WealthShield Partners, LLC
SEC Form 13F institutional filer · CIK 0001729303
13F-HR · 153 reported holdings · 2026-03-31
Reported long-US-equity value
$0.57B
Top-10 concentration
53.5%
WealthShield Partners, LLC — $573M AUM allocation strategy
WealthShield Partners, LLC files SEC Form 13F and reports $573M of long US equity value across 153 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.5%, followed by Information Technology 9.2% and Communication Services 3.6%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WealthShield Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$573M
total across 153 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +157K sh · +$6.98M+$CEG +8.37K sh · +$2.27M+$AMAT +6.75K sh · +$2.42M
Biggest trims (shares)
−$VZ −28.2K sh · −$973K−$SCHW −24.6K sh · −$1.69M−$IYY −15.6K sh · −$3.18M
Exited to nil (held last quarter, gone now)
$PYPL ($1.35M last qtr)$YUM ($441K last qtr)$CI ($349K last qtr)$BX ($227K last qtr)$BSX ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage12.0%—
- Asset Management & Custody Banks5.6%—
- Financial Exchanges & Data5.2%—
- Semiconductors3.7%—
- Technology Hardware, Storage & Peripherals3.3%—
- Diversified Banks2.6%—
- Interactive Media & Services2.6%—
- Systems Software2.2%—
- Other holdings62.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 2.51M | $68.8M | -24.6K | 12.0% |
| $SPGI | S&P Global Inc | 196K | $29.7M | -6.11K | 5.2% |
| $BLK | BlackRock Inc | 221K | $22.2M | -1.57K | 3.9% |
| $AAPL | Apple Inc | 75.3K | $19.1M | -410 | 3.3% |
| $NVDA | NVIDIA Corporation | 81.8K | $14.3M | -106 | 2.5% |
| $MSFT | Microsoft Corporation | 34.4K | $12.7M | +2.54K | 2.2% |
| $AMZN | Amazon.com Inc | 50.4K | $10.5M | +2.4K | 1.8% |
| $IVZ | Invesco Ltd | 135K | $9.89M | -10.2K | 1.7% |
…and 145 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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