WEALTHSHIELD PARTNERS LLC
Q1 2022 Form 13-F
CARY, NORTH CAROLINA
CIK 0001729303
· CRD 169584
· SEC-registered investment adviser
$624.4M Reported Value Total
WEALTHSHIELD PARTNERS, LLC reports 1,330 total accounts under management (AUM). There are 1,323 discretionary accounts valued at $910,906,702, and 7 non-discretionary accounts valued at $2,634,529.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-20
Reported value
$624.4M
Quarter over quarter
-3.6%
Holdings
331
Top-10 concentration
26.0%
Filing Structure
Reports holdings for
- WealthShield, LLC (not a 13F filer in our records) · File #028-18494 · Q4 2018 – Q1 2021
Holdings reported by
- WealthShield LLC (not a 13F filer in our records) · Q4 2017 – Q4 2017 · declared by one filing
Key People
Form ADV owners & control persons
Robert Alexander Leggett
CHIEF COMPLIANCE OFFICER
Victoria Handley Araj
CHIEF OPERATING OFFICER
Caroline Mcalister Leggett
PARTNER
Filing Navigation
13F Metrics
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | May 09, 2022 |
| Form | 13F-HR |
| Reported value | $624.4M |
| Positions | 331 |
| Change in reported value | +3.9% |
| New positions | 101 |
| Exited positions | 51 |
| Position turnover | 39.8% |
| Top-10 concentration | 26.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
379 | $653.8M |
|
Q1 2026 13F
Filed May 1, 2026
|
607 | $897.6M |
|
Q4 2025 13F
Filed Feb 3, 2026
|
565 | $906.8M |
|
Q3 2025 13F
Filed Oct 31, 2025
|
566 | $881.9M |
|
Q2 2025 13F
Filed Aug 8, 2025
|
554 | $827.3M |
|
Q1 2025 13F
Filed May 9, 2025
|
530 | $779.0M |
|
Q4 2024 13F
Filed Feb 4, 2025
|
489 | $705.2M |
|
Q3 2024 13F
Filed Nov 4, 2024
|
483 | $738.2M |
|
Q2 2024 13F
Filed Jul 26, 2024
|
466 | $656.2M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
475 | $618.2M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
474 | $607.6M |
|
Q3 2023 13F
Filed Oct 25, 2023
|
478 | $663.6M |
|
Q2 2023 13F
Filed Aug 3, 2023
|
485 | $663.8M |
|
Q1 2023 13F
Filed May 8, 2023
|
484 | $620.5M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
288 | $522.2M |
|
Q3 2022 13F
Filed Nov 4, 2022
|
288 | $504.2M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
290 | $504.6M |
|
Q1 2022 13F
Filed May 9, 2022
|
331 | $624.4M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
281 | $600.7M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
231 | $373.6M |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $28.1M | 4.5% |
| 2 | LQDH ISHARES U S ETF TR | $20.1M | 3.22% |
| 3 | VTI VANGUARD INDEX FDS | $19.9M | 3.18% |
| 4 | SCHF SCHWAB STRATEGIC TR | $19.0M | 3.04% |
| 5 | ESGU ISHARES TR | $18.5M | 2.96% |
| 6 | VTV VANGUARD INDEX FDS | $12.7M | 2.03% |
| 7 | SCHG SCHWAB STRATEGIC TR | $11.7M | 1.87% |
| 8 | AAPL APPLE INC | $11.3M | 1.81% |
| 9 | DGRO ISHARES TR | $10.8M | 1.72% |
| 10 | XSOE WISDOMTREE TR | $10.6M | 1.7% |
| 11 | IUSB ISHARES TR | $9.3M | 1.48% |
| 12 | MGK VANGUARD WORLD FD | $8.8M | 1.42% |
| 13 | AGZD WISDOMTREE TR | $8.4M | 1.34% |
| 14 | VIG VANGUARD SPECIALIZED FUNDS | $7.7M | 1.23% |
| 15 | MSFT MICROSOFT CORP | $7.7M | 1.23% |
| 16 | SCHV SCHWAB STRATEGIC TR | $7.7M | 1.23% |
| 17 | EFV ISHARES TR | $7.3M | 1.17% |
| 18 | MUB ISHARES TR | $7.2M | 1.15% |
| 19 | XLE SELECT SECTOR SPDR TR | $7.0M | 1.13% |
| 20 | MGV VANGUARD WORLD FD | $6.8M | 1.09% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.