WEALTHGARDEN F.S. LLC
165 holdingsFiling period: 2026-03-31Current AUM: $160.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 7.1K | $4.6M | $5.3M | 3.31% | +1.2K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 23.2K | $4.0M | $4.7M | 2.90% | -2,804 | 2026-03-31 |
| 3 | BDYN | BLACKROCK ETF TRUST | 164.0K | $4.0M | $4.5M | 2.80% | +9.8K | 2026-03-31 |
| 4 | IVW | ISHARES TR | 34.0K | $3.8M | $4.6M | 2.86% | +682 | 2026-03-31 |
| 5 | DYNF | BLACKROCK ETF TRUST | 58.1K | $3.4M | $3.9M | 2.44% | -9,719 | 2026-03-31 |
| 6 | QUAL | ISHARES TR | 16.6K | $3.2M | $3.6M | 2.27% | -298 | 2026-03-31 |
| 7 | SPYV | SPDR SERIES TRUST | 55.5K | $3.1M | $3.4M | 2.14% | -7,386 | 2026-03-31 |
| 8 | SJNK | SPDR SERIES TRUST | 119.3K | $3.0M | $3.0M | 1.84% | +2.0K | 2026-03-31 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 100.4K | $2.9M | $3.4M | 2.13% | -12,342 | 2026-03-31 |
| 10 | XLK | SELECT SECTOR SPDR TR | 21.7K | $2.9M | $3.8M | 2.37% | +270 | 2026-03-31 |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | 52.3K | $2.6M | $2.6M | 1.64% | -3,376 | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 82.2K | $2.5M | $2.8M | 1.71% | +713 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 1.87% | +121 | 2026-03-31 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | 9.2K | $2.2M | $2.6M | 1.63% | -125 | 2026-03-31 |
| 15 | GLD | SPDR GOLD TR | 5.1K | $2.2M | $1.9M | 1.17% | -260 | 2026-03-31 |
| 16 | IAU | ISHARES GOLD TR | 23.5K | $2.1M | $1.8M | 1.12% | -2,978 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 3.6K | $2.0M | $2.0M | 1.23% | +38 | 2026-03-31 |
| 18 | XLF | SELECT SECTOR SPDR TR | 41.0K | $2.0M | $2.3M | 1.45% | -2,849 | 2026-03-31 |
| 19 | CORO | BLACKROCK ETF TRUST | 62.3K | $2.0M | $2.2M | 1.38% | -- | 2026-03-31 |
| 20 | BDVL | BLACKROCK ETF TRUST | 70.3K | $1.7M | $1.8M | 1.15% | -5,335 | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 19.0K | $1.7M | $1.9M | 1.16% | +1.6K | 2026-03-31 |
| 22 | ACWX | ISHARES TR | 23.6K | $1.6M | $1.8M | 1.11% | -- | 2026-03-31 |
| 23 | SPYM | SPDR SERIES TRUST | 20.8K | $1.6M | $1.8M | 1.14% | +6.5K | 2026-03-31 |
| 24 | CVIE | MORGAN STANLEY ETF TRUST | 21.7K | $1.6M | $1.8M | 1.12% | +1.4K | 2026-03-31 |
| 25 | BAI | BLACKROCK ETF TRUST | 47.1K | $1.6M | $1.9M | 1.21% | +1.8K | 2026-03-31 |
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