Wealthgate Family Office
Latest statistics and disclosures from Wealthgate Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, EVCM, IYG, AAPL, HEFA, and represent 75.07% of Wealthgate Family Office's stock portfolio.
- Added to shares of these 3 stocks: SPY, VTI, GS.
- Wealthgate Family Office was a net buyer of stock by $20k.
- Wealthgate Family Office has $32M in assets under management (AUM), dropping by -5.92%.
- Central Index Key (CIK): 0001835441
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Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 18 positions in its portfolio as reported in the September 2023 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) | 43.5 | $14M | 33k | 427.48 |
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| Evercommerce (EVCM) | 9.2 | $2.9M | 294k | 10.03 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 8.9 | $2.8M | 18k | 154.64 |
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| Apple (AAPL) | 8.3 | $2.7M | 16k | 171.21 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 5.3 | $1.7M | 56k | 30.10 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.1 | $1.6M | 42k | 39.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.8 | $1.5M | 7.2k | 212.40 |
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| Lamb Weston Hldgs (LW) | 2.0 | $636k | 6.9k | 92.46 |
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| ConAgra Foods (CAG) | 1.9 | $621k | 23k | 27.42 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $590k | 8.6k | 68.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $576k | 1.6k | 350.30 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $431k | 12k | 34.99 |
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| Arrow Electronics (ARW) | 1.2 | $386k | 3.1k | 125.24 |
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| Nike CL B (NKE) | 1.2 | $383k | 4.0k | 95.62 |
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| Goldman Sachs (GS) | 1.1 | $346k | 1.1k | 323.66 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $342k | 2.4k | 145.02 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $283k | 3.3k | 86.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $270k | 2.1k | 130.86 |
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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 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