DOSSIER · 13F-HR · Q1 2026

WEALTHGARDEN F.S. LLC

$147M in tracked AUM across 165 positions as of Q1 2026.

WF
CIK 0002023633 · last filed Mar 31, 2026
Total AUM
$147M
as of Q1 2026
Holdings
165
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

WEALTHGARDEN F.S. LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$5M7K3.2%
02
NVDA
NVIDIA CORPORATION
$4M23K2.8%
03
09290C723
BLACKROCK ETF TRUST
$4M164K2.7%
04
IVW
ISHARES TR
$4M34K2.6%
05
DYNF
BLACKROCK ETF TRUST
$3M58K2.3%
06
QUAL
ISHARES TR
$3M17K2.2%
07
SPYV
SPDR SERIES TRUST
$3M55K2.1%
08
SJNK
SPDR SERIES TRUST
$3M119K2.0%
09
SCHG
SCHWAB STRATEGIC TR
$3M100K2.0%
10
XLK
SELECT SECTOR SPDR TR
$3M22K2.0%

Filing history

2026Q1Mar 31
$147M 3.4%
165 positionsView →
2025Q4Dec 31
$152M 79.5%
159 positionsView →
2025Q3Sep 30
$84M 29.9%
90 positionsView →
2025Q2Jun 30
$120M 15.8%
135 positionsLocked
2025Q1Mar 31
$104M 2.8%
124 positionsLocked
2024Q4Dec 31
$107M 93.5%
122 positionsLocked
2024Q3Sep 30
$1.6B 1627.2%
624 positionsLocked
2024Q2Jun 30
$95M
113 positionsLocked