Bestgate Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 2055670 · latest 13F-HR filed 2026-04-24
Bestgate Wealth Advisors, LLC manages $55.4M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (11.71%), VEA (9.92%), SCHZ (8.01%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 8, added to 10, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$55.4M
Long-equity book
45
Distinct positions
2026-03-31
Filed 2026-04-24
+0 / −8 / ↑10 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$1.2M +184.1%
- SCHWAB STRATEGIC TR$934.6K +104.9%
- VANGUARD INDEX FDS$768.3K +39.0%
- ISHARES INC$265.8K +17.5%
- SCHWAB STRATEGIC TR$206.6K +21.8%
Top Trims
- ISHARES TR-$364.4K -5.3%
- INVESCO EXCHANGE TRADED FD T-$337.8K -18.7%
- AMAZON COM INC-$301.7K -31.2%
- ISHARES TR-$276.4K -21.5%
- MICROSOFT CORP-$190.8K -34.0%
Exited Positions
- ALPHABET INC$343.6K
- BLACKSTONE INC$271.9K
- BOOKING HOLDINGS INC$251.7K
- SERVICENOW INC$245.9K
- VEEVA SYS INC$236.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $6.5M | 11.71% | 9,942 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.5M | 9.92% | 85,805 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $4.4M | 8.01% | 191,285 | SH |
| 4 | SPDR SERIES TRUST | SPYM | 78464A854 | $4.2M | 7.54% | 54,638 | SH |
| 5 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $3.3M | 5.89% | 13,751 | SH |
| 6 | VANGUARD INDEX FDS | VXF | 922908652 | $2.7M | 4.94% | 13,307 | SH |
| 7 | ISHARES TR | QUAL | 46432F339 | $2.5M | 4.43% | 12,801 | SH |
| 8 | ISHARES TR | MBB | 464288588 | $2.4M | 4.38% | 25,579 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $1.8M | 3.29% | 80,495 | SH |
| 10 | VANGUARD INDEX FDS | VOO | 922908363 | $1.8M | 3.22% | 2,988 | SH |
| 11 | ISHARES INC | EMXC | 46434G764 | $1.8M | 3.22% | 22,682 | SH |
| 12 | ISHARES TR | IEFA | 46432F842 | $1.5M | 2.72% | 16,682 | SH |
| 13 | INVESCO EXCHANGE TRADED FD T | RSPC | 46137V480 | $1.5M | 2.65% | 24,337 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $1.2M | 2.08% | 53,741 | SH |
| 15 | ISHARES TR | GOVT | 46429B267 | $1.0M | 1.82% | 43,976 | SH |
| 16 | VANGUARD INDEX FDS | VBR | 922908611 | $975.7K | 1.76% | 4,491 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $795.1K | 1.43% | 2,765 | SH |
| 18 | VANGUARD INDEX FDS | VO | 922908629 | $725.7K | 1.31% | 2,527 | SH |
| 19 | VANGUARD WORLD FD | MGK | 921910816 | $724.2K | 1.31% | 1,971 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $676.6K | 1.22% | 2,002 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $665.6K | 1.20% | 3,196 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $578.0K | 1.04% | 1,965 | SH |
| 23 | PALO ALTO NETWORKS INC | PANW | 697435105 | $561.3K | 1.01% | 3,501 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $534.8K | 0.96% | 1,116 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $501.0K | 0.90% | 1,974 | SH |
| 26 | VANGUARD WORLD FD | VGT | 92204A702 | $465.4K | 0.84% | 667 | SH |
| 27 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $446.4K | 0.81% | 8,893 | SH |
| 28 | ABBVIE INC | ABBV | 00287Y109 | $393.6K | 0.71% | 1,810 | SH |
| 29 | ASML HLDG NV | ASML | N07059210 | $381.7K | 0.69% | 289 | SH |
| 30 | ISHARES TR | IJT | 464287887 | $381.3K | 0.69% | 2,635 | SH |
| 31 | FIDELITY COVINGTON TRUST | FELV | 31609A107 | $378.8K | 0.68% | 10,850 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $370.8K | 0.67% | 1,002 | SH |
| 33 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $359.2K | 0.65% | 2,743 | SH |
| 34 | US BANCORP | USB | 902973304 | $348.2K | 0.63% | 6,694 | SH |
| 35 | ISHARES TR | SCZ | 464288273 | $326.2K | 0.59% | 4,160 | SH |
| 36 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $324.4K | 0.59% | 3,667 | SH |
| 37 | NEXTERA ENERGY INC | NEE | 65339F101 | $314.8K | 0.57% | 3,389 | SH |
| 38 | AMERICAN EXPRESS CO | AXP | 025816109 | $313.4K | 0.57% | 1,036 | SH |
| 39 | MERCADOLIBRE INC | MELI | 58733R102 | $311.2K | 0.56% | 180 | SH |
| 40 | CHEVRON CORPORATION | CVX | 166764100 | $287.8K | 0.52% | 1,391 | SH |
| 41 | HONEYWELL INTL INC | HON | 438516106 | $273.1K | 0.49% | 1,208 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $258.7K | 0.47% | 1,058 | SH |
| 43 | ISHARES TR | IVE | 464287408 | $244.5K | 0.44% | 1,158 | SH |
| 44 | SALESFORCE INC | CRM | 79466L302 | $244.2K | 0.44% | 1,308 | SH |
| 45 | BLACKROCK INC | BLK | 09290D101 | $242.2K | 0.44% | 252 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $55.4M | 45 | 0002055670-26-000002 |
| 2025-12-31 | 2026-01-16 | $56.9M | 53 | 0002055670-26-000001 |