Sponsored

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

Currently, WEALTHGARDEN F.S. LLC holds 187 types of securities in its portfolio with a total value $176.4M. In the most recent quarter, they have increased their positions in N/A (+6.9K shares, valued at $5.2M), N/A (+67.8K shares, valued at $1.9M), ACWX (+24.0K shares, valued at $1.8M); decreased their positions in BDYN (-54.4K shares, valued at $1.5M), QUAL (-5.8K shares, valued at $1.3M), XLK (-6.1K shares, valued at $1.2M); initiated new positions in N/A (+67.8K shares, valued at $1.9M), N/A (+37.2K shares, valued at $952.1K), PANW (+2.4K shares, valued at $808.0K).

1M P&L

+1.1M+0.77%

3M P&L

+5.2M+3.70%

HY P&L

+18.3M+14.42%

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/A131.7M

86.3%

2Semiconductors5.7M

3.7%

3Consumer Electronics3.3M

2.1%

Top Industries by Stock Count

1N/A154 stocks

89.0%

2Semiconductors4 stocks

2.3%

3Internet Content & Information2 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR14.0K shares97.56%2026-06-302026-07-31

IVW ISHARES TR43.6K shares27.99%2026-06-302026-07-31

DYNF BLACKROCK ETF TRUST77.1K shares32.63%2026-06-302026-07-31

NVDA NVIDIA CORPORATION24.3K shares4.66%2026-06-302026-07-31

SPYV SPDR SERIES TRUST64.9K shares16.92%2026-06-302026-07-31

ACWX ISHARES TR47.7K shares101.70%2026-06-302026-07-31

CORO BLACKROCK ETF TRUST90.0K shares44.64%2026-06-302026-07-31

AAPL APPLE INC11.3K shares15.70%2026-06-302026-07-31

Sponsored

BDYN BLACKROCK ETF TRUST109.7K shares-33.16%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F59.4K shares13.53%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR15.6K shares-28.15%2026-06-302026-07-31

BAI BLACKROCK ETF TRUST52.1K shares10.62%2026-06-302026-07-31

QQQM INVESCO EXCH TRADED FD TR II9.1K shares-1.94%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR84.3K shares2.50%2026-06-302026-07-31

SJNK SPDR SERIES TRUST105.4K shares-11.64%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST27.5K shares32.41%2026-06-302026-07-31

Sponsored

QUAL ISHARES TR10.9K shares-34.77%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR67.4K shares-32.89%2026-06-302026-07-31

BLCR BLACKROCK ETF TRUST40.1K shares51.24%2026-06-302026-07-31

IAU ISHARES GOLD TR26.0K shares10.26%2026-06-302026-07-31

SPMO INVESCO EXCH TRADED FD TR II11.8K shares4.80%2026-06-302026-07-31

BLACKROCK ETF TRUST BLACKROCK ETF TRUST67.8K sharesnew addition2026-06-302026-07-31

CVIE MORGAN STANLEY ETF TRUST22.3K shares2.52%2026-06-302026-07-31

GLD SPDR GOLD TR5.1K shares0.28%2026-06-302026-07-31

Sponsored

META PLATFORMS INC META PLATFORMS INC3.3K shares-7.44%2026-06-302026-07-31

THRO BLACKROCK ETF TRUST36.7K shares-8.31%2026-06-302026-07-31

TSLA TESLA INC3.7K shares51.62%2026-06-302026-07-31

SHLD GLOBAL X FDS26.1K shares60.40%2026-06-302026-07-31

MSFT MICROSOFT CORP4.1K shares23.40%2026-06-302026-07-31

IUSB ISHARES TR32.9K shares40.12%2026-06-302026-07-31

ESGU ISHARES TR9.2K shares-3.52%2026-06-302026-07-31

JULW AIM ETF PRODUCTS TRUST35.8K shares-0.03%2026-06-302026-07-31

Sponsored

GOOG ALPHABET INC4.1K shares13.02%2026-06-302026-07-31

OEF ISHARES TR4.0K shares-0.55%2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR26.6K shares-35.01%2026-06-302026-07-31

STIP ISHARES TR13.6K shares49.86%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-0.93%2026-06-302026-07-31

