0001398344-24-002727.txt : 20240213 0001398344-24-002727.hdr.sgml : 20240213 20240213141445 ACCESSION NUMBER: 0001398344-24-002727 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealthgate Family Office, LLC CENTRAL INDEX KEY: 0001835441 ORGANIZATION NAME: IRS NUMBER: 844747030 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20851 FILM NUMBER: 24624664 BUSINESS ADDRESS: STREET 1: 5025 PEARL PARKWAY CITY: BOULDER STATE: CO ZIP: 80301 BUSINESS PHONE: 303-968-1737 MAIL ADDRESS: STREET 1: 5025 PEARL PARKWAY CITY: BOULDER STATE: CO ZIP: 80301 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001835441 XXXXXXXX 12-31-2023 12-31-2023 false Wealthgate Family Office, LLC

5025 PEARL PARKWAY BOULDER CO 80301

13F COMBINATION REPORT 028-20851 000307858 801-118396 028-00451 000108281 801-7884 FMR LLC 028-12019 000106614 801-47710 BlackRock Inc 028-07104 000104702 801-11916 WCM INVESTMENT MANAGEMENT, LLC N Galen Moore 303-351-2380 /s/ Galen Moore Boulder CO 02-13-2024 0 20 36107050 INFORMATION TABLE 2 fp0086567-1_13fhr-table.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 253225 3267 SH SOLE 0 0 3267 ALPHABET INC CAP STK CL A 02079K305 287761 2060 SH SOLE 0 0 2060 APPLE INC COM 037833100 3000636 15585 SH SOLE 0 0 15585 ARROW ELECTRS INC COM 042735100 376530 3080 SH SOLE 0 0 3080 ASML HOLDING N V N Y REGISTRY SHS N07059210 205882 272 SH SOLE 0 0 272 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 586349 1644 SH SOLE 0 0 1644 COINBASE GLOBAL INC COM CL A 19260Q107 225748 1298 SH SOLE 0 0 1298 CONAGRA BRANDS INC COM 205887102 649321 22656 SH SOLE 0 0 22656 EVERCOMMERCE INC COM 29977X105 3244099 294116 SH SOLE 0 0 294116 GOLDMAN SACHS GROUP INC COM 38141G104 413140 1071 SH SOLE 0 0 1071 ISHARES GOLD TR ISHARES NEW 464285204 480537 12312 SH SOLE 0 0 12312 ISHARES TR MSCI EAFE ETF 464287465 737110 9782 SH SOLE 0 0 9782 ISHARES TR U.S. FIN SVC ETF 464287770 3302542 18428 SH SOLE 0 0 18428 ISHARES TR HDG MSCI EAFE 46434V803 1773702 56290 SH SOLE 0 0 56290 JPMORGAN CHASE & CO COM 46625H100 401436 2360 SH SOLE 0 0 2360 LAMB WESTON HLDGS INC COM 513272104 743335 6877 SH SOLE 0 0 6877 NIKE INC CL B 654106103 434280 4000 SH SOLE 0 0 4000 SPDR S&P 500 ETF TR TR UNIT 78462F103 15571812 32761 SH SOLE 0 0 32761 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1715825 7233 SH SOLE 0 0 7233 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1703780 41454 SH SOLE 0 0 41454