WEALTHGARDEN F.S. LLC

Q3 2025 13F Holdings

  • Location
    el segundo, CA
  • Num holdings

    149

  • Value ($000)

    $140,233

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0002023633
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
$5.10M
4 %

27,939

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
$4.70M
3 %

24,030

I
IVV

ISHARES TR

CORE S&P500 ETF
$3.97M
3 %

5,889

I
IVW

ISHARES TR

S&P 500 GRWT ETF
$3.95M
3 %

32,504

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$3.89M
3 %

65,375

---

BLACKROCK ETF TRUST

DYNAMIC EQTY ACT
$3.80M
3 %

148,117

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$3.63M
3 %

112,405

O
OEF

ISHARES TR

S&P 100 ETF
$3.53M
3 %

10,496

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$2.71M
2 %

48,444

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$2.69M
2 %

52,946

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