Sign In
test

Jade Eagles

Wealthgarden F.s. Llc

Assets Managed
$146.521M
Holdings
165
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
-3.39%(2Q avg: 2.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthgarden F.s. Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Wealthgarden F.s. Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.521M in assets, with a quarterly growth rate of -3.39% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Jade Eagles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 20.18%
3.17%
$4.634M
7,095 shares@ $653.19 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -10.78%
2.77%
$4.047M
23,204 shares@ $174.41 avg price
BDYN
Ishares Dyn Act Etf
Recent Activity
Increased 6.36%
2.73%
$3.988M
164,042 shares@ $24.31 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.05%
2.63%
$3.849M
34,030 shares@ $113.12 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -14.32%
2.31%
$3.383M
58,147 shares@ $58.18 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.75%
2.18%
$3.193M
16,646 shares@ $191.82 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -11.74%
2.15%
$3.139M
55,484 shares@ $56.58 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 1.73%
2.04%
$2.981M
119,330 shares@ $24.98 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -10.94%
2%
$2.925M
100,413 shares@ $29.14 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.27%
1.97%
$2.883M
21,692 shares@ $132.9 avg price

1-10 of 165