Wealthgate Family Office
Latest statistics and disclosures from Wealthgate Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IYG, EVCM, AAPL, HEFA, and represent 73.33% of Wealthgate Family Office's stock portfolio.
- Added to shares of these 10 stocks: IYG, COIN, ASML, IEFA, EMQQ, EFA, SPY, VTI, GS, VWO.
- Started 4 new stock positions in IEFA, ASML, COIN, EMQQ.
- Wealthgate Family Office was a net buyer of stock by $3.6M.
- Wealthgate Family Office has $39M in assets under management (AUM), dropping by 19.70%.
- Central Index Key (CIK): 0001835441
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Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 44.6 | $17M | 33k | 523.07 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 9.5 | $3.7M | +200% | 55k | 66.30 |
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| Evercommerce (EVCM) | 7.2 | $2.8M | 294k | 9.42 |
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| Apple (AAPL) | 6.9 | $2.7M | 16k | 171.48 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 5.1 | $2.0M | 56k | 34.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.9 | $1.9M | 7.3k | 259.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.5 | $1.7M | 42k | 41.77 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.0 | $781k | +14% | 9.8k | 79.86 |
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| Lamb Weston Hldgs (LW) | 1.9 | $733k | 6.9k | 106.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $691k | 1.6k | 420.52 |
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| ConAgra Foods (CAG) | 1.7 | $672k | 23k | 29.64 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $517k | 12k | 42.01 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $473k | 2.4k | 200.30 |
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| Goldman Sachs (GS) | 1.2 | $448k | 1.1k | 417.87 |
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| Arrow Electronics (ARW) | 1.0 | $399k | 3.1k | 129.46 |
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| Nike CL B (NKE) | 1.0 | $376k | 4.0k | 93.98 |
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| Coinbase Global Com Cl A (COIN) | 0.9 | $344k | NEW | 1.3k | 265.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $311k | 2.1k | 150.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $264k | NEW | 272.00 | 970.47 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $236k | 3.3k | 72.36 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $206k | NEW | 2.8k | 74.22 |
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| Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 0.5 | $201k | NEW | 6.4k | 31.31 |
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Past Filings by Wealthgate Family Office
SEC 13F filings are viewable for Wealthgate Family Office going back to 2020
- Wealthgate Family Office 2024 Q1 filed May 8, 2024
- Wealthgate Family Office 2023 Q3 filed Oct. 25, 2023
- Wealthgate Family Office 2023 Q2 filed Aug. 8, 2023
- Wealthgate Family Office 2023 Q1 filed May 12, 2023
- Wealthgate Family Office 2022 Q4 filed Feb. 7, 2023
- Wealthgate Family Office 2022 Q3 filed Nov. 10, 2022
- Wealthgate Family Office 2022 Q2 filed Aug. 4, 2022
- Wealthgate Family Office 2022 Q1 filed May 13, 2022
- Wealthgate Family Office 2021 Q4 filed Feb. 14, 2022
- Wealthgate Family Office 2021 Q3 filed Oct. 28, 2021
- Wealthgate Family Office 2021 Q2 filed Aug. 11, 2021
- Wealthgate Family Office 2021 Q1 filed May 14, 2021
- Wealthgate Family Office 2020 Q4 filed Feb. 16, 2021