Wealthgarden F.S. LLC ETF holdings
El Segundo, CA
Reported $149.9M in 161 ETFs in its Form 13F for June 30, 2026.
ETF value
$149.9M
ETFs held
161
Change from prior quarter
+17.6%
With price moves
ETFs as a share of its 13F
85.0%
of $176.4M
Top 10 of 161 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.5M | 14,017 | +6,922 shares |
| IVW | iShares S&P 500 Growth ETF | $6.0M | 43,556 | +9,526 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $5.2M | 77,123 | +18,976 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $3.9M | 64,871 | +9,387 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $3.6M | 47,675 | +24,038 shares |
| CORO | iShares International Country Rotation Active ETF | $3.3M | 90,040 | +27,787 shares |
| BDYN | iShares Dynamic Equity Active ETF | $3.0M | 109,650 | −54,392 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $3.0M | 59,404 | +7,078 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $3.0M | 15,586 | −6,106 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $2.7M | 52,073 | +5,001 shares |
151 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002023633. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealthgarden F.S. LLC own?
Wealthgarden F.S. LLC reported 161 ETF positions worth $149.9M in its Form 13F for June 30, 2026. The largest was IVV, at $10.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.