WEALTHGARDEN F.S. LLC

Est. AUM

$145.0M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$4.6M	7095	3.20%	SOLE
2	NVIDIA CORPORATION	COM	$4.0M	23204	2.79%	SOLE
3	BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$4.0M	164042	2.75%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$3.8M	34030	2.66%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.4M	58147	2.33%	SOLE
6	ISHARES TR	MSCI USA QLT FCT	$3.2M	16646	2.20%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	55484	2.17%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	119330	2.06%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.9M	100413	2.02%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.9M	21692	1.99%	SOLE
11	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.6M	52326	1.83%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	82240	1.74%	SOLE
13	APPLE INC	COM	$2.5M	9754	1.71%	SOLE
14	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.2M	9236	1.51%	SOLE
15	SPDR GOLD TR	GOLD SHS	$2.2M	5072	1.51%	SOLE
16	ISHARES GOLD TR	ISHARES NEW	$2.1M	23545	1.43%	SOLE
17	META PLATFORMS INC	CL A	$2.0M	3563	1.41%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.0M	40991	1.40%	SOLE
19	BLACKROCK ETF TRUST	ISHARES INTL CTR	$2.0M	62253	1.38%	SOLE
20	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$1.7M	70304	1.20%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$1.7M	19044	1.19%	SOLE
22	ISHARES TR	MSCI ACWI EX US	$1.6M	23637	1.12%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	20760	1.10%	SOLE
24	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$1.6M	21727	1.09%	SOLE
25	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.6M	47072	1.07%	SOLE
26	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.4M	40008	1.00%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$1.4M	19296	0.99%	SOLE
28	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.4M	17472	0.97%	SOLE
29	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.4M	35801	0.96%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET IND	$1.4M	8360	0.93%	SOLE
31	ISHARES TR	ESG AWR MSCI USA	$1.4M	9558	0.93%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2786	0.92%	SOLE
33	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.3M	51707	0.89%	SOLE
34	ISHARES TR	S&P 100 ETF	$1.3M	3981	0.87%	SOLE
35	ISHARES TR	S&P 500 VAL ETF	$1.3M	5988	0.87%	SOLE
36	MICROSOFT CORP	COM	$1.2M	3320	0.85%	SOLE
37	INNOVATOR ETFS TRUST	POWER BUFFER SET	$1.2M	35141	0.84%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$1.2M	27236	0.81%	SOLE
39	GLOBAL X FDS	DEFENSE TECH ETF	$1.2M	16264	0.79%	SOLE
40	ISHARES TR	CORE MSCI EURO	$1.1M	16103	0.78%	SOLE
41	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.1M	26534	0.75%	SOLE
42	ISHARES TR	CORE UNIVRSL USD	$1.1M	23477	0.75%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.1M	7206	0.73%	SOLE
44	ISHARES TR	IBOXX INV CP ETF	$1.0M	9598	0.72%	SOLE
45	ALPHABET INC	CAP STK CL C	$1.0M	3647	0.72%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$1.0M	1759	0.70%	SOLE
47	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.0M	19348	0.69%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET COM	$981K	8851	0.68%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$942K	36594	0.65%	SOLE
50	ISHARES TR	0-5 YR TIPS ETF	$938K	9067	0.65%	SOLE

1–50 of 163

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.