Bestgate Wealth Advisors
Latest statistics and disclosures from Bestgate Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, SCHZ, IVV, QQQM, and represent 46.96% of Bestgate Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$19M), VEA (+$11M), SCHZ (+$9.8M), QQQM (+$6.1M), MBB (+$5.5M), VXF (+$5.3M), QUAL, SCHI, IVV, EMXC.
- Started 32 new stock positions in RTX, CAT, LCTD, MRK, NVDA, SCHA, ANET, VEEV, LCTU, CRWD.
- Reduced shares in these 5 stocks: IEFA, VBR, SCZ, VIGI, JNJ.
- Bestgate Wealth Advisors was a net buyer of stock by $96M.
- Bestgate Wealth Advisors has $158M in assets under management (AUM), dropping by 151.69%.
- Central Index Key (CIK): 0002055670
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Portfolio Holdings for Bestgate Wealth Advisors
Bestgate Wealth Advisors holds 77 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.5 | $21M | +789% | 30k | 700.87 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.0 | $17M | +174% | 247k | 70.61 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.9 | $14M | +233% | 635k | 22.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.0 | $11M | +46% | 15k | 765.87 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 6.5 | $10M | +143% | 34k | 304.64 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.3 | $8.4M | +171% | 36k | 231.63 |
|
| Ishares Tr Mbs Etf (MBB) | 5.0 | $7.8M | +234% | 88k | 89.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.7 | $7.5M | +162% | 34k | 222.24 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 3.8 | $6.0M | +237% | 279k | 21.44 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 3.5 | $5.6M | +15% | 62k | 89.76 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.4 | $5.4M | +138% | 55k | 99.08 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 2.7 | $4.3M | +172% | 66k | 65.10 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 2.0 | $3.1M | +163% | 143k | 22.04 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.0 | $3.1M | +228% | 143k | 21.87 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 1.2 | $1.9M | +110% | 21k | 92.65 |
|
| Palo Alto Networks (PANW) | 1.0 | $1.6M | +15% | 4.0k | 397.31 |
|
| Merck & Co (MRK) | 0.9 | $1.4M | NEW | 9.3k | 145.31 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.2M | +138% | 2.4k | 512.82 |
|
| Amazon (AMZN) | 0.8 | $1.2M | +52% | 4.9k | 249.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.2M | +25% | 3.4k | 344.08 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.1M | +68% | 9.0k | 125.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $1.0M | +12% | 2.3k | 456.19 |
|
| Apple (AAPL) | 0.6 | $955k | +45% | 2.9k | 333.02 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $918k | -36% | 9.5k | 96.88 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.6 | $877k | +16% | 11k | 78.42 |
|
| Exxonmobil Holdings Corp Com Shs | 0.5 | $800k | NEW | 4.9k | 162.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $781k | NEW | 6.2k | 125.26 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.5 | $744k | NEW | 9.1k | 81.67 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.4 | $701k | -16% | 3.0k | 231.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $638k | +6% | 1.9k | 330.82 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $638k | +21% | 352.00 | 1811.67 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $635k | NEW | 3.8k | 166.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $580k | +4% | 1.2k | 497.95 |
|
| Us Bancorp Com New (USB) | 0.4 | $575k | +48% | 10k | 57.76 |
|
| Verizon Communications (VZ) | 0.4 | $573k | +51% | 13k | 45.87 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $527k | +150% | 4.5k | 117.77 |
|
| Abbvie (ABBV) | 0.3 | $487k | +2% | 1.9k | 261.57 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $458k | NEW | 3.1k | 146.19 |
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.3 | $449k | 11k | 41.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $400k | +69% | 1.2k | 340.74 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $400k | +30% | 3.5k | 114.02 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.2 | $388k | NEW | 6.5k | 59.58 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $377k | 2.4k | 160.33 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $363k | NEW | 1.4k | 264.90 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $353k | NEW | 1.5k | 228.38 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $351k | NEW | 5.2k | 68.06 |
|
| MercadoLibre (MELI) | 0.2 | $342k | +10% | 198.00 | 1728.53 |
|
| Chevron Corporation (CVX) | 0.2 | $315k | +10% | 1.5k | 204.21 |
|
| American Express Company (AXP) | 0.2 | $309k | +2% | 1.0k | 304.10 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $301k | NEW | 1.1k | 285.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $292k | NEW | 1.1k | 264.75 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $289k | NEW | 2.6k | 112.09 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $280k | NEW | 8.6k | 32.63 |
|
| Blackrock (BLK) | 0.2 | $279k | +4% | 264.00 | 1057.72 |
|
| Leidos Holdings (LDOS) | 0.2 | $273k | NEW | 2.2k | 121.83 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $270k | NEW | 3.9k | 70.15 |
|
| Nextera Energy (NEE) | 0.2 | $270k | +10% | 3.6k | 75.74 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $269k | NEW | 2.7k | 101.13 |
|
| Blackrock Etf Trust Isha Worl Ex Etf (LCTD) | 0.2 | $266k | NEW | 4.6k | 57.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $264k | 1.2k | 228.28 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $264k | -12% | 3.1k | 84.41 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $260k | -11% | 2.8k | 94.42 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $249k | NEW | 5.5k | 45.25 |
|
| Johnson & Johnson (JNJ) | 0.2 | $245k | -3% | 927.00 | 264.64 |
|
| Ishares Tr Esg Advan Etf (EUSB) | 0.2 | $244k | NEW | 5.9k | 41.57 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $237k | NEW | 1.0k | 233.31 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $233k | NEW | 4.3k | 54.16 |
|
| Visa Com Cl A (V) | 0.1 | $232k | NEW | 645.00 | 359.38 |
|
| salesforce (CRM) | 0.1 | $223k | NEW | 971.00 | 229.65 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.1 | $220k | NEW | 1.1k | 195.53 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $220k | NEW | 1.4k | 161.08 |
|
| Intercontinental Exchange (ICE) | 0.1 | $219k | NEW | 1.4k | 152.01 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $215k | NEW | 1.1k | 203.59 |
|
| Caterpillar (CAT) | 0.1 | $213k | NEW | 263.00 | 810.79 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $210k | NEW | 737.00 | 284.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $205k | NEW | 1.1k | 185.62 |
|
| Servicenow (NOW) | 0.1 | $203k | NEW | 1.5k | 134.01 |
|
Past Filings by Bestgate Wealth Advisors
SEC 13F filings are viewable for Bestgate Wealth Advisors going back to 2025
- Bestgate Wealth Advisors 2026 Q3 filed Oct. 13, 2026
- Bestgate Wealth Advisors 2026 Q2 filed July 30, 2026
- 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