$50.7 Million is the total value of Wealthgate Family Office, LLC's 15 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $642,000 | -0.8% | 10,130 | 0.0% | 1.27% | +43.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $378,000 | +8.9% | 1,360 | 0.0% | 0.74% | +57.8% | |
| VOO | VANGUARD INDEX FDS | $161,000 | +8.1% | 410 | 0.0% | 0.32% | +56.2% | |
| IWN | ISHARES TRrus 2000 val etf | $22,000 | +4.8% | 132 | 0.0% | 0.04% | +48.3% | |
| IXJ | ISHARES TRglob hlthcre etf | $14,000 | +7.7% | 170 | 0.0% | 0.03% | +55.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 54.2% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 13.5% |
| ISHARES TR | 12 | Q3 2023 | 9.5% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.8% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.8% |
| GOLDMAN SACHS GROUP INC | 12 | Q3 2023 | 1.4% |
| APPLE INC | 10 | Q3 2023 | 8.8% |
| WISDOMTREE TR | 10 | Q1 2023 | 5.5% |
View Wealthgate Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Wealthgate Family Office, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.