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Home > Institutional Investor > Wealthgate Family Office, Llc > Profile

Instuitional Investor - Wealthgate Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Wealthgate Family Office, Llc
Portfolio Value $36,107,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,761 $15,571,812 43.12%
2.
Ishares Trust
 IEF 18,428 $3,302,542 9.14%
3.
Evercommerce Inc.
 EVCM 294,116 $3,244,099 8.98%
4.
Apple Inc.
 AAPL 15,585 $3,000,636 8.31%
5.
Ishares Tr
 56,290 $1,773,702 4.91%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)