WEALTHGARDEN F.S. LLC

CIK: 0002023633SEC EDGAR →

Portfolio Value

$151.7M

Holdings

159

As of

Q4 2025

New Positions

159

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

26,008$4.8M
3.20%
2

BLACKROCK ETF TRUST

67,866$4.2M
2.74%
3

ISHARES TR

33,348$4.1M
2.73%
4

ISHARES TR

5,904$4.1M
2.71%
5

BLACKROCK ETF TRUST

154,235$4.0M
2.66%
6

ISHARES TR

10,710$3.7M
2.43%
7

SCHWAB STRATEGIC TR

112,755$3.7M
2.41%
8

SPDR SERIES TRUST

62,870$3.7M
2.41%
9

ISHARES TR

16,944$3.5M
2.28%
10

SELECT SECTOR SPDR TR

21,422$3.1M
2.06%

Quarterly Changes

Top Buys

NVDANEW
$4.8M
DYNFNEW
$4.2M
IVWNEW
$4.1M
IVVNEW
$4.1M
BDYNNEW
$4.0M

Top Sells

No sells this quarter

New Positions (159)

$4.8M · 26K shares
$4.2M · 68K shares
$4.1M · 33K shares
$4.1M · 6K shares
$4.0M · 154K shares
$3.7M · 11K shares
$3.7M · 113K shares
$3.7M · 63K shares
$3.5M · 17K shares
$3.1M · 21K shares
$3.0M · 117K shares
$2.9M · 35K shares
$2.8M · 56K shares
$2.5M · 27K shares
$2.5M · 33K shares
$2.5M · 5K shares
$2.5M · 10K shares
$2.4M · 9K shares
$2.4M · 82K shares
$2.4M · 4K shares
$2.3M · 44K shares
$1.9M · 76K shares
$1.6M · 17K shares
$1.6M · 45K shares
$1.5M · 20K shares
$1.5M · 39K shares
$1.5M · 3K shares
$1.4M · 10K shares
$1.4M · 36K shares
$1.4M · 3K shares
$1.3M · 17K shares
$1.3M · 11K shares
$1.3M · 6K shares
$1.3M · 35K shares
$1.3M · 8K shares
$1.2M · 4K shares
$1.2M · 27K shares
$1.2M · 14K shares
$1.1M · 7K shares
$1.1M · 1K shares
$1.1M · 2K shares
$1.1M · 2K shares
$1.0M · 19K shares
$1.0M · 2K shares
$999K · 8K shares
$967K · 39K shares
$955K · 37K shares
$943K · 26K shares
$942K · 11K shares
$940K · 4K shares
$939K · 3K shares
$914K · 20K shares
$913K · 13K shares
$909K · 8K shares
$901K · 34K shares
$880K · 9K shares
$870K · 22K shares
$841K · 16K shares
$814K · 11K shares
$804K · 3K shares
$795K · 8K shares
$773K · 6K shares
$766K · 22K shares
$751K · 12K shares
$727K · 10K shares
$726K · 1 shares
$722K · 8K shares
$714K · 3K shares
$712K · 14K shares
$711K · 10K shares
$698K · 10K shares
$668K · 15K shares
$657K · 25K shares
$647K · 25K shares
$638K · 13K shares
$580K · 11K shares
$578K · 2K shares
$569K · 6K shares
$565K · 6K shares
$565K · 5K shares
$561K · 5K shares
$555K · 802 shares
$551K · 11K shares
$544K · 2K shares
$527K · 9K shares
$518K · 5K shares
$515K · 9K shares
$500K · 17K shares
$487K · 12K shares
$480K · 18K shares
$478K · 11K shares
$476K · 2K shares
$471K · 4K shares
$466K · 20K shares
$442K · 10K shares
$431K · 4K shares
$419K · 9K shares
$419K · 1K shares
$416K · 9K shares
$405K · 4K shares
$388K · 10K shares
$388K · 8K shares
$387K · 17K shares
$387K · 5K shares
$383K · 4K shares
$376K · 4K shares
$369K · 4K shares
$368K · 2K shares
$350K · 33K shares
$343K · 9K shares
$341K · 898 shares
$337K · 7K shares
$334K · 7K shares
$331K · 681 shares
$327K · 7K shares
$317K · 2K shares
$311K · 2K shares
$310K · 6K shares
$310K · 9K shares
$299K · 2K shares
$297K · 9K shares
$295K · 10K shares
$295K · 13K shares
$294K · 11K shares
$291K · 2K shares
$287K · 5K shares
$282K · 6K shares
$280K · 2K shares
$273K · 975 shares
$268K · 10K shares
$266K · 3K shares
$260K · 8K shares
$257K · 8K shares
$256K · 6K shares
$256K · 2K shares
$251K · 5K shares
$250K · 5K shares
$249K · 9K shares
$247K · 7K shares
$246K · 3K shares
$237K · 6K shares
$237K · 7K shares
$235K · 7K shares
$235K · 6K shares
$229K · 3K shares
$227K · 7K shares
$224K · 8K shares
$222K · 4K shares
$220K · 5K shares
$219K · 7K shares
$217K · 4K shares
$216K · 5K shares
$215K · 7K shares
$214K · 8K shares
$213K · 7K shares
$209K · 2K shares
$209K · 8K shares
$204K · 4K shares
$202K · 635 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services118$114.0M75.2%
Unknown26$19.2M12.7%
Technology6$9.9M6.6%
Communication Services5$5.0M3.3%
Consumer Cyclical2$2.0M1.3%
Healthcare2$1.5M1.0%