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The Analysis of WEALTHGARDEN F.S. LLC's Holdings & P&L

Currently, WEALTHGARDEN F.S. LLC holds 165 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in CORO (+62.3K shares, valued at $2.0M), ACWX (+23.6K shares, valued at $1.6M), BLCR (+26.5K shares, valued at $1.1M); decreased their positions in OEF (-6.7K shares, valued at $2.1M), AVEM (-17.4K shares, valued at $1.4M), EFV (-14.2K shares, valued at $1.1M); initiated new positions in CORO (+62.3K shares, valued at $2.0M), ACWX (+23.6K shares, valued at $1.6M), BLCR (+26.5K shares, valued at $1.1M).

1M P&L

+2.7M+1.93%

3M P&L

+3.2M+2.29%

HY P&L

+8.4M+6.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.0M

89.1%

2Semiconductors4.3M

3.1%

3Consumer Electronics2.5M

1.8%

Top Industries by Stock Count

1N/A145 stocks

91.8%

2Drug Manufacturers - General3 stocks

1.9%

3Entertainment2 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR7.1K shares20.17%2026-03-312026-05-04

NVDA NVIDIA CORPORATION23.2K shares-10.78%2026-03-312026-05-04

BDYN BLACKROCK ETF TRUST164.0K shares6.36%2026-03-312026-05-04

IVW ISHARES TR34.0K shares2.05%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST58.1K shares-14.32%2026-03-312026-05-04

QUAL ISHARES TR16.6K shares-1.76%2026-03-312026-05-04

SPYV SPDR SERIES TRUST55.5K shares-11.75%2026-03-312026-05-04

SJNK SPDR SERIES TRUST119.3K shares1.73%2026-03-312026-05-04

Sponsored

SCHG SCHWAB STRATEGIC TR100.4K shares-10.95%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR21.7K shares1.26%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F52.3K shares-6.06%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR82.2K shares0.87%2026-03-312026-05-04

AAPL APPLE INC9.8K shares1.26%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II9.2K shares-1.34%2026-03-312026-05-04

GLD SPDR GOLD TR5.1K shares-4.88%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR23.5K shares-11.23%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC3.6K shares1.08%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR41.0K shares-6.50%2026-03-312026-05-04

CORO BLACKROCK ETF TRUST62.3K sharesnew addition2026-03-312026-05-04

BDVL BLACKROCK ETF TRUST70.3K shares-7.05%2026-03-312026-05-04

IEFA ISHARES TR19.0K shares9.26%2026-03-312026-05-04

ACWX ISHARES TR23.6K sharesnew addition2026-03-312026-05-04

SPYM SPDR SERIES TRUST20.8K shares45.84%2026-03-312026-05-04

CVIE MORGAN STANLEY ETF TRUST21.7K shares6.80%2026-03-312026-05-04

Sponsored

BAI BLACKROCK ETF TRUST47.1K shares3.98%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST40.0K shares3.25%2026-03-312026-05-04

EFV ISHARES TR19.3K shares-42.36%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR17.5K shares-49.91%2026-03-312026-05-04

JULW AIM ETF PRODUCTS TRUST35.8K shares0.00%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR8.4K shares9.25%2026-03-312026-05-04

ESGU ISHARES TR9.6K shares0.59%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares-3.06%2026-03-312026-05-04

Sponsored

SCHR SCHWAB STRATEGIC TR51.7K shares33.83%2026-03-312026-05-04

OEF ISHARES TR4.0K shares-62.83%2026-03-312026-05-04

IVE ISHARES TR6.0K shares0.89%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II11.3K shares3.27%2026-03-312026-05-04

MSFT MICROSOFT CORP3.3K shares6.44%2026-03-312026-05-04

PSTP INNOVATOR ETFS TRUST35.1K shares-0.55%2026-03-312026-05-04

XJUN FIRST TR EXCHNG TRADED FD VI27.2K shares-0.09%2026-03-312026-05-04

SHLD GLOBAL X FDS16.3K shares52.14%2026-03-312026-05-04

Sponsored

IEUR ISHARES TR16.1K shares-7.82%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST26.5K sharesnew addition2026-03-312026-05-04

IUSB ISHARES TR23.5K shares19.93%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR7.2K shares-0.33%2026-03-312026-05-04

LQD ISHARES TR9.6K shares17.08%2026-03-312026-05-04

ALPHABET INC ALPHABET INC3.6K shares0.11%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-0.23%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II19.3K shares0.39%2026-03-312026-05-04

Sponsored

XLC SELECT SECTOR SPDR TR8.9K shares4.25%2026-03-312026-05-04

YJUN FIRST TR EXCHNG TRADED FD VI36.6K shares0.00%2026-03-312026-05-04

STIP ISHARES TR9.1K shares142.37%2026-03-312026-05-04

IOCT INNOVATOR ETFS TRUST26.3K shares-0.35%2026-03-312026-05-04

TSLA TESLA INC2.5K shares0.16%2026-03-312026-05-04

IWF ISHARES TR2.1K shares0.00%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO3.0K shares-2.63%2026-03-312026-05-04

