Bestgate Wealth Advisors

Bestgate Wealth Advisors as of March 31, 2026

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 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 14k 237.62
Vanguard Index Fds Extend Mkt Etf (VXF) 4.9 $2.7M 13k 205.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.4 $2.5M 13k 191.81
Ishares Tr Mbs Etf (MBB) 4.4 $2.4M 26k 94.95
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 3.3 $1.8M 81k 22.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $1.8M 3.0k 597.55
Ishares Msci Emrg Chn (EMXC) 3.2 $1.8M 23k 78.66
Ishares Tr Core Msci Eafe (IEFA) 2.7 $1.5M 17k 90.53
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 2.6 $1.5M 24k 60.26
Schwab Strategic Tr Us Reit Etf (SCHH) 2.1 $1.2M 54k 21.49
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $1.0M 44k 22.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $976k 4.5k 217.25
Alphabet Cap Stk Cl A (GOOGL) 1.4 $795k 2.8k 287.56
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $726k 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 2.0k 337.95
Amazon (AMZN) 1.2 $666k 3.2k 208.27
JPMorgan Chase & Co. (JPM) 1.0 $578k 2.0k 294.15
Palo Alto Networks (PANW) 1.0 $561k 3.5k 160.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $535k 1.1k 479.20
Apple (AAPL) 0.9 $501k 2.0k 253.79
Vanguard World Inf Tech Etf (VGT) 0.8 $465k 667.00 697.72
Verizon Communications (VZ) 0.8 $446k 8.9k 50.20
Abbvie (ABBV) 0.7 $394k 1.8k 217.47
Asml Hldg Nv N Y Registry Shs (ASML) 0.7 $382k 289.00 1320.83
Ishares Tr S&P SML 600 GWT (IJT) 0.7 $381k 2.6k 144.71
Fidelity Covington Trust Enhanced Large (FELV) 0.7 $379k 11k 34.91
Microsoft Corporation (MSFT) 0.7 $371k 1.0k 370.03
Duke Energy Corp Com New (DUK) 0.6 $359k 2.7k 130.96
Us Bancorp Com New (USB) 0.6 $348k 6.7k 52.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $326k 4.2k 78.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $324k 3.7k 88.46
Nextera Energy (NEE) 0.6 $315k 3.4k 92.88
American Express Company (AXP) 0.6 $313k 1.0k 302.48
MercadoLibre (MELI) 0.6 $311k 180.00 1729.02
Chevron Corporation (CVX) 0.5 $288k 1.4k 206.90
Honeywell International (HON) 0.5 $273k 1.2k 226.10
Johnson & Johnson (JNJ) 0.5 $259k 1.1k 244.47
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $245k 1.2k 211.15
salesforce (CRM) 0.4 $244k 1.3k 186.67
Blackrock (BLK) 0.4 $242k 252.00 961.17