WealthShield Partners
WealthShield Partners reported 379 stocks worth $654M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IVV (8.2%), IVW (2.7%) and MGK (2.5%). Compared with Q1 2026, the fund opened new positions in CORO, IALT and GGOV, added to IVV, MGK and DGRO, trimmed IVW, DYNF and IUSB and sold out of BOND, SCHV and FLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $53.5M | 8.2% | 71K | +17K (+32%) | 8 of 8 | |
| 2 |  IVW Ishares TR | $17.7M | 2.7% | 129K | −26K (−17%) | 8 of 8 | |
| 3 |  MGK Vanguard Mega Cap Growth | $16.7M | 2.5% | 189K | +145K (+331%) | 8 of 8 | |
| 4 |  DGRO Ishares TR | $15M | 2.3% | 199K | +13K (+7%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $13.8M | 2.1% | 203K | −26K (−11%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $12.9M | 2.0% | 280K | −6,443 (−2%) | 8 of 8 | |
| 7 |  VIG Vanguard Dividend Appreciation ETF | $12.6M | 1.9% | 53K | −1,891 (−3%) | 8 of 8 | |
| 8 |  IVE Ishares TR | $12.4M | 1.9% | 55K | −26K (−32%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $12.3M | 1.9% | 42K | −33K (−44%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $11.8M | 1.8% | 59K | −23K (−28%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BOND Pimco ETF TR | $9.6M | 104K |
 SCHV Schwab US Large Cap | $8.8M | 287K |
 FLTR Vaneck ETF Trust | $5.3M | 209K |
 AVDV Avantis International Small Cap Value ETF | $4.1M | 41K |
 IDEV Ishares TR | $3M | 36K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthShield Partners 13F FAQ
What does WealthShield Partners own?
WealthShield Partners reported 379 stocks worth $654M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IVV (8.2%), IVW (2.7%) and MGK (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did WealthShield Partners buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 65 added to, 240 trimmed and 245 sold out. New positions include CORO, IALT and GGOV. It sold all of BOND, SCHV and FLTR.
When will WealthShield Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is WealthShield Partners's portfolio worth?
The Q2 2026 filing reports $654M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.