Bestgate Wealth Advisors
Latest statistics and disclosures from Bestgate Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, SCHZ, SPYM, QQQM, and represent 42.97% of Bestgate Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MGK, VGT, NOW, VBR, SCHZ, MBB, MSFT, AMZN, IEFA, SCHI.
- Started 1 new stock position in MGK.
- Reduced shares in these 10 stocks: IJR, SBUX, ICE, PYPL, ADP, EFAV, IVV, SPYM, IJT, QQQM.
- Sold out of its positions in ADP, ICE, IJR, PYPL, SBUX.
- Bestgate Wealth Advisors was a net seller of stock by $-489k.
- Bestgate Wealth Advisors has $57M in assets under management (AUM), dropping by 0.48%.
- Central Index Key (CIK): 0002055670
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Portfolio Holdings for Bestgate Wealth Advisors
Bestgate Wealth Advisors holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.1 | $6.9M | 10k | 684.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.7 | $5.5M | 89k | 62.47 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.0 | $4.5M | +3% | 194k | 23.37 |
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| Spdr Series Trust State Street Spd (SPYM) | 7.6 | $4.3M | -2% | 54k | 80.22 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.6 | $3.2M | -2% | 13k | 252.93 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $2.4M | 12k | 198.62 |
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| Ishares Tr Mbs Etf (MBB) | 3.9 | $2.2M | +4% | 24k | 95.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.5 | $2.0M | 9.4k | 209.13 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.2 | $1.8M | 32k | 57.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $1.7M | +2% | 19k | 89.46 |
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| Ishares Msci Emrg Chn (EMXC) | 2.7 | $1.5M | 21k | 72.68 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 2.3 | $1.3M | +2% | 56k | 23.02 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.9 | $1.1M | +17% | 5.2k | 211.79 |
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| Amazon (AMZN) | 1.7 | $967k | +5% | 4.2k | 230.82 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.7 | $948k | -3% | 45k | 20.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $943k | -6% | 3.0k | 313.00 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.6 | $891k | +4% | 39k | 22.97 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.4 | $814k | NEW | 2.0k | 412.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $812k | 2.8k | 290.23 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $703k | 2.3k | 303.89 |
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| Palo Alto Networks (PANW) | 1.2 | $697k | -2% | 3.8k | 184.20 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $648k | 2.0k | 322.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $629k | +5% | 1.0k | 627.30 |
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| Apple (AAPL) | 1.1 | $613k | -5% | 2.3k | 271.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $600k | 1.2k | 502.65 |
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| Microsoft Corporation (MSFT) | 1.0 | $562k | +10% | 1.2k | 483.70 |
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| Vanguard World Inf Tech Etf (VGT) | 0.9 | $503k | +108% | 667.00 | 753.78 |
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| MercadoLibre (MELI) | 0.8 | $449k | 223.00 | 2014.26 |
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| Abbvie (ABBV) | 0.7 | $414k | 1.8k | 228.67 |
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| American Express Company (AXP) | 0.7 | $401k | 1.1k | 369.95 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.7 | $400k | -19% | 2.8k | 141.16 |
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| Verizon Communications (VZ) | 0.7 | $395k | -2% | 9.7k | 40.73 |
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| salesforce (CRM) | 0.7 | $381k | 1.4k | 264.91 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $379k | +8% | 4.9k | 77.52 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.7 | $376k | 11k | 34.66 |
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| Us Bancorp Del Com New (USB) | 0.6 | $366k | -12% | 6.9k | 53.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $365k | -10% | 341.00 | 1069.86 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $360k | -8% | 3.9k | 91.45 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $353k | 3.0k | 117.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $344k | 1.1k | 313.80 |
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| Blackrock (BLK) | 0.5 | $277k | -4% | 259.00 | 1069.99 |
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| Nextera Energy (NEE) | 0.5 | $272k | 3.4k | 80.28 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $272k | -4% | 1.8k | 154.13 |
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| Honeywell International (HON) | 0.5 | $266k | 1.4k | 195.02 |
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| Booking Holdings (BKNG) | 0.4 | $252k | 47.00 | 5355.34 |
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| Servicenow (NOW) | 0.4 | $246k | +379% | 1.6k | 153.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $246k | 1.2k | 212.07 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $237k | -5% | 1.1k | 223.23 |
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| Johnson & Johnson (JNJ) | 0.4 | $234k | 1.1k | 206.98 |
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| Broadridge Financial Solutions (BR) | 0.4 | $227k | -12% | 1.0k | 223.18 |
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| Chevron Corporation (CVX) | 0.4 | $215k | -9% | 1.4k | 152.41 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $211k | -5% | 1.2k | 177.37 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $202k | -44% | 2.3k | 86.24 |
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Past Filings by Bestgate Wealth Advisors
SEC 13F filings are viewable for Bestgate Wealth Advisors going back to 2025
- Bestgate Wealth Advisors 2025 Q4 filed Jan. 16, 2026
- Bestgate Wealth Advisors 2025 Q3 filed Oct. 27, 2025
- Bestgate Wealth Advisors 2025 Q2 filed July 16, 2025
- Bestgate Wealth Advisors 2025 Q1 filed April 29, 2025