Wealthgate Family Office, LLC Top Holdings and 13F Report (2024)

About Wealthgate Family Office, LLC

Wealthgate Family Office, LLC has $38.51 million in total holdings as of March 31, 2024.
Wealthgate Family Office, LLC owns shares of 22 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 7.50% of the portfolio was purchased this quarter.
This quarter, Wealthgate Family Office, LLC has purchased 20 new stocks and bought additional shares in 5 stocks.
Wealthgate Family Office, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

iShares U.S. Financial Services ETF: 36,867 shares (about $2.44M)
iShares Core MSCI EAFE ETF: 2,774 shares (about $205.89K)
Emerging Markets Internet & Ecommerce ETF: 6,414 shares (about $200.84K)
SPDR S&P 500 ETF Trust: 55 shares (about $28.77K)
Vanguard Total Stock Market ETF: 26 shares (about $6.76K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$17,165,173	$28,769 ▲	0.2%	32,816	44.6%	Finance
IYG iShares U.S. Financial Services ETF	$3,666,080	$2,444,296 ▲	200.1%	55,295	9.5%	ETF
EVCM EverCommerce	$2,770,573		0.0%	294,116	7.2%	Computer and Technology
AAPL Apple	$2,672,574		0.0%	15,585	6.9%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,963,400		0.0%	56,290	5.1%	ETF
VTI Vanguard Total Stock Market ETF	$1,886,491	$6,757 ▲	0.4%	7,259	4.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,731,847	$292 ▲	0.0%	41,461	4.5%	ETF
EFA iShares MSCI EAFE ETF	$781,229		0.0%	9,782	2.0%	Finance
LW Lamb Weston	$732,607		0.0%	6,877	1.9%	Consumer Staples
BRK.B Berkshire Hathaway	$691,335		0.0%	1,644	1.8%	Finance
CAG Conagra Brands	$671,524		0.0%	22,656	1.7%	Consumer Staples
IAU iShares Gold Trust	$517,227		0.0%	12,312	1.3%	Finance
JPM JPMorgan Chase & Co.	$472,708		0.0%	2,360	1.2%	Finance
GS The Goldman Sachs Group	$448,371	$836 ▲	0.2%	1,073	1.2%	Finance
ARW Arrow Electronics	$398,737		0.0%	3,080	1.0%	Computer and Technology
NKE NIKE	$375,920		0.0%	4,000	1.0%	Consumer Discretionary
COIN Coinbase Global	$344,126		0.0%	1,298	0.9%	Finance
GOOGL Alphabet	$310,916		0.0%	2,060	0.8%	Computer and Technology
ASML ASML	$263,968		0.0%	272	0.7%	Computer and Technology
BABA Alibaba Group	$236,400		0.0%	3,267	0.6%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$205,888	$205,888 ▲	New Holding	2,774	0.5%	ETF
EMQQ Emerging Markets Internet & Ecommerce ETF	$200,837	$200,837 ▲	New Holding	6,414	0.5%	ETF

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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