Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2024 data
Wealthgate Family Office, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Wealthgate Family Office, LLC

โ€ขCIK: 1835441โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

IEFA
ISHARES TR
+801.0%
5.4% of portfolio
IAU*
ISHARES GOLD TR
+87.6%
3.2% of portfolio
VTI
VANGUARD INDEX FDS
+0.3%
5.7% of portfolio
GS
GOLDMAN SACHS GROUP INC
+0.2%
1.5% of portfolio

๐Ÿ“‰ Biggest Sells

SPY
SPDR S&P 500 ETF TR
-7.4%
48.3% of portfolio
IYG
ISHARES TR
-6.1%
10.3% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-17.3%
1.7% of portfolio

Sector Breakdown

Other48.5%
ETF48.3%
Financial3.2%

๐Ÿšช Exited Positionssold since Q2 2024

AAPL
APPLE INC
SOLD
$3.4M
CAG
CONAGRA BRANDS INC
SOLD
$643.9K
LW
LAMB WESTON HLDGS INC
SOLD
$578.2K
JPM
JPMORGAN CHASE & CO.
SOLD
$477.3K
GOOGL
ALPHABET INC
SOLD
$375.2K
+5 more exited positions

Changes from Q2 2024

โ†‘4 increased
โ†“3 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023