13F Filings History of WealthShield Partners, LLC
- Latest 13F filing
- Q1 2026 - 01 May 2026
- Latest reported 13F value
- $895,502,831
- 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 607 equity holdings with a total reported market value of $895,502,831 for Q1 2026. Top reported holdings included ISHARES TR, SCHWAB STRATEGIC TR, ISHARES INC, APPLE INC, and ISHARES TR.
- Largest 13F holdings
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ISHARES TR SCHWAB STRATEGIC TR ISHARES INC APPLE INC VANGUARD WORLD FD NVIDIA CORPORATION BLACKROCK ETF TRUST MICROSOFT CORP VANGUARD INDEX FDS VANGUARD SPECIALIZED FUNDS AMAZON COM INC PIMCO ETF TR
+1 more
JPMORGAN CHASE & CO - Manager signature
- Robert Leggett - Managing Partner
- Manager location
- Cary, NC
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
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
Q1 2026
Latest value
$895,502,831
Quarter delta
n/a
Accepted
01 May 2026, 14:29
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 607 | $895,502,831 | $0 | $0 | $0 | ISHARES TR, SCHWAB STRATEGIC TR, ISHARES INC, APPLE INC, ISHARES TR | 13F-HR | 01 May 2026, 14:29 |