Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $140 Billion
  • Q3 2025

Wealthgarden F.S. LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.1B, Ishares Msci Usa Quality Facto with a value of $4.7B, Ishares Core S&P 500 ETF with a value of $3.97B, Ishares S&P 500 Growth ETF with a value of $3.95B, and Blackrock ETF Tr U S Equity Fa with a value of $3.89B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $120B to 140B.

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 $140 Billion
ETFs: $96.1 Billion
Technology: $9.49 Billion
Communication Services: $5.26 Billion
Financial Services: $3.45 Billion
Consumer Cyclical: $2.34 Billion
Healthcare: $1.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$5.1 Billion 3.64% of portfolio
27,939
Q3 2025 Added 8.04%
$0
$4.7 Billion 3.35% of portfolio
24,030
Q3 2025 Reduced 20.03%
$0
$3.97 Billion 2.83% of portfolio
5,889
Q3 2025 Added 6.98%
$0
$3.95 Billion 2.81% of portfolio
32,504
Q3 2025 Reduced 4.26%
$0
$3.89 Billion 2.77% of portfolio
65,375
Q3 2025 Added 17.81%
Blackrock ETF Trust
-
$3.8 Billion 2.71% of portfolio
-
Q3 2025 New
$0
$3.63 Billion 2.59% of portfolio
112,405
Q3 2025 Added 5.21%
$0
$3.53 Billion 2.52% of portfolio
10,496
Q3 2025 Added 43.84%
$0
$2.71 Billion 1.93% of portfolio
48,444
Q3 2025 Added 0.25%
$0
$2.69 Billion 1.92% of portfolio
52,946
Q3 2025 Added 9.99%
$1.37T
$2.65 Billion 1.89% of portfolio
3,619
Q3 2025 Added 4.5%
$0
$2.57 Billion 1.83% of portfolio
100,997
Q3 2025 Added 20.91%
$4.3T
$2.56 Billion 1.82% of portfolio
9,755
Q3 2025 Reduced 1.82%
$0
$2.46 Billion 1.76% of portfolio
35,956
Q3 2025 Reduced 18.08%
$0
$2.44 Billion 1.74% of portfolio
9,706
Q3 2025 Reduced 2.39%
$0
$2.25 Billion 1.61% of portfolio
7,823
Q3 2025 Added 8.59%
$130B
$2.11 Billion 1.5% of portfolio
5,232
Q3 2025 Added 1.97%
$0
$2 Billion 1.43% of portfolio
37,941
Q3 2025 Added 25.77%
$65.3B
$1.99 Billion 1.42% of portfolio
24,157
Q3 2025 Added 12.54%
$0
$1.92 Billion 1.37% of portfolio
24,871
Q3 2025 New
Blackrock ETF Trust
-
$1.77 Billion 1.26% of portfolio
-
Q3 2025 New
$3.78T
$1.62 Billion 1.16% of portfolio
3,136
Q3 2025 Added 0.03%
$0
$1.5 Billion 1.07% of portfolio
10,216
Q3 2025 Added 13.75%
Blackrock ETF Trust
-
$1.48 Billion 1.05% of portfolio
-
Q3 2025 Added 113.46%
Blackrock ETF Trust
-
$1.42 Billion 1.01% of portfolio
-
Q3 2025 Added 0.68%
$662B
$1.4 Billion 1.0% of portfolio
2,838
Q3 2025 Reduced 8.69%
$0
$1.39 Billion 0.99% of portfolio
36,049
Q3 2025 Reduced 28.47%
$0
$1.33 Billion 0.95% of portfolio
38,240
Q3 2025 Added 5.49%
Morgan Stanley ETF Trust
-
$1.27 Billion 0.91% of portfolio
-
Q3 2025 Added 2.86%
$0
$1.28 Billion 0.91% of portfolio
14,379
Q3 2025 Reduced 15.88%
$1.29T
$1.25 Billion 0.89% of portfolio
2,794
Q3 2025 Added 56.79%
$0
$1.2 Billion 0.86% of portfolio
1,963
Q3 2025 Added 0.36%
$0
$1.16 Billion 0.82% of portfolio
27,316
Q3 2025 Reduced 0.4%
$0
$1.13 Billion 0.81% of portfolio
7,390
Q3 2025 Added 28.86%
$49.1B
$1.06 Billion 0.76% of portfolio
857
Q3 2025 Added 0.94%
$0
$1.05 Billion 0.75% of portfolio
13,268
Q3 2025 Added 16.3%
$0
$1.03 Billion 0.73% of portfolio
11,228
Q3 2025 Reduced 31.96%
$0
$976 Million 0.7% of portfolio
14,090
Q3 2025 Reduced 1.61%
$1.74T
$984 Million 0.7% of portfolio
3,828
Q3 2025 Added 5.98%
Blackrock ETF Trust Ii
-
$977 Million 0.7% of portfolio
-
Q3 2025 Reduced 3.52%
$881B
$951 Million 0.68% of portfolio
3,146
Q3 2025 Added 0.06%
$0
$935 Million 0.67% of portfolio
8,041
Q3 2025 Reduced 31.86%
$0
$931 Million 0.66% of portfolio
9,705
Q3 2025 Reduced 11.22%
$0
$924 Million 0.66% of portfolio
36,594
Q1 2025 Reduced 0.02%
-
$911 Million 0.65% of portfolio
-
Q3 2025 Added 90.83%
$971B
$913 Million 0.65% of portfolio
1,128
Q3 2025 Reduced 13.03%
$0
$903 Million 0.64% of portfolio
1,910
Q2 2025 Reduced 0.83%
$0
$851 Million 0.61% of portfolio
7,020
Q3 2025 Reduced 6.3%
$0
$848 Million 0.61% of portfolio
32,748
Q3 2025 Added 38.9%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $140 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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