Wealthgate Family Office, LLC 13F Holdings

CIK 0001835441

As of Sep 30, 2024, Wealthgate Family Office, LLC reported 14 positions worth $35.9M in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—30,232 7.3M48.31%
ISHARES US FINANCIAL SERVICES ETFIYG—51,917$3.7M10.27%
EVERCOMMERCE INCEVCMTechnology294,116$3.0M8.49%
VANGUARD TOTAL STOCK MKT ETFVTI—7,284$2.1M5.74%
ISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA—56,290$2.0M5.55%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—41,461$2.0M5.53%
ISHARES CORE MSCI EAFE ETFIEFA—24,994$2.0M5.43%
ISHARES GOLD TRUSTIAU—23,097 .1M3.20%
ISHARES MSCI EAFE ETFEFA—9,801$819.6K2.28%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,360$626.0K1.74%
GOLDMAN SACHS GROUP INCGSFinancial Services1,078$533.7K1.49%
EXCHANGE TRADED CONCEPTS TRUEMQQ—6,414$251.5K0.70%
COINBASE GLOBAL INCCOINFinancial Services1,298$231.3K0.64%
ASML HOLDING NVASMLTechnology272$226.6K0.63%