LLY ELI LILLY & CO967 shares-6.93%2026-03-312026-05-04

Sponsored

AMZN AMAZON COM INC4.2K shares7.33%2026-03-312026-05-04

IEMG ISHARES INC12.5K shares-0.31%2026-03-312026-05-04

IVLU ISHARES TR21.7K shares-0.04%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR34.1K shares1.17%2026-03-312026-05-04

NFLX NETFLIX INC.8.6K shares1.72%2026-03-312026-05-04

FSEP FIRST TR EXCHNG TRADED FD VI16.2K shares0.00%2026-03-312026-05-04

MBB ISHARES TR8.4K shares-8.30%2026-03-312026-05-04

TLH ISHARES TR7.9K shares1.22%2026-03-312026-05-04

Sponsored

CATF AMERICAN CENTY ETF TR15.1K shares19.02%2026-03-312026-05-04

ITA ISHARES TR3.4K shares-1.16%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR6.4K shares1.76%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS14.0K shares-0.45%2026-03-312026-05-04

IEV ISHARES TR10.0K shares0.71%2026-03-312026-05-04

IJH ISHARES TR10.0K shares0.00%2026-03-312026-05-04

Sponsored

IWM ISHARES TR2.7K shares0.00%2026-03-312026-05-04

IFEB INNOVATOR ETFS TRUST22.0K sharesnew addition2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST6.8K shares16.52%2026-03-312026-05-04

IHI ISHARES TR12.1K shares-2.20%2026-03-312026-05-04

YSEP FIRST TR EXCHNG TRADED FD VI24.7K shares0.00%2026-03-312026-05-04

LCTU BLACKROCK ETF TRUST9.1K shares-6.44%2026-03-312026-05-04

SPAB SPDR SERIES TRUST24.8K shares-1.08%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF14.9K shares0.00%2026-03-312026-05-04

Sponsored

GOVT ISHARES TR24.9K sharesnew addition2026-03-312026-05-04

SOXX ISHARES TR1.7K shares-1.19%2026-03-312026-05-04

BFRZ INNOVATOR ETFS TRUST20.6K shares88.26%2026-03-312026-05-04

FCPI FIDELITY COVINGTON TRUST10.8K shares0.00%2026-03-312026-05-04

RING ISHARES INC6.7K shares9.76%2026-03-312026-05-04

SPYG SPDR SERIES TRUST5.3K shares0.00%2026-03-312026-05-04

IAGG ISHARES TR10.1K shares78.79%2026-03-312026-05-04

USMV ISHARES TR5.4K shares-0.55%2026-03-312026-05-04

Sponsored

IBUF INNOVATOR ETFS TRUST16.8K shares-0.78%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T760 shares-5.24%2026-03-312026-05-04

USXF ISHARES TR8.8K shares0.56%2026-03-312026-05-04

IJAN INNOVATOR ETFS TRUST13.1K shares104.55%2026-03-312026-05-04

UOCT INNOVATOR ETFS TRUST12.4K shares0.00%2026-03-312026-05-04

SAUG FIRST TR EXCHNG TRADED FD VI18.3K shares0.00%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR20.2K shares1.63%2026-03-312026-05-04

VTI VANGUARD INDEX FDS1.5K shares-8.22%2026-03-312026-05-04

Sponsored

KJAN INNOVATOR ETFS TRUST11.1K shares-0.33%2026-03-312026-05-04

MUB ISHARES TR4.1K shares9.45%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR6.9K shares-12.44%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE9.9K shares0.00%2026-03-312026-05-04

IYW ISHARES TR2.3K shares-2.37%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS9.1K shares3.12%2026-03-312026-05-04

VLUE ISHARES TR2.9K shares45.29%2026-03-312026-05-04

SCYB SCHWAB STRATEGIC TR15.8K sharesnew addition2026-03-312026-05-04

Sponsored

DAUG FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2026-03-312026-05-04

SFLR INNOVATOR ETFS TRUST11.5K shares9.91%2026-03-312026-05-04

EWJ ISHARES INC4.7K shares1.75%2026-03-312026-05-04

DSI ISHARES TR3.2K shares-10.09%2026-03-312026-05-04

TLT ISHARES TR4.5K shares-58.24%2026-03-312026-05-04

QCOC FIRST TR EXCHNG TRADED FD VI17.1K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.3K shares3.97%2026-03-312026-05-04

ITB ISHARES TR4.1K shares0.00%2026-03-312026-05-04

Sponsored

FMAY FIRST TR EXCHNG TRADED FD VI7.0K shares-35.14%2026-03-312026-05-04

ABBV ABBVIE INC1.7K shares-0.36%2026-03-312026-05-04

XTEN BONDBLOXX ETF TRUST7.7K shares8.78%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF9.0K shares44.26%2026-03-312026-05-04

