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, SPLG, QQQM, and represent 42.59% of Bestgate Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, ABBV, GOOG, SPLG, VGT, PYPL, JNJ, VXF, SCHZ, GOOGL.
- Started 5 new stock positions in VGT, JNJ, GOOG, PYPL, ABBV.
- Reduced shares in these 10 stocks: HEFA, IJR, , BDX, IVV, VO, VZ, DUK, BX, IJT.
- Sold out of its positions in BDX, COST, HEFA.
- Bestgate Wealth Advisors was a net buyer of stock by $1.7M.
- Bestgate Wealth Advisors has $57M in assets under management (AUM), dropping by 17.40%.
- Central Index Key (CIK): 0002055670
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Portfolio Holdings for Bestgate Wealth Advisors
Bestgate Wealth Advisors holds 57 positions in its portfolio as reported in the September 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 | $6.8M | -2% | 10k | 669.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.4 | $5.3M | 89k | 59.92 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 7.8 | $4.4M | +2% | 188k | 23.47 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 7.7 | $4.3M | +6% | 56k | 78.34 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.6 | $3.2M | +2% | 13k | 247.13 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.1 | $2.3M | 12k | 194.49 |
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| Ishares Tr Mbs Etf (MBB) | 3.8 | $2.1M | +2% | 22k | 95.15 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.5 | $2.0M | +7% | 9.4k | 209.33 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.1 | $1.8M | +5% | 31k | 56.46 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.8 | $1.6M | +46% | 18k | 87.31 |
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| Ishares Msci Emrg Chn (EMXC) | 2.5 | $1.4M | +5% | 21k | 67.51 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 2.2 | $1.3M | +3% | 54k | 23.12 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.8 | $1.0M | +2% | 47k | 21.57 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $927k | 4.4k | 208.71 |
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| Amazon (AMZN) | 1.5 | $870k | 4.0k | 219.57 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.5 | $858k | +5% | 37k | 23.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $818k | -12% | 2.8k | 293.74 |
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| Palo Alto Networks (PANW) | 1.4 | $792k | +4% | 3.9k | 203.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $782k | +15% | 3.2k | 243.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $654k | 2.3k | 279.29 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $647k | 2.1k | 315.42 |
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| Apple (AAPL) | 1.1 | $608k | 2.4k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $604k | 1.2k | 502.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $581k | +18% | 948.00 | 612.39 |
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| Microsoft Corporation (MSFT) | 1.0 | $542k | +4% | 1.0k | 518.02 |
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| MercadoLibre (MELI) | 0.9 | $521k | 223.00 | 2336.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $514k | -37% | 4.3k | 118.83 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.9 | $497k | -3% | 3.5k | 141.50 |
|
| Verizon Communications (VZ) | 0.8 | $436k | -5% | 9.9k | 43.95 |
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| Abbvie (ABBV) | 0.7 | $419k | NEW | 1.8k | 231.52 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $387k | 4.3k | 89.57 |
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| Us Bancorp Del Com New (USB) | 0.7 | $379k | -2% | 7.8k | 48.33 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $376k | -4% | 3.0k | 123.74 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $367k | +8% | 379.00 | 968.09 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.6 | $364k | 11k | 33.53 |
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| American Express Company (AXP) | 0.6 | $360k | 1.1k | 332.16 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.6 | $359k | 4.2k | 84.82 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $345k | +3% | 4.5k | 76.71 |
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| salesforce (CRM) | 0.6 | $341k | +9% | 1.4k | 237.00 |
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| Veeva Sys Cl A Com (VEEV) | 0.6 | $333k | 1.1k | 297.91 |
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| Blackrock (BLK) | 0.6 | $316k | +4% | 271.00 | 1165.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $315k | -4% | 1.8k | 170.80 |
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| Servicenow (NOW) | 0.5 | $308k | +4% | 335.00 | 920.28 |
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| Honeywell International (HON) | 0.5 | $287k | 1.4k | 210.50 |
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| Starbucks Corporation (SBUX) | 0.5 | $281k | 3.3k | 84.60 |
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| Broadridge Financial Solutions (BR) | 0.5 | $277k | +3% | 1.2k | 238.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $267k | NEW | 1.1k | 243.55 |
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| Nextera Energy (NEE) | 0.5 | $256k | 3.4k | 75.49 |
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| Booking Holdings (BKNG) | 0.4 | $254k | 47.00 | 5399.28 |
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| Chevron Corporation (CVX) | 0.4 | $241k | 1.6k | 155.29 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $239k | 1.2k | 206.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $239k | NEW | 320.00 | 746.63 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $219k | 1.3k | 174.58 |
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| Intercontinental Exchange (ICE) | 0.4 | $217k | -3% | 1.3k | 168.48 |
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| Paypal Holdings (PYPL) | 0.4 | $213k | NEW | 3.2k | 67.06 |
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| Johnson & Johnson (JNJ) | 0.4 | $209k | NEW | 1.1k | 185.44 |
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| Automatic Data Processing (ADP) | 0.4 | $202k | 687.00 | 293.69 |
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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 Q3 filed Oct. 27, 2025
- Bestgate Wealth Advisors 2025 Q2 filed July 16, 2025
- Bestgate Wealth Advisors 2025 Q1 filed April 29, 2025