Latest statistics and disclosures from Wealthgate Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VWO, EVCM, IYG, AAPL, and represent 79.73% of Wealthgate Family Office's stock portfolio.
- Added to shares of these 6 stocks: MFG, SPY, VTI, AAPL, IYG, GS.
- Started 1 new stock positions in MFG.
- Reduced shares in these 3 stocks: EFA, GOOGL, VWO.
- Sold out of its positions in GOOGL.
- Wealthgate Family Office was a net seller of stock by $-1.0M.
- Wealthgate Family Office has $38M in assets under management (AUM), dropping by -7.14%.
- Central Index Key (CIK): 0001835441
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Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 21 positions in its portfolio as reported in the September 2022 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)||44.8||$17M||47k||357.17|
|Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)||12.4||$4.7M||128k||36.49|
|Ishares Tr U.s. Fin Svc Etf (IYG)||8.2||$3.1M||22k||141.25|
|Ishares Tr Hdg Msci Eafe (HEFA)||4.5||$1.7M||56k||29.90|
|Vanguard Index Fds Total Stk Mkt (VTI)||3.7||$1.4M||7.8k||179.47|
|ConAgra Foods (CAG)||2.0||$739k||23k||32.62|
|Lamb Weston Hldgs (LW)||1.4||$532k||6.9k||77.36|
|Ishares Tr Msci Eafe Etf (EFA)||1.3||$480k||-63%||8.6k||56.04|
|Berkshire Hathaway Inc Del Cl B New (BRK.B)||1.2||$439k||1.6k||267.03|
|Ishares Gold Tr Ishares New (IAU)||1.0||$388k||12k||31.51|
|Nike CL B (NKE)||0.9||$332k||4.0k||83.00|
|Goldman Sachs (GS)||0.8||$310k||1.1k||293.28|
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|Arrow Electronics (ARW)||0.8||$284k||3.1k||92.21|
|Alibaba Group Hldg Sponsored Ads (BABA)||0.7||$261k||3.3k||79.89|
|Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)||0.7||$252k||9.5k||26.60|
|JPMorgan Chase & Co. (JPM)||0.7||$247k||2.4k||104.66|
|Wisdomtree Tr Europe Hedged Eq (HEDJ)||0.5||$206k||3.3k||62.29|
|VirnetX Holding Corporation (VHC)||0.1||$35k||30k||1.17|
|Mizuho Financial Group Sponsored Adr (MFG)||0.1||$34k||NEW||16k||2.19|
Past Filings by Wealthgate Family Office
SEC 13F filings are viewable for Wealthgate Family Office going back to 2020
- 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