AMZN AMAZON COM INC5.6K shares32.04%2026-06-302026-07-31

IVE ISHARES TR5.8K shares-2.92%2026-06-302026-07-31

AVEM AMERICAN CENTY ETF TR13.3K shares-24.14%2026-06-302026-07-31

Sponsored

SCHR SCHWAB STRATEGIC TR51.7K shares-0.05%2026-06-302026-07-31

PSTP INNOVATOR ETFS TRUST34.4K shares-2.01%2026-06-302026-07-31

QQQ INVESCO QQQ TR1.7K shares-2.27%2026-06-302026-07-31

LLY ELI LILLY & CO1.0K shares4.45%2026-06-302026-07-31

XJUN FIRST TR EXCHNG TRADED FD VI27.2K shares-0.05%2026-06-302026-07-31

XLI SELECT SECTOR SPDR TR5.8K shares-31.02%2026-06-302026-07-31

IWF ISHARES TR8.5K shares300.05%2026-06-302026-07-31

ISHARES TR ISHARES TR10.7K shares-43.88%2026-06-302026-07-31

Sponsored

SOXX ISHARES TR1.6K shares-4.20%2026-06-302026-07-31

SCHB SCHWAB STRATEGIC TR35.1K shares2.84%2026-06-302026-07-31

IEMG ISHARES INC12.2K shares-2.96%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares0.36%2026-06-302026-07-31

YJUN FIRST TR EXCHNG TRADED FD VI36.6K shares0.00%2026-06-302026-07-31

IOCT INNOVATOR ETFS TRUST26.3K shares0.00%2026-06-302026-07-31

BLACKROCK ETF TRUST BLACKROCK ETF TRUST37.2K sharesnew addition2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares63.82%2026-06-302026-07-31

Sponsored

BDVL BLACKROCK ETF TRUST35.5K shares-49.55%2026-06-302026-07-31

IVLU ISHARES TR21.7K shares0.00%2026-06-302026-07-31

GOVT ISHARES TR37.1K shares49.29%2026-06-302026-07-31

CATF AMERICAN CENTY ETF TR16.4K shares8.77%2026-06-302026-07-31

ITA ISHARES TR3.4K shares-0.26%2026-06-302026-07-31

IWM ISHARES TR2.7K shares0.00%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC2.4K sharesnew addition2026-06-302026-07-31

MTUM ISHARES TR2.3K sharesnew addition2026-06-302026-07-31

Sponsored

IJH ISHARES TR10.0K shares0.00%2026-06-302026-07-31

SPHQ INVESCO EXCHANGE TRADED FD T8.4K sharesnew addition2026-06-302026-07-31

SCYB SCHWAB STRATEGIC TR28.7K shares81.62%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-31

FJUN FIRST TR EXCHNG TRADED FD VI12.5K sharesnew addition2026-06-302026-07-31

LCTU BLACKROCK ETF TRUST8.9K shares-2.15%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares31.46%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.9.8K shares14.03%2026-06-302026-07-31

Sponsored

CGGR CAPITAL GROUP GROWTH ETF14.8K shares-0.67%2026-06-302026-07-31

IEV ISHARES TR9.5K shares-4.83%2026-06-302026-07-31

IFEB INNOVATOR ETFS TRUST22.0K shares0.00%2026-06-302026-07-31

YSEP FIRST TR EXCHNG TRADED FD VI24.7K shares0.00%2026-06-302026-07-31

FMAY FIRST TR EXCHNG TRADED FD VI11.8K shares68.87%2026-06-302026-07-31

JNK SPDR SERIES TRUST6.9K shares1.26%2026-06-302026-07-31

GOOGL ALPHABET INC1.8K shares38.78%2026-06-302026-07-31

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II12.7K sharesnew addition2026-06-302026-07-31

Sponsored

SPAB SPDR SERIES TRUST24.8K shares-0.18%2026-06-302026-07-31

MBB ISHARES TR6.6K shares-22.08%2026-06-302026-07-31

USXF ISHARES TR8.9K shares1.30%2026-06-302026-07-31

SPYG SPDR SERIES TRUST5.0K shares-4.00%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS11.8K shares-15.58%2026-06-302026-07-31

