§ 13F · FUND PROFILE
WEALTHGARDEN F.S. LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140M (13F)Positions · 149Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 7K | $5M | 3.2% | +20% |
| 2 | NVDA | NVIDIA CORPORATION | 23K | $4M | 2.8% | −11% |
| 3 | BDYN | BLACKROCK ETF TRUST | 164K | $4M | 2.7% | +6% |
| 4 | IVW | ISHARES TR | 34K | $4M | 2.6% | +2% |
| 5 | DYNF | BLACKROCK ETF TRUST | 58K | $3M | 2.3% | −14% |
| 6 | QUAL | ISHARES TR | 17K | $3M | 2.2% | −2% |
| 7 | SPYV | SPDR SERIES TRUST | 55K | $3M | 2.1% | −12% |
| 8 | SJNK | SPDR SERIES TRUST | 119K | $3M | 2.0% | +2% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 100K | $3M | 2.0% | −11% |
| 10 | XLK | SELECT SECTOR SPDR TR | 22K | $3M | 2.0% | +1% |
§ 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 $140 million in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed