WEALTHGARDEN F.S. LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2023633
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$176.4M
Holdings
187
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WEALTHGARDEN F.S. LLC disclosed 187 positions worth $176.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 26 new positions and exited 5. The portfolio is most concentrated in Other (78.7% of disclosed assets). All figures are sourced directly from WEALTHGARDEN F.S. LLC’s Form 13F-HR filing with the SEC under CIK 2023633.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
6.0% weight
Held 7 quarters
ISHARES TR - S&P 500 GRWT
3.4% weight
Held 7 quarters
BLACKROCK ETF TRUST - ISHA
3.0% weight
Held 7 quarters
$NVDA2.8% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
2.2% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US B
6 quarters accumulating
MORGAN STANLEY ETF TRUST -
5 quarters accumulating
$NFLX5 quarters accumulating
ISHARES TR - CORE S&P500 E
4 quarters accumulating
BLACKROCK ETF TRUST - ISHA
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$10.5M14,017 shISHARES TR - S&P 500 GRWT ETF
—Quality
$6.0M43,556 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$5.2M77,123 sh- 85.9
Quality
$4.9M24,286 sh SPDR SERIES TRUST - ST STR P500VAL
—Quality
$3.9M64,871 shISHARES TR - MSCI ACWI EX US
—Quality
$3.6M47,675 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$3.3M90,040 sh- 76.4
Quality
$3.3M11,285 sh BLACKROCK ETF TRUST - DYNAMIC EQTY ACT
—Quality
$3.0M109,650 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$3.0M59,404 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $10.5M | 14,017 |
| ISHARES TR - S&P 500 GRWT ETF | — | $6.0M | 43,556 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $5.2M | 77,123 |
| NVIDIA CORP$NVDA | 85.9 | $4.9M | 24,286 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $3.9M | 64,871 |
| ISHARES TR - MSCI ACWI EX US | — | $3.6M | 47,675 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $3.3M | 90,040 |
 Apple Inc.$AAPL | 76.4 | $3.3M | 11,285 |
| BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $3.0M | 109,650 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $3.0M | 59,404 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEALTHGARDEN F.S. LLC's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Other
$138.9M
Technology
$15.8M
Financials
$13.6M
Industrials
$2.7M
Healthcare
$2.0M
Consumer Discretionary
$1.3M
Materials
$1.2M
Communication Services
$914,765
Top Holdings — WEALTHGARDEN F.S. LLC (Q2 2026)
Top 150 of 187 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $10.5M | 6.0% | +98% | — |
| 2 | — | ISHARES TR - S&P 500 GRWT ETF | $6.0M | 3.4% | +28% | — |
| 3 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $5.2M | 3.0% | +33% | — |
| 4 | $NVDA | NVIDIA CORP | $4.9M | 2.8% | +5% | 85.9 |
| 5 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.9M | 2.2% | +17% | — |
| 6 | — | ISHARES TR - MSCI ACWI EX US | $3.6M | 2.1% | +102% | — |
| 7 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $3.3M | 1.9% | +45% | — |
| 8 | $AAPL | Apple Inc. | $3.3M | 1.9% | +16% | 76.4 |
| 9 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $3.0M | 1.7% | -33% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.0M | 1.7% | +14% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.0M | 1.7% | -28% | — |
| 12 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $2.7M | 1.6% | +11% | — |
| 13 |  $IVZ | Invesco Ltd. | $2.7M | 1.6% | -2% | — |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.7M | 1.5% | +3% | — |
| 15 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $2.6M | 1.5% | -12% | — |
