Wealthgate Family Office, LLC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationboulder, CO
- CIK0001835441
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
14 | $35.91M | SPY, IYG, EVCM, VTI | 13F-HR | Nov 8, 2024 | 000139834424020268 | ||
24 | $40.65M | SPY, IYG, AAPL, EVCM | 13F-HR | Aug 12, 2024 | 000139834424014306 | ||
22 | $38.51M | SPY, IYG, EVCM, AAPL | 13F-HR | May 8, 2024 | 000139834424008981 | ||
20 | $36.11M | SPY, IYG, EVCM, AAPL | 13F-HR | Feb 13, 2024 | 000139834424002727 | ||
18 | $32.17M | SPY, EVCM, IYG, AAPL | 13F-HR | Oct 25, 2023 | 000139834423019694 | ||
18 | $34.19M | SPY, EVCM, AAPL, IYG | 13F-HR | Aug 8, 2023 | 000139834423014281 | ||
20 | $34.77M | SPY, IYG, EVCM, AAPL | 13F-HR | May 12, 2023 | 000139834423009622 | ||
19 | $36.81M | SPY, IYG, VWO, AAPL | 13F-HR | Feb 7, 2023 | 000139834423002265 | ||
21 | $37.61M | SPY, VWO, EVCM, IYG | 13F-HR | Nov 10, 2022 | 000139834422021786 | ||
21 | $40.50M | SPY, VWO, IYG, EVCM | 13F-HR | Aug 4, 2022 | 000139834422014775 | ||
20 | $49.85M | SPY, VWO, IYG, EVCM | 13F-HR | May 13, 2022 | 000139834422009561 | ||
38 | $64.22M | SPY, VWO, EVCM, IYG | 13F-HR | Feb 14, 2022 | 000139834422002835 | ||
53 | $65.06M | SPY, VWO, EVCM, IYG | 13F-HR | Oct 28, 2021 | 000139834421020583 | ||
15 | $50.73M | SPY, VWO, IYG, EFA | 13F-HR | Aug 11, 2021 | 000139834421015926 | ||
38 | $73.54M | SPY, VWO, UBER, HEDJ | 13F-HR | May 14, 2021 | 000139834421010807 | ||
37 | $66.86M | SPY, VWO, UBER, EFA | 13F-HR | Feb 16, 2021 | 000139834421003321 |