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CIK: 0002023633
Total reported value
$176.4M
$176.4M
159 檔
12.1%
At the close of Q4 2025, Wealthgarden F.s. LLC disclosed equity holdings valued at approximately $176.4M, spread across 159 reported holdings.
In Q4 2025, Wealthgarden F.s. LLC displayed an active expansion posture, initiating 16 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | — | -6.91% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.74% | +0.66% | +3.81% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.73% | +0.77% | +2.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +2.79% | +0.25% | |
| 5 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.66% | -1.00% | +4.13% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.43% | -0.04% | +2.04% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.41% | -0.71% | +0.31% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.41% | +0.10% | +29.78% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.28% | -0.83% | -29.49% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.06% | -0.29% | +173.83% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.97% | -0.53% | +16.14% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.91% | -0.23% | +40.25% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.86% | -0.11% | +5.21% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.66% | -0.31% | +9.79% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.64% | -0.67% | -6.90% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | -0.43% | +1.91% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.16% | -1.25% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.59% | +0.06% | -3.55% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.20% | +2.48% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.34% | -2.60% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.54% | -0.57% | +15.55% | |
| 22 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.26% | -0.66% | +7.85% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.59% | +21.22% | |
| 24 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.03% | +0.50% | +7.68% | |
| 25 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.01% | -0.01% | +12.19% | |
| 26 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.00% | -0.09% | +3.39% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.03% | -0.54% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.95% | -0.06% | -6.99% | |
| 29 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.93% | -0.12% | -0.69% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.13% | +1.27% | |
| 31 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.86% | -0.47% | +23.99% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.85% | +0.22% | +55.44% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.11% | +72.23% | |
| 34 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.83% | -0.11% | -7.59% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-Other | 0.83% | -0.31% | +3.55% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.12% | -4.83% | |
| 37 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.78% | -0.11% | -0.20% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.29% | +7.29% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.75% | -0.41% | +43.94% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.08% | -7.89% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.03% | -10.19% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.26% | -11.67% | |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.67% | -0.44% | +5.21% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.02% | +11.41% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.66% | -0.36% | +5.58% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.64% | -0.16% | +23.25% | |
| 47 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 0.63% | -0.08% | — | |
| 48 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.62% | -0.08% | — | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.62% | -0.10% | -5.00% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.16% | +7.15% |
According to official SEC Form 13F filings, Wealthgarden F.s. LLC reported a total U.S. public equity portfolio value of $176.4M across 159 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, DYNF, IVW) accounted for 12.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
KJAN
市值: $478.2K
Top Position Liquidated / Trimmed
GARP
前期市值: $635.6K
During Q4 2025, Wealthgarden F.s. LLC's top holdings by market value included NVDA (3.2%)、DYNF (2.7%)、IVW (2.7%). The largest single position, NVDA, represented 3.2% of total portfolio value.
In Q4 2025, Wealthgarden F.s. LLC made 135 total portfolio adjustments, initiating 16 new buys, adding to 60 positions, trimming 53 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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