SEC Form 13F

WEALTHGARDEN F.S. LLC 13F Holdings

Inspect WEALTHGARDEN F.S. LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-01T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-01
Reported value
$176,363,162
Positions
187

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Step 1 of 3

Disclosed positions

WEALTHGARDEN F.S. LLC: source evidence dated 2026-08-01T03:59:59.999Z.

Issuer
ISHARES TR
Ticker
IVV
Class
CORE S&P500 ETF
Reported value
$10,497,383
Reported amount
14,017
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002023633-26-000003
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions
ISHARES TRIVVCORE S&P500 ETF$10,497,38314,017SHNone
ISHARES TRIVWS&P 500 GRWT ETF$5,990,30243,556SHNone
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$5,245,16077,123SHNone
NVIDIA CORPORATIONNVDACOM$4,859,48124,286SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$3,943,48364,871SHNone
ISHARES TRACWXMSCI ACWI EX US$3,628,57547,675SHNone
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$3,295,46490,040SHNone
APPLE INCAAPLCOM$3,265,51711,285SHNone
BLACKROCK ETF TRUSTBDYNDYNAMIC EQTY ACT$3,041,677109,650SHNone
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$3,004,07959,404SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$2,969,38615,586SHNone
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$2,745,28552,073SHNone
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$2,744,0689,057SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$2,673,09584,298SHNone
SPDR SERIES TRUSTSJNKST TERM HIGH ETF$2,639,209105,442SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$2,415,64927,488SHNone
ISHARES TRQUALMSCI USA QLT FCT$2,382,61610,858SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$2,280,34667,386SHNone
BLACKROCK ETF TRUSTBLCRISHA LA CORE ETF$2,021,31840,129SHNone
ISHARES GOLD TRIAUISHARES NEW$1,960,21225,960SHNone
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$1,907,72911,810SHNone
BLACKROCK ETF TRUSTIALTISHA SYST AL ETF$1,901,14267,777SHNone
MORGAN STANLEY ETF TRUSTCVIECALVE INDEX ETF$1,893,57322,274SHNone
SPDR GOLD TRGLDGOLD SHS$1,873,7235,086SHNone
META PLATFORMS INCMETACL A$1,857,6343,298SHNone
BLACKROCK ETF TRUSTTHROISHA US THEM ETF$1,581,51236,685SHNone
TESLA INCTSLACOM$1,576,5803,748SHNone
GLOBAL X FDSSHLDDEFENSE TECH ETF$1,557,63526,087SHNone
MICROSOFT CORPMSFTCOM$1,528,1544,097SHNone
ISHARES TRIUSBCORE UNIVRSL USD$1,518,21232,897SHNone
ISHARES TRESGUESG AWR MSCI USA$1,509,3079,222SHNone
AIM ETF PRODUCTS TRUSTJULWALLIANZIM US EQT$1,460,97135,791SHNone
ALPHABET INCGOOGCAP STK CL C$1,456,2624,122SHNone
ISHARES TROEFS&P 100 ETF$1,448,3173,959SHNone
SELECT SECTOR SPDR TRXLFST STR FINL ETF$1,428,14926,640SHNone
ISHARES TRSTIP0-5 YR TIPS ETF$1,388,20013,588SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$1,381,0762,760SHNone
AMAZON COM INCAMZNCOM$1,331,8735,588SHNone
ISHARES TRIVES&P 500 VAL ETF$1,319,8055,813SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$1,278,85013,254SHNone
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$1,274,40151,679SHNone
INNOVATOR ETFS TRUSTPSTPPOWER BUFFER SET$1,266,63934,434SHNone
INVESCO QQQ TRQQQUNIT SER 1$1,265,8531,719SHNone
ELI LILLY & COLLYCOM$1,211,4291,010SHNone
FIRST TR EXCHNG TRADED FD VIXJUNFT VEST U.S$1,209,53527,223SHNone
SELECT SECTOR SPDR TRXLIST STR INDL ETF$1,068,2415,767SHNone
ISHARES TRIWFRUS 1000 GRW ETF$1,057,0348,513SHNone
ISHARES TRIEFACORE MSCI EAFE$1,032,17710,687SHNone
ISHARES TRSOXXISHARES SEMICDTR$1,023,1861,597SHNone
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$1,015,73935,074SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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