Wealthgarden F.S.
EL SEGUNDO, CAfiles as WEALTHGARDEN F.S. LLC
$176m in 187 US stocks at the end of 30 June 2026. The top 10 are 26.5% of the money. It changed about 16.8% of the portfolio this quarter.
Value
$176m
Stocks
187
Top 10 share
26.5%
Turnover
16.8%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustIALT1.1% of the fund
- Blackrock ETF TrustBFLX0.5% of the fund
- Palo Alto NetworksPANW0.5% of the fund
- Ishares TRMTUM0.5% of the fund
- Invesco Exchange Traded FD TSPHQ0.4% of the fund
- First TR Exchng Traded FD VIFJUN0.4% of the fund
- Blackrock ETF Trust IIGGOV0.4% of the fund
- BoeingBA0.3% of the fund
- AirbnbABNB0.3% of the fund
- Schwab Strategic TRSCHP0.3% of the fund
- Vanguard Calif TAX Free FDSVTEC0.2% of the fund
- Ishares TRLMUB0.2% of the fund
- RTXRTX0.2% of the fund
- IsharesEMXC0.2% of the fund
- Innovator Etfs TrustZAPR0.1% of the fund
- Vanguard Index FDSVOO0.1% of the fund
- CorningGLW0.1% of the fund
- CaterpillarCAT0.1% of the fund
- Vanguard Specialized FundsVIG0.1% of the fund
- Vanguard Index FDSVTV0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM0.1% of the fund
- First TR Exchng Traded FD VIXMAY0.1% of the fund
- Vanguard Index FDSVV0.1% of the fund
- IntelINTC0.1% of the fund
- Pimco ETF TRHYS0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV6.0% of the fund+98%
- Ishares TRIVW3.4% of the fund+28%
- Blackrock ETF TrustDYNF3.0% of the fund+33%
- NvidiaNVDA2.8% of the fund+5%
- Spdr Series TrustSPYV2.2% of the fund+17%
- Ishares TRACWX2.1% of the fund+102%
- Blackrock ETF TrustCORO1.9% of the fund+45%
- AppleAAPL1.9% of the fund+16%
- J P Morgan Exchange Traded FJPST1.7% of the fund+14%
- Blackrock ETF TrustBAI1.6% of the fund+11%
- Schwab Strategic TRSCHD1.5% of the fund+3%
- Spdr Series TrustSPYM1.4% of the fund+32%
- Blackrock ETF TrustBLCR1.1% of the fund+51%
- Ishares Gold TRIAU1.1% of the fund+10%
- Invesco Exch Traded FD TR IISPMO1.1% of the fund+5%
- Morgan Stanley ETF TrustCVIE1.1% of the fund+3%
- TeslaTSLA0.9% of the fund+52%
- Global X FDSSHLD0.9% of the fund+60%
- MicrosoftMSFT0.9% of the fund+23%
- Ishares TRIUSB0.9% of the fund+40%
- AlphabetGOOG0.8% of the fund+13%
- Ishares TRSTIP0.8% of the fund+50%
- Amazon.comAMZN0.8% of the fund+32%
- Eli LillyLLY0.7% of the fund+4%
- Schwab Strategic TRSCHB0.6% of the fund+3%
Cut
Sold some of their stake.
