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Robert Leggett

Wealthshield Partners, Llc

Assets Managed
$897.627M
Holdings
607
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-1.01%(2Q avg: 0.91%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthshield Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 607 positions.

Assets under management

The assets under management (AUM) of Wealthshield Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 897.627M in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of 0.91%. The portfolio is managed by Robert Leggett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 16%
3.93%
$35.246M
53,959 shares@ $653.21 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 3.34%
2.3%
$20.612M
832,795 shares@ $24.76 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -5.98%
2.25%
$20.119M
288,440 shares@ $69.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.54%
2.13%
$19.108M
75,292 shares@ $253.8 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 5.24%
1.96%
$17.522M
154,912 shares@ $113.11 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -6.08%
1.89%
$16.952M
80,286 shares@ $211.15 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -1.54%
1.8%
$16.133M
43,954 shares@ $367.05 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.14%
1.67%
$14.921M
512,233 shares@ $29.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.12%
1.59%
$14.269M
81,820 shares@ $174.41 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -15.33%
1.49%
$13.344M
229,364 shares@ $58.18 avg price

1-10 of 607