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Wealthgarden F.S. LLC
WEALTHGARDEN F.S. LLC is a SEC-registered investment advisory firm headquartered in California. Founded in 2021, the firm provides holistic financial planning and wealth management services, including legacy planning and personal financial strategies. It registered with the SEC in 2024 and operates with a small, specialized team serving individuals and families who seek comprehensive care for their financial future. The advisory is focused on creating long-term relationships and customized solutions for clients.
Investment Strategy
WEALTHGARDEN F.S. LLC focuses on holistic financial planning and wealth management for individuals and families. Their investment strategy emphasizes comprehensive care, tailored portfolios, and long-term growth aligned with clients’ personal goals. The firm’s approach encompasses legacy planning, life events support, and maintaining financial health across various aspects of a client's financial life. They combine personalized advice with ongoing relationship management to help clients nurture and grow their wealth over time.
Latest 13F Filing Activity
Wealthgarden F.S. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $120M. The fund increased holdings in Nvidia Corporation, Meta Platforms Inc., Ishares TR among other positions. Wealthgarden F.S. LLC reduced exposure to Ishares Inc., Vanguard World FD, Ishares TR among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 4.59% | $5.5M | 30,050 | $172.26 | $182.82 | -$279.6K |
N NVDA | NVIDIA CORPORATION | 3.82% | $4.6M | 25,859 | $125.00 | $157.99 | +$1.9M |
I IVW | ISHARES TR | 3.21% | $3.9M | 33,950 | $93.23 | $110.10 | +$383.7K |
I IVV | ISHARES TR | 2.90% | $3.5M | 5,505 | $548.41 | $620.90 | -$558.1K |
S SCHG | SCHWAB STRATEGIC TR | 2.68% | $3.2M | 106,836 | $26.02 | $29.21 | +$997.9K |
Industry Allocation
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