Wealthgarden F.S. LLC holds a diversified book of 187 stocks worth $176.4M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares Dyn Act ETF. Their largest long position is Ishares Core S&P 500 ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2023633/holdings"
Use Arkolith to show WEALTHGARDEN F.S. LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Wealthgarden F.S. LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealthgarden F.S. LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $20.1B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $123.4B |
| LPL Financial LLC | 76 / 80 | $113.5B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $19.0B |
| Cetera Investment Advisers | 75 / 80 | $26.3B |
| Kestra Advisory Services, LLC | 75 / 80 | $8.0B |
| AE Wealth Management LLC | 75 / 80 | $4.9B |
| HARBOUR INVESTMENTS, INC. | 75 / 80 | $1.5B |
Ranked by how many of Wealthgarden F.S. LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $10.5M | 14.0K | 6.0% | ▲+98% Added · +7K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $6.0M | 43.6K | 3.4% | ▲+28% Added · +10K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $5.2M | 77.1K | 3.0% | ▲+33% Added · +19K sh | |
| 4 | Nvidia Corporation COM | $4.9M | 24.3K | 2.8% | ▲+4.7% Added · +1K sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $3.9M | 64.9K | 2.2% | ▲+17% Added · +9K sh | |
| 6 | Ishares TR MSCI ACWI EX US | $3.6M | 47.7K | 2.1% | ▲+102% Added · +24K sh | |
| 7 | BlackRock ETF Trust ISHA IN CTRY ETF | $3.3M | 90.0K | 1.9% | ▲+45% Added · +28K sh | |
| 8 | Apple Inc COM | $3.3M | 11.3K | 1.9% | ▲+16% Added · +2K sh | |
| 9 | BlackRock ETF Trust DYNAMIC EQTY ACT | $3.0M | 109.7K | 1.7% | ▼−33% Reduced · −54K sh | |
| 10 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.0M | 59.4K | 1.7% | ▲+14% Added · +7K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $3.0M | 15.6K | 1.7% | ▼−28% Reduced · −6K sh | |
| 12 | BlackRock ETF Trust ISHA I IN TE ETF | $2.7M | 52.1K | 1.6% | ▲+11% Added · +5K sh | |
| 13 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.7M | 9.1K | 1.6% | ▼−1.9% Reduced · −179 sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $2.7M | 84.3K | 1.5% | ▲+2.5% Added · +2K sh | |
| 15 | SPDR Series Trust ST TERM HIGH ETF | $2.6M | 105.4K | 1.5% | ▼−12% Reduced · −14K sh | |
| 16 | SPDR Series Trust ST STR P500ETF | $2.4M | 27.5K | 1.4% | ▲+32% Added · +7K sh | |
| 17 | Ishares TR MSCI USA QLT FCT | $2.4M | 10.9K | 1.4% | ▼−35% Reduced · −6K sh | |
| 18 | Schwab Strategic TR US LCAP GR ETF | $2.3M | 67.4K | 1.3% | ▼−33% Reduced · −33K sh | |
| 19 | BlackRock ETF Trust ISHA LA CORE ETF | $2.0M | 40.1K | 1.1% | ▲+51% Added · +14K sh | |
| 20 | Ishares Gold TR ISHARES NEW | $2.0M | 26.0K | 1.1% | ▲+10% Added · +2K sh | |
| 21 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.9M | 11.8K | 1.1% | ▲+4.8% Added · +541 sh | |
| 22 | BlackRock ETF Trust ISHA SYST AL ETF | $1.9M | 67.8K | 1.1% | ▲New New position | |
