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 43.08% of Bestgate Wealth Advisors's stock portfolio.
- Added to shares of these 9 stocks: VOO, SCHI, VXF, QQQM, MBB, SCHH, QUAL, EMXC, SPYM.
- Reduced shares in these 10 stocks: XSVM, GOOG, BX, GOVT, BKNG, , VEEV, , VOE, AMZN.
- Sold out of its positions in GOOG, BX, BKNG, BR, EFAV, NOW, VEEV, VOE.
- Bestgate Wealth Advisors was a net seller of stock by $-546k.
- Bestgate Wealth Advisors has $55M in assets under management (AUM), dropping by -2.57%.
- Central Index Key (CIK): 0002055670
Tip: Access up to 7 years of quarterly data
Positions held by Bestgate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bestgate Wealth Advisors
Bestgate Wealth Advisors holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.7 | $6.5M | 9.9k | 653.22 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.9 | $5.5M | -3% | 86k | 64.08 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.0 | $4.4M | 191k | 23.22 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 7.5 | $4.2M | 55k | 76.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.9 | $3.3M | +9% | 14k | 237.62 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.9 | $2.7M | +41% | 13k | 205.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.4 | $2.5M | +6% | 13k | 191.81 |
|
| Ishares Tr Mbs Etf (MBB) | 4.4 | $2.4M | +9% | 26k | 94.95 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 3.3 | $1.8M | +107% | 81k | 22.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $1.8M | +198% | 3.0k | 597.55 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.2 | $1.8M | +8% | 23k | 78.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $1.5M | -11% | 17k | 90.53 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 2.6 | $1.5M | -22% | 24k | 60.26 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 2.1 | $1.2M | +18% | 54k | 21.49 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.8 | $1.0M | -21% | 44k | 22.91 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.8 | $976k | -13% | 4.5k | 217.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $795k | -8% | 2.8k | 287.56 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $726k | -9% | 2.5k | 287.18 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $724k | 2.0k | 367.44 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $677k | -13% | 2.0k | 337.95 |
|
| Amazon (AMZN) | 1.2 | $666k | -23% | 3.2k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $578k | -2% | 2.0k | 294.15 |
|
| Palo Alto Networks (PANW) | 1.0 | $561k | -7% | 3.5k | 160.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $535k | -6% | 1.1k | 479.20 |
|
| Apple (AAPL) | 0.9 | $501k | -12% | 2.0k | 253.79 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $465k | 667.00 | 697.72 |
|
|
| Verizon Communications (VZ) | 0.8 | $446k | -8% | 8.9k | 50.20 |
|
| Abbvie (ABBV) | 0.7 | $394k | 1.8k | 217.47 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $382k | -15% | 289.00 | 1320.83 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.7 | $381k | -7% | 2.6k | 144.71 |
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.7 | $379k | 11k | 34.91 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $371k | -13% | 1.0k | 370.03 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $359k | -8% | 2.7k | 130.96 |
|
| Us Bancorp Com New (USB) | 0.6 | $348k | -2% | 6.7k | 52.01 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $326k | -14% | 4.2k | 78.40 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $324k | -6% | 3.7k | 88.46 |
|
| Nextera Energy (NEE) | 0.6 | $315k | 3.4k | 92.88 |
|
|
| American Express Company (AXP) | 0.6 | $313k | -4% | 1.0k | 302.48 |
|
| MercadoLibre (MELI) | 0.6 | $311k | -19% | 180.00 | 1729.02 |
|
| Chevron Corporation (CVX) | 0.5 | $288k | 1.4k | 206.90 |
|
|
| Honeywell International (HON) | 0.5 | $273k | -11% | 1.2k | 226.10 |
|
| Johnson & Johnson (JNJ) | 0.5 | $259k | -6% | 1.1k | 244.47 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $245k | 1.2k | 211.15 |
|
|
| salesforce (CRM) | 0.4 | $244k | -9% | 1.3k | 186.67 |
|
| Blackrock (BLK) | 0.4 | $242k | -2% | 252.00 | 961.17 |
|
Past Filings by Bestgate Wealth Advisors
SEC 13F filings are viewable for Bestgate Wealth Advisors going back to 2025
- Bestgate Wealth Advisors 2026 Q1 filed April 24, 2026
- 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