- Blackrock ETF TrustBDYN1.7% of the fund-33%
- Select Sector Spdr TRXLK1.7% of the fund-28%
- Spdr Series TrustSJNK1.5% of the fund-12%
- Ishares TRQUAL1.4% of the fund-35%
- Schwab Strategic TRSCHG1.3% of the fund-33%
- Meta PlatformsMETA1.1% of the fund-7%
- Blackrock ETF TrustTHRO0.9% of the fund-8%
- Ishares TRESGU0.9% of the fund-4%
- Select Sector Spdr TRXLF0.8% of the fund-35%
- Ishares TRIVE0.7% of the fund-3%
- American Centy ETF TRAVEM0.7% of the fund-24%
- Innovator Etfs TrustPSTP0.7% of the fund-2%
- Invesco QQQ TRQQQ0.7% of the fund-2%
- Select Sector Spdr TRXLI0.6% of the fund-31%
- Ishares TRIEFA0.6% of the fund-44%
- Ishares TRSOXX0.6% of the fund-4%
- IsharesIEMG0.6% of the fund-3%
- Blackrock ETF TrustBDVL0.5% of the fund-50%
- Blackrock ETF TrustLCTU0.4% of the fund-2%
- Ishares TRIEV0.4% of the fund-5%
- Ishares TRMBB0.4% of the fund-22%
- Spdr Series TrustSPYG0.3% of the fund-4%
- Vanguard MUN BD FDSVTEB0.3% of the fund-16%
- Ishares TREFV0.3% of the fund-63%
- Select Sector Spdr TRXLV0.3% of the fund-52%
Sold out
Sold their entire stake.
- IsharesRING-100%
- Schwab Strategic TRSCHQ-100%
- Abrdn Silver ETF TrustSIVR-100%
- World Gold TRGLDM-100%
- First TR Exchng Traded FD VIGAUG-100%
Holdings
- Ishares TRIVV
- Share
- 6.0%
- Value
- $10m
- Shares
- 14,017
+98%
- Ishares TRIVW
- Share
- 3.4%
- Value
- $6m
- Shares
- 43,556
+28%
- Blackrock ETF TrustDYNF
- Share
- 3.0%
- Value
- $5m
- Shares
- 77,123
+33%
- Spdr Series TrustSPYV
- Share
- 2.2%
- Value
- $4m
- Shares
- 64,871
+17%
- Ishares TRACWX
- Share
- 2.1%
- Value
- $4m
- Shares
- 47,675
+102%
- Blackrock ETF TrustCORO
- Share
- 1.9%
- Value
- $3m
- Shares
- 90,040
+45%
- Blackrock ETF TrustBDYN
- Share
- 1.7%
- Value
- $3m
- Shares
- 109,650
-33%
- J P Morgan Exchange Traded FJPST
- Share
- 1.7%
- Value
- $3m
- Shares
- 59,404
+14%
- Select Sector Spdr TRXLK
- Share
- 1.7%
- Value
- $3m
- Shares
- 15,586
-28%
- Blackrock ETF TrustBAI
- Share
- 1.6%
- Value
- $3m
- Shares
- 52,073
+11%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 1.6%
- Value
- $3m
- Shares
- 9,057
Held
- Schwab Strategic TRSCHD
- Share
- 1.5%
- Value
- $3m
- Shares
- 84,298
+3%
- Spdr Series TrustSJNK
- Share
- 1.5%
- Value
- $3m
- Shares
- 105,442
-12%
- Spdr Series TrustSPYM
- Share
- 1.4%
- Value
- $2m
- Shares
- 27,488
+32%
- Ishares TRQUAL
- Share
- 1.4%
- Value
- $2m
- Shares
- 10,858
-35%
- Schwab Strategic TRSCHG
- Share
- 1.3%
- Value
- $2m
- Shares
- 67,386
-33%
- Blackrock ETF TrustBLCR
- Share
- 1.1%
- Value
- $2m
- Shares
- 40,129
+51%
- Ishares Gold TRIAU
- Share
- 1.1%
- Value
- $2m
- Shares
- 25,960
+10%
- Invesco Exch Traded FD TR IISPMO
- Share
- 1.1%
- Value
- $2m
- Shares
- 11,810
+5%
- Blackrock ETF TrustIALT
- Share
- 1.1%
