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, VTI, HEFA, and represent 78.36% of Wealthgate Family Office's stock portfolio.
- Added to shares of these 4 stocks: IEFA, IAU, VTI, GS.
- Reduced shares in these 10 stocks: AAPL, SPY, CAG, LW, , GOOGL, ARW, NKE, AMZN, IYG.
- Sold out of its positions in BABA, GOOG, GOOGL, AMZN, AAPL, ARW, CAG, JPM, LW, NKE.
- Wealthgate Family Office was a net seller of stock by $-6.3M.
- Wealthgate Family Office has $36M in assets under management (AUM), dropping by -11.66%.
- Central Index Key (CIK): 0001835441
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Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 14 positions in its portfolio as reported in the September 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) | 48.3 | $17M | -7% | 30k | 573.76 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 10.3 | $3.7M | -6% | 52k | 71.02 |
|
| Evercommerce (EVCM) | 8.5 | $3.0M | 294k | 10.36 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $2.1M | 7.3k | 283.17 |
|
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| Ishares Tr Hdg Msci Eafe (HEFA) | 5.6 | $2.0M | 56k | 35.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.5 | $2.0M | 42k | 47.85 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.4 | $2.0M | +801% | 25k | 78.05 |
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| Ishares Gold Tr Ishares New (IAU) | 3.2 | $1.1M | +87% | 23k | 49.70 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $820k | 9.8k | 83.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $626k | -17% | 1.4k | 460.26 |
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| Goldman Sachs (GS) | 1.5 | $534k | 1.1k | 495.10 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.7 | $252k | 6.4k | 39.21 |
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| Coinbase Global Com Cl A (COIN) | 0.6 | $231k | 1.3k | 178.17 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $227k | 272.00 | 833.25 |
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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 Q3 filed Nov. 8, 2024
- Wealthgate Family Office 2024 Q2 filed Aug. 12, 2024
- 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