Managers / Q1 2025 · view latest →
WealthShield Partners, LLC
CIK 0001729303 · 2500 REGENCY PARKWAY, CARY, NC, 27518 · 919-948-4452
Reported Value
$779M
Q1 2025
Positions
533
Filings on Record
30
2019–present window
Filed
May 9, 2025
original filing
Summary
Wealthshield Partners, Llc reported $779M in U.S.-listed holdings across 533 positions for Q1 2025.
Its largest position, IVV, represents 4.7% of the portfolio.
Compared with Q4 2024, the fund opened 63 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $898M | 609 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $907M | 565 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $882M | 566 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $827M | 555 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $779M | 533 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $705M | 489 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $738M | 485 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $656M | 466 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $618M | 475 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $608M | 474 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $664M | 478 | Oct 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $664M | 485 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $620M | 484 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $522.2B | 288 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $504M | 288 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $505M | 290 | Aug 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $624M | 331 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $601M | 281 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $374M | 231 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $638M | 764 | Aug 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $556M | 1,176 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $542M | 299 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $285M | 390 | Oct 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $217M | 321 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $163M | 263 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $205M | 276 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $189M | 259 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $172M | 224 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $179M | 271 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $147M | 250 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.