WF

Wealthgate Family Office, LLC

13F
Wealthgate Family Office, LLC
Last update 2024-11-08 14 Stocks (0 new)
Value $36.00 Mil Turnover 6 %
Countries:
Top Holdings: SPY(48.31%)IYG(10.27%)EVCM(8.49%)VTI(5.74%)HEFA(5.55%)
Summary Stock Picks Current Portfolio
Wealthgate Family Office, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
30,232
17,345.9
-7.42%
48.310
-3.24%
0.000
+2.96%
+1.96%
631,512.8
 
IYG 		iShares U.S. Financial Services ETF
51,917
3,687.1
-6.13%
10.270
-0.54%
0.260
+8.57%
+4.65%
1,673.3
 
EVCM 		EverCommerce Inc
294,116
3,047.0
0%
8.490
0%
0.160
-4.38%
-6.72%
1,884.4
Software
VTI 		Vanguard Total Stock Market ETF
7,284
2,062.6
+0.34%
5.740
+0.02%
0.000
+3.26%
+2.20%
450,346.0
 
HEFA 		iShares Currency Hedged MSCI EAFE ETF
56,290
1,993.8
0%
5.550
0%
0.040
+1.39%
+2.33%
5,641.5
 
VWO 		Vanguard FTSE Emerging Markets ETF
41,461
1,983.9
0%
5.530
0%
0.000
-5.06%
-0.54%
84,160.0
 
IEFA 		iShares Core MSCI EAFE ETF
24,994
1,950.8
+801.01%
5.430
+4.83%
0.000
-4.48%
+1.54%
119,604.8
 
IAU 		iShares Gold Trust
23,097
1,147.9
+87.60%
3.200
+1.49%
0.000
+0.30%
+2.99%
34,145.0
 
EFA 		iShares MSCI EAFE ETF
9,801
819.6
0%
2.280
0%
0.000
-4.38%
+1.55%
53,947.0
 
BRK.B 		Berkshire Hathaway Inc
1,360
626.0
-17.27%
1.740
-0.29%
0.000
+0.45%
+3.24%
1,009,553.9
Insurance

Wealthgate Family Office, LLC's Historical Top Holdings Breakdowns

Wealthgate Family Office, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2023-03-31Reduce
-11.52%
●
377.94 ($397.73) 415.2
$597.58
50.25%
Reduce -23.6%
35,915
-11,092
EVCM 		EverCommerce Inc2023-03-31New Buy
+8.95%
●
7.51 ($9.66) 11.03
$10.27
6.31%
New holding
294,116
294,116
AAPL 		Apple Inc2024-09-30Sold Out
-8.44%
●
207.23 ($223.32) 234.82
$229.98
2.98%
Sold Out
0
-16,283
IYG 		iShares U.S. Financial Services ETF2024-03-31Add
+6.35%
●
58.34 ($62.11) 66.3
$81.43
31.11%
Add 200.06%
55,295
36,867
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+4.83%
●
70.09 ($74.86) 78.74
$71.36
-4.68%
Add 801.01%
24,994
22,220
VGT 		Vanguard Information Technology ETF2023-03-31Sold Out
-4.66%
●
310.49 ($352.99) 385.47
$627.47
77.76%
Sold Out
0
-5,367
SPY 		S&P 500 ETF TRUST ETF2023-06-30Reduce
-3.79%
●
402.86 ($418.22) 443.28
$597.58
42.89%
Reduce -8.96%
32,697
-3,218
VWO 		Vanguard FTSE Emerging Markets ETF2023-03-31Reduce
-3.50%
●
38.42 ($40.72) 43.15
$43.80
7.56%
Reduce -38.37%
53,127
-33,079
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-3.24%
●
517.38 ($552.93) 573.76
$597.58
8.08%
Reduce -7.42%
30,232
-2,422
CAG 		Conagra Brands Inc2024-09-30Sold Out
-1.58%
●
28.13 ($30.66) 32.83
$25.82
-15.79%
Sold Out
0
-22,656

Wealthgate Family Office, LLC Total Holding History ($B)

To

Wealthgate Family Office, LLC's Asset Allocation

To

Wealthgate Family Office, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthgate Family Office, LLC's Hypothetical Growth since 2024-09-30

Wealthgate Family Office, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealthgate Family Office, LLC's Holdings Heat Map

Size field:

Wealthgate Family Office, LLC's Holdings Bubble Chart

Wealthgate Family Office, LLC News

  • 1

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