§ 13F · FUND PROFILE
WEALTHGARDEN F.S. LLC.
AUM · $176M (13F)Positions · 187Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $10M | 6.0% | +98% |
| 2 | IVW | ISHARES TR | 44K | $6M | 3.4% | +28% |
| 3 | DYNF | BLACKROCK ETF TRUST | 77K | $5M | 3.0% | +33% |
| 4 | NVDA | NVIDIA CORPORATION | 24K | $5M | 2.8% | +5% |
| 5 | SPYV | SPDR SERIES TRUST | 65K | $4M | 2.2% | +17% |
| 6 | ACWX | ISHARES TR | 48K | $4M | 2.1% | +102% |
| 7 | CORO | BLACKROCK ETF TRUST | 90K | $3M | 1.9% | +45% |
| 8 | AAPL | APPLE INC | 11K | $3M | 1.9% | +16% |
| 9 | BDYN | BLACKROCK ETF TRUST | 110K | $3M | 1.7% | −33% |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 59K | $3M | 1.7% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHGARDEN SIGNAL
AC read
WEALTHGARDEN F.S. LLC is a Other fund managing $176 million in assets. The fund runs a portfolio of 187 positions.
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