| 16 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.4M | 1.4% | +32% | — |
| 17 | — | ISHARES TR - MSCI USA QLT FCT | $2.4M | 1.4% | -35% | — |
| 18 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.3M | 1.3% | -33% | — |
| 19 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $2.0M | 1.1% | +51% | — |
| 20 |  $IAU | ISHARES GOLD TRUST | $2.0M | 1.1% | +10% | — |
| 21 | $IVZ | Invesco Ltd. | $1.9M | 1.1% | +5% | — |
| 22 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $1.9M | 1.1% | NEW | — |
| 23 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | $1.9M | 1.1% | +3% | — |
| 24 |  $GLD | SPDR GOLD TRUST | $1.9M | 1.1% | +0% | — |
| 25 |  $META | Meta Platforms, Inc. | $1.9M | 1.1% | -7% | 79.6 |
| 26 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $1.6M | 0.9% | -8% | — |
| 27 |  $TSLA | Tesla, Inc. | $1.6M | 0.9% | +52% | 53.9 |
| 28 | — | GLOBAL X FDS - DEFENSE TECH ETF | $1.6M | 0.9% | +60% | — |
| 29 |  $MSFT | MICROSOFT CORP | $1.5M | 0.9% | +23% | 79.8 |
| 30 | — | ISHARES TR - CORE UNIVRSL USD | $1.5M | 0.9% | +40% | — |
| 31 | — | ISHARES TR - ESG AWR MSCI USA | $1.5M | 0.9% | -4% | — |
| 32 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $1.5M | 0.8% | -0% | — |
| 33 |  $GOOGL | Alphabet Inc. | $1.5M | 0.8% | +13% | 78.2 |
| 34 | — | ISHARES TR - S&P 100 ETF | $1.4M | 0.8% | -1% | — |
| 35 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.4M | 0.8% | -35% | — |
| 36 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.4M | 0.8% | +50% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.8% | -1% | 73.8 |
| 38 |  $AMZN | AMAZON COM INC | $1.3M | 0.8% | +32% | 68.7 |
| 39 | — | ISHARES TR - S&P 500 VAL ETF | $1.3M | 0.8% | -3% | — |
| 40 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.3M | 0.7% | -24% | — |
| 41 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $1.3M | 0.7% | -0% | — |
| 42 | — | INNOVATOR ETFS TRUST - POWER BUFFER SET | $1.3M | 0.7% | -2% | — |
| 43 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.7% | -2% | — |
| 44 |  $LLY | ELI LILLY & Co | $1.2M | 0.7% | +4% | 87.5 |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $1.2M | 0.7% | -0% | — |
| 46 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.1M | 0.6% | -31% | — |
| 47 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.6% | +300% | — |
| 48 | — | ISHARES TR - CORE MSCI EAFE | $1.0M | 0.6% | -44% | — |
| 49 | — | ISHARES TR - ISHARES SEMICDTR | $1.0M | 0.6% | -4% | — |
| 50 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.0M | 0.6% | +3% | — |
| 51 | — | ISHARES INC - CORE MSCI EMKT | $1.0M | 0.6% | -3% | — |
| 52 |  $JPM | JPMORGAN CHASE & CO | $998,029 | 0.6% | +0% | 70.7 |
| 53 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | $980,714 | 0.6% | +0% | — |
| 54 | — | INNOVATOR ETFS TRUST - INTERNATIONAL DV | $974,334 | 0.6% | +0% | — |
| 55 |  $BFLX | Cann American Corp. | $952,071 | 0.5% | NEW | — |
| 56 |  $SPY | SPDR S&P 500 ETF TRUST | $930,092 | 0.5% | +64% | — |
| 57 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $921,459 | 0.5% | -50% | — |
| 58 | — | ISHARES TR - MSCI INTL VLU FT | $908,247 | 0.5% | +0% | — |
| 59 | — | ISHARES TR - US TREAS BD ETF | $845,697 | 0.5% | +49% | — |
| 60 | — | AMERICAN CENTY ETF TR - CALIF MUN BD ETF | $823,925 | 0.5% | +9% | — |
| 61 | — | ISHARES TR - US AER DEF ETF | $823,753 | 0.5% | -0% | — |
| 62 | — | ISHARES TR - RUSSELL 2000 ETF | $813,619 | 0.5% | +0% | — |
| 63 |  $PANW | Palo Alto Networks Inc | $807,999 | 0.5% | NEW | 65.5 |
| 64 | — | ISHARES TR - MSCI USA MMENTM | $802,692 | 0.5% | NEW | — |
| 65 | — | ISHARES TR - CORE S&P MCP ETF | $773,705 | 0.4% | +0% | — |
| 66 | $IVZ | Invesco Ltd. | $756,283 | 0.4% | NEW | — |
