Wealthgate Family Office as of Sept. 30, 2023
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 | |
| Evercommerce (EVCM) | 9.2 | $2.9M | 294k | 10.03 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 8.9 | $2.8M | 18k | 154.64 | |
| Apple (AAPL) | 8.3 | $2.7M | 16k | 171.21 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 5.3 | $1.7M | 56k | 30.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.1 | $1.6M | 42k | 39.21 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.8 | $1.5M | 7.2k | 212.40 | |
| Lamb Weston Hldgs (LW) | 2.0 | $636k | 6.9k | 92.46 | |
| ConAgra Foods (CAG) | 1.9 | $621k | 23k | 27.42 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $590k | 8.6k | 68.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $576k | 1.6k | 350.30 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $431k | 12k | 34.99 | |
| Arrow Electronics (ARW) | 1.2 | $386k | 3.1k | 125.24 | |
| Nike CL B (NKE) | 1.2 | $383k | 4.0k | 95.62 | |
| Goldman Sachs (GS) | 1.1 | $346k | 1.1k | 323.66 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $342k | 2.4k | 145.02 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $283k | 3.3k | 86.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $270k | 2.1k | 130.86 |