FCPI FIDELITY COVINGTON TRUST10.8K shares0.00%2026-06-302026-07-31

IYW ISHARES TR2.3K shares-0.56%2026-06-302026-07-31

BA BOEING CO2.7K sharesnew addition2026-06-302026-07-31

Sponsored

BFRZ INNOVATOR ETFS TRUST20.5K shares-0.12%2026-06-302026-07-31

EFV ISHARES TR7.1K shares-63.06%2026-06-302026-07-31

XLV SELECT SECTOR SPDR TR3.4K shares-52.47%2026-06-302026-07-31

XLC SELECT SECTOR SPDR TR5.0K shares-43.17%2026-06-302026-07-31

ABNB AIRBNB INC3.8K sharesnew addition2026-06-302026-07-31

ABBVIE INC ABBVIE INC2.1K shares27.66%2026-06-302026-07-31

IEUR ISHARES TR7.0K shares-56.32%2026-06-302026-07-31

USMV ISHARES TR5.5K shares1.15%2026-06-302026-07-31

Sponsored

IBUF INNOVATOR ETFS TRUST16.6K shares-1.25%2026-06-302026-07-31

IMAY INNOVATOR ETFS TRUST16.1K shares90.66%2026-06-302026-07-31

UOCT INNOVATOR ETFS TRUST12.4K shares0.00%2026-06-302026-07-31

MUB ISHARES TR4.7K shares14.65%2026-06-302026-07-31

KJAN INNOVATOR ETFS TRUST11.1K shares0.00%2026-06-302026-07-31

SAUG FIRST TR EXCHNG TRADED FD VI18.3K shares-0.05%2026-06-302026-07-31

LQD ISHARES TR4.6K shares-51.68%2026-06-302026-07-31

IHI ISHARES TR10.2K shares-15.99%2026-06-302026-07-31

Sponsored

IJAN INNOVATOR ETFS TRUST13.1K shares-0.02%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR21.3K shares5.51%2026-06-302026-07-31

CGDV CAPITAL GROUP DIVIDEND VALUE9.9K shares0.01%2026-06-302026-07-31

SFLR INNOVATOR ETFS TRUST12.2K shares5.74%2026-06-302026-07-31

SCHP SCHWAB STRATEGIC TR17.7K sharesnew addition2026-06-302026-07-31

SPDW SPDR INDEX SHS FDS9.2K shares0.16%2026-06-302026-07-31

IBIT ISHARES BITCOIN TRUST ETF13.5K shares50.02%2026-06-302026-07-31

DSI ISHARES TR3.1K shares-2.24%2026-06-302026-07-31

Sponsored

XLY SELECT SECTOR SPDR TR3.8K shares-41.41%2026-06-302026-07-31

BINC BLACKROCK ETF TRUST II8.4K shares-56.61%2026-06-302026-07-31

DAUG FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR8.2K shares18.21%2026-06-302026-07-31

