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CIK: 0002023633
Total reported value
$176.4M
$176.4M
165 檔
11.3%
During the Q1 2026 filing period, Wealthgarden F.s. LLC (CIK: 0002023633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $176.4M across 165 reported positions.
Wealthgarden F.s. LLC executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 7 holdings and trimming 55 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +2.79% | +20.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | — | -10.78% | |
| 3 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.72% | -1.00% | +6.36% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.63% | +0.77% | +2.05% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.31% | +0.66% | -14.32% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.18% | -0.83% | -1.76% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | +0.10% | -11.75% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.03% | -0.53% | +1.73% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.00% | -0.71% | -10.95% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.97% | -0.29% | +1.26% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.81% | -0.11% | -6.06% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.72% | -0.20% | +0.87% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.16% | +1.26% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.50% | +0.06% | -1.34% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.49% | -0.43% | -4.88% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.42% | -0.31% | -11.23% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.34% | +1.08% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.38% | -0.57% | -6.50% | |
| 19 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.37% | +0.50% | — | |
| 20 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.18% | -0.66% | -7.05% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.59% | +9.26% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.10% | +0.96% | — | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.29% | +45.84% | |
| 24 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.08% | -0.01% | +6.80% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.06% | +0.50% | +3.98% | |
| 26 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.99% | -0.09% | +3.25% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.98% | -0.67% | -42.36% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.96% | -0.23% | -49.91% | |
| 29 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.95% | -0.12% | — | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 0.92% | -0.31% | +9.25% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.92% | -0.06% | +0.59% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.13% | -3.06% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.88% | -0.16% | +33.83% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.86% | -0.04% | -62.83% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | -0.11% | +0.89% | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.86% | +0.22% | +3.27% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | +0.03% | +6.44% | |
| 38 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.83% | -0.11% | -0.55% | |
| 39 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.80% | -0.11% | -0.09% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.79% | +0.09% | +52.14% | |
| 41 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.77% | -0.47% | -7.82% | |
| 42 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.74% | +0.41% | — | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | +0.12% | +19.93% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | -0.41% | -0.33% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.71% | -0.42% | +17.08% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.12% | +0.11% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.03% | -0.23% | |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.69% | -0.44% | +0.39% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.67% | -0.36% | +4.25% | |
| 50 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 0.64% | -0.08% | — |
According to official SEC Form 13F filings, Wealthgarden F.s. LLC reported a total U.S. public equity portfolio value of $176.4M across 165 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, BDYN) accounted for 11.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $2.0M
Top Position Liquidated / Trimmed
IJUL
前期市值: $766.0K
During Q1 2026, Wealthgarden F.s. LLC's top holdings by market value included IVV (3.2%)、NVDA (2.8%)、BDYN (2.7%). The largest single position, IVV, represented 3.2% of total portfolio value.
In Q1 2026, Wealthgarden F.s. LLC made 132 total portfolio adjustments, initiating 13 new buys, adding to 57 positions, trimming 55 holdings, and fully liquidating 7 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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