Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bestgate Wealth Advisors, LLCInvestment ActivityBestgate Wealth Advisors, LLC has $48.25 million in total holdings as of June 30, 2025.Bestgate Wealth Advisors, LLC owns shares of 55 different stocks, but just 24 companies or ETFs make up 80% of its holdings.This quarter, Bestgate Wealth Advisors, LLC has purchased 55 new stocks and bought additional shares in 0 stocks.Bestgate Wealth Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $5,898,349Vanguard FTSE Developed Markets ETF $4,465,517Schwab U.S. Aggregate Bond ETF $4,227,789SPDR Portfolio S&P 500 ETF $3,441,747Invesco NASDAQ 100 ETF $2,423,559 Sector Allocation Over TimeMap of 500 Largest Holdings ofBestgate Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$5,898,3490.0%10,49712.2%ETFVEAVanguard FTSE Developed Markets ETF$4,465,5170.0%87,8529.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,227,7890.0%182,5478.8%ETFSPLGSPDR Portfolio S&P 500 ETF$3,441,7470.0%52,3387.1%ETFQQQMInvesco NASDAQ 100 ETF$2,423,5590.0%12,5565.0%ETFMBBiShares MBS ETF$2,053,3130.0%21,8954.3%ETFQUALiShares MSCI USA Quality Factor ETF$2,023,8500.0%11,8434.2%ETFVXFVanguard Extended Market ETF$1,503,3130.0%8,7273.1%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,490,1870.0%29,6853.1%MiscellaneousGOVTiShares U.S. Treasury Bond ETF$1,211,1260.0%52,6922.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,090,1210.0%19,7882.3%ManufacturingSCHHSchwab U.S. REIT ETF$990,4490.0%46,0462.1%ETFIEFAiShares Core MSCI EAFE ETF$952,4120.0%12,5902.0%ETFVOVanguard Mid-Cap ETF$826,8080.0%3,1971.7%ETFVBRVanguard Small-Cap Value ETF$822,4700.0%4,4151.7%ETFSCHISchwab 5-10 Year Corporate Bond ETF$789,6490.0%35,1581.6%ETFAMZNAmazon.com$746,5800.0%3,9241.5%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$727,4930.0%6,9571.5%ETFBRK.BBerkshire Hathaway$640,1610.0%1,2021.3%FinancePANWPalo Alto Networks$635,1220.0%3,7221.3%Computer and TechnologyAAPLApple$523,5600.0%2,3571.1%Computer and TechnologyJPMJPMorgan Chase & Co.$503,0970.0%2,0511.0%FinanceVZVerizon Communications$476,1090.0%10,4961.0%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$466,2480.0%12,8481.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$451,6860.0%3,6280.9%ETFMELIMercadoLibre$435,0440.0%2230.9%Retail/WholesaleGOOGLAlphabet$430,9820.0%2,7870.9%Computer and TechnologyVOOVanguard S&P 500 ETF$411,6420.0%8010.9%ETFDUKDuke Energy$390,0450.0%3,1980.8%UtilitiesTSMTaiwan Semiconductor Manufacturing$388,9380.0%2,3430.8%Computer and TechnologyMSFTMicrosoft$375,4150.0%1,0000.8%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$357,9590.0%4,3160.7%ETFCRMSalesforce$353,9670.0%1,3190.7%Computer and TechnologyUSBU.S. Bancorp$339,0560.0%8,0310.7%FinanceFIDELITY COVINGTON TRUST$333,5290.0%10,8500.7%ENHANCED LARGEEFAViShares MSCI EAFE Min Vol Factor ETF$329,8830.0%4,2340.7%ETFSBUXStarbucks$325,7660.0%3,3210.7%Retail/WholesaleAXPAmerican Express$291,6500.0%1,0840.6%FinanceHONHoneywell International$291,2670.0%1,3760.6%Multi-Sector ConglomeratesSCZiShares MSCI EAFE Small-Cap ETF$276,8420.0%4,3580.6%ETFBRBroadridge Financial Solutions$273,2920.0%1,1270.6%Computer and TechnologyBXBlackstone$271,3050.0%1,9410.6%FinanceCVXChevron$259,4670.0%1,5510.5%EnergyVEEVVeeva Systems$258,7310.0%1,1170.5%MedicalNOWServiceNow$255,5610.0%3210.5%Computer and TechnologyBLACKROCK INC$245,0440.0%2590.5%COMNEENextEra Energy$240,2460.0%3,3890.5%UtilitiesASMLASML$230,5950.0%3480.5%Computer and TechnologyICEIntercontinental Exchange$229,1710.0%1,3290.5%FinanceIVEiShares S&P 500 Value ETF$220,6920.0%1,1580.5%ETFCOSTCostco Wholesale$217,5880.0%2300.5%Retail/WholesaleBKNGBooking$216,5250.0%470.4%Retail/WholesaleADPAutomatic Data Processing$210,0360.0%6870.4%Computer and TechnologyBDXBecton, Dickinson and Company$202,6680.0%8850.4%MedicalVOEVanguard Mid-Cap Value ETF$201,4780.0%1,2550.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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