LSCC LATTICE SEMICONDUCTOR CORP2.8K shares0.00%2026-06-302026-07-31

ITB ISHARES TR4.0K shares-3.03%2026-06-302026-07-31

QCOC FIRST TR EXCHNG TRADED FD VI17.1K shares0.00%2026-06-302026-07-31

ITOT ISHARES TR2.4K shares-0.08%2026-06-302026-07-31

Sponsored

BALT INNOVATOR ETFS TRUST11.0K shares50.17%2026-06-302026-07-31

IWB ISHARES TR895 shares0.00%2026-06-302026-07-31

VTEC VANGUARD CALIF TAX FREE FDS3.6K sharesnew addition2026-06-302026-07-31

BDEC INNOVATOR ETFS TRUST6.7K shares0.00%2026-06-302026-07-31

XAR SPDR SERIES TRUST1.2K shares20.25%2026-06-302026-07-31

HACK AMPLIFY ETF TR3.3K shares0.00%2026-06-302026-07-31

AWF ALLIANCEBERNSTEIN GLOBAL HIG33.0K shares0.00%2026-06-302026-07-31

LMUB ISHARES TR6.6K sharesnew addition2026-06-302026-07-31

Sponsored

URTH ISHARES INC1.7K shares-0.12%2026-06-302026-07-31

KOCT INNOVATOR ETFS TRUST8.6K shares0.00%2026-06-302026-07-31

VLUE ISHARES TR1.6K shares-45.58%2026-06-302026-07-31

OCTM FIRST TR EXCHNG TRADED FD VI9.5K shares-0.09%2026-06-302026-07-31

DMXF ISHARES TR3.7K shares-2.89%2026-06-302026-07-31

EAGG ISHARES TR6.5K shares-1.94%2026-06-302026-07-31

SUSA ISHARES TR2.0K shares-9.85%2026-06-302026-07-31

EWJ ISHARES INC3.2K shares-30.65%2026-06-302026-07-31

Sponsored

LGLV SPDR SERIES TRUST1.6K shares0.06%2026-06-302026-07-31

EFG ISHARES TR2.4K shares12.29%2026-06-302026-07-31

VUG VANGUARD INDEX FDS3.4K shares462.42%2026-06-302026-07-31

TFI SPDR SERIES TRUST6.5K shares39.45%2026-06-302026-07-31

FSEP FIRST TR EXCHNG TRADED FD VI5.3K shares-67.03%2026-06-302026-07-31

TLT ISHARES TR3.4K shares-24.67%2026-06-302026-07-31

ESGE ISHARES INC5.3K shares-16.92%2026-06-302026-07-31

NEAR ISHARES U S ETF TR5.7K shares15.69%2026-06-302026-07-31

Sponsored

TOTL SSGA ACTIVE ETF TR7.2K shares0.15%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION1.5K sharesnew addition2026-06-302026-07-31

SUSC ISHARES TR12.2K shares-4.23%2026-06-302026-07-31

EMXC ISHARES INC2.7K sharesnew addition2026-06-302026-07-31

FMAT FIDELITY COVINGTON TRUST4.7K shares-4.17%2026-06-302026-07-31

APOC INNOVATOR ETFS TRUST10.2K shares-0.18%2026-06-302026-07-31

XSEP FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-06-302026-07-31

ZAPR INNOVATOR ETFS TRUST9.8K sharesnew addition2026-06-302026-07-31

Sponsored

CWI SPDR INDEX SHS FDS6.4K shares-2.46%2026-06-302026-07-31

JAJL INNOVATOR ETFS TRUST8.5K shares-0.49%2026-06-302026-07-31

SPMD SPDR SERIES TRUST3.7K shares1.80%2026-06-302026-07-31

ACII INNOVATOR ETFS TRUST9.9K shares0.00%2026-06-302026-07-31

VOO VANGUARD INDEX FDS358 sharesnew addition2026-06-302026-07-31

GLW CORNING INC956 sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR2.5K shares17.90%2026-06-302026-07-31

CAT CATERPILLAR INC229 sharesnew addition2026-06-302026-07-31

Sponsored

TLH ISHARES TR2.4K shares-69.31%2026-06-302026-07-31

JUNW AIM ETF PRODUCTS TRUST7.0K shares-0.24%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T1.1K shares-70.84%2026-06-302026-07-31

IAGG ISHARES TR4.7K shares-53.45%2026-06-302026-07-31

SCHM SCHWAB STRATEGIC TR6.4K shares-7.09%2026-06-302026-07-31

SMH VANECK ETF TRUST358 shares-57.07%2026-06-302026-07-31

FEBM FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-06-302026-07-31

ZOCT INNOVATOR ETFS TRUST8.3K shares0.00%2026-06-302026-07-31

Sponsored

KDEC INNOVATOR ETFS TRUST8.1K shares0.00%2026-06-302026-07-31

DNOV FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-06-302026-07-31

XTEN BONDBLOXX ETF TRUST4.9K shares-35.93%2026-06-302026-07-31

EOCT INNOVATOR ETFS TRUST6.6K shares0.00%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON874 shares0.34%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS931 sharesnew addition2026-06-302026-07-31

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-31

RBUF INNOVATOR ETFS TRUST7.0K shares-1.49%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC455 sharesnew addition2026-06-302026-07-31

DIS DISNEY WALT CO2.3K shares-0.97%2026-06-302026-07-31

XMAY FIRST TR EXCHNG TRADED FD VI6.0K sharesnew addition2026-06-302026-07-31

ZNOV INNOVATOR ETFS TRUST7.8K shares0.00%2026-06-302026-07-31

EVUS ISHARES TR6.1K shares-5.96%2026-06-302026-07-31

VV VANGUARD INDEX FDS621 sharesnew addition2026-06-302026-07-31

AOM ISHARES TR4.2K shares0.00%2026-06-302026-07-31

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-07-31

Sponsored

HYS PIMCO ETF TR2.2K sharesnew addition2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS3.9K sharesnew addition2026-06-302026-07-31

