Long-term investor
Wealthgarden F.s. LLC @wealthgardenfsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023633).
Record
- Tracked since 2025-06-30 (434 days), 156 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months +6.8% · 1 year +13.8% · all +13.8%
- Max drawdown -5.2% · Sharpe 0.62 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 6.0% · long · since 2025-06-30
- IVW · 3.4% · long · since 2025-06-30
- DYNF · 3.0% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- SPYV · 2.2% · long · since 2025-06-30
- ACWX · 2.1% · long · since 2026-03-31
- CORO · 1.9% · long · since 2026-03-31
- AAPL · 1.9% · long · since 2025-06-30
- BDYN · 1.7% · long · since 2025-09-30
- JPST · 1.7% · long · since 2025-06-30
- XLK · 1.7% · long · since 2025-06-30
- BAI · 1.6% · long · since 2025-06-30