Wealthgate Family Office, LLC
Family OfficeClone Performance
Sep 2023–Apr 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 6 quarters.Wealthgate Family Office, LLC has stopped filing, so the simulation ends in Apr 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Portfolio Trend
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.0% | $31,243,143 |
| Technology | 9.1% | $3,273,685 |
| Financial Services | 3.9% | $1,390,945 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +18,831 | 143,002 | $8,451,374 | |
| IAU | Ishares Gold Trust | +10,785 | 23,097 | $1,147,920 | |
| VB | Vanguard Morningstar Small-Cap ETF | +25 | 7,284 | $2,062,537 | |
| GS | Goldman Sachs Group Inc | +2 | 1,078 | $533,728 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 16,283 | $3,429,525 | |
| CAG | Conagra Brands Inc. | 22,656 | $643,883 | |
| LW | Lamb Weston Holdings, Inc. | 6,877 | $578,218 | |
| GOOGL | Alphabet Inc. | 2,939 | $536,455 | |
| JPM | Jpmorgan Chase & Co | 2,360 | $477,333 | |
| ARW | Arrow Electronics, Inc. | 3,080 | $371,940 | |
| NKE | NIKE, Inc. | 4,000 | $301,480 | |
| AMZN | Amazon Com Inc | 1,355 | $261,853 | |
| BABA | Alibaba Group Holding Ltd | 3,267 | $235,224 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 30,232 | $17,345,912 | 48.31% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 143,002 | $8,451,374 | 23.54% | |
| EVCM |
EverCommerce Inc.
Technology
|
Held | 294,116 | $3,047,041 | 8.49% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 7,284 | $2,062,537 | 5.74% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Held | 41,461 | $1,983,908 | 5.53% | |
| IAU |
Ishares Gold Trust
|
Added | 23,097 | $1,147,920 | 3.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,360 | $625,953 | 1.74% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,078 | $533,728 | 1.49% | |
| BDBT |
Bluemonte Core Bond ETF
|
Held | 6,414 | $251,492 | 0.70% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 1,298 | $231,264 | 0.64% | |
| ASML |
Asml Holding NV
Technology
|
Held | 272 | $226,644 | 0.63% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.