Wealthgate Family Office, LLC
CIK 1835441 · Holdings on Mar 31, 2024 · First reported May 8, 2024
Top ten holdings
Q1 2024- SPY44.58%
- IYG9.52%
- EVCM7.19%
- AAPL6.94%
- HEFA5.10%
- VTI4.90%
- VWO4.50%
- EFA2.03%
- LW1.90%
- BRK.B1.80%
Share classes counted separately88.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EVCMWeight decreased · -1.79 pp8.98% → 7.19%Shares 0 (0.00%)
- SPYWeight increased · +1.45 pp43.13% → 44.58%Shares +55 (+0.17%)
- AAPLWeight decreased · -1.37 pp8.31% → 6.94%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 22
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 | $17.17M | 44.58% | 32.82K shares | 43.13% → 44.58%+1.45 pp +55 (+0.17%) | Added | ↗▾ |
| 02 | IYGISHARES U.S. FINANCIAL SERVIU.S. FIN SVC ETF View history and evidence | $3.67M | 9.52% | 55.30K shares | 9.15% → 9.52%+0.37 pp +36.87K (+200.06%) | Added | ↗▾ |
| 03 | EVCMEVERCOMMERCE INC View history and evidence | $2.77M | 7.19% | 294.12K shares | 8.98% → 7.19%-1.79 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $2.67M | 6.94% | 15.59K shares | 8.31% → 6.94%-1.37 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $1.96M | 5.10% | 56.29K shares | 4.91% → 5.10%+0.19 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.89M | 4.90% | 7.26K shares | 4.75% → 4.90%+0.15 pp +26 (+0.36%) | Added | ↗▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.73M | 4.50% | 41.46K shares | 4.72% → 4.50%-0.22 pp +7 (+0.02%) | Added | ↗▾ |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $781.23K | 2.03% | 9.78K shares | 2.04% → 2.03%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | LWLAMB WESTON HOLDINGS INC View history and evidence | $732.61K | 1.90% | 6.88K shares | 2.06% → 1.90%-0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $691.34K | 1.80% | 1.64K shares | 1.62% → 1.80%+0.18 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1835441 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 38507931
}Take these holdings further.
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