Bestgate Wealth Advisors
Latest statistics and disclosures from Bestgate Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, SPYM, SCHZ, QQQM, and represent 43.26% of Bestgate Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MGK, VO, VGT, VEA, VOO, GOOG, AVUV, MBB, SCHI, QQQM.
- Started 2 new stock positions in GOOG, AVUV.
- Reduced shares in these 10 stocks: Honeywell International, , VBR, IEFA, SPYM, VIGI, JPM, IJT, SCZ, IVV.
- Sold out of its positions in Honeywell International, CRM.
- Bestgate Wealth Advisors was a net buyer of stock by $1.7M.
- Bestgate Wealth Advisors has $63M in assets under management (AUM), dropping by 13.22%.
- Central Index Key (CIK): 0002055670
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Portfolio Holdings for Bestgate Wealth Advisors
Bestgate Wealth Advisors holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.8 | $7.4M | 9.9k | 748.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.2 | $6.4M | +4% | 90k | 71.25 |
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| Spdr Series Trust St Str P500etf (SPYM) | 7.5 | $4.7M | 54k | 87.88 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 7.0 | $4.4M | 191k | 23.13 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 6.7 | $4.2M | 14k | 302.97 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.2 | $3.3M | 13k | 246.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.5 | $2.8M | 13k | 219.43 |
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| Ishares Tr Mbs Etf (MBB) | 3.9 | $2.5M | +2% | 26k | 94.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $2.3M | +14% | 3.4k | 686.78 |
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| Ishares Msci Emrg Chn (EMXC) | 3.7 | $2.3M | 23k | 102.30 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 3.0 | $1.9M | +2% | 83k | 22.64 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 2.7 | $1.7M | 24k | 69.59 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $1.4M | -10% | 15k | 96.58 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 2.0 | $1.3M | 54k | 23.68 |
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| Palo Alto Networks (PANW) | 1.9 | $1.2M | 3.5k | 341.02 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.6 | $991k | 44k | 22.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $977k | 2.7k | 357.37 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $956k | 2.0k | 477.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $879k | -19% | 3.6k | 242.99 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.4 | $866k | +400% | 9.9k | 87.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $772k | +279% | 9.6k | 80.57 |
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| Amazon (AMZN) | 1.2 | $762k | 3.2k | 238.34 |
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| Vanguard World Inf Tech Etf (VGT) | 1.0 | $638k | +700% | 5.3k | 119.52 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $591k | -8% | 1.8k | 327.32 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $575k | 289.00 | 1989.44 |
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| Apple (AAPL) | 0.9 | $571k | 2.0k | 289.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $558k | 1.1k | 500.39 |
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| Abbvie (ABBV) | 0.7 | $455k | 1.8k | 251.62 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.7 | $435k | 11k | 40.09 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.7 | $420k | -10% | 2.4k | 178.60 |
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| Us Bancorp Com New (USB) | 0.6 | $404k | 6.7k | 60.40 |
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| Microsoft Corporation (MSFT) | 0.6 | $374k | 1.0k | 372.88 |
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| Verizon Communications (VZ) | 0.6 | $350k | -7% | 8.3k | 42.34 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $340k | -2% | 2.7k | 126.60 |
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| American Express Company (AXP) | 0.5 | $334k | -4% | 988.00 | 338.25 |
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| MercadoLibre (MELI) | 0.5 | $306k | 180.00 | 1697.39 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $294k | -14% | 3.6k | 82.26 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $289k | -15% | 3.1k | 93.38 |
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| Nextera Energy (NEE) | 0.5 | $284k | -4% | 3.2k | 87.77 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $263k | 1.2k | 227.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $246k | NEW | 695.00 | 353.33 |
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| Johnson & Johnson (JNJ) | 0.4 | $243k | -9% | 958.00 | 254.01 |
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| Blackrock (BLK) | 0.4 | $242k | 252.00 | 961.02 |
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| Chevron Corporation (CVX) | 0.4 | $231k | 1.4k | 165.76 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $223k | NEW | 1.8k | 124.76 |
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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 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