WEALTHGARDEN F.S. LLC
•CIK: 2023633•Filing: Q4 2025
**WEALTHGARDEN F.S. LLC** manages $152M across a diversified portfolio of 159 holdings. The strategy exhibits a clear tilt toward technology and growth sectors, evidenced by top positions in NVDA ($4.8M) and IVW ($4.1M). Significant allocations are also maintained in broad market indices and sector ETFs, including IVV ($4.1M), BDYN ($4.0M), and SCHG ($3.7M). This concentration suggests a conviction in high-growth, market-leading names within the current economic cycle.
Total AUM
$151.7M
QoQ Performance
+8.2%
Positions
48
Top 10 Concentration
25.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.2%
DYNF2.7%
IVW2.7%
IVV2.7%
BDYN2.7%
OEF2.4%
SCHG2.4%
SPYV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.5%
Technology8.4%
ETF3.1%
Financial2.0%
Consumer1.3%
Healthcare1.0%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW16 new positions
↑60 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024