Wealthgate Family Office, LLC

Q4 2020 13F Combination Report, Stock Holdings

Signature - Title
Galen Moore - Chief Compliance Officer
Location
Boulder, CO
Holdings as of
31 Dec 2020
Value $
$66,858,000
Num holdings
37
Filing time
16 Feb 2021, 08:53:18 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPY, VWO, UBER, EFA, and HEDJ.
Next filing
Q1 2021 - 14 May 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Galen Moore Chief Compliance Officer Boulder, Colorado 16 Feb 2021

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

Name Holdings Value Location File Number
Invesco Ltd. $652,148,087,167 Atlanta, GA 028-11246
WCM INVESTMENT MANAGEMENT, LLC $48,567,796,451 Laguna Beach, CA 028-07104
GEODE CAPITAL MANAGEMENT, LLC $1,620,441,726,706 Boston, MA 028-10386
BlackRock Finance, Inc. $4,411,114,337,731 New York, NY 028-12019
Clarkston Capital Partners, LLC $4,320,279,372 Rochester, MI 028-15091
Spyglass Capital Management LLC $1,998,488,883 San Francisco, CA 028-19348