WEALTHGARDEN F.S. LLC
CIK
2023633
City
EL SEGUNDO
State / Country
CA
Top Portfolio Positions
23 positions ·
$23,872,414 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
23,204 | $4,046,777 | 16.95% | |
| AAPL |
Apple Inc.
Technology
|
9,754 | $2,475,467 | 10.37% | |
| GLD |
Spdr Gold Trust
|
5,072 | $2,182,430 | 9.14% | |
| IAU |
Ishares Gold Trust
|
23,545 | $2,075,727 | 8.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,563 | $2,038,499 | 8.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,786 | $1,335,051 | 5.59% | |
| MSFT |
Microsoft Corp
Technology
|
3,320 | $1,228,964 | 5.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,759 | $1,015,259 | 4.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,472 | $918,966 | 3.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,038 | $893,658 | 3.74% |
Portfolio Trend
8 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,945 | 33,033 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $353,122 | 33,033 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $370,299 | 33,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $364,353 | 33,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $358,532 | 33,414 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $358,457 | 33,407 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $378,756 | 33,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,958 | 33,393 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||