WEALTHGARDEN F.S. LLC

CIK

2023633

Location

EL SEGUNDO, CA

Portfolio Value

Micro $31,640,684

Diversification

Diversified

Filing Date

Global Rank

#7,428 / 8,517 ▲ 461

Top Industry

Semiconductors 23.6%

3Y Alpha vs SPY

+12.8%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+74.6%

SPY

+42.8%

Annualised alpha

+12.6%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.4%

+1.3 pts

Top 5

43.7%

−1.1 pts

Top 10

66.1%

−4.0 pts

HHI

627

Diversified−9

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$11,551,289	8
Unclassified	23.5%	$7,431,702	6
Consumer Cyclical	10.9%	$3,446,163	3
Communication Services	10.8%	$3,422,191	4
Financial Services	8.6%	$2,719,344	3
Healthcare	6.2%	$1,967,624	3
Industrials	3.5%	$1,102,371	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+4,509	13,524	$450,213
IAU	Ishares Gold Trust	+2,415	25,960	$1,960,239
AAPL	Apple Inc.	+1,531	11,285	$3,265,427
AMZN	Amazon Com Inc	+1,356	5,588	$1,331,843
TSLA	Tesla, Inc.	+1,276	3,748	$1,576,408
NFLX	Netflix Inc	+1,202	9,772	$697,720
NVDA	Nvidia Corp	+1,082	24,286	$4,859,385
MSFT	Microsoft Corp	+777	4,097	$1,528,262
SPY	Spdr S&P 500 ETF Trust	+485	1,245	$929,728
ABBV	AbbVie Inc.	+460	2,123	$534,231
LLY	ELI LILLY & Co	+43	1,010	$1,211,424
GLD	Spdr Gold Trust	+14	5,086	$1,873,580
JPM	Jpmorgan Chase & Co	+11	3,049	$998,029
JNJ	Johnson & Johnson	+3	874	$221,969
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,139	1,818	$649,698
META	Meta Platforms, Inc.	−265	3,298	$1,857,730
QQQ	Invesco Qqq Trust, Series 1	−40	1,719	$1,265,871
BRK-B	Berkshire Hathaway Inc	−27	2,760	$1,381,076
DIS	Walt Disney Co	−22	2,255	$217,043
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BFLX	Cann American Corp.	37,164	$952,071
PANW	Palo Alto Networks Inc	2,369	$807,876
BA	Boeing Co	2,653	$574,294
ABNB	Airbnb, Inc.	3,759	$537,912
RTX	RTX Corp	1,498	$284,215
GLW	Corning Inc /Ny	956	$244,191
CAT	Caterpillar Inc	229	$243,862
TSM	Taiwan Semiconductor Manufacturing Co Ltd	455	$217,294
INTC	Intel Corp	1,489	$207,909
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	47,072	$1,551,022
CGGR	Capital Group Growth ETF	14,868	$597,544
CGDV	Capital Group Dividend Value ETF	9,914	$421,741
ACII	Innovator Index Autocallable Income Strategy ETF	9,851	$247,063
SIVR	abrdn Silver ETF Trust	3,420	$244,906
CWI	State Street SPDR MSCI ACWI ex-US ETF	6,548	$239,591
GLDM	World Gold Trust	2,366	$219,304
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $31,640,684 total · filing declares 187 positions · $176,363,162 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	24,286	+1,082	$4,859,385	+20.1%	15.36%
AAPL	Apple Inc. Technology	Added	11,285	+1,531	$3,265,427	+31.9%	10.32%
IAU	Ishares Gold Trust	Added	25,960	+2,415	$1,960,239	−5.6%	6.20%
GLD	Spdr Gold Trust	Added	5,086	+14	$1,873,580	−14.2%	5.92%
META	Meta Platforms, Inc. Communication Services	Reduced	3,298	-265	$1,857,730	−8.9%	5.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,748	+1,276	$1,576,408	+71.5%	4.98%
MSFT	Microsoft Corp Technology	Added	4,097	+777	$1,528,262	+24.4%	4.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,760	-27	$1,381,076	−32.7%	4.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,588	+1,356	$1,331,843	+51.1%	4.21%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,719	-40	$1,265,871	+24.7%	4.00%
LLY	ELI LILLY & Co Healthcare	Added	1,010	+43	$1,211,424	+36.2%	3.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,049	+11	$998,029	+11.7%	3.15%
BFLX	Cann American Corp.	NEW	37,164	NEW	$952,071	NEW	3.01%
SPY	Spdr S&P 500 ETF Trust	Added	1,245	+485	$929,728	+88.1%	2.94%
PANW	Palo Alto Networks Inc Technology	NEW	2,369	NEW	$807,876	NEW	2.55%
NFLX	Netflix Inc Communication Services	Added	9,772	+1,202	$697,720	−15.3%	2.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,818	-3,139	$649,698	−54.3%	2.05%
BA	Boeing Co Industrials	NEW	2,653	NEW	$574,294	NEW	1.82%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	3,759	NEW	$537,912	NEW	1.70%
ABBV	AbbVie Inc. Healthcare	Added	2,123	+460	$534,231	+47.7%	1.69%
IBIT	iShares Bitcoin Trust ETF	Added	13,524	+4,509	$450,213	+30.0%	1.42%
LSCC	Lattice Semiconductor Corp Technology	Held	2,752	0	$420,945	+64.9%	1.33%
AWF	Alliancebernstein Global High Income Fund Inc Financial Services	Held	33,033	0	$340,239	+1.3%	1.08%
RTX	RTX Corp Industrials	NEW	1,498	NEW	$284,215	NEW	0.90%
GLW	Corning Inc /Ny Technology	NEW	956	NEW	$244,191	NEW	0.77%
CAT	Caterpillar Inc Industrials	NEW	229	NEW	$243,862	NEW	0.77%
JNJ	Johnson & Johnson Healthcare	Added	874	+3	$221,969	+4.3%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	455	NEW	$217,294	NEW	0.69%
DIS	Walt Disney Co Communication Services	Reduced	2,255	-22	$217,043	−1.1%	0.69%
INTC	Intel Corp Technology	NEW	1,489	NEW	$207,909	NEW	0.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.