โณ
Showing Q3 2024 data
Wealthgate Family Office, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wealthgate Family Office, LLC
โขCIK: 1835441โขFiling: Q3 2024
**Wealthgate Family Office, LLC** manages $36M across a diversified portfolio of 14 holdings. The strategy exhibits a notable allocation to broad market exposure, with SPY representing the largest single position at $17.3M. Further diversification is evident through significant allocations to international equities, including IYG ($3.7M) and VWO ($2.0M). The remaining capital is spread across core US and international indices, suggesting a systematic, multi-asset approach.
Total AUM
$35.9M
QoQ Performance
-11.7%
Positions
11
Top 10 Concentration
96.5%
Latest Filing
Q3 2024
Top Holdings Allocation
SPY
IYG
EVCM
VTI
HEFA
VWO
IEFA
SPY48.3%
IYG10.3%
EVCM8.5%
VTI5.7%
HEFA5.6%
VWO5.5%
IEFA5.4%
IAU*3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other48.5%
ETF48.3%
Financial3.2%
๐ช Exited Positionssold since Q2 2024
+5 more exited positions
Changes from Q2 2024
โ4 increased
โ3 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023