NJUL INNOVATOR ETFS TRUST2.6K sharesnew addition2026-06-302026-07-31

ISHARES TR

97.56%

Shares14.0K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

27.99%

Shares43.6K

Event2026-06-30

Filed2026-07-31

DYNF

BLACKROCK ETF TRUST

32.63%

Shares77.1K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

4.66%

Shares24.3K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

16.92%

Shares64.9K

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES TR

101.70%

Shares47.7K

Event2026-06-30

Filed2026-07-31

CORO

BLACKROCK ETF TRUST

44.64%

Shares90.0K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

15.70%

Shares11.3K

Event2026-06-30

Filed2026-07-31

BDYN

BLACKROCK ETF TRUST

-33.16%

Shares109.7K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

13.53%

Shares59.4K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

-28.15%

Shares15.6K

Event2026-06-30

Filed2026-07-31

BAI

BLACKROCK ETF TRUST

10.62%

Shares52.1K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO EXCH TRADED FD TR II

-1.94%

Shares9.1K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

2.50%

Shares84.3K

Event2026-06-30

Filed2026-07-31

SJNK

SPDR SERIES TRUST

-11.64%

Shares105.4K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

32.41%

Shares27.5K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

-34.77%

Shares10.9K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

-32.89%

Shares67.4K

Event2026-06-30

Filed2026-07-31

BLCR

BLACKROCK ETF TRUST

51.24%

Shares40.1K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

10.26%

Shares26.0K

Event2026-06-30

Filed2026-07-31

SPMO

INVESCO EXCH TRADED FD TR II

4.80%

Shares11.8K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST

New

Shares67.8K

Event2026-06-30

Filed2026-07-31

CVIE

MORGAN STANLEY ETF TRUST

2.52%

Shares22.3K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

0.28%

Shares5.1K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

-7.44%

Shares3.3K

Event2026-06-30

Filed2026-07-31

THRO

BLACKROCK ETF TRUST

-8.31%

Shares36.7K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

51.62%

Shares3.7K

Event2026-06-30

Filed2026-07-31

SHLD

GLOBAL X FDS

60.40%

Shares26.1K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

23.40%

Shares4.1K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

40.12%

Shares32.9K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

-3.52%

Shares9.2K

Event2026-06-30

Filed2026-07-31

JULW

AIM ETF PRODUCTS TRUST

-0.03%

Shares35.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

13.02%

Shares4.1K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

-0.55%

Shares4.0K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

-35.01%

Shares26.6K

Event2026-06-30

Filed2026-07-31

STIP

ISHARES TR

49.86%

Shares13.6K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.93%

Shares2.8K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

32.04%

Shares5.6K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

-2.92%

Shares5.8K

Event2026-06-30

Filed2026-07-31

AVEM

AMERICAN CENTY ETF TR

-24.14%

Shares13.3K

Event2026-06-30

Filed2026-07-31

SCHR

SCHWAB STRATEGIC TR

-0.05%

Shares51.7K

Event2026-06-30

Filed2026-07-31

PSTP

INNOVATOR ETFS TRUST

-2.01%

Shares34.4K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

-2.27%

Shares1.7K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

4.45%

Shares1.0K

Event2026-06-30

Filed2026-07-31

XJUN

FIRST TR EXCHNG TRADED FD VI

-0.05%

Shares27.2K

Event2026-06-30

Filed2026-07-31

XLI

SELECT SECTOR SPDR TR

-31.02%

Shares5.8K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

300.05%

Shares8.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-43.88%

Shares10.7K

Event2026-06-30

Filed2026-07-31

SOXX

ISHARES TR

-4.20%

Shares1.6K

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

2.84%

Shares35.1K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-2.96%

Shares12.2K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

0.36%

Shares3.0K

Event2026-06-30

Filed2026-07-31

YJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares36.6K

Event2026-06-30

Filed2026-07-31

IOCT

INNOVATOR ETFS TRUST

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST

New

Shares37.2K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

63.82%

Shares1.2K

Event2026-06-30

Filed2026-07-31

BDVL

BLACKROCK ETF TRUST

-49.55%

Shares35.5K

Event2026-06-30

Filed2026-07-31

IVLU

ISHARES TR

