WEALTHGARDEN F.S. LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,363
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 187 | 176,363 | 13F-HR | WEALTHGARDEN F.S. LLC |
| Q1 2026 | 5/4/2026 | 165 | 146,521 | 13F-HR | WEALTHGARDEN F.S. LLC |
| Q4 2025 | 2/11/2026 | 159 | 151,664 | 13F-HR | WEALTHGARDEN F.S. LLC |
| Q3 2025 | 11/4/2025 | 149 | 140,233 | 13F-HR | WEALTHGARDEN F.S. LLC |
| Q2 2025 | 8/11/2025 | 135 | 120,495 | 13F-HR | WEALTHGARDEN F.S. LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.62 K | 25.3% | 9.348 K | 0 | 9.348 K |
| ETFs | 131.7 K | 74.7% | 20.5 K | 0 | 20.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
176,363
Holdings
187
QoQ value change ($000)
29,842
(20.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.