$36.8 Million is the total value of Wealthgate Family Office, LLC's 19 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,714,355 | – | 5,367 | +100.0% | 4.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.