- Value
- $2m
- Shares
- 67,777
New
- Morgan Stanley ETF TrustCVIE
- Share
- 1.1%
- Value
- $2m
- Shares
- 22,274
+3%
- Spdr Gold TRGLD
- Share
- 1.1%
- Value
- $2m
- Shares
- 5,086
Held
- Blackrock ETF TrustTHRO
- Share
- 0.9%
- Value
- $2m
- Shares
- 36,685
-8%
- Global X FDSSHLD
- Share
- 0.9%
- Value
- $2m
- Shares
- 26,087
+60%
- Ishares TRIUSB
- Share
- 0.9%
- Value
- $2m
- Shares
- 32,897
+40%
- Ishares TRESGU
- Share
- 0.9%
- Value
- $2m
- Shares
- 9,222
-4%
- AIM ETF Products TrustJULW
- Share
- 0.8%
- Value
- $1m
- Shares
- 35,791
Held
- Ishares TROEF
- Share
- 0.8%
- Value
- $1m
- Shares
- 3,959
Held
- Select Sector Spdr TRXLF
- Share
- 0.8%
- Value
- $1m
- Shares
- 26,640
-35%
- Ishares TRSTIP
- Share
- 0.8%
- Value
- $1m
- Shares
- 13,588
+50%
- Ishares TRIVE
- Share
- 0.7%
- Value
- $1m
- Shares
- 5,813
-3%
- American Centy ETF TRAVEM
- Share
- 0.7%
- Value
- $1m
- Shares
- 13,254
-24%
- Schwab Strategic TRSCHR
- Share
- 0.7%
- Value
- $1m
- Shares
- 51,679
Held
- Innovator Etfs TrustPSTP
- Share
- 0.7%
- Value
- $1m
- Shares
- 34,434
-2%
- Invesco QQQ TRQQQ
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,719
-2%
- First TR Exchng Traded FD VIXJUN
- Share
- 0.7%
- Value
- $1m
- Shares
- 27,223
Held
- Select Sector Spdr TRXLI
- Share
- 0.6%
- Value
- $1m
- Shares
- 5,767
-31%
- Ishares TRIWF
- Share
- 0.6%
- Value
- $1m
- Shares
- 8,513
Held
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $1m
- Shares
- 10,687
-44%
- Ishares TRSOXX
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,597
-4%
- Schwab Strategic TRSCHB
- Share
- 0.6%
- Value
- $1m
- Shares
- 35,074
+3%
- IsharesIEMG
- Share
- 0.6%
- Value
- $1m
- Shares
- 12,177
-3%
- First TR Exchng Traded FD VIYJUN
- Share
- 0.6%
- Value
- $980,714
- Shares
- 36,594
Held
- Innovator Etfs TrustIOCT
- Share
- 0.6%
- Value
- $974,334
- Shares
- 26,340
Held
- Blackrock ETF TrustBFLX
- Share
- 0.5%
- Value
- $952,071
- Shares
- 37,164
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $930,092
- Shares
- 1,245
+64%
- Blackrock ETF TrustBDVL
- Share
- 0.5%
- Value
- $921,459
- Shares
- 35,468
-50%
- Ishares TRIVLU
- Share
- 0.5%
- Value
- $908,247
- Shares
- 21,718
Held
- Ishares TRGOVT
- Share
- 0.5%
- Value
- $845,697
- Shares
- 37,125
+49%
- American Centy ETF TRCATF
- Share
- 0.5%
- Value
- $823,925
- Shares
- 16,390
+9%
- Ishares TRITA
- Share
- 0.5%
- Value
- $823,753
- Shares
- 3,398
Held
- Ishares TRIWM
- Share
- 0.5%
- Value
- $813,619
- Shares
- 2,708
Held
- Ishares TRMTUM
- Share
- 0.5%
- Value
- $802,692
- Shares
- 2,341
New
- Ishares TRIJH
- Share
- 0.4%
- Value
- $773,705
- Shares
- 10,034
Held
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.4%
- Value
- $756,283
- Shares
- 8,394
New
- Schwab Strategic TRSCYB
