Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $120 Billion
  • Q2 2025

Wealthgarden F.S. LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $5.53B, Nvidia Corp with a value of $4.6B, Ishares S&P 500 Growth ETF with a value of $3.87B, Ishares Core S&P 500 ETF with a value of $3.49B, and Schwab Strategic Tr Us Large C with a value of $3.23B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $104B to 120B.

Wealthgarden F.S. LLC is based out at El Segundo, CA

Below you can find more details about Wealthgarden F.S. LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $86.5 Billion
Technology: $8.33 Billion
Communication Services: $4.67 Billion
Financial Services: $3.49 Billion
Consumer Cyclical: $1.86 Billion
Healthcare: $1.27 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $120 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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