Wealthgate Family Office, LLC
CIK 1835441 · Holdings on Sep 30, 2023 · First reported Oct 25, 2023
Top ten holdings
Q3 2023- SPY43.49%
- EVCM9.17%
- IYG8.85%
- AAPL8.29%
- HEFA5.27%
- VWO5.05%
- VTI4.76%
- LW1.98%
- CAG1.93%
- EFA1.84%
Share classes counted separately90.63%
Portfolio value by quarter
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $13.99M | 43.49% | 32.73K shares | — | ↗▾ | |
| 02 | EVCMEVERCOMMERCE INC View history and evidence | $2.95M | 9.17% | 294.12K shares | — | ↗▾ | |
| 03 | IYGISHARES U.S. FINANCIAL SERVIU.S. FIN SVC ETF View history and evidence | $2.85M | 8.85% | 18.42K shares | — | ↗▾ | |
| 04 | AAPLAPPLE INC View history and evidence | $2.67M | 8.29% | 15.59K shares | — | ↗▾ | |
| 05 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $1.69M | 5.27% | 56.29K shares | — | ↗▾ | |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.63M | 5.05% | 41.45K shares | — | ↗▾ | |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.53M | 4.76% | 7.20K shares | — | ↗▾ | |
| 08 | LWLAMB WESTON HOLDINGS INC View history and evidence | $635.85K | 1.98% | 6.88K shares | — | ↗▾ | |
| 09 | CAGCONAGRA BRANDS INC View history and evidence | $621.23K | 1.93% | 22.66K shares | — | ↗▾ | |
| 10 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $590.34K | 1.84% | 8.57K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1835441 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 32169857
}Take these holdings further.
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