Wealthgate Family Office, LLC current holdings: USA ETF
Wealthgate Family Office, LLC reported $0.03 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 8 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are SPY, IYG, VTI.
- SPY: Country of operation —; Class TR UNIT; Shares 30,232; Value $17,345,943.
- IYG: Country of operation —; Class U.S. FIN SVC ETF; Shares 51,917; Value $3,687,115.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 7,284; Value $2,062,633.
- HEFA: Country of operation —; Class HDG MSCI EAFE; Shares 56,290; Value $1,993,796.
Form 13F-HR as filed (SEC CIK 1835441): quarter ended 2024-09-30, filed 2024-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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