StockDrifts LogoStockDrifts

Wealthgarden F.s. Llc

Portfolio Manager
Wealthgarden F.s. Llc
Performance
-3.06% (2026 Q1)
AUM (13F)
$146.52M
# of Holdings
165
Performance Rank
Allocation (Top 20)
38.85%

Wealthgarden F.s. Llc Holdings Map

Top 50 Wealthgarden F.s. Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
3.16%7.1K$4.6M
+20.17%(+1.19K)
2025-Q1: 7.2K shares2025-Q2: 5.5K shares2025-Q3: 5.9K shares2025-Q4: 5.9K shares2026-Q1: 7.1K shares
$564.91(+32.01%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.76%23.2K$4.0M
-10.78%(-2.80K)
2025-Q1: 24.6K shares2025-Q2: 25.9K shares2025-Q3: 27.9K shares2025-Q4: 26.0K shares2026-Q1: 23.2K shares
$113.98(+98.13%)
2026-03-31
BDYN
BLACKROCK ETF TRUST
2.72%164.0K$4.0M
+6.36%(+9.81K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 148.1K shares2025-Q4: 154.2K shares2026-Q1: 164.0K shares
$25.63(+6.86%)
2026-03-31
IVW
ISHARES TR
2.63%34.0K$3.8M
+2.05%(+682)
2025-Q1: 37.5K shares2025-Q2: 34.0K shares2025-Q3: 32.5K shares2025-Q4: 33.3K shares2026-Q1: 34.0K shares
$89.92(+52.64%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
2.31%58.1K$3.4M
-14.32%(-9.72K)
2025-Q1: 54.6K shares2025-Q2: 55.5K shares2025-Q3: 65.4K shares2025-Q4: 67.9K shares2026-Q1: 58.1K shares
$47.97(+38.51%)
2026-03-31
QUAL
ISHARES TR
2.18%16.6K$3.2M
-1.76%(-298)
2025-Q1: 34.0K shares2025-Q2: 30.1K shares2025-Q3: 24.0K shares2025-Q4: 16.9K shares2026-Q1: 16.6K shares
$169.93(+24.15%)
2026-03-31
SPYV
SPDR SERIES TRUST
2.14%55.5K$3.1M
-11.75%(-7.39K)
2025-Q1: 40.8K shares2025-Q2: 48.3K shares2025-Q3: 48.4K shares2025-Q4: 62.9K shares2026-Q1: 55.5K shares
$51.51(+16.83%)
2026-03-31
SJNK
SPDR SERIES TRUST
2.03%119.3K$3.0M
+1.73%(+2.03K)
2025-Q1: 62.7K shares2025-Q2: 83.5K shares2025-Q3: 101.0K shares2025-Q4: 117.3K shares2026-Q1: 119.3K shares
$25.32(-1.13%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
2%100.4K$2.9M
-10.95%(-12.34K)
2025-Q1: 89.1K shares2025-Q2: 106.8K shares2025-Q3: 112.4K shares2025-Q4: 112.8K shares2026-Q1: 100.4K shares
$25.14(+36.51%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
1.97%21.7K$2.9M
+1.26%(+270)
2025-Q1: 7.6K shares2025-Q2: 7.2K shares2025-Q3: 7.8K shares2025-Q4: 21.4K shares2026-Q1: 21.7K shares
$119.79(+47.63%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Wealthgarden F.s. Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all