| 67 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $752,544 | 0.4% | +82% | — |
| 68 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.4% | +0% | 73.8 |
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $747,921 | 0.4% | NEW | — |
| 70 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | $712,003 | 0.4% | -2% | — |
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $711,320 | 0.4% | +31% | — |
| 72 | $NFLX | NETFLIX INC | $697,721 | 0.4% | +14% | 78.8 |
| 73 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $697,030 | 0.4% | -1% | — |
| 74 | — | ISHARES TR - EUROPE ETF | $693,168 | 0.4% | -5% | — |
| 75 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | $688,675 | 0.4% | +0% | — |
| 76 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT EQ M | $679,013 | 0.4% | +0% | — |
| 77 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $663,497 | 0.4% | +69% | — |
| 78 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $660,770 | 0.4% | +1% | — |
| 79 |  $GOOG | Alphabet Inc. | $649,859 | 0.4% | +39% | 78.2 |
| 80 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $639,739 | 0.4% | NEW | — |
| 81 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $631,751 | 0.4% | -0% | — |
| 82 | — | ISHARES TR - MBS ETF | $621,215 | 0.3% | -22% | — |
| 83 | — | ISHARES TR - ESG MSCI USA ETF | $619,220 | 0.3% | +1% | — |
| 84 | — | SPDR SERIES TRUST - ST STR P500GRW | $599,875 | 0.3% | -4% | — |
| 85 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $599,120 | 0.3% | -16% | — |
| 86 | — | FIDELITY COVINGTON TRUST - STOCK FOR INFL | $591,059 | 0.3% | +0% | — |
| 87 | — | ISHARES TR - U.S. TECH ETF | $579,558 | 0.3% | -1% | — |
| 88 |  $BA | BOEING CO | $574,295 | 0.3% | NEW | 61.6 |
| 89 | — | INNOVATOR ETFS TRUST - EQUITY MNGD 100 | $555,185 | 0.3% | -0% | — |
| 90 | — | ISHARES TR - EAFE VALUE ETF | $545,597 | 0.3% | -63% | — |
| 91 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $543,388 | 0.3% | -52% | — |
| 92 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $538,822 | 0.3% | -43% | — |
| 93 |  $ABNB | Airbnb, Inc. | $537,913 | 0.3% | NEW | 71 |
| 94 |  $ABBV | AbbVie Inc. | $534,276 | 0.3% | +28% | 72.6 |
| 95 | — | ISHARES TR - CORE MSCI EURO | $528,776 | 0.3% | -56% | — |
| 96 | — | ISHARES TR - MSCI USA MIN ETF | $526,605 | 0.3% | +1% | — |
| 97 | — | INNOVATOR ETFS TRUST - INTL DVLPD 10 BU | $522,844 | 0.3% | -1% | — |
| 98 | — | INNOVATOR ETFS TRUST - INTL DEV PWR MAY | $512,137 | 0.3% | +91% | — |
| 99 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $509,065 | 0.3% | +0% | — |
| 100 | — | ISHARES TR - NATIONAL MUN ETF | $508,821 | 0.3% | +15% | — |
| 101 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $508,520 | 0.3% | +0% | — |
| 102 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $508,230 | 0.3% | -0% | — |
| 103 | — | ISHARES TR - IBOXX INV CP ETF | $505,855 | 0.3% | -52% | — |
| 104 | — | ISHARES TR - U.S. MED DVC ETF | $502,522 | 0.3% | -16% | — |
| 105 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $500,234 | 0.3% | -0% | — |
| 106 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $493,431 | 0.3% | +6% | — |
| 107 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $488,599 | 0.3% | +0% | — |
| 108 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $469,314 | 0.3% | +6% | — |
| 109 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $467,894 | 0.3% | NEW | — |
| 110 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $461,673 | 0.3% | +0% | — |
| 111 |  $IBIT | iShares Bitcoin Trust ETF | $450,203 | 0.3% | +50% | — |
| 112 | — | ISHARES TR - ESG MSCI KLD ETF | $447,943 | 0.3% | -2% | — |
| 113 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $442,181 | 0.3% | -41% | — |
