Wealthgate Family Office

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
Evercommerce (EVCM) 8.5 $3.2M 294k 10.93
Ishares Tr U.s. Fin Svc Etf (IYG) 8.2 $3.1M 22k 141.25
Apple (AAPL) 5.7 $2.2M 16k 138.21
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