WealthShield Partners, LLC reported 109 positions worth $280.89M for the quarter ended Jun 30, 2026, down 8.8% on the prior quarter. It opened 4 new positions, added to 26, trimmed 74 and exited 40. Its largest holding is Apple Inc. at 4.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMAT Applied Materials Inc | +2,995 | +36.9% | $2.17M | 2.86% |
| LLY ELI LILLY & Co | +478 | +15.8% | $573.34K | 1.5% |
| GEV GE Vernova Inc. | +412 | +8.6% | $484.25K | 2.17% |
| ICE Intercontinental Exchange, Inc. | +3,659 | +17.9% | $450.46K | 1.05% |
| NFLX Netflix Inc | +4,537 | +7.7% | $323.94K | 1.62% |
| UBER Uber Technologies, Inc | +3,695 | +5.8% | $266.63K | 1.73% |
| LHX L3Harris Technologies, Inc. | +868 | +11.8% | $252.24K | 0.851% |
| NOW ServiceNow, Inc. | +2,294 | – | $227.75K | 0.081% |
| SNPS Synopsys Inc | +487 | – | $217.24K | 0.077% |
| PNC Pnc Financial Services Group, Inc. | +874 | – | $215.20K | 0.077% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -32.8K | -43.6% | $9.49M | 4.38% |
| NVDA Nvidia Corp | -22.6K | -27.7% | $4.53M | 4.22% |
| AMZN Amazon Com Inc | -9,716 | -19.3% | $2.32M | 3.45% |
| HD Home Depot, Inc. | -6,272 | -38.9% | $2.21M | 1.24% |
| LRCX Lam Research Corp | -4,883 | -21.4% | $2.12M | 2.76% |
| MSFT Microsoft Corp | -5,362 | -15.6% | $2.00M | 3.86% |
| TSLA Tesla, Inc. | -4,477 | -55.3% | $1.88M | 0.541% |
| AVGO Broadcom Inc. | -4,770 | -22.1% | $1.80M | 2.27% |
| MA Mastercard Inc | -3,341 | -78.2% | $1.72M | 0.17% |
| GOOGL Alphabet Inc. | -4,336 | -14.7% | $1.55M | 3.21% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IDXX Idexx Laboratories Inc | -2,606 | $1.46M | 0.475% |
| USCI United States Commodity Index Funds Trust | -13.4K | $1.28M | 0.416% |
| T At&T Inc. | -43.7K | $1.27M | 0.412% |
| VZ Verizon Communications Inc | -21.3K | $1.07M | 0.347% |
| PFE Pfizer Inc | -29.2K | $819.20K | 0.266% |
| BMY Bristol Myers Squibb Co | -11.6K | $701.43K | 0.228% |
| GE General Electric Co | -2,217 | $629.19K | 0.204% |
| QCOM Qualcomm Inc | -4,355 | $560.84K | 0.182% |
| TEVA Teva Pharmaceutical Industries Ltd | -15.8K | $476.80K | 0.155% |
| DGX Quest Diagnostics Inc | -2,221 | $435.27K | 0.141% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 42.5K | $12.30M | 4.38% | -32.8K | -43.6% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 59.2K | $11.84M | 4.22% | -22.6K | -27.7% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 29.1K | $10.85M | 3.86% | -5,362 | -15.6% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 40.7K | $9.70M | 3.45% | -9,716 | -19.3% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 25.3K | $9.03M | 3.21% | -4,336 | -14.7% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 26.7K | $8.72M | 3.11% | -4,723 | -15.1% | Reduced | 0% |
| 7 | AMAT Applied Materials Inc | Technology | 11.1K | $8.04M | 2.86% | +2,995 | +36.9% | Added | 0% |
| 8 | LRCX Lam Research Corp | Technology | 17.9K | $7.76M | 2.76% | -4,883 | -21.4% | Reduced | 0% |
| 9 | CRWD CrowdStrike Holdings, Inc. | Technology | 37.0K | $7.06M | 2.51% | -5,480 | -12.9% | Reduced | 0% |
| 10 | C Citigroup Inc | Others | 49.1K | $6.87M | 2.45% | -2,895 | -5.6% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 16.9K | $6.37M | 2.27% | -4,770 | -22.1% | Reduced | 0% |
| 12 | GEV GE Vernova Inc. | Industrials | 5,194 | $6.10M | 2.17% | +412 | +8.6% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 10.6K | $5.99M | 2.13% | -678 | -6.0% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 49.6K | $5.61M | 2% | -3,690 | -6.9% | Reduced | 0% |
| 15 | TT Trane Technologies plc | Industrials | 11.0K | $5.39M | 1.92% | -265 | -2.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at WealthShield Partners.
As of its Q2 2026 13F filing, WealthShield Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 4.4%, Nvidia Corp (NVDA) at 4.2%, Microsoft Corp (MSFT) at 3.9%, Amazon Com Inc (AMZN) at 3.5%, Alphabet Inc. (GOOGL) at 3.2% of the reported portfolio.
WealthShield Partners, LLC reported a 13F portfolio worth $280.89M across 109 positions for Q2 2026. That is down 8.8% from the previous quarter.
Its largest purchases by value were Applied Materials Inc ($2.17M), ELI LILLY & Co ($573.34K), GE Vernova Inc. ($484.25K). It opened 4 new positions.
Its largest sales by value were Apple Inc. ($9.49M), Nvidia Corp ($4.53M), Amazon Com Inc ($2.32M). It exited 40 positions entirely.
From the Form 13F-HR reports WealthShield Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.