0001398344-24-008981.txt : 20240508
0001398344-24-008981.hdr.sgml : 20240508
20240508113552
ACCESSION NUMBER: 0001398344-24-008981
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240508
DATE AS OF CHANGE: 20240508
EFFECTIVENESS DATE: 20240508
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: 24924880
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
03-31-2024
03-31-2024
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
Chief Compliance Officer
303-351-2380
/s/ Galen Moore
Boulder
CO
05-08-2024
0
22
38507931
INFORMATION TABLE
2
fp0087925-1_13fhr-table.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
236400
3267
SH
SOLE
0
0
3267
ALPHABET INC
CAP STK CL A
02079K305
310916
2060
SH
SOLE
0
0
2060
APPLE INC
COM
037833100
2672574
15585
SH
SOLE
0
0
15585
ARROW ELECTRS INC
COM
042735100
398737
3080
SH
SOLE
0
0
3080
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
263968
272
SH
SOLE
0
0
272
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
691335
1644
SH
SOLE
0
0
1644
COINBASE GLOBAL INC
COM CL A
19260Q107
344126
1298
SH
SOLE
0
0
1298
CONAGRA BRANDS INC
COM
205887102
671524
22656
SH
SOLE
0
0
22656
EVERCOMMERCE INC
COM
29977X105
2770573
294116
SH
SOLE
0
0
294116
EXCHANGE TRADED CONCEPTS TRU
EMQQ EM INTERN
301505889
200837
6414
SH
SOLE
0
0
6414
GOLDMAN SACHS GROUP INC
COM
38141G104
448371
1073
SH
SOLE
0
0
1073
ISHARES GOLD TR
ISHARES NEW
464285204
517227
12312
SH
SOLE
0
0
12312
ISHARES TR
MSCI EAFE ETF
464287465
781229
9782
SH
SOLE
0
0
9782
ISHARES TR
U.S. FIN SVC ETF
464287770
3666080
55295
SH
SOLE
0
0
55295
ISHARES TR
CORE MSCI EAFE
46432F842
205888
2774
SH
SOLE
0
0
2774
ISHARES TR
HDG MSCI EAFE
46434V803
1963400
56290
SH
SOLE
0
0
56290
JPMORGAN CHASE & CO
COM
46625H100
472708
2360
SH
SOLE
0
0
2360
LAMB WESTON HLDGS INC
COM
513272104
732607
6877
SH
SOLE
0
0
6877
NIKE INC
CL B
654106103
375920
4000
SH
SOLE
0
0
4000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17165173
32816
SH
SOLE
0
0
32816
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1886491
7259
SH
SOLE
0
0
7259
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1731847
41461
SH
SOLE
0
0
41461