Wealthgarden-Fs

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  null,
  null,
  "AWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "APLD",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "EFG",
  "IWF",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "IEFA",
  null,
  null,
  "GLD",
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MGC",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "VTEB",
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  null,
  "SPYV",
  null,
  "ESGU",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "RSP",
  "EWJ",
  "USMV",
  "IWB",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 124
Total Value: 104026893
Accession Number: 0001085146-25-002547
Form Type: 13F-HR
CIK: wealthgarden-fs
Manager Name: Wealthgarden-Fs

Data Enrichment

40% identified

49 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $104.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F339

QUAL|46432F339

Shares:34.0K

Value:$5.8M

% of Portfolio:5.6% ($5.8M/$104.0M)

464287200

IVV|464287200

Shares:7.2K

Value:$4.1M

% of Portfolio:3.9% ($4.1M/$104.0M)

464287309

IVW|464287309

Shares:37.5K

Value:$3.5M

% of Portfolio:3.3% ($3.5M/$104.0M)

NVIDIA CORP

NVDA|67066G104

Shares:24.6K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$104.0M)

09290C103

Shares:54.6K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$104.0M)

808524797

SCHD|808524797

Shares:81.1K

Value:$2.3M

% of Portfolio:2.2% ($2.3M/$104.0M)

808524300

SCHG|808524300

Shares:89.1K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$104.0M)

46641Q837

Shares:42.1K

Value:$2.1M

% of Portfolio:2.1% ($2.1M/$104.0M)

78464A508

SPYV|78464A508

Shares:40.8K

Value:$2.1M

% of Portfolio:2.0% ($2.1M/$104.0M)

Apple Inc.

AAPL|037833100

Shares:9.4K

Value:$2.1M

% of Portfolio:2.0% ($2.1M/$104.0M)

46138G649

Shares:10.4K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$104.0M)

81369Y605

Shares:37.7K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$104.0M)

00888H406

Shares:51.8K

Value:$1.8M

% of Portfolio:1.7% ($1.8M/$104.0M)

464287101

Shares:6.2K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$104.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$104.0M)

78468R408

Shares:62.7K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$104.0M)

81369Y803

XLK|81369Y803

Shares:7.6K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$104.0M)

464288877

Shares:26.0K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$104.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:5.0K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$104.0M)

Meta Platforms, Inc.

META|30303M102

Shares:2.4K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$104.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	34.0K	QoQ -1.27% (-441) YoY-	All Managers (Combined)	$5.8M	5.6% ($5.8M/$104.0M)	QoQ -5.26% (-$323.2K) YoY-
(IVVcusip464287200)	7.2K	QoQ -18.29% (-1.6K) YoY-	All Managers (Combined)	$4.1M	3.9% ($4.1M/$104.0M)	QoQ -22.01% (-$1.1M) YoY-
(IVWcusip464287309)	37.5K	QoQ -0.92% (-350) YoY-	All Managers (Combined)	$3.5M	3.3% ($3.5M/$104.0M)	QoQ -9.41% (-$362.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	24.6K	QoQ +6.05% (-1.4K) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$104.0M)	QoQ -14.40% (-$449.1K) YoY-
(cusip09290C103)✕	54.6K	QoQ -3.25% (-1.8K) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$104.0M)	QoQ -7.95% (-$230.1K) YoY-
(SCHDcusip808524797)	81.1K	QoQ +0.40% (+331) YoY-	All Managers (Combined)	$2.3M	2.2% ($2.3M/$104.0M)	QoQ +2.76% (+$61.0K) YoY-
(SCHGcusip808524300)	89.1K	QoQ +9.02% (-7.4K) YoY-	All Managers (Combined)	$2.2M	2.1% ($2.2M/$104.0M)	QoQ -2.04% (-$46.6K) YoY-
(cusip46641Q837)✕	42.1K	QoQ +9.19% (+3.5K) YoY-	All Managers (Combined)	$2.1M	2.1% ($2.1M/$104.0M)	QoQ +9.76% (+$189.8K) YoY-
(SPYVcusip78464A508)	40.8K	QoQ +36.08% (+10.8K) YoY-	All Managers (Combined)	$2.1M	2.0% ($2.1M/$104.0M)	QoQ +35.89% (+$550.4K) YoY-
Apple Inc.(AAPLcusip037833100)	9.4K	QoQ +8.18% (-709) YoY-	All Managers (Combined)	$2.1M	2.0% ($2.1M/$104.0M)	QoQ -4.02% (-$87.3K) YoY-
(cusip46138G649)✕	10.4K	QoQ -0.81% (-85) YoY-	All Managers (Combined)	$2.0M	1.9% ($2.0M/$104.0M)	QoQ -9.02% (-$199.1K) YoY-
(cusip81369Y605)✕	37.7K	QoQ +0.56% (+211) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$104.0M)	QoQ +3.64% (+$65.9K) YoY-
(cusip00888H406)✕	51.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.8M	1.7% ($1.8M/$104.0M)	QoQ -1.70% (-$31.0K) YoY-
(cusip464287101)✕	6.2K	QoQ +32.39% (+1.5K) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$104.0M)	QoQ +24.12% (+$325.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ +0.46% (+14) YoY-	All Managers (Combined)	$1.6M	1.5% ($1.6M/$104.0M)	QoQ +18.04% (+$244.6K) YoY-
(cusip78468R408)✕	62.7K	QoQ +21.16% (+11.0K) YoY-	All Managers (Combined)	$1.6M	1.5% ($1.6M/$104.0M)	QoQ +20.73% (+$270.9K) YoY-
(XLKcusip81369Y803)	7.6K	QoQ -13.50% (-1.2K) YoY-	All Managers (Combined)	$1.6M	1.5% ($1.6M/$104.0M)	QoQ -23.20% (-$472.9K) YoY-
(cusip464288877)✕	26.0K	QoQ -35.64% (-14.4K) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$104.0M)	QoQ -27.70% (-$586.8K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	5.0K	QoQ +8.09% (+375) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$104.0M)	QoQ +28.63% (+$321.1K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.4K	QoQ +10.49% (+231) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$104.0M)	QoQ +8.76% (+$113.0K) YoY-