- Share
- 0.4%
- Value
- $752,544
- Shares
- 28,745
+82%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $748,850
- Shares
- 1
Held
- First TR Exchng Traded FD VIFJUN
- Share
- 0.4%
- Value
- $747,921
- Shares
- 12,476
New
- Blackrock ETF TrustLCTU
- Share
- 0.4%
- Value
- $712,003
- Shares
- 8,882
-2%
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $711,320
- Shares
- 1,922
+31%
- Capital Group Growth ETFCGGR
- Share
- 0.4%
- Value
- $697,030
- Shares
- 14,768
Held
- Ishares TRIEV
- Share
- 0.4%
- Value
- $693,168
- Shares
- 9,515
-5%
- Innovator Etfs TrustIFEB
- Share
- 0.4%
- Value
- $688,675
- Shares
- 22,019
Held
- First TR Exchng Traded FD VIYSEP
- Share
- 0.4%
- Value
- $679,013
- Shares
- 24,656
Held
- First TR Exchng Traded FD VIFMAY
- Share
- 0.4%
- Value
- $663,497
- Shares
- 11,806
+69%
- Spdr Series TrustJNK
- Share
- 0.4%
- Value
- $660,770
- Shares
- 6,857
Held
- Blackrock ETF Trust IIGGOV
- Share
- 0.4%
- Value
- $639,739
- Shares
- 12,721
New
- Spdr Series TrustSPAB
- Share
- 0.4%
- Value
- $631,751
- Shares
- 24,755
Held
- Ishares TRMBB
- Share
- 0.4%
- Value
- $621,215
- Shares
- 6,572
-22%
- Ishares TRUSXF
- Share
- 0.4%
- Value
- $619,220
- Shares
- 8,916
Held
- Spdr Series TrustSPYG
- Share
- 0.3%
- Value
- $599,875
- Shares
- 5,041
-4%
- Vanguard MUN BD FDSVTEB
- Share
- 0.3%
- Value
- $599,120
- Shares
- 11,845
-16%
- Fidelity Covington TrustFCPI
- Share
- 0.3%
- Value
- $591,059
- Shares
- 10,821
Held
- Ishares TRIYW
- Share
- 0.3%
- Value
- $579,558
- Shares
- 2,298
Held
- Innovator Etfs TrustBFRZ
- Share
- 0.3%
- Value
- $555,185
- Shares
- 20,540
Held
- Ishares TREFV
- Share
- 0.3%
- Value
- $545,597
- Shares
- 7,127
-63%
- Select Sector Spdr TRXLV
- Share
- 0.3%
- Value
- $543,388
- Shares
- 3,425
-52%
- Select Sector Spdr TRXLC
- Share
- 0.3%
- Value
- $538,822
- Shares
- 5,030
-43%
- Ishares TRIEUR
- Share
- 0.3%
- Value
- $528,776
- Shares
- 7,034
-56%
- Ishares TRUSMV
- Share
- 0.3%
- Value
- $526,605
- Shares
- 5,459
Held
- Innovator Etfs TrustIBUF
- Share
- 0.3%
- Value
- $522,844
- Shares
- 16,609
Held
- Innovator Etfs TrustIMAY
- Share
- 0.3%
- Value
- $512,137
- Shares
- 16,143
+91%
- Innovator Etfs TrustUOCT
- Share
- 0.3%
- Value
- $509,065
- Shares
- 12,383
Held
- Ishares TRMUB
- Share
- 0.3%
- Value
- $508,821
- Shares
- 4,728
+15%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 6.0% | $10m | 14,017 | +98% |
| Ishares TRIVW | 3.4% | $6m | 43,556 | +28% |
| Blackrock ETF TrustDYNF | 3.0% | $5m | 77,123 | +33% |
| NvidiaNVDA | 2.8% | $5m | 24,286 | +5% |
| Spdr Series TrustSPYV | 2.2% | $4m | 64,871 | +17% |
| Ishares TRACWX | 2.1% | $4m | 47,675 | +102% |
| Blackrock ETF TrustCORO | 1.9% | $3m | 90,040 | +45% |
| AppleAAPL | 1.9% | $3m | 11,285 | +16% |
