WEALTHGARDEN F.S. LLC
Q2 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
135
- Value ($000)
$120,495
- Date Filed08/11/2025
- Form type13F-HR
- CIK0002023633
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.53M | 5 % | 30,050 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.60M | 4 % | 25,859 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.87M | 3 % | 33,950 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.49M | 3 % | 5,505 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $3.23M | 3 % | 106,836 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $3.11M | 3 % | 55,493 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $2.78M | 2 % | 43,893 | ||
META META PLATFORMS INC | CL A | 30303M102 | $2.68M | 2 % | 3,463 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $2.55M | 2 % | 48,325 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $2.44M | 2 % | 48,139 |
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