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