StockDriftsStockDriftsTop 14 Wealthgate Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 48.31% | 30.2K | $17.3M | -7.42%(-2.42K) | — | 2024-09-30 | |
| IYG | ISHARES TR | 10.27% | 51.9K | $3.7M | -6.13%(-3.39K) | — | 2024-09-30 | |
| EVCM | EVERCOMMERCE INC | 8.49% | 294.1K | $3.0M | +0.00%(+0) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.74% | 7.3K | $2.1M | +0.34%(+25) | — | 2024-09-30 | |
| HEFA | ISHARES TR | 5.55% | 56.3K | $2.0M | +0.00%(+0) | — | 2024-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.53% | 41.5K | $2.0M | +0.00%(+0) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 5.43% | 25.0K | $2.0M | +801.01%(+22.22K) | — | 2024-09-30 | |
| IAU | ISHARES GOLD TR | 3.2% | 23.1K | $1.1M | +87.60%(+10.79K) | — | 2024-09-30 | |
| EFA | ISHARES TR | 2.28% | 9.8K | $820K | +0.00%(+0) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.74% | 1.4K | $626K | -17.27%(-284) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealthgate Family Office, Llc reports $35.91M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are SPY (48.3%), IYG (10.3%) and EVCM (8.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthgate Family Office, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1835441). View Wealthgate Family Office, Llc’s 13F filings on SEC