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WEALTHGARDEN F.S. LLC

Q2 2026 13F Holdings

  • Location
    el segundo, CA
  • Num holdings

    187

  • Value ($000)

    $176,363

  • Date Filed
    07/31/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.5M
6 %

14,017

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$5.99M
3 %

43,556

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$5.25M
3 %

77,123

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.86M
3 %

24,286

S
SPYV

SPDR SERIES TRUST

ST STR P500VAL
78464A508
$3.94M
2 %

64,871

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$3.63M
2 %

47,675

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
09290C764
$3.3M
2 %

90,040

A
AAPL

APPLE INC

COM
037833100
$3.27M
2 %

11,285

---

BLACKROCK ETF TRUST

DYNAMIC EQTY ACT
09290C723
$3.04M
2 %

109,650

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$3M
2 %

59,404

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