| Blackrock ETF TrustBDYN | 1.7% | $3m | 109,650 | -33% |
| J P Morgan Exchange Traded FJPST | 1.7% | $3m | 59,404 | +14% |
| Select Sector Spdr TRXLK | 1.7% | $3m | 15,586 | -28% |
| Blackrock ETF TrustBAI | 1.6% | $3m | 52,073 | +11% |
| Invesco Exch Traded FD TR IIQQQM | 1.6% | $3m | 9,057 | Held |
| Schwab Strategic TRSCHD | 1.5% | $3m | 84,298 | +3% |
| Spdr Series TrustSJNK | 1.5% | $3m | 105,442 | -12% |
| Spdr Series TrustSPYM | 1.4% | $2m | 27,488 | +32% |
| Ishares TRQUAL | 1.4% | $2m | 10,858 | -35% |
| Schwab Strategic TRSCHG | 1.3% | $2m | 67,386 | -33% |
| Blackrock ETF TrustBLCR | 1.1% | $2m | 40,129 | +51% |
| Ishares Gold TRIAU | 1.1% | $2m | 25,960 | +10% |
| Invesco Exch Traded FD TR IISPMO | 1.1% | $2m | 11,810 | +5% |
| Blackrock ETF TrustIALT | 1.1% | $2m | 67,777 | New |
| Morgan Stanley ETF TrustCVIE | 1.1% | $2m | 22,274 | +3% |
| Spdr Gold TRGLD | 1.1% | $2m | 5,086 | Held |
| Meta PlatformsMETA | 1.1% | $2m | 3,298 | -7% |
| Blackrock ETF TrustTHRO | 0.9% | $2m | 36,685 | -8% |
| TeslaTSLA | 0.9% | $2m | 3,748 | +52% |
| Global X FDSSHLD | 0.9% | $2m | 26,087 | +60% |
| MicrosoftMSFT | 0.9% | $2m | 4,097 | +23% |
| Ishares TRIUSB | 0.9% | $2m | 32,897 | +40% |
| Ishares TRESGU | 0.9% | $2m | 9,222 | -4% |
| AIM ETF Products TrustJULW | 0.8% | $1m | 35,791 | Held |
| AlphabetGOOG | 0.8% | $1m | 4,122 | +13% |
| Ishares TROEF | 0.8% | $1m | 3,959 | Held |
| Select Sector Spdr TRXLF | 0.8% | $1m | 26,640 | -35% |
| Ishares TRSTIP | 0.8% | $1m | 13,588 | +50% |
| Berkshire HathawayBRK-B | 0.8% | $1m | 2,760 | Held |
| Amazon.comAMZN | 0.8% | $1m | 5,588 | +32% |
| Ishares TRIVE | 0.7% | $1m | 5,813 | -3% |
| American Centy ETF TRAVEM | 0.7% | $1m | 13,254 | -24% |
| Schwab Strategic TRSCHR | 0.7% | $1m | 51,679 | Held |
| Innovator Etfs TrustPSTP | 0.7% | $1m | 34,434 | -2% |
| Invesco QQQ TRQQQ | 0.7% | $1m | 1,719 | -2% |
| Eli LillyLLY | 0.7% | $1m | 1,010 | +4% |
| First TR Exchng Traded FD VIXJUN | 0.7% | $1m | 27,223 | Held |
| Select Sector Spdr TRXLI | 0.6% | $1m | 5,767 | -31% |
| Ishares TRIWF | 0.6% | $1m | 8,513 | Held |
| Ishares TRIEFA | 0.6% | $1m | 10,687 | -44% |
| Ishares TRSOXX | 0.6% | $1m | 1,597 | -4% |
| Schwab Strategic TRSCHB | 0.6% | $1m | 35,074 | +3% |
| IsharesIEMG | 0.6% | $1m | 12,177 | -3% |
| JPMorgan ChaseJPM | 0.6% | $998,029 | 3,049 | Held |
| First TR Exchng Traded FD VIYJUN | 0.6% | $980,714 | 36,594 | Held |
| Innovator Etfs TrustIOCT | 0.6% | $974,334 | 26,340 | Held |
| Blackrock ETF TrustBFLX | 0.5% | $952,071 | 37,164 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $930,092 | 1,245 | +64% |
| Blackrock ETF TrustBDVL | 0.5% | $921,459 | 35,468 | -50% |
| Ishares TRIVLU | 0.5% | $908,247 | 21,718 | Held |
