WEALTHGARDEN F.S. LLC

CIK 0002023633 · Q2 2026

13F Equity AUM

$176.4M

+20.4% QoQ

Positions

187

+22 QoQ

AUM Rank

#6,586

Top 76%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 17.3%Top 10: 26.5%Top 20: 40.6%

IVV6.0%

IVW3.4%

DYNF3.0%

NVDA2.8%

SPYV2.2%

ACWX2.1%

CORO1.9%

AAPL1.9%

BDYN1.7%

JPST1.7%

Others (177)73.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.1%

Technology6.5%

Fund3.8%

Communication Services2.8%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 187Median: 0.30%Avg: 0.53%

0–0.5%

129(30.9%)

0.5–1%

33(23.2%)

1–3%

23(36.6%)

3–5%

1(3.4%)

5%+

1(6.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 187vs 20 funds

0%Low

187

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased59Decreased73Exited5

New Positions

IALT1.1%

+68K

BLACKROCK ETF TRUST0.5%

+37K

PANW0.5%

+2K

MTUM0.5%

+2K

SPHQ0.4%

+8K

FJUN0.4%

+12K

GGOV0.4%

+13K

BA0.3%

+3K

ABNB0.3%

+4K

SCHP0.3%

+18K

Increased

CORO1.9%

+28K(+45%)

ACWX2.1%

+24K(+102%)

DYNF3.0%

+19K(+33%)

BLCR1.1%

+14K(+51%)

SCYB0.4%

+13K(+82%)

GOVT0.5%

+12K(+49%)

SHLD0.9%

+10K(+60%)

IVW3.4%

+10K(+28%)

IUSB0.9%

+9K(+40%)

SPYV2.2%

+9K(+17%)

Decreased

BDYN1.7%

-54,392(-33%)

BDVL0.5%

-34,836(-50%)

SCHG1.3%

-33,027(-33%)

XLF0.8%

-14,351(-35%)

SJNK1.5%

-13,888(-12%)

EFV0.3%

-12,169(-63%)

BINC0.3%

-10,952(-57%)

FSEP0.2%

-10,830(-67%)

IEUR0.3%

-9,069(-56%)

IEFA0.6%

-8,357(-44%)

Exited

-6,734

-9,648

-3,420

-2,366

-5,456

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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