Latest statistics and disclosures from Wealthgate Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VWO, IYG, EVCM, EFA, and represent 75.78% of Wealthgate Family Office's stock portfolio.
- Added to shares of these 10 stocks: AAPL, CAG, NKE, LW, BABA, ARW, ASML, VWO, VTI, EFA.
- Started 6 new stock positions in ASML, BABA, CAG, LW, NKE, ARW.
- Reduced shares in these 10 stocks: SPY (-$7.6M), , JPST, IBB, RBLX, UBER, FOX, NEAR, DLO, ROKU.
- Sold out of its positions in GOOG, AMZN, FOX, PGX, PCY, DWAS, TIP, IVV, LQD, IXJ.
- Wealthgate Family Office was a net seller of stock by $-15M.
- Wealthgate Family Office has $50M in assets under management (AUM), dropping by -23.37%.
- Central Index Key (CIK): 0001835441
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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|
|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|
|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