StockDriftsStockDriftsTop 50 Wealthgarden F S LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.95% | 14.0K | $10.5M | +97.56%(+6.92K) | $627.63(+23.86%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.4% | 43.6K | $6.0M | +27.99%(+9.53K) | $97.18(+45.88%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.97% | 77.1K | $5.2M | +32.63%(+18.98K) | $51.48(+36.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.76% | 24.3K | $4.9M | +4.66%(+1.08K) | $117.04(+88.36%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.24% | 64.9K | $3.9M | +16.92%(+9.39K) | $52.48(+20.80%) | 2026-06-30 | |
| ACWX | ISHARES TR | 2.06% | 47.7K | $3.6M | +101.70%(+24.04K) | $56.22(+37.83%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 1.87% | 90.0K | $3.3M | +44.64%(+27.79K) | $32.31(+14.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.85% | 11.3K | $3.3M | +15.70%(+1.53K) | $207.47(+47.81%) | 2026-06-30 | |
| BDYN | BLACKROCK ETF TRUST | 1.72% | 109.7K | $3.0M | -33.16%(-54.39K) | $25.63(+11.32%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.7% | 59.4K | $3.0M | +13.53%(+7.08K) | $50.54(-0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.20% |
Wealthgarden F S LLC reports $176.36M in US-listed equity holdings across 187 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.0%), IVW (3.4%) and DYNF (3.0%). The top 20 holdings account for 40.61% of reported assets. Its disclosed equity book has returned +32.17% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthgarden F S LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023633). View Wealthgarden F S LLC’s 13F filings on SEC