WealthShield Partners, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$897.6M
Holdings
606
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 74.6% (46.5k → 11.8k shares)
3.9%
02
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Sold 93.8% (805.9k → 50.0k shares)
2.3%
03
$IEMG
ISHARES INC
Q1 2026: Sold 90.9% (306.8k → 27.9k shares)
2.2%
04
$AAPL
APPLE INC
Q1 2026: Increased +498.9% (75.7k → 453.4k shares)
2.1%
05
$IVW
ISHARES TR
Q1 2026: Sold 97.7% (147.2k → 3.4k shares)
2.0%
06
$IVE
ISHARES TR
Q1 2026: Sold 97.6% (85.5k → 2.0k shares)
1.9%
07
$MGK
VANGUARD WORLD FD
Q1 2026: Sold 83.4% (44.6k → 7.4k shares)
1.8%
08
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Sold 78.0% (518.2k → 113.7k shares)
1.7%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 97.8% (81.9k → 1.8k shares)
1.6%
10
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Sold 99.5% (270.9k → 1.3k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:23 UTC.