0001398344-21-015926.txt : 20210811
0001398344-21-015926.hdr.sgml : 20210811
20210811131407
ACCESSION NUMBER: 0001398344-21-015926
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210811
DATE AS OF CHANGE: 20210811
EFFECTIVENESS DATE: 20210811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealthgate Family Office, LLC
CENTRAL INDEX KEY: 0001835441
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: 211162815
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
13F-HR
LIVE
false
false
false
0001835441
XXXXXXXX
06-30-2021
06-30-2021
false
Wealthgate Family Office, LLC
5025 PEARL PARKWAY
BOULDER
CO
80301
13F COMBINATION REPORT
028-20851
028-10386
GEODE CAPITAL MANAGEMENT, LLC
028-12019
BlackRock Inc.
028-07104
WCM INVESTMENT MANAGEMENT, LLC
028-19348
Spyglass Capital Management LLC
028-15091
Clarkston Capital Partners, LLC
028-11246
Invesco Ltd.
N
Galen Moore
Chief Compliance Officer
303-968-1737
/s/ Galen Moore
Boulder
CO
08-11-2021
0
15
50729
INFORMATION TABLE
2
fp0067241_13fhr-table.xml
13F INFORMATION TABLE
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
378
1360
SH
SOLE
0
0
1360
COINBASE GLOBAL INC
COM CL A
19260Q107
329
1298
SH
SOLE
0
0
1298
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
642
10130
SH
SOLE
0
0
10130
GOLDMAN SACHS GROUP INC
COM
38141G104
397
1046
SH
SOLE
0
0
1046
ISHARES TR
GLOB HLTHCRE ETF
464287325
14
170
SH
SOLE
0
0
170
ISHARES TR
MSCI EAFE ETF
464287465
2738
34705
SH
SOLE
0
0
34705
ISHARES TR
RUS 2000 VAL ETF
464287630
22
132
SH
SOLE
0
0
132
ISHARES TR
U.S. FIN SVC ETF
464287770
4059
21915
SH
SOLE
0
0
21915
ISHARES TR
HDG MSCI EAFE
46434V803
1923
55513
SH
SOLE
0
0
55513
SPDR S&P 500 ETF TR
TR UNIT
78462F103
27511
64269
SH
SOLE
0
0
64269
UBER TECHNOLOGIES INC
COM
90353T100
1729
34501
SH
SOLE
0
0
34501
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
161
410
SH
SOLE
0
0
410
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1710
7672
SH
SOLE
0
0
7672
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6867
126436
SH
SOLE
0
0
126436
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
2250
29507
SH
SOLE
0
0
29507