AWF ALLIANCEBERNSTEIN GLOBAL HIG33.0K shares0.00%2026-03-312026-05-04

ITOT ISHARES TR2.4K shares27.31%2026-03-312026-05-04

BDEC INNOVATOR ETFS TRUST6.7K shares0.00%2026-03-312026-05-04

SMH VANECK ETF TRUST834 sharesnew addition2026-03-312026-05-04

Sponsored

IWB ISHARES TR895 shares-0.33%2026-03-312026-05-04

EAGG ISHARES TR6.7K shares27.18%2026-03-312026-05-04

OCTM FIRST TR EXCHNG TRADED FD VI9.5K shares0.00%2026-03-312026-05-04

SCHQ SCHWAB STRATEGIC TR9.6K shares18.70%2026-03-312026-05-04

URTH ISHARES INC1.7K shares-0.78%2026-03-312026-05-04

SUSC ISHARES TR12.7K shares1.31%2026-03-312026-05-04

LGLV SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-05-04

DMXF ISHARES TR3.8K sharesnew addition2026-03-312026-05-04

Sponsored

KOCT INNOVATOR ETFS TRUST8.6K shares0.00%2026-03-312026-05-04

SUSA ISHARES TR2.2K shares0.00%2026-03-312026-05-04

ESGE ISHARES INC6.4K shares-10.23%2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR7.2K shares22.95%2026-03-312026-05-04

FMAT FIDELITY COVINGTON TRUST4.9K shares0.00%2026-03-312026-05-04

VUG VANGUARD INDEX FDS612 shares-10.13%2026-03-312026-05-04

XAR SPDR SERIES TRUST1.0K shares5.85%2026-03-312026-05-04

APOC INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-04

Sponsored

LSCC LATTICE SEMICONDUCTOR CORP2.8K shares0.00%2026-03-312026-05-04

IMAY INNOVATOR ETFS TRUST8.5K shares0.00%2026-03-312026-05-04

HACK AMPLIFY ETF TR3.3K shares0.60%2026-03-312026-05-04

XSEP FIRST TR EXCHNG TRADED FD VI6.0K shares-0.78%2026-03-312026-05-04

NEAR ISHARES U S ETF TR4.9K shares0.00%2026-03-312026-05-04

JAJL INNOVATOR ETFS TRUST8.5K shares0.00%2026-03-312026-05-04

ACII INNOVATOR ETFS TRUST9.9K sharesnew addition2026-03-312026-05-04

BALT INNOVATOR ETFS TRUST7.3K sharesnew addition2026-03-312026-05-04

Sponsored

SIVR ABRDN SILVER ETF TRUST3.4K shares-37.06%2026-03-312026-05-04

CWI SPDR INDEX SHS FDS6.5K shares0.00%2026-03-312026-05-04

EFG ISHARES TR2.1K sharesnew addition2026-03-312026-05-04

JUNW AIM ETF PRODUCTS TRUST7.0K shares0.00%2026-03-312026-05-04

FEBM FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-05-04

ZOCT INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO2.3K shares-1.30%2026-03-312026-05-04

GLDM WORLD GOLD TR2.4K shares-35.85%2026-03-312026-05-04

Sponsored

SPMD SPDR SERIES TRUST3.7K shares0.60%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON871 sharesnew addition2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR6.9K shares0.00%2026-03-312026-05-04

DNOV FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-03-312026-05-04

GAUG FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2026-03-312026-05-04

TFI SPDR SERIES TRUST4.6K shares-3.64%2026-03-312026-05-04

EOCT INNOVATOR ETFS TRUST6.6K shares-0.15%2026-03-312026-05-04

RBUF INNOVATOR ETFS TRUST7.1K shares-1.08%2026-03-312026-05-04

Sponsored

KDEC INNOVATOR ETFS TRUST8.1K shares0.00%2026-03-312026-05-04

ZNOV INNOVATOR ETFS TRUST7.8K shares0.00%2026-03-312026-05-04

AGG ISHARES TR2.1K shares0.00%2026-03-312026-05-04

EVUS ISHARES TR6.5K shares-9.04%2026-03-312026-05-04

AOM ISHARES TR4.2K shares0.00%2026-03-312026-05-04

IVV

ISHARES TR

20.17%

Shares7.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-10.78%

Shares23.2K

Event2026-03-31

Filed2026-05-04

BDYN

BLACKROCK ETF TRUST

6.36%

Shares164.0K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

2.05%

Shares34.0K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-14.32%

Shares58.1K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-1.76%

Shares16.6K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

-11.75%

Shares55.5K

Event2026-03-31

Filed2026-05-04

SJNK

SPDR SERIES TRUST

1.73%

Shares119.3K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-10.95%

Shares100.4K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

1.26%

Shares21.7K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

-6.06%

Shares52.3K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

0.87%

Shares82.2K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.26%

Shares9.8K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

-1.34%

Shares9.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-4.88%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-11.23%

Shares23.5K

Event2026-03-31

Filed2026-05-04