WEALTHGARDEN F.S. LLC
187 holdingsFiling period: 2026-06-30Current AUM: $176.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14.0K | $10.5M | $10.6M | 6.01% | +6.9K | 2026-06-30 |
| 2 | IVW | ISHARES TR | 43.6K | $6.0M | $6.0M | 3.38% | +9.5K | 2026-06-30 |
| 3 | DYNF | BLACKROCK ETF TRUST | 77.1K | $5.2M | $5.3M | 3.00% | +19.0K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 24.3K | $4.9M | $5.2M | 2.91% | +1.1K | 2026-06-30 |
| 5 | SPYV | SPDR SERIES TRUST | 64.9K | $3.9M | $4.1M | 2.30% | +9.4K | 2026-06-30 |
| 6 | ACWX | ISHARES TR | 47.7K | $3.6M | $3.6M | 2.05% | +24.0K | 2026-06-30 |
| 7 | CORO | BLACKROCK ETF TRUST | 90.0K | $3.3M | $3.3M | 1.85% | +27.8K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 11.3K | $3.3M | $3.7M | 2.11% | +1.5K | 2026-06-30 |
| 9 | BDYN | BLACKROCK ETF TRUST | 109.7K | $3.0M | $3.0M | 1.71% | -54,392 | 2026-06-30 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 59.4K | $3.0M | $3.0M | 1.69% | +7.1K | 2026-06-30 |
| 11 | XLK | SELECT SECTOR SPDR TR | 15.6K | $3.0M | $2.9M | 1.62% | -6,106 | 2026-06-30 |
| 12 | BAI | BLACKROCK ETF TRUST | 52.1K | $2.7M | $2.2M | 1.25% | +5.0K | 2026-06-30 |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | 9.1K | $2.7M | $2.6M | 1.49% | -179 | 2026-06-30 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 84.3K | $2.7M | $2.9M | 1.64% | +2.1K | 2026-06-30 |
| 15 | SJNK | SPDR SERIES TRUST | 105.4K | $2.6M | $2.6M | 1.46% | -13,888 | 2026-06-30 |
| 16 | SPYM | SPDR SERIES TRUST | 27.5K | $2.4M | $2.4M | 1.38% | +6.7K | 2026-06-30 |
| 17 | QUAL | ISHARES TR | 10.9K | $2.4M | $2.4M | 1.34% | -5,788 | 2026-06-30 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 67.4K | $2.3M | $2.4M | 1.33% | -33,027 | 2026-06-30 |
| 19 | BLCR | BLACKROCK ETF TRUST | 40.1K | $2.0M | $1.9M | 1.10% | +13.6K | 2026-06-30 |
| 20 | IAU | ISHARES GOLD TR | 26.0K | $2.0M | $2.1M | 1.19% | +2.4K | 2026-06-30 |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | 11.8K | $1.9M | $1.7M | 0.96% | +541 | 2026-06-30 |
| 22 | IALT | BLACKROCK ETF TRUST | 67.8K | $1.9M | $2.0M | 1.13% | -- | 2026-06-30 |
| 23 | CVIE | MORGAN STANLEY ETF TRUST | 22.3K | $1.9M | $1.9M | 1.05% | +547 | 2026-06-30 |
| 24 | GLD | SPDR GOLD TR | 5.1K | $1.9M | $2.0M | 1.13% | +14 | 2026-06-30 |
| 25 | META | META PLATFORMS INC | 3.3K | $1.9M | $2.2M | 1.25% | -265 | 2026-06-30 |
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