WEALTHGARDEN F.S. LLC

CIK

2023633

Location

EL SEGUNDO, CA

Portfolio Value

Micro $23,872,414

Diversification

Diversified

Filing Date

Global Rank

#7,599 / 8,586 ▲ 32

Top Industry

Semiconductors 24.9%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed May 4, 2026 · 43d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.5%

SPY

+42.0%

Annualised alpha

-1.2%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

−1.6 pts

Top 5

53.7%

−0.0 pts

Top 10

76.3%

−1.4 pts

HHI

789

Diversified−37

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$8,006,483	4
Unclassified	27.6%	$6,578,240	7
Communication Services	14.5%	$3,458,664	4
Financial Services	10.7%	$2,564,654	3
Consumer Cyclical	7.5%	$1,800,364	2
Healthcare	6.1%	$1,464,009	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+2,766	9,015	$346,356
AMZN	Amazon Com Inc	+289	4,232	$881,398
MSFT	Microsoft Corp	+201	3,320	$1,228,964
NFLX	Netflix Inc	+145	8,570	$824,005
AAPL	Apple Inc.	+121	9,754	$2,475,467
GOOGL	Alphabet Inc.	+50	1,310	$376,703
META	Meta Platforms, Inc.	+38	3,563	$2,038,499
TSLA	Tesla, Inc.	+4	2,472	$918,966
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−2,978	23,545	$2,075,727
NVDA	Nvidia Corp	−2,804	23,204	$4,046,777
SIVR	abrdn Silver ETF Trust	−2,014	3,420	$244,906
GLDM	World Gold Trust	−1,322	2,366	$219,304
GLD	Spdr Gold Trust	−260	5,072	$2,182,430
BRK-B	Berkshire Hathaway Inc	−88	2,786	$1,335,051
JPM	Jpmorgan Chase & Co	−82	3,038	$893,658
LLY	ELI LILLY & Co	−72	967	$889,417
SPY	Spdr S&P 500 ETF Trust	−42	760	$494,258
DIS	Walt Disney Co	−30	2,277	$219,457
ABBV	AbbVie Inc.	−6	1,663	$361,685
QQQ	Invesco Qqq Trust, Series 1	−4	1,759	$1,015,259
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	871	$212,907
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $23,872,414 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	NEW	871	NEW	$212,907	NEW	0.89%
GLDM	World Gold Trust	Reduced	2,366	-1,322	$219,304	−30.3%	0.92%
DIS	Walt Disney Co Communication Services	Reduced	2,277	-30	$219,457	−16.4%	0.92%
SIVR	abrdn Silver ETF Trust	Reduced	3,420	-2,014	$244,906	−33.4%	1.03%
LSCC	Lattice Semiconductor Corp Technology	Held	2,752	0	$255,275	+26.1%	1.07%
AWF	Alliancebernstein Global High Income Fund Inc Financial Services	Held	33,033	0	$335,945	−4.9%	1.41%
IBIT	iShares Bitcoin Trust ETF	Added	9,015	+2,766	$346,356	+11.6%	1.45%
ABBV	AbbVie Inc. Healthcare	Reduced	1,663	-6	$361,685	−5.2%	1.52%
GOOGL	Alphabet Inc. Communication Services	Added	1,310	+50	$376,703	−4.5%	1.58%
SPY	Spdr S&P 500 ETF Trust	Reduced	760	-42	$494,258	−9.6%	2.07%
NFLX	Netflix Inc Communication Services	Added	8,570	+145	$824,005	+4.3%	3.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,232	+289	$881,398	−3.2%	3.69%
LLY	ELI LILLY & Co Healthcare	Reduced	967	-72	$889,417	−20.3%	3.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,038	-82	$893,658	−11.1%	3.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,472	+4	$918,966	−17.2%	3.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,759	-4	$1,015,259	−6.3%	4.25%
MSFT	Microsoft Corp Technology	Added	3,320	+201	$1,228,964	−18.5%	5.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,786	-88	$1,335,051	−7.6%	5.59%
META	Meta Platforms, Inc. Communication Services	Added	3,563	+38	$2,038,499	−12.4%	8.54%
IAU	Ishares Gold Trust	Reduced	23,545	-2,978	$2,075,727	−3.6%	8.70%
GLD	Spdr Gold Trust	Reduced	5,072	-260	$2,182,430	+3.3%	9.14%
AAPL	Apple Inc. Technology	Added	9,754	+121	$2,475,467	−5.5%	10.37%
NVDA	Nvidia Corp Technology	Reduced	23,204	-2,804	$4,046,777	−16.6%	16.95%