Bestgate Wealth Advisors

Bestgate Wealth Advisors as of Sept. 30, 2025

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 10k 669.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.4 $5.3M 89k 59.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.8 $4.4M 188k 23.47
Spdr Series Trust Portfolio S&p500 (SPLG) 7.7 $4.3M 56k 78.34
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.6 $3.2M 13k 247.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.1 $2.3M 12k 194.49
Ishares Tr Mbs Etf (MBB) 3.8 $2.1M 22k 95.15
Vanguard Index Fds Extend Mkt Etf (VXF) 3.5 $2.0M 9.4k 209.33
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 3.1 $1.8M 31k 56.46
Ishares Tr Core Msci Eafe (IEFA) 2.8 $1.6M 18k 87.31
Ishares Msci Emrg Chn (EMXC) 2.5 $1.4M 21k 67.51
Ishares Tr Us Treas Bd Etf (GOVT) 2.2 $1.3M 54k 23.12
Schwab Strategic Tr Us Reit Etf (SCHH) 1.8 $1.0M 47k 21.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $927k 4.4k 208.71
Amazon (AMZN) 1.5 $870k 4.0k 219.57
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.5 $858k 37k 23.08
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $818k 2.8k 293.74
Palo Alto Networks (PANW) 1.4 $792k 3.9k 203.62
Alphabet Cap Stk Cl A (GOOGL) 1.4 $782k 3.2k 243.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $654k 2.3k 279.29
JPMorgan Chase & Co. (JPM) 1.1 $647k 2.1k 315.42
Apple (AAPL) 1.1 $608k 2.4k 254.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $604k 1.2k 502.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $581k 948.00 612.39
Microsoft Corporation (MSFT) 1.0 $542k 1.0k 518.02
MercadoLibre (MELI) 0.9 $521k 223.00 2336.94
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $514k 4.3k 118.83
Ishares Tr S&P SML 600 GWT (IJT) 0.9 $497k 3.5k 141.50
Verizon Communications (VZ) 0.8 $436k 9.9k 43.95
Abbvie (ABBV) 0.7 $419k 1.8k 231.52
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $387k 4.3k 89.57
Us Bancorp Del Com New (USB) 0.7 $379k 7.8k 48.33
Duke Energy Corp Com New (DUK) 0.7 $376k 3.0k 123.74
Asml Holding N V N Y Registry Shs (ASML) 0.6 $367k 379.00 968.09
Fidelity Covington Trust Enhanced Large (FELV) 0.6 $364k 11k 33.53
American Express Company (AXP) 0.6 $360k 1.1k 332.16
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $359k 4.2k 84.82
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $345k 4.5k 76.71
salesforce (CRM) 0.6 $341k 1.4k 237.00
Veeva Sys Cl A Com (VEEV) 0.6 $333k 1.1k 297.91
Blackrock (BLK) 0.6 $316k 271.00 1165.49
Blackstone Group Inc Com Cl A (BX) 0.6 $315k 1.8k 170.80
Servicenow (NOW) 0.5 $308k 335.00 920.28
Honeywell International (HON) 0.5 $287k 1.4k 210.50
Starbucks Corporation (SBUX) 0.5 $281k 3.3k 84.60
Broadridge Financial Solutions (BR) 0.5 $277k 1.2k 238.11
Alphabet Cap Stk Cl C (GOOG) 0.5 $267k 1.1k 243.55
Nextera Energy (NEE) 0.5 $256k 3.4k 75.49
Booking Holdings (BKNG) 0.4 $254k 47.00 5399.28
Chevron Corporation (CVX) 0.4 $241k 1.6k 155.29
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $239k 1.2k 206.51
Vanguard World Inf Tech Etf (VGT) 0.4 $239k 320.00 746.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $219k 1.3k 174.58
Intercontinental Exchange (ICE) 0.4 $217k 1.3k 168.48
Paypal Holdings (PYPL) 0.4 $213k 3.2k 67.06
Johnson & Johnson (JNJ) 0.4 $209k 1.1k 185.44
Automatic Data Processing (ADP) 0.4 $202k 687.00 293.69