Wealthgate Family Office, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$40.6M
Signature - Title
Galen Moore - Chief Compliance Officer
Location
5025 Pearl Parkway, Boulder, CO
Holdings Value

List of Other Managers Reporting for Wealthgate Family Office, LLC:

Name Holdings Value Location File Number
BlackRock Inc. $4.41T New York, NY 028-12019
FMR LLC $1.56T Boston, MA 028-00451
WCM INVESTMENT MANAGEMENT, LLC $42.3B Laguna Beach, CA 028-07104
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 24 $40.6M +$574K -$88.2K +$485K SPY, IYG, AAPL, EVCM, HEFA 13F-HR 8/12/2024, 09:27 AM
Q1 2024 22 $38.5M +$2.89M $0 +$2.89M SPY, IYG, EVCM, AAPL, HEFA 13F-HR 5/8/2024, 11:35 AM
Q4 2023 20 $36.1M +$549K $0 +$549K SPY, IYG, EVCM, AAPL, HEFA 13F-HR 2/13/2024, 02:14 PM
Q3 2023 18 $32.2M +$20K $0 +$20K SPY, EVCM, IYG, AAPL, HEFA 13F-HR 10/25/2023, 01:34 PM
Q2 2023 18 $34.2M +$7.14K -$3.04M -$3.03M SPY, EVCM, AAPL, IYG, HEFA 13F-HR 8/8/2023, 01:13 PM
Q1 2023 20 $34.8M +$3.33M -$7.74M -$4.41M SPY, IYG, EVCM, AAPL, VWO 13F-HR 5/12/2023, 03:58 PM
Q4 2022 19 $36.8M +$1.72M -$4.98M -$3.25M SPY, IYG, VWO, AAPL, VGT 13F-HR 2/7/2023, 12:19 PM
Q3 2022 21 $37.6M +$74.3K -$1.08M -$1M SPY, VWO, EVCM, IYG, AAPL 13F-HR 11/10/2022, 12:19 PM
Q2 2022 21 $40.5M +$1.42M -$3.05M -$1.63M SPY, VWO, IYG, EVCM, AAPL 13F-HR 8/4/2022, 04:11 PM
Q1 2022 20 $49.9M +$12K -$10.6M -$10.6M SPY, VWO, IYG, EVCM, EFA 13F-HR 5/13/2022, 04:34 PM
Q4 2021 38 $64.2M +$5.78M -$10.1M -$4.34M SPY, VWO, EVCM, IYG, EFA 13F-HR 2/11/2022, 06:16 PM
Q3 2021 53 $65.1M +$16M -$935K +$15.1M SPY, VWO, EVCM, IYG, EFA 13F-HR 10/28/2021, 04:21 PM
Q2 2021 15 $50.7M +$340K -$26.3M -$25.9M SPY, VWO, IYG, EFA, HEDJ 13F-HR 8/11/2021, 01:14 PM
Q1 2021 38 $73.5M +$6.49M -$3.51M +$2.99M SPY, VWO, UBER, HEDJ, EFA 13F-HR 5/14/2021, 04:59 PM
Q4 2020 37 $66.9M $0 $0 SPY, VWO, UBER, EFA, HEDJ 13F-HR 2/16/2021, 08:53 AM