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-31

GOVT

ISHARES TR

49.29%

Shares37.1K

Event2026-06-30

Filed2026-07-31

CATF

AMERICAN CENTY ETF TR

8.77%

Shares16.4K

Event2026-06-30

Filed2026-07-31

ITA

ISHARES TR

-0.26%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-31

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares8.4K

Event2026-06-30

Filed2026-07-31

SCYB

SCHWAB STRATEGIC TR

81.62%

Shares28.7K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

FJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares12.5K

Event2026-06-30

Filed2026-07-31

LCTU

BLACKROCK ETF TRUST

-2.15%

Shares8.9K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

31.46%

Shares1.9K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

14.03%

Shares9.8K

Event2026-06-30

Filed2026-07-31

CGGR

CAPITAL GROUP GROWTH ETF

-0.67%

Shares14.8K

Event2026-06-30

Filed2026-07-31

IEV

ISHARES TR

-4.83%

Shares9.5K

Event2026-06-30

Filed2026-07-31

IFEB

INNOVATOR ETFS TRUST

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-31

YSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.7K

Event2026-06-30

Filed2026-07-31

FMAY

FIRST TR EXCHNG TRADED FD VI

68.87%

Shares11.8K

Event2026-06-30

Filed2026-07-31

JNK

SPDR SERIES TRUST

1.26%

Shares6.9K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

38.78%

Shares1.8K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST II

New

Shares12.7K

Event2026-06-30

Filed2026-07-31

SPAB

SPDR SERIES TRUST

-0.18%

Shares24.8K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

-22.08%

Shares6.6K

Event2026-06-30

Filed2026-07-31

USXF

ISHARES TR

1.30%

Shares8.9K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-4.00%

Shares5.0K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

-15.58%

Shares11.8K

Event2026-06-30

Filed2026-07-31

FCPI

FIDELITY COVINGTON TRUST

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

-0.56%

Shares2.3K

Event2026-06-30

Filed2026-07-31

BOEING CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

BFRZ

INNOVATOR ETFS TRUST

-0.12%

Shares20.5K

Event2026-06-30

Filed2026-07-31

EFV

ISHARES TR

-63.06%

Shares7.1K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

-52.47%

Shares3.4K

Event2026-06-30

Filed2026-07-31

XLC

SELECT SECTOR SPDR TR

-43.17%

Shares5.0K

Event2026-06-30

Filed2026-07-31

ABNB

AIRBNB INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

27.66%

Shares2.1K

Event2026-06-30

Filed2026-07-31

IEUR

ISHARES TR

-56.32%

Shares7.0K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

1.15%

Shares5.5K

Event2026-06-30

Filed2026-07-31

IBUF

INNOVATOR ETFS TRUST

-1.25%

Shares16.6K

Event2026-06-30

Filed2026-07-31

IMAY

INNOVATOR ETFS TRUST

90.66%

Shares16.1K

Event2026-06-30

Filed2026-07-31

UOCT

INNOVATOR ETFS TRUST

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

14.65%

Shares4.7K

Event2026-06-30

Filed2026-07-31

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-31

SAUG

FIRST TR EXCHNG TRADED FD VI

-0.05%

Shares18.3K

Event2026-06-30

Filed2026-07-31

LQD

ISHARES TR

-51.68%

Shares4.6K

Event2026-06-30

Filed2026-07-31

IHI

ISHARES TR

-15.99%

Shares10.2K

Event2026-06-30

Filed2026-07-31

IJAN

INNOVATOR ETFS TRUST

-0.02%

Shares13.1K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

5.51%

Shares21.3K

Event2026-06-30

Filed2026-07-31

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.01%

Shares9.9K

Event2026-06-30

Filed2026-07-31

SFLR

INNOVATOR ETFS TRUST

5.74%

Shares12.2K

Event2026-06-30

Filed2026-07-31

SCHP

SCHWAB STRATEGIC TR

New

Shares17.7K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

0.16%

Shares9.2K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

50.02%

Shares13.5K

Event2026-06-30

Filed2026-07-31

DSI

ISHARES TR

-2.24%

Shares3.1K

Event2026-06-30

Filed2026-07-31

XLY

SELECT SECTOR SPDR TR

-41.41%

Shares3.8K

Event2026-06-30

Filed2026-07-31

BINC

BLACKROCK ETF TRUST II

-56.61%

Shares8.4K

Event2026-06-30

Filed2026-07-31

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

18.21%

Shares8.2K

Event2026-06-30

Filed2026-07-31

LSCC

LATTICE SEMICONDUCTOR CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

ITB

ISHARES TR

-3.03%

Shares4.0K

Event2026-06-30

Filed2026-07-31

QCOC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

-0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-31

BALT

INNOVATOR ETFS TRUST

50.17%

Shares11.0K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

