Wealthgarden F.s

Wealthgarden F.s as of March 31, 2026

Portfolio Holdings for Wealthgarden F.s

Wealthgarden F.s holds 165 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.2 $4.6M 7.1k 653.19
NVIDIA Corporation (NVDA) 2.8 $4.0M 23k 174.40
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 2.7 $4.0M 164k 24.31
Ishares Tr S&p 500 Grwt Etf (IVW) 2.6 $3.8M 34k 113.11
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.3 $3.4M 58k 58.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.2 $3.2M 17k 191.81
Spdr Series Trust State Street Spd (SPYV) 2.1 $3.1M 56k 56.58
Spdr Series Trust State Street Spd (SJNK) 2.0 $3.0M 119k 24.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $2.9M 100k 29.13
Select Sector Spdr Tr State Street Tec (XLK) 2.0 $2.9M 22k 132.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $2.6M 52k 50.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $2.5M 82k 30.68
Apple (AAPL) 1.7 $2.5M 9.8k 253.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.5 $2.2M 9.2k 237.62
Spdr Gold Tr Gold Shs (GLD) 1.5 $2.2M 5.1k 430.32
Ishares Gold Tr Ishares New (IAU) 1.4 $2.1M 24k 88.16
Meta Platforms Cl A (META) 1.4 $2.0M 3.6k 572.10
Select Sector Spdr Tr State Street Fin (XLF) 1.4 $2.0M 41k 49.37
Blackrock Etf Trust Ishares Intl Ctr (CORO) 1.4 $2.0M 62k 32.15
Blackrock Etf Trust Disciplined Vola (BDVL) 1.2 $1.7M 70k 24.65
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.7M 19k 90.53
Ishares Tr Msci Acwi Ex Us (ACWX) 1.1 $1.6M 24k 68.47
Spdr Series Trust State Street Spd (SPYM) 1.1 $1.6M 21k 76.54
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.1 $1.6M 22k 72.69
Blackrock Etf Trust Ishares A I Inno (BAI) 1.1 $1.6M 47k 32.95
Blackrock Etf Trust Ishares Us Thema (THRO) 1.0 $1.4M 40k 36.22
Ishares Tr Eafe Value Etf (EFV) 1.0 $1.4M 19k 74.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.4M 18k 80.58
Aim Etf Products Trust Allianzim Us Eqt (JULW) 0.9 $1.4M 36k 38.81
Select Sector Spdr Tr State Street Ind (XLI) 0.9 $1.4M 8.4k 161.73
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $1.4M 9.6k 141.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 2.8k 479.20
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $1.3M 52k 24.91
Ishares Tr S&p 100 Etf (OEF) 0.9 $1.3M 4.0k 318.06
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.3M 6.0k 211.13
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.9 $1.3M 11k 112.11
Microsoft Corporation (MSFT) 0.8 $1.2M 3.3k 370.21
Innovator Etfs Trust Power Buffer Set (PSTP) 0.8 $1.2M 35k 34.47
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.8 $1.2M 27k 42.96
Global X Fds Defense Tech Etf (SHLD) 0.8 $1.2M 16k 70.84
Ishares Tr Core Msci Euro (IEUR) 0.8 $1.1M 16k 70.27
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.7 $1.1M 27k 41.06
Ishares Tr Core Univrsl Usd (IUSB) 0.7 $1.1M 24k 46.19
Select Sector Spdr Tr State Street Hea (XLV) 0.7 $1.1M 7.2k 146.60
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.0M 9.6k 108.99
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 3.6k 286.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.0M 1.8k 577.17
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $1.0M 19k 51.93
Select Sector Spdr Tr State Street Com (XLC) 0.7 $981k 8.9k 110.86
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.6 $942k 37k 25.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $938k 9.1k 103.43
Innovator Etfs Trust International Dv (IOCT) 0.6 $923k 26k 35.05
Tesla Motors (TSLA) 0.6 $919k 2.5k 371.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $908k 2.1k 426.44
JPMorgan Chase & Co. (JPM) 0.6 $894k 3.0k 294.16
Eli Lilly & Co. (LLY) 0.6 $889k 967.00 919.77
Amazon (AMZN) 0.6 $881k 4.2k 208.28
Ishares Core Msci Emkt (IEMG) 0.6 $875k 13k 69.75
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.6 $862k 22k 39.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $856k 34k 25.10
Netflix (NFLX) 0.6 $824k 8.6k 96.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.6 $813k 16k 50.33
Ishares Tr Mbs Etf (MBB) 0.5 $801k 8.4k 94.95
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $792k 7.9k 100.72
American Centy Etf Tr Calif Mun Bd Etf (CATF) 0.5 $751k 15k 49.82
Ishares Tr Us Aer Def Etf (ITA) 0.5 $745k 3.4k 218.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $733k 3.8k 191.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $718k 1.00 718140.00
Select Sector Spdr Tr State Street Con (XLY) 0.5 $701k 6.4k 108.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $700k 14k 49.89
Ishares Tr Europe Etf (IEV) 0.5 $679k 10k 67.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $678k 10k 67.53
Ishares Tr Russell 2000 Etf (IWM) 0.5 $672k 2.7k 248.00
Innovator Etfs Trust Intl Developed P (IFEB) 0.4 $656k 22k 29.81
Spdr Series Trust State Street Spd (JNK) 0.4 $648k 6.8k 95.71
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $646k 12k 53.35
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.4 $645k 25k 26.17
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.4 $637k 9.1k 70.14
Spdr Series Trust State Street Spd (SPAB) 0.4 $635k 25k 25.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $598k 15k 40.19
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $570k 25k 22.91
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $548k 1.7k 328.63
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 0.4 $542k 21k 26.36