| 114 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $439,451 | 0.3% | -57% | — |
| 115 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $439,389 | 0.3% | +0% | — |
| 116 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $434,349 | 0.3% | +18% | — |
| 117 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $420,946 | 0.2% | +0% | 48.7 |
| 118 | — | ISHARES TR - US HOME CONS ETF | $417,607 | 0.2% | -3% | — |
| 119 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | $410,168 | 0.2% | +0% | — |
| 120 | — | ISHARES TR - CORE S&P TTL STK | $386,363 | 0.2% | -0% | — |
| 121 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $377,701 | 0.2% | +50% | — |
| 122 | — | ISHARES TR - RUS 1000 ETF | $366,503 | 0.2% | +0% | — |
| 123 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $364,172 | 0.2% | NEW | — |
| 124 | — | INNOVATOR ETFS TRUST - US EQTY BUF DEC | $355,073 | 0.2% | +0% | — |
| 125 | — | SPDR SERIES TRUST - ST STR SP AERO | $352,277 | 0.2% | +20% | — |
| 126 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $350,466 | 0.2% | +0% | — |
| 127 | — | ALLIANCEBERNSTEIN GLOBAL HIG - COM | $340,245 | 0.2% | +0% | — |
| 128 | — | ISHARES TR - LONG TERM MUNI | $338,462 | 0.2% | NEW | — |
| 129 | — | ISHARES INC - MSCI WORLD ETF | $336,247 | 0.2% | -0% | — |
| 130 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $319,598 | 0.2% | +0% | — |
| 131 | — | ISHARES TR - MSCI USA VALUE | $318,579 | 0.2% | -46% | — |
| 132 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $318,038 | 0.2% | -0% | — |
| 133 | — | ISHARES TR - ESG EAFE ETF | $316,100 | 0.2% | -3% | — |
| 134 | — | ISHARES TR - ESG AWR US AGRGT | $309,761 | 0.2% | -2% | — |
| 135 | — | ISHARES TR - ESG OPTIMIZED | $305,051 | 0.2% | -10% | — |
| 136 | — | ISHARES INC - MSCI JAPAN ETF | $301,027 | 0.2% | -31% | — |
| 137 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $298,231 | 0.2% | +0% | — |
| 138 | — | ISHARES TR - EAFE GRWTH ETF | $297,814 | 0.2% | +12% | — |
| 139 | — | VANGUARD INDEX FDS - GROWTH ETF | $296,494 | 0.2% | +462% | — |
| 140 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $295,971 | 0.2% | +39% | — |
| 141 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $293,369 | 0.2% | -67% | — |
| 142 | — | ISHARES TR - 20 YR TR BD ETF | $290,005 | 0.2% | -25% | — |
| 143 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $288,665 | 0.2% | -17% | — |
| 144 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $287,192 | 0.2% | +16% | — |
| 145 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $284,374 | 0.2% | +0% | — |
| 146 |  $RTX | RTX Corp | $284,254 | 0.2% | NEW | 73.2 |
| 147 | — | ISHARES TR - ESG AWRE USD ETF | $281,876 | 0.2% | -4% | — |
| 148 | — | ISHARES INC - MSCI EMRG CHN | $278,736 | 0.2% | NEW | — |
| 149 | — | FIDELITY COVINGTON TRUST - MSCI MATLS INDEX | $272,775 | 0.1% | -4% | — |
| 150 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO APR | $267,599 | 0.1% | -0% | — |
New Positions (26)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.9M
$BFLX Cann American Corp.$952,071$PANW Palo Alto Networks Inc$807,999 ISHARES TR - MSCI USA MMENTM$802,692
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$747,921
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$639,739
$BA BOEING CO$574,295$ABNB Airbnb, Inc.$537,913 SCHWAB STRATEGIC TR - US TIPS ETF$467,894
VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD$364,172
ISHARES TR - LONG TERM MUNI$338,462
$RTX RTX Corp$284,254 ISHARES INC - MSCI EMRG CHN$278,736
INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI$261,608
VANGUARD INDEX FDS - S&P 500 ETF SHS$245,786
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