0.00%

Shares895

Event2026-06-30

Filed2026-07-31

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares3.6K

Event2026-06-30

Filed2026-07-31

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-31

XAR

SPDR SERIES TRUST

20.25%

Shares1.2K

Event2026-06-30

Filed2026-07-31

HACK

AMPLIFY ETF TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-31

LMUB

ISHARES TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-31

URTH

ISHARES INC

-0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-31

KOCT

INNOVATOR ETFS TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

-45.58%

Shares1.6K

Event2026-06-30

Filed2026-07-31

OCTM

FIRST TR EXCHNG TRADED FD VI

-0.09%

Shares9.5K

Event2026-06-30

Filed2026-07-31

DMXF

ISHARES TR

-2.89%

Shares3.7K

Event2026-06-30

Filed2026-07-31

EAGG

ISHARES TR

-1.94%

Shares6.5K

Event2026-06-30

Filed2026-07-31

SUSA

ISHARES TR

-9.85%

Shares2.0K

Event2026-06-30

Filed2026-07-31

EWJ

ISHARES INC

-30.65%

Shares3.2K

Event2026-06-30

Filed2026-07-31

LGLV

SPDR SERIES TRUST

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

12.29%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

462.42%

Shares3.4K

Event2026-06-30

Filed2026-07-31

TFI

SPDR SERIES TRUST

39.45%

Shares6.5K

Event2026-06-30

Filed2026-07-31

FSEP

FIRST TR EXCHNG TRADED FD VI

-67.03%

Shares5.3K

Event2026-06-30

Filed2026-07-31

TLT

ISHARES TR

-24.67%

Shares3.4K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES INC

-16.92%

Shares5.3K

Event2026-06-30

Filed2026-07-31

NEAR

ISHARES U S ETF TR

15.69%

Shares5.7K

Event2026-06-30

Filed2026-07-31

TOTL

SSGA ACTIVE ETF TR

0.15%

Shares7.2K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

SUSC

ISHARES TR

-4.23%

Shares12.2K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

FMAT

FIDELITY COVINGTON TRUST

-4.17%

Shares4.7K

Event2026-06-30

Filed2026-07-31

APOC

INNOVATOR ETFS TRUST

-0.18%

Shares10.2K

Event2026-06-30

Filed2026-07-31

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-31

ZAPR

INNOVATOR ETFS TRUST

New

Shares9.8K

Event2026-06-30

Filed2026-07-31

CWI

SPDR INDEX SHS FDS

-2.46%

Shares6.4K

Event2026-06-30

Filed2026-07-31

JAJL

INNOVATOR ETFS TRUST

-0.49%

Shares8.5K

Event2026-06-30

Filed2026-07-31

SPMD

SPDR SERIES TRUST

1.80%

Shares3.7K

Event2026-06-30

Filed2026-07-31

ACII

INNOVATOR ETFS TRUST

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

New

Shares358

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

New

Shares956

Event2026-06-30

Filed2026-07-31

ISHARES TR

17.90%

Shares2.5K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

New

Shares229

Event2026-06-30

Filed2026-07-31

TLH

ISHARES TR

-69.31%

Shares2.4K

Event2026-06-30

Filed2026-07-31

JUNW

AIM ETF PRODUCTS TRUST

-0.24%

Shares7.0K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

-70.84%

Shares1.1K

Event2026-06-30

Filed2026-07-31

IAGG

ISHARES TR

-53.45%

Shares4.7K

Event2026-06-30

Filed2026-07-31

SCHM

SCHWAB STRATEGIC TR

-7.09%

Shares6.4K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

-57.07%

Shares358

Event2026-06-30

Filed2026-07-31

FEBM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-31

ZOCT

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-31

KDEC

INNOVATOR ETFS TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-31

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

XTEN

BONDBLOXX ETF TRUST

-35.93%

Shares4.9K

Event2026-06-30

Filed2026-07-31

EOCT

INNOVATOR ETFS TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.34%

Shares874

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares931

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

RBUF

INNOVATOR ETFS TRUST

-1.49%

Shares7.0K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares455

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-0.97%

Shares2.3K

Event2026-06-30

Filed2026-07-31

XMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares6.0K

Event2026-06-30

Filed2026-07-31

ZNOV

INNOVATOR ETFS TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

EVUS

ISHARES TR

-5.96%

Shares6.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

New

Shares621

Event2026-06-30

Filed2026-07-31

AOM

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

HYS

PIMCO ETF TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-31

NJUL

INNOVATOR ETFS TRUST

New

Shares2.6K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available