & CO | $8.7M | 26.7K | 1.33% | — |
| 18 | V VGES VANGUARD INDEX FDS | $8.7M | 100.7K | 1.33% | — |
| 19 | S STT-PG SELECT SECTOR SPDR TR | $8.1M | 42.4K | 1.24% | — |
| 20 | A AMAT APPLIED MATLS INC | $8M | 11.1K | 1.23% | — |