0001398344-23-019694.txt : 20231025 0001398344-23-019694.hdr.sgml : 20231025 20231025133401 ACCESSION NUMBER: 0001398344-23-019694 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231344943 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 09-30-2023 09-30-2023 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 303-351-2380 /s/ Galen Moore Boulder CO 10-25-2023 0 18 32169857 INFORMATION TABLE 2 fp0085571-1_13fhr-table.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 283380 3267 SH SOLE 0 0 3267 ALPHABET INC CAP STK CL A 02079K305 269572 2060 SH SOLE 0 0 2060 APPLE INC COM 037833100 2668348 15585 SH SOLE 0 0 15585 ARROW ELECTRS INC COM 042735100 385739 3080 SH SOLE 0 0 3080 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 575893 1644 SH SOLE 0 0 1644 CONAGRA BRANDS INC COM 205887102 621228 22656 SH SOLE 0 0 22656 EVERCOMMERCE INC COM 29977X105 2949983 294116 SH SOLE 0 0 294116 GOLDMAN SACHS GROUP INC COM 38141G104 345667 1068 SH SOLE 0 0 1068 ISHARES GOLD TR ISHARES NEW 464285204 430797 12312 SH SOLE 0 0 12312 ISHARES TR MSCI EAFE ETF 464287465 590336 8566 SH SOLE 0 0 8566 ISHARES TR U.S. FIN SVC ETF 464287770 2848010 18417 SH SOLE 0 0 18417 ISHARES TR HDG MSCI EAFE 46434V803 1694333 56290 SH SOLE 0 0 56290 JPMORGAN CHASE & CO COM 46625H100 342247 2360 SH SOLE 0 0 2360 LAMB WESTON HLDGS INC COM 513272104 635847 6877 SH SOLE 0 0 6877 NIKE INC CL B 654106103 382480 4000 SH SOLE 0 0 4000 SPDR S&P 500 ETF TR TR UNIT 78462F103 13990646 32728 SH SOLE 0 0 32728 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1529920 7203 SH SOLE 0 0 7203 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1625431 41454 SH SOLE 0 0 41454