Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTHGARDEN F.S. LLC (CIK 2023633) reported $146.5M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($4.6M, 3.16%), NVDA ($4.0M, 2.76%), DYNF ($4.0M, 2.72%), IVW ($3.8M, 2.63%), DYNF ($3.4M, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $4.6M | 3.16% | 7,095 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $4.0M | 2.76% | 23,204 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $4.0M | 2.72% | 164,042 | Added |
| 4 | IVW | ISHARES TR | $3.8M | 2.63% | 34,030 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $3.4M | 2.31% | 58,147 | Trimmed |
| 6 | QUAL | ISHARES TR | $3.2M | 2.18% | 16,646 | Trimmed |
| 7 | SPYV | SPDR SERIES TRUST | $3.1M | 2.14% | 55,484 | Trimmed |
| 8 | SJNK | SPDR SERIES TRUST | $3.0M | 2.03% | 119,330 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $2.9M | 2.00% | 100,413 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $2.9M | 1.97% | 21,692 | Added |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.81% | 52,326 | Trimmed |
| 12 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.72% | 82,240 | Added |
| 13 | AAPL | APPLE INC | $2.5M | 1.69% | 9,754 | Added |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $2.2M | 1.50% | 9,236 | Trimmed |
| 15 | GLD | SPDR GOLD TR | $2.2M | 1.49% | 5,072 | Trimmed |
| 16 | IAU | ISHARES GOLD TR | $2.1M | 1.42% | 23,545 | Trimmed |
| 17 | META | META PLATFORMS INC | $2.0M | 1.39% | 3,563 | Added |
| 18 | XLF | SELECT SECTOR SPDR TR | $2.0M | 1.38% | 40,991 | Trimmed |
| 19 | CORO | BLACKROCK ETF TRUST | $2.0M | 1.37% | 62,253 | New |
| 20 | IEFA | ISHARES TR | $1.7M | 1.18% | 19,044 | Added |
| 21 | DYNF | BLACKROCK ETF TRUST | $1.7M | 1.18% | 70,304 | Trimmed |
| 22 | ACWX | ISHARES TR | $1.6M | 1.10% | 23,637 | New |
| 23 | CVIE | MORGAN STANLEY ETF TRUST | $1.6M | 1.08% | 21,727 | Added |
| 24 | SPLG | SPDR SERIES TRUST | $1.6M | 1.08% | 20,760 | Added |
| 25 | BAI | BLACKROCK ETF TRUST | $1.6M | 1.06% | 47,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31