Bestgate Wealth Advisors, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$56.9M
Holdings
53
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 10,014 | $6.9M | 12.05% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 88,619 | $5.5M | 9.73% | |
| 3 | SCHZSCHWAB STRATEGIC TR | 194,190 | $4.5M | 7.97% | |
| 4 | SPYMSPDR SERIES TRUST | 54,100 | $4.3M | 7.62% | |
| 5 | QQQMINVESCO EXCH TRADED FD TR II | 12,578 | $3.2M | 5.59% | |
| 6 | QUALISHARES TR | 11,995 | $2.4M | 4.19% | |
| 7 | MBBISHARES TR | 23,457 | $2.2M | 3.92% | |
| 8 | VXFVANGUARD INDEX FDS | 9,422 | $2.0M | 3.46% | |
| 9 | XSVMINVESCO EXCHANGE TRADED FD T | 31,577 | $1.8M | 3.17% | |
| 10 | AQLTISHARES TR | 18,918 | $1.7M | 2.97% | |
| 11 | EMXCISHARES INC | 20,892 | $1.5M | 2.67% | |
| 12 | AQLTISHARES TR | 55,762 | $1.3M | 2.25% | |
| 13 | VBRVANGUARD INDEX FDS | 5,212 | $1.1M | 1.94% | |
| 14 | AMZNAMAZON COM INC | 4,191 | $967K | 1.70% | |
| 15 | SCHHSCHWAB STRATEGIC TR | 45,397 | $948K | 1.67% | |
| 16 | GOOGLALPHABET INC | 3,012 | $942K | 1.66% | |
| 17 | SCHISCHWAB STRATEGIC TR | 38,792 | $891K | 1.57% | |
| 18 | MGKVANGUARD WORLD FD | 1,971 | $813K | 1.43% | |
| 19 | VOVANGUARD INDEX FDS | 2,798 | $812K | 1.43% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,313 | $702K | 1.23% | |
| 21 | PANWPALO ALTO NETWORKS INC | 3,785 | $697K | 1.22% | |
| 22 | JPMJPMORGAN CHASE & CO. | 2,011 | $647K | 1.14% | |
| 23 | VOOVANGUARD INDEX FDS | 1,002 | $628K | 1.10% | |
| 24 | AAPLAPPLE INC | 2,254 | $612K | 1.08% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,193 | $599K | 1.05% | |
| 26 | MSFTMICROSOFT CORP | 1,161 | $561K | 0.99% | |
| 27 | VGTVANGUARD WORLD FD | 667 | $502K | 0.88% | |
| 28 | MLB1MERCADOLIBRE INC | 223 | $449K | 0.79% | |
| 29 | ABBVABBVIE INC | 1,810 | $413K | 0.73% | |
| 30 | AXPAMERICAN EXPRESS CO | 1,084 | $401K | 0.70% | |
| 31 | IJTISHARES TR | 2,835 | $400K | 0.70% | |
| 32 | BACVERIZON COMMUNICATIONS INC | 9,687 | $394K | 0.69% | |
| 33 | CRMSALESFORCE INC | 1,438 | $380K | 0.67% | |
| 34 | SCZISHARES TR | 4,892 | $379K | 0.67% | |
| 35 | FEMRFIDELITY COVINGTON TRUST | 10,850 | $376K | 0.66% | |
| 36 | USBUS BANCORP DEL | 6,852 | $365K | 0.64% | |
| 37 | ASMLASML HOLDING N V | 341 | $364K | 0.64% | |
| 38 | VIGIVANGUARD WHITEHALL FDS | 3,937 | $360K | 0.63% | |
| 39 | DUKDUKE ENERGY CORP NEW | 3,011 | $352K | 0.62% | |
| 40 | GOOGALPHABET INC | 1,095 | $343K | 0.60% | |
| 41 | BLKBLACKROCK INC | 259 | $277K | 0.49% | |
| 42 | NEENEXTERA ENERGY INC | 3,389 | $272K | 0.48% | |
| 43 | BXBLACKSTONE INC | 1,764 | $271K | 0.48% | |
| 44 | HONHONEYWELL INTL INC | 1,362 | $265K | 0.47% | |
| 45 | BKNGBOOKING HOLDINGS INC | 47 | $251K | 0.44% | |
| 46 | NOWSERVICENOW INC | 1,605 | $245K | 0.43% | |
| 47 | IVEISHARES TR | 1,158 | $245K | 0.43% | |
| 48 | VEEVVEEVA SYS INC | 1,060 | $236K | 0.41% | |
| 49 | JNJJOHNSON & JOHNSON | 1,128 | $233K | 0.41% | |
| 50 | BRBROADRIDGE FINL SOLUTIONS IN | 1,017 | $226K | 0.40% | |
| 51 | CVXCHEVRON CORP NEW | 1,409 | $214K | 0.38% | |
| 52 | VOEVANGUARD INDEX FDS | 1,190 | $211K | 0.37% | |
| 53 | EFAVISHARES TR | 2,338 | $201K | 0.35% |