13F Filings History of WealthShield Partners, LLC
- Latest 13F filing
- Q2 2026 - 12 Aug 2026
- Latest reported 13F value
- $653,811,412
- Largest 13F holdings
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IVV IVW MGK DGRO DYNF IUSB VIG IVE AAPL NVDA MSFT MGV
+8 more
AMZN IEMG GOOGL MUB JPM VUG XLK AMAT - Form 13F summary
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- WealthShield Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- WealthShield Partners, LLC reported 379 equity holdings with a total reported market value of $653,811,412 for Q2 2026. Top reported holdings included IVV, IVW, MGK, DGRO, and DYNF.
- Manager signature
- Robert Leggett - Managing Partner
- Manager location
- Cary, NC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$653,811,412
Quarter delta
-$243,714,680
Accepted
12 Aug 2026, 12:29
Rows shown
1-25 of 35
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 379 | $653,811,412 | +$59,481,339 | -$376,145,726 | -$316,664,387 | IVV, IVW, MGK, DGRO, DYNF | 13F-HR | 12 Aug 2026, 12:29 |
| Q1 2026 | 607 | $897,526,092 | +$71,826,198 | -$61,351,884 | +$10,474,314 | IVV, SCHF, IEMG, AAPL, IVW | 13F-HR | 01 May 2026, 14:29 |
| Q4 2025 | 565 | $906,813,438 | +$68,812,444 | -$48,614,420 | +$20,198,024 | IVV, IEMG, AAPL, SCHF, MGK | 13F-HR | 03 Feb 2026, 10:13 |
| Q3 2025 | 566 | $881,882,230 | +$36,827,328 | -$34,491,414 | +$2,335,914 | IVV, SCHF, AAPL, IEMG, MGK | 13F-HR | 31 Oct 2025, 13:19 |
| Q2 2025 | 554 | $827,260,163 | +$60,602,694 | -$80,414,810 | -$19,812,116 | IVV, SCHF, SCHG, MGK, IVW | 13F-HR | 08 Aug 2025, 14:05 |
| Q1 2025 | 530 | $775,779,450 | +$112,732,289 | -$23,671,627 | +$89,060,662 | IVV, SCHF, AAPL, IVW, SCHG | 13F-HR | 09 May 2025, 15:38 |
| Q4 2024 | 489 | $705,177,476 | +$78,005,433 | -$65,054,325 | +$12,951,108 | IVV, SCHF, SCHG, IVW, AAPL | 13F-HR | 04 Feb 2025, 10:55 |
| Q3 2024 | 483 | $738,137,261 | +$81,683,358 | -$31,768,580 | +$49,914,778 | IVV, SCHF, SCHG, IUSB, IVW | 13F-HR | 04 Nov 2024, 13:53 |
| Q2 2024 | 466 | $656,166,412 | +$67,150,665 | -$32,681,677 | +$34,468,988 | IVV, SCHF, SCHG, IVW, IEMG | 13F-HR | 26 Jul 2024, 17:06 |
| Q1 2024 | 475 | $618,204,470 | +$64,672,065 | -$92,307,259 | -$27,635,194 | IVV, SCHF, SCHG, IUSB, IEMG | 13F-HR | 29 Apr 2024, 10:30 |
| Q4 2023 | 474 | $607,573,716 | +$51,116,844 | -$167,904,578 | -$116,787,734 | IVV, SCHF, TLTW, SCHG, MGK | 13F-HR | 23 Jan 2024, 17:20 |
| Q3 2023 | 478 | $663,614,725 | +$81,898,497 | -$55,692,393 | +$26,206,104 | IVV, VTV, SCHF, TLTW, VUG | 13F-HR | 25 Oct 2023, 15:41 |
| Q2 2023 | 485 | $663,775,505 | +$55,038,731 | -$40,024,038 | +$15,014,693 | IVV, VTV, SCHF, IUSB, VUG | 13F-HR | 03 Aug 2023, 14:12 |
| Q1 2023 | 484 | $620,455,394 | +$132,254,077 | -$57,456,860 | +$74,797,217 | IVV, VTV, SCHF, IUSB, TLTW | 13F-HR | 08 May 2023, 13:02 |
| Q4 2022 | 288 | $522,198,172 | +$64,222,969 | -$77,456,110 | -$13,233,141 | IVV, VTV, SCHF, ESGU, IUSB | 13F-HR | 13 Feb 2023, 13:24 |
| Q3 2022 | 288 | $504,245,000 | +$79,009,577 | -$46,474,544 | +$32,535,033 | IVV, SCHF, ESGU, VTV, IUSB | 13F-HR | 04 Nov 2022, 15:54 |
| Q2 2022 | 290 | $504,641,000 | +$61,176,308 | -$101,278,493 | -$40,102,185 | IVV, SCHF, ESGU, VTV, LQDH | 13F-HR | 11 Aug 2022, 17:22 |
| Q1 2022 | 331 | $624,351,000 | +$227,419,099 | -$181,920,453 | +$45,498,646 | IVV, LQDH, VTI, SCHF, ESGU | 13F-HR | 09 May 2022, 10:57 |
| Q4 2021 | 281 | $600,255,000 | +$256,521,469 | -$54,085,046 | +$202,436,423 | SCHF, IVV, ESGU, AAPL, VUG | 13F-HR | 10 Feb 2022, 14:48 |
| Q3 2021 | 231 | $373,553,000 | +$84,301,308 | -$343,008,925 | -$258,707,617 | ESGU, IVV, PTBD, DGRO, MGK | 13F-HR | 12 Nov 2021, 13:21 |
| Q2 2021 | 764 | $637,609,000 | +$185,252,848 | -$121,372,975 | +$63,879,873 | PTBD, ESGU, IVV, GOVT, IUSB | 13F-HR | 06 Aug 2021, 14:23 |
| Q1 2021 | 1,133 | $547,365,000 | +$138,017,467 | -$145,651,995 | -$7,634,528 | ESGU, IVV, PTBD, GOVT, VOO | 13F-HR | 14 May 2021, 19:25 |
| Q4 2020 | 299 | $541,665,000 | +$261,667,011 | -$28,598,143 | +$233,068,868 | IVV, ESGU, VOO, LQD, GOVT | 13F-HR | 12 Feb 2021, 19:48 |
| Q3 2020 | 384 | $285,447,000 | +$72,898,306 | -$14,688,865 | +$58,209,441 | IVV, MGK, ESGU, AAPL, DGRO | 13F-HR | 30 Oct 2020, 15:11 |
| Q2 2020 | 320 | $217,250,000 | +$57,582,978 | -$28,658,181 | +$28,924,797 | IVV, DGRO, MGK, AGG, ESGU | 13F-HR | 13 Aug 2020, 13:31 |