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Manager record

WealthShield Partners, LLC

Cary, NC · CIK 1729303 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$653.81MReported 13F valueQ2 2026 · as filed
379Holdings listed
-27.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $827.3M$827.3MQ2 2025555 holdingsQ3 2025: $881.9M$881.9MQ3 2025566 holdingsQ4 2025: $906.8M$906.8MQ4 2025565 holdingsQ1 2026: $897.6M$897.6MQ1 2026609 holdingsQ2 2026: $653.8M$653.8MQ2 2026379 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$653.81M · 379 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$897.63M · 609 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$906.81M · 565 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$881.88M · 566 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$827.31M · 555 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology