Wealthgate Family Office, LLC

Q3 2024 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    14

  • Value ($000)

    $35,908

  • Date Filed
    11/08/2024
  • Form type
    13F-HR
  • CIK
    0001835441
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$17.35M
48 %

30,232

I
IYG

ISHARES TR

U.S. FIN SVC ETF
464287770
$3.69M
10 %

51,917

E
EVCM

EVERCOMMERCE INC

COM
29977X105
$3.05M
9 %

294,116

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.06M
6 %

7,284

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$1.99M
6 %

56,290

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$1.98M
6 %

41,461

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$1.95M
5 %

24,994

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$1.15M
3 %

23,097

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$819.64K
2 %

9,801

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$625.95K
2 %

1,360

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