Bestgate Wealth Advisors

Bestgate Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Bestgate Wealth Advisors

Bestgate Wealth Advisors holds 53 positions in its portfolio as reported in the December 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 $6.9M 10k 684.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $5.5M 89k 62.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.0 $4.5M 194k 23.37
Spdr Series Trust State Street Spd (SPYM) 7.6 $4.3M 54k 80.22
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.6 $3.2M 13k 252.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.2 $2.4M 12k 198.62
Ishares Tr Mbs Etf (MBB) 3.9 $2.2M 24k 95.22
Vanguard Index Fds Extend Mkt Etf (VXF) 3.5 $2.0M 9.4k 209.13
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 3.2 $1.8M 32k 57.14
Ishares Tr Core Msci Eafe (IEFA) 3.0 $1.7M 19k 89.46
Ishares Msci Emrg Chn (EMXC) 2.7 $1.5M 21k 72.68
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $1.3M 56k 23.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $1.1M 5.2k 211.79
Amazon (AMZN) 1.7 $967k 4.2k 230.82
Schwab Strategic Tr Us Reit Etf (SCHH) 1.7 $948k 45k 20.89
Alphabet Cap Stk Cl A (GOOGL) 1.7 $943k 3.0k 313.00
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.6 $891k 39k 22.97
Vanguard World Mega Grwth Ind (MGK) 1.4 $814k 2.0k 412.77
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $812k 2.8k 290.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $703k 2.3k 303.89
Palo Alto Networks (PANW) 1.2 $697k 3.8k 184.20
JPMorgan Chase & Co. (JPM) 1.1 $648k 2.0k 322.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $629k 1.0k 627.30
Apple (AAPL) 1.1 $613k 2.3k 271.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $600k 1.2k 502.65
Microsoft Corporation (MSFT) 1.0 $562k 1.2k 483.70
Vanguard World Inf Tech Etf (VGT) 0.9 $503k 667.00 753.78
MercadoLibre (MELI) 0.8 $449k 223.00 2014.26
Abbvie (ABBV) 0.7 $414k 1.8k 228.67
American Express Company (AXP) 0.7 $401k 1.1k 369.95
Ishares Tr S&P SML 600 GWT (IJT) 0.7 $400k 2.8k 141.16
Verizon Communications (VZ) 0.7 $395k 9.7k 40.73
salesforce (CRM) 0.7 $381k 1.4k 264.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $379k 4.9k 77.52
Fidelity Covington Trust Enhanced Large (FELV) 0.7 $376k 11k 34.66
Us Bancorp Del Com New (USB) 0.6 $366k 6.9k 53.36
Asml Holding N V N Y Registry Shs (ASML) 0.6 $365k 341.00 1069.86
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $360k 3.9k 91.45
Duke Energy Corp Com New (DUK) 0.6 $353k 3.0k 117.22
Alphabet Cap Stk Cl C (GOOG) 0.6 $344k 1.1k 313.80
Blackrock (BLK) 0.5 $277k 259.00 1069.99
Nextera Energy (NEE) 0.5 $272k 3.4k 80.28
Blackstone Group Inc Com Cl A (BX) 0.5 $272k 1.8k 154.13
Honeywell International (HON) 0.5 $266k 1.4k 195.02
Booking Holdings (BKNG) 0.4 $252k 47.00 5355.34
Servicenow (NOW) 0.4 $246k 1.6k 153.19
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $246k 1.2k 212.07
Veeva Sys Cl A Com (VEEV) 0.4 $237k 1.1k 223.23
Johnson & Johnson (JNJ) 0.4 $234k 1.1k 206.98
Broadridge Financial Solutions (BR) 0.4 $227k 1.0k 223.18
Chevron Corporation (CVX) 0.4 $215k 1.4k 152.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $211k 1.2k 177.37
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $202k 2.3k 86.24