account_balance
Investment manager · 13F filer · SEC CIK 2023633
Wealthgarden F.S. LLC
Reported value$178Mas of Sep 30, 2026
Positions178 16 new, 25 sold out
Top 10 weight28.9%IVV alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.5%Trimmed −8%
IVWiShares Tr
3.7%Added +6%
ACWXiShares Tr
3.5%Added +74%
DYNFBlackRock ETF Trust
3.2%Added +7%
NVDANVIDIA Corp
2.8%Trimmed −10%
COROBlackRock ETF Trust
2.6%Added +42%
SPYVSPDR Series Trust
2.4%Added +8%
AAPLApple Inc.
2.0%Trimmed −7%
JPSTJ P Morgan Exchange Traded F
1.6%Trimmed −3%
BLCRBlackRock ETF Trust
1.6%Added +43%
SCHDSchwab Strategic Tr
1.6%
QQQMInvesco Exch Traded Fd Tr II
1.5%
IVViShares Tr
5.5%Trimmed −8%
IVWiShares Tr
3.7%+6%
ACWXiShares Tr
3.5%Added +74%
DYNFBlackRock ETF Trust
3.2%Added +7%
NVDANVIDIA Corp
2.8%−10%
COROBlackRock ETF Trust
2.6%
SPYVSPDR Series Trust
2.4%
AAPLApple Inc.
2.0%
JPSTJ P Morgan Exchange Traded F
1.6%
BLCR
SCHD
QQQM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.5% Trimmed −8%
IVW iShares Tr 3.7% Added +6%
ACWX iShares Tr 3.5% Added +74%
DYNF BlackRock ETF Trust 3.2% Added +7%
NVDA NVIDIA Corp 2.8% Trimmed −10%CORO BlackRock ETF Trust 2.6% Added +42%
SPYV SPDR Series Trust 2.4% Added +8%
AAPL Apple Inc. 2.0% Trimmed −7%JPST J P Morgan Exchange Traded F 1.6% Trimmed −3%
BLCR BlackRock ETF Trust 1.6% Added +43%
SCHD Schwab Strategic Tr 1.6% Held
QQQM Invesco Exch Traded Fd Tr II 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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