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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 $35,907,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,232 $17,345,943 48.31%
2.
Ishares Trust
 IEF 51,917 $3,687,115 10.27%
3.
Evercommerce Inc.
 EVCM 294,116 $3,047,042 8.49%
4.
Vanguard Index Fds
 7,284 $2,062,633 5.74%
5.
Ishares Tr - HDG MSCI EAFE
 56,290 $1,993,796 5.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)