WEALTHGARDEN F.S. LLC
Q3 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
149
- Value ($000)
$140,233
- Date Filed11/03/2025
- Form type13F-HR
- CIK0002023633
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 67066G104 | $5.1M | 4 % | 27,939 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.7M | 3 % | 24,030 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $3.97M | 3 % | 5,889 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.95M | 3 % | 32,504 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $3.89M | 3 % | 65,375 | ||
BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | $3.8M | 3 % | 148,117 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $3.63M | 3 % | 112,405 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $3.53M | 3 % | 10,496 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $2.71M | 2 % | 48,444 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $2.69M | 2 % | 52,946 |
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