Fidelity Covington Trust Stock For Infl (FCPI) 0.4 $532k 11k 49.16
Ishares Msci Gbl Gold Mn (RING) 0.4 $532k 6.7k 78.97
Spdr Series Trust State Street Spd (SPYG) 0.4 $514k 5.3k 97.92
Ishares Tr Core Intl Aggr (IAGG) 0.3 $503k 10k 50.04
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $501k 5.4k 92.74
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) 0.3 $497k 17k 29.52
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $494k 760.00 650.34
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $486k 8.8k 55.20
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.3 $477k 13k 36.28
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.3 $474k 12k 38.24
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.3 $471k 18k 25.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $470k 20k 23.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $469k 1.5k 320.77
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.3 $465k 11k 41.72
Ishares Tr National Mun Etf (MUB) 0.3 $438k 4.1k 106.15
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $424k 6.9k 61.26
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $422k 9.9k 42.54
Ishares Tr U.s. Tech Etf (IYW) 0.3 $419k 2.3k 181.40
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $418k 9.1k 45.65
Ishares Tr Msci Usa Value (VLUE) 0.3 $417k 2.9k 142.21
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.3 $412k 16k 26.00
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.3 $409k 9.4k 43.55
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.3 $407k 12k 35.41
Ishares Msci Japan Etf (EWJ) 0.3 $393k 4.7k 84.45
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $390k 3.2k 121.21
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $386k 4.5k 86.69
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) 0.3 $377k 17k 21.99
Alphabet Cap Stk Cl A (GOOGL) 0.3 $377k 1.3k 287.63
Ishares Tr Us Home Cons Etf (ITB) 0.3 $373k 4.1k 90.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.3 $369k 7.0k 52.80
Abbvie (ABBV) 0.2 $362k 1.7k 217.51
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $352k 7.7k 45.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $346k 9.0k 38.42
AllianceBernstein Global Hgh Incm (AWF) 0.2 $336k 33k 10.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $335k 2.4k 142.43
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.2 $320k 6.7k 48.00
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $320k 834.00 383.20
Ishares Tr Rus 1000 Etf (IWB) 0.2 $319k 895.00 356.56
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $317k 6.7k 47.55
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.2 $308k 9.5k 32.53
Schwab Strategic Tr Long Term Us (SCHQ) 0.2 $303k 9.6k 31.43
Ishares Msci World Etf (URTH) 0.2 $299k 1.7k 180.01
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $294k 13k 23.14
Spdr Series Trust State Street Spd (LGLV) 0.2 $293k 1.6k 178.12
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $290k 3.8k 75.46
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.2 $290k 8.6k 33.93
Ishares Tr Esg Optimized (SUSA) 0.2 $290k 2.2k 132.10
Ishares Esg Awr Msci Em (ESGE) 0.2 $289k 6.4k 45.47
Ssga Active Etf Tr State Street Dou (TOTL) 0.2 $286k 7.2k 39.73
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $280k 4.9k 57.64
Vanguard Index Fds Growth Etf (VUG) 0.2 $267k 612.00 436.79
Spdr Series Trust State Street Spd (XAR) 0.2 $262k 1.0k 254.00
Innovator Etfs Trust Equity Defined P (APOC) 0.2 $261k 10k 25.54
Lattice Semiconductor (LSCC) 0.2 $255k 2.8k 92.76
Innovator Etfs Trust Intl Developed P (IMAY) 0.2 $255k 8.5k 30.13
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $251k 3.3k 75.09
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $250k 6.0k 41.88
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $249k 4.9k 50.84
Innovator Etfs Trust Equity Defined P (JAJL) 0.2 $248k 8.5k 29.07
Innovator Etfs Trust Index Autocallab (ACII) 0.2 $247k 9.9k 25.08
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $246k 7.3k 33.46
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $245k 3.4k 71.61
Spdr Index Shs Fds State Street Spd (CWI) 0.2 $240k 6.5k 36.59
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $238k 2.1k 111.38
Aim Etf Products Trust Allianzim Us Equ (JUNW) 0.2 $234k 7.0k 33.35
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) 0.2 $226k 7.5k 30.32
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.2 $223k 8.3k 26.75
Walt Disney Company (DIS) 0.1 $220k 2.3k 96.38
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $219k 2.4k 92.69
Spdr Series Trust State Street Spd (SPMD) 0.1 $217k 3.7k 59.22
Johnson & Johnson (JNJ) 0.1 $213k 871.00 244.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $213k 6.9k 30.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $212k 4.4k 47.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.1 $211k 5.5k 38.71
Spdr Series Trust State Street Spd (TFI) 0.1 $210k 4.6k 45.34
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.1 $210k 6.6k 31.95
Innovator Etfs Trust Us Small Cap 10 (RBUF) 0.1 $209k 7.1k 29.29
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.1 $208k 8.1k 25.70
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $208k 7.8k 26.55
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $207k 2.1k 99.27
Ishares Tr Esg Awr Msci Usa (EVUS) 0.1 $207k 6.5k 31.83
Ishares Tr Core 40/60 Moder (AOM) 0.1 $200k 4.2k 47.37