Wealthgate Family Office

Latest statistics and disclosures from Wealthgate Family Office's latest quarterly 13F-HR filing:

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Positions held by Wealthgate Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthgate Family Office

Companies in the Wealthgate Family Office portfolio as of the March 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) 43.1 $22M -26% 48k 451.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 11.8 $5.9M 128k 46.13
Ishares Tr U.s. Fin Svc Etf (IYG) 7.9 $4.0M 22k 180.32
Evercommerce (EVCM) 7.8 $3.9M -9% 294k 13.20
Ishares Tr Msci Eafe Etf (EFA) 5.1 $2.6M 35k 73.59
Wisdomtree Tr Europe Hedged Eq (HEDJ) 4.4 $2.2M 30k 73.60
Apple (AAPL) 3.9 $2.0M +225% 11k 174.64
Ishares Tr Hdg Msci Eafe (HEFA) 3.8 $1.9M 56k 33.93
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $1.8M 7.7k 227.67
ConAgra Foods (CAG) 1.5 $761k NEW 23k 33.59
Nike CL B (NKE) 1.1 $538k NEW 4.0k 134.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $480k -31% 1.4k 352.94
Ishares Gold Tr Ishares New (IAU) 0.9 $453k 12k 36.79
Lamb Weston Hldgs (LW) 0.8 $412k NEW 6.9k 59.91

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Goldman Sachs (GS) 0.7 $347k -55% 1.1k 329.85
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.6 $311k -12% 9.5k 32.83
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $272k NEW 2.5k 108.80
Coinbase Global Com Cl A (COIN) 0.5 $246k -61% 1.3k 189.52
Arrow Electronics (ARW) 0.5 $237k NEW 2.0k 118.50
Asml Holding N V N Y Registry Shs (ASML) 0.4 $207k NEW 310.00 667.74

Past Filings by Wealthgate Family Office

SEC 13F filings are viewable for Wealthgate Family Office going back to 2020