Bestgate Wealth Advisors

Bestgate Wealth Advisors as of June 30, 2026

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
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $6.4M 90k 71.25
Spdr Series Trust St Str P500etf (SPYM) 7.5 $4.7M 54k 87.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.0 $4.4M 191k 23.13
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.7 $4.2M 14k 302.97
Vanguard Index Fds Extend Mkt Etf (VXF) 5.2 $3.3M 13k 246.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.5 $2.8M 13k 219.43
Ishares Tr Mbs Etf (MBB) 3.9 $2.5M 26k 94.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $2.3M 3.4k 686.78
Ishares Msci Emrg Chn (EMXC) 3.7 $2.3M 23k 102.30
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 3.0 $1.9M 83k 22.64
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 2.7 $1.7M 24k 69.59
Ishares Tr Core Msci Eafe (IEFA) 2.3 $1.4M 15k 96.58
Schwab Strategic Tr Us Reit Etf (SCHH) 2.0 $1.3M 54k 23.68
Palo Alto Networks (PANW) 1.9 $1.2M 3.5k 341.02
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $991k 44k 22.78
Alphabet Cap Stk Cl A (GOOGL) 1.6 $977k 2.7k 357.37
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $956k 2.0k 477.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $879k 3.6k 242.99
Vanguard World Mega Grwth Ind (MGK) 1.4 $866k 9.9k 87.91
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $772k 9.6k 80.57
Amazon (AMZN) 1.2 $762k 3.2k 238.34
Vanguard World Inf Tech Etf (VGT) 1.0 $638k 5.3k 119.52
JPMorgan Chase & Co. (JPM) 0.9 $591k 1.8k 327.32
Asml Hldg Nv N Y Registry Shs (ASML) 0.9 $575k 289.00 1989.44
Apple (AAPL) 0.9 $571k 2.0k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $558k 1.1k 500.39
Abbvie (ABBV) 0.7 $455k 1.8k 251.62
Fidelity Covington Trust Enhanced Large (FELV) 0.7 $435k 11k 40.09
Ishares Tr S&P SML 600 GWT (IJT) 0.7 $420k 2.4k 178.60
Us Bancorp Com New (USB) 0.6 $404k 6.7k 60.40
Microsoft Corporation (MSFT) 0.6 $374k 1.0k 372.88
Verizon Communications (VZ) 0.6 $350k 8.3k 42.34
Duke Energy Corp Com New (DUK) 0.5 $340k 2.7k 126.60
American Express Company (AXP) 0.5 $334k 988.00 338.25
MercadoLibre (MELI) 0.5 $306k 180.00 1697.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $294k 3.6k 82.26
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $289k 3.1k 93.38
Nextera Energy (NEE) 0.5 $284k 3.2k 87.77
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $263k 1.2k 227.06
Alphabet Cap Stk Cl C (GOOG) 0.4 $246k 695.00 353.33
Johnson & Johnson (JNJ) 0.4 $243k 958.00 254.01
Blackrock (BLK) 0.4 $242k 252.00 961.02
Chevron Corporation (CVX) 0.4 $231k 1.4k 165.76
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $223k 1.8k 124.76