| 23 | Morgan Stanley ETF Trust CALVE INDEX ETF | $1.9M | 22.3K | 1.1% | ▲+2.5% Added · +547 sh | |
| 24 | SPDR Gold TR GOLD SHS | $1.9M | 5.1K | 1.1% | ▲+0.3% Added · +14 sh | |
| 25 | Meta Platforms Inc CL A | $1.9M | 3.3K | 1.1% | ▼−7.4% Reduced · −265 sh | |
| 26 | BlackRock ETF Trust ISHA US THEM ETF | $1.6M | 36.7K | 0.9% | ▼−8.3% Reduced · −3K sh | |
| 27 | Tesla Inc COM | $1.6M | 3.7K | 0.9% | ▲+52% Added · +1K sh | |
| 28 | Global X FDS DEFENSE TECH ETF | $1.6M | 26.1K | 0.9% | ▲+60% Added · +10K sh | |
| 29 | Microsoft Corp COM | $1.5M | 4.1K | 0.9% | ▲+23% Added · +777 sh | |
| 30 | Ishares TR CORE UNIVRSL USD | $1.5M | 32.9K | 0.9% | ▲+40% Added · +9K sh | |
| 31 | Ishares TR ESG AWR MSCI USA | $1.5M | 9.2K | 0.9% | ▼−3.5% Reduced · −336 sh | |
| 32 | Aim ETF Products Trust ALLIANZIM US EQT | $1.5M | 35.8K | 0.8% | ▼~0% Reduced · −10 sh | |
| 33 | Alphabet Inc CAP STK CL C | $1.5M | 4.1K | 0.8% | ▲+13% Added · +475 sh | |
| 34 | Ishares TR S&P 100 ETF | $1.4M | 4.0K | 0.8% | ▼−0.6% Reduced · −22 sh | |
| 35 | Select Sector SPDR TR ST STR FINL ETF | $1.4M | 26.6K | 0.8% | ▼−35% Reduced · −14K sh | |
| 36 | Ishares TR 0-5 YR TIPS ETF | $1.4M | 13.6K | 0.8% | ▲+50% Added · +5K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.8K | 0.8% | ▼−0.9% Reduced · −26 sh | |
| 38 | Amazon Com Inc COM | $1.3M | 5.6K | 0.8% | ▲+32% Added · +1K sh | |
| 39 | Ishares TR S&P 500 VAL ETF | $1.3M | 5.8K | 0.7% | ▼−2.9% Reduced · −175 sh | |
| 40 | American Centy ETF TR AVANTIS EMGMKT | $1.3M | 13.3K | 0.7% | ▼−24% Reduced · −4K sh | |
| 41 | Schwab Strategic TR INT-TRM U.S TRES | $1.3M | 51.7K | 0.7% | ▼−0.1% Reduced · −28 sh | |
| 42 | Innovator Etfs Trust POWER BUFFER SET | $1.3M | 34.4K | 0.7% | ▼−2.0% Reduced · −707 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $1.3M | 1.7K | 0.7% | ▼−2.3% Reduced · −40 sh | |
| 44 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.7% | ▲+4.4% Added · +43 sh | |
| 45 | First TR Exchng Traded FD VI FT VEST U.S | $1.2M | 27.2K | 0.7% | ▼~0% Reduced · −13 sh | |
| 46 | Select Sector SPDR TR ST STR INDL ETF | $1.1M | 5.8K | 0.6% | ▼−31% Reduced · −3K sh | |
| 47 | Ishares TR RUS 1000 GRW ETF | $1.1M | 8.5K | 0.6% | ▲+300% Added · +6K sh | |
| 48 | Ishares TR CORE MSCI EAFE | $1.0M | 10.7K | 0.6% | ▼−44% Reduced · −8K sh | |
| 49 | Ishares TR ISHARES SEMICDTR | $1.0M | 1.6K | 0.6% | ▼−4.2% Reduced · −70 sh | |
| 50 | Schwab Strategic TR US BRD MKT ETF | $1.0M | 35.1K | 0.6% | ▲+2.8% Added · +967 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 187 | $176.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 165 | $146.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 159 | $151.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 149 | $140.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 135 | $120.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 124 | $104.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 122 | $107.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 119 | $102.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.