Bestgate Wealth Advisors, LLC
CIK: 0002055670Latest portfolio: $56.9M · Q4 2025
Holdings
53
Total Value
$56.9M
New Positions
52
Closed Positions
0
Top Holdings
View All 53 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 10,014 | $6.9M | 12.05% | NEW | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 88,619 | $5.5M | 9.73% | NEW | |
| 3 | SCHZSCHWAB STRATEGIC TR | 194,190 | $4.5M | 7.97% | NEW | |
| 4 | SPYMSPDR SERIES TRUST | 54,100 | $4.3M | 7.62% | NEW | |
| 5 | QQQMINVESCO EXCH TRADED FD TR II | 12,578 | $3.2M | 5.59% | NEW | |
| 6 | QUALISHARES TR | 11,995 | $2.4M | 4.19% | NEW | |
| 7 | MBBISHARES TR | 23,457 | $2.2M | 3.92% | NEW | |
| 8 | VXFVANGUARD INDEX FDS | 9,422 | $2.0M | 3.46% | NEW | |
| 9 | XSVMINVESCO EXCHANGE TRADED FD T | 31,577 | $1.8M | 3.17% | NEW | |
| 10 | AQLTISHARES TR | 18,918 | $1.7M | 2.97% | NEW | |
| 11 | EMXCISHARES INC | 20,892 | $1.5M | 2.67% | NEW | |
| 12 | AQLTISHARES TR | 55,762 | $1.3M | 2.25% | NEW | |
| 13 | VBRVANGUARD INDEX FDS | 5,212 | $1.1M | 1.94% | NEW | |
| 14 | AMZNAMAZON COM INC | 4,191 | $967K | 1.70% | NEW | |
| 15 | SCHHSCHWAB STRATEGIC TR | 45,397 | $948K | 1.67% | NEW | |
| 16 | GOOGLALPHABET INC | 3,012 | $942K | 1.66% | NEW | |
| 17 | SCHISCHWAB STRATEGIC TR | 38,792 | $891K | 1.57% | NEW | |
| 18 | MGKVANGUARD WORLD FD | 1,971 | $813K | 1.43% | NEW | |
| 19 | VOVANGUARD INDEX FDS | 2,798 | $812K | 1.43% | NEW | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,313 | $702K | 1.23% | NEW | |
| 21 | PANWPALO ALTO NETWORKS INC | 3,785 | $697K | 1.22% | NEW | |
| 22 | JPMJPMORGAN CHASE & CO. | 2,011 | $647K | 1.14% | NEW | |
| 23 | VOOVANGUARD INDEX FDS | 1,002 | $628K | 1.10% | NEW | |
| 24 | AAPLAPPLE INC | 2,254 | $612K | 1.08% | NEW | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,193 | $599K | 1.05% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.85855364538434e+88T)
Technology0.0% ($702697612561380.3T)
Unknown0.0% ($16921283.6T)
Healthcare0.0% ($413.2B)
Consumer Cyclical0.0% ($967.3M)
Communication Services0.0% ($942.3M)
Utilities0.0% ($352.3M)
Industrials0.0% ($265K)
Energy0.0% ($214K)
Filing History
Fund Information
Bestgate Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $56.9M across 53 holdings. The largest position is ISHARES TR (IVV), representing 12.1% of the portfolio. Compared to the previous quarter, the fund opened 53 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.