| Ishares TRGOVT | 0.5% | $845,697 | 37,125 | +49% |
| American Centy ETF TRCATF | 0.5% | $823,925 | 16,390 | +9% |
| Ishares TRITA | 0.5% | $823,753 | 3,398 | Held |
| Ishares TRIWM | 0.5% | $813,619 | 2,708 | Held |
| Palo Alto NetworksPANW | 0.5% | $807,999 | 2,369 | New |
| Ishares TRMTUM | 0.5% | $802,692 | 2,341 | New |
| Ishares TRIJH | 0.4% | $773,705 | 10,034 | Held |
| Invesco Exchange Traded FD TSPHQ | 0.4% | $756,283 | 8,394 | New |
| Schwab Strategic TRSCYB | 0.4% | $752,544 | 28,745 | +82% |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $748,850 | 1 | Held |
| First TR Exchng Traded FD VIFJUN | 0.4% | $747,921 | 12,476 | New |
| Blackrock ETF TrustLCTU | 0.4% | $712,003 | 8,882 | -2% |
| Vanguard Index FDSVTI | 0.4% | $711,320 | 1,922 | +31% |
| NetflixNFLX | 0.4% | $697,721 | 9,772 | +14% |
| Capital Group Growth ETFCGGR | 0.4% | $697,030 | 14,768 | Held |
| Ishares TRIEV | 0.4% | $693,168 | 9,515 | -5% |
| Innovator Etfs TrustIFEB | 0.4% | $688,675 | 22,019 | Held |
| First TR Exchng Traded FD VIYSEP | 0.4% | $679,013 | 24,656 | Held |
| First TR Exchng Traded FD VIFMAY | 0.4% | $663,497 | 11,806 | +69% |
| Spdr Series TrustJNK | 0.4% | $660,770 | 6,857 | Held |
| AlphabetGOOGL | 0.4% | $649,859 | 1,818 | +39% |
| Blackrock ETF Trust IIGGOV | 0.4% | $639,739 | 12,721 | New |
| Spdr Series TrustSPAB | 0.4% | $631,751 | 24,755 | Held |
| Ishares TRMBB | 0.4% | $621,215 | 6,572 | -22% |
| Ishares TRUSXF | 0.4% | $619,220 | 8,916 | Held |
| Spdr Series TrustSPYG | 0.3% | $599,875 | 5,041 | -4% |
| Vanguard MUN BD FDSVTEB | 0.3% | $599,120 | 11,845 | -16% |
| Fidelity Covington TrustFCPI | 0.3% | $591,059 | 10,821 | Held |
| Ishares TRIYW | 0.3% | $579,558 | 2,298 | Held |
| BoeingBA | 0.3% | $574,295 | 2,653 | New |
| Innovator Etfs TrustBFRZ | 0.3% | $555,185 | 20,540 | Held |
| Ishares TREFV | 0.3% | $545,597 | 7,127 | -63% |
| Select Sector Spdr TRXLV | 0.3% | $543,388 | 3,425 | -52% |
| Select Sector Spdr TRXLC | 0.3% | $538,822 | 5,030 | -43% |
| AirbnbABNB | 0.3% | $537,913 | 3,759 | New |
| AbbVieABBV | 0.3% | $534,276 | 2,123 | +28% |
| Ishares TRIEUR | 0.3% | $528,776 | 7,034 | -56% |
| Ishares TRUSMV | 0.3% | $526,605 | 5,459 | Held |
| Innovator Etfs TrustIBUF | 0.3% | $522,844 | 16,609 | Held |
| Innovator Etfs TrustIMAY | 0.3% | $512,137 | 16,143 | +91% |
| Innovator Etfs TrustUOCT | 0.3% | $509,065 | 12,383 | Held |
| Ishares TRMUB | 0.3% | $508,821 | 4,728 | +15% |
Showing the largest 100 of 187.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 46.4% since 30 June 2025.
Where the money is
Technology6.5%
Media & telecom2.8%
Retail & consumer2.0%
Financial services1.3%
Health care1.1%
Industrials0.6%
Other85.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.