DOSSIER · 13F-HR · Q2 2026

WEALTHGARDEN F.S. LLC

$176M in tracked AUM across 187 positions as of Q2 2026.

WF
CIK 0002023633 · last filed Jun 30, 2026
Total AUM
$176M
as of Q2 2026
Holdings
187
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WEALTHGARDEN F.S. LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$10M14K6.0%
02
IVW
ISHARES TR
$6M44K3.4%
03
DYNF
BLACKROCK ETF TRUST
$5M77K3.0%
04
NVDA
NVIDIA CORPORATION
$5M24K2.8%
05
SPYV
SPDR SERIES TRUST
$4M65K2.2%
06
ACWX
ISHARES TR
$4M48K2.1%
07
CORO
BLACKROCK ETF TRUST
$3M90K1.9%
08
AAPL
APPLE INC
$3M11K1.9%
09
09290C723
BLACKROCK ETF TRUST
$3M110K1.7%
10
JPST
J P MORGAN EXCHANGE TRADED F
$3M59K1.7%

Filing history

2026Q2Jun 30
$176M 20.4%
187 positionsView →
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