Wealthgate Family Office, LLC 13F Holdings · last filed Q3 2024
Wealthgate Family Office, LLC reported 14 securities worth $35.91M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: SPY (48.31%), IYG (10.27%), EVCM (8.49%). Among its top 25 positions this quarter: 4 added, 3 trimmed, 10 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $17.3M | 48.31% | 30,232 | Trimmed |
| 2 | IYG | ISHARES TR | $3.7M | 10.27% | 51,917 | Trimmed |
| 3 | EVCM | EVERCOMMERCE INC | $3.0M | 8.49% | 294,116 | Hold |
| 4 | VTI | VANGUARD INDEX FDS | $2.1M | 5.74% | 7,284 | Added |
| 5 | HEFA | ISHARES TR | $2.0M | 5.55% | 56,290 | Hold |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 5.53% | 41,461 | Hold |
| 7 | IEFA | ISHARES TR | $2.0M | 5.43% | 24,994 | Added |
| 8 | IAU | ISHARES GOLD TR | $1.1M | 3.20% | 23,097 | Added |
| 9 | EFA | ISHARES TR | $819,643 | 2.28% | 9,801 | Hold |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $625,954 | 1.74% | 1,360 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $533,721 | 1.49% | 1,078 | Added |
| 12 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $251,511 | 0.70% | 6,414 | Hold |
| 13 | COIN | COINBASE GLOBAL INC | $231,265 | 0.64% | 1,298 | Hold |
| 14 | ASML | ASML HOLDING N V | $226,644 | 0.63% | 272 | Hold |
| 15 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 16 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 17 | ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | Exited |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 19 | CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | Exited |
| 20 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 21 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 22 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
| 23 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | Exited |
| 24 | NKE | NIKE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR