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Bestgate Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 2055670 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Bestgate Wealth Advisors, LLC manages $62.8M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (11.81%), VEA (10.21%), SPYM (7.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 25, and trimmed 8.

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.

Filer Information
Address
5100 BUCKEYSTOWN PIKE
FREDERICK, MD 21704
Phone
(301) 662-7220
Filing Manager
Bestgate Wealth Advisors, LLC
FREDERICK, MD
Signatory
Jeremy Will
Operations Manager
Loading holdings…
AUM

$62.8M

Long-equity book

Holdings

45

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+2 / −2 / ↑25 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$933.8K +28.6%
  • ISHARES TR$922.6K +14.2%
  • VANGUARD TAX-MANAGED FDS$912.4K +16.6%
  • PALO ALTO NETWORKS INC$632.6K +112.7%
  • VANGUARD INDEX FDS$563.3K +31.6%
Show all 25 →

Top Trims

  • VANGUARD INDEX FDS-$96.8K -9.9%
  • VERIZON COMMUNICATIONS INC-$96.5K -21.6%
  • CHEVRON CORPORATION-$57.2K -19.9%
  • VANGUARD WHITEHALL FDS-$35.0K -10.8%
  • ISHARES TR-$32.1K -9.8%
Show all 8 →

New Positions

  • ALPHABET INC$245.6K
  • AMERICAN CENTY ETF TR$223.3K
Show all 2 →

Exited Positions

  • HONEYWELL INTL INC$273.1K
  • SALESFORCE INC$244.2K
Show all 2 →
All Holdings

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 $7.4M 11.81% 9,904 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.4M 10.21% 89,975 SH
3 SPDR SERIES TRUST SPYM 78464A854 $4.7M 7.52% 53,698 SH
4 SCHWAB STRATEGIC TR SCHZ 808524839 $4.4M 7.02% 190,531 SH
5 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $4.2M 6.69% 13,867 SH
6 VANGUARD INDEX FDS VXF 922908652 $3.3M 5.24% 13,352 SH
7 ISHARES TR QUAL 46432F339 $2.8M 4.49% 12,847 SH
8 ISHARES TR MBB 464288588 $2.5M 3.94% 26,179 SH
9 VANGUARD INDEX FDS VOO 922908363 $2.3M 3.74% 3,420 SH
10 ISHARES INC EMXC 46434G764 $2.3M 3.73% 22,866 SH
11 SCHWAB STRATEGIC TR SCHI 808524698 $1.9M 2.98% 82,682 SH
12 INVESCO EXCHANGE TRADED FD T RSPC 46137V480 $1.7M 2.69% 24,275 SH
13 ISHARES TR IEFA 46432F842 $1.4M 2.30% 14,965 SH
14 SCHWAB STRATEGIC TR SCHH 808524847 $1.3M 2.04% 54,181 SH
15 PALO ALTO NETWORKS INC PANW 697435105 $1.2M 1.90% 3,501 SH
16 ISHARES TR GOVT 46429B267 $990.5K 1.58% 43,482 SH
17 ALPHABET INC GOOGL 02079K305 $977.4K 1.56% 2,735 SH
18 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $956.1K 1.52% 2,002 SH
19 VANGUARD INDEX FDS VBR 922908611 $878.9K 1.40% 3,617 SH
20 VANGUARD WORLD FD MGK 921910816 $866.4K 1.38% 9,855 SH
21 VANGUARD INDEX FDS VO 922908629 $771.9K 1.23% 9,580 SH
22 AMAZON COM INC AMZN 023135106 $761.7K 1.21% 3,196 SH
23 VANGUARD WORLD FD VGT 92204A702 $637.8K 1.02% 5,336 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $591.1K 0.94% 1,806 SH
25 ASML HLDG NV ASML N07059210 $574.9K 0.92% 289 SH
26 APPLE INC AAPL 037833100 $571.2K 0.91% 1,974 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $558.4K 0.89% 1,116 SH
28 ABBVIE INC ABBV 00287Y109 $455.4K 0.73% 1,810 SH
29 FIDELITY COVINGTON TRUST FELV 31609A107 $435.0K 0.69% 10,850 SH
30 ISHARES TR IJT 464287887 $420.2K 0.67% 2,353 SH
31 US BANCORP USB 902973304 $404.3K 0.64% 6,694 SH
32 MICROSOFT CORP MSFT 594918104 $373.6K 0.60% 1,002 SH
33 VERIZON COMMUNICATIONS INC VZ 92343V104 $349.9K 0.56% 8,264 SH
34 DUKE ENERGY CORP NEW DUK 26441C204 $339.5K 0.54% 2,682 SH
35 AMERICAN EXPRESS CO AXP 025816109 $334.2K 0.53% 988 SH
36 MERCADOLIBRE INC MELI 58733R102 $305.5K 0.49% 180 SH
37 ISHARES TR SCZ 464288273 $294.1K 0.47% 3,575 SH
38 VANGUARD WHITEHALL FDS VIGI 921946810 $289.4K 0.46% 3,099 SH
39 NEXTERA ENERGY INC NEE 65339F101 $284.3K 0.45% 3,239 SH
40 ISHARES TR IVE 464287408 $262.9K 0.42% 1,158 SH
41 ALPHABET INC GOOG 02079K107 $245.6K 0.39% 695 SH
42 JOHNSON & JOHNSON JNJ 478160104 $243.3K 0.39% 958 SH
43 BLACKROCK INC BLK 09290D101 $242.2K 0.39% 252 SH
44 CHEVRON CORPORATION CVX 166764100 $230.6K 0.37% 1,391 SH
45 AMERICAN CENTY ETF TR AVUV 025072877 $223.3K 0.36% 1,790 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $62.8M 45 0002055670-26-000003
2026-03-31 2026-04-24 $55.4M 45 0002055670-26-000002
2025-12-31 2026-01-16 $56.9M 53 0002055670-26-000001