Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bestgate Wealth Advisors, LLCInvestment ActivityBestgate Wealth Advisors, LLC has $62.78 million in total holdings as of June 30, 2026.Bestgate Wealth Advisors, LLC owns shares of 45 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.90% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Bestgate Wealth Advisors, LLC has purchased 45 new stocks and bought additional shares in 12 stocks.Bestgate Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $7,416,937Vanguard FTSE Developed Markets ETF $6,410,739SPDR Portfolio S&P 500 ETF $4,718,938Schwab U.S. Aggregate Bond ETF $4,406,979Invesco NASDAQ 100 ETF $4,201,352 Largest New Holdings this Quarter 02079K107 - Alphabet $245,564 Holding025072877 - Avantis U.S. Small Cap Value ETF $223,320 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 7,884 shares (about $693.08K)Vanguard Mid-Cap ETF 7,053 shares (about $568.26K)Vanguard Information Technology ETF 4,669 shares (about $558.04K)Vanguard FTSE Developed Markets ETF 4,170 shares (about $297.11K)Vanguard S&P 500 ETF 432 shares (about $296.69K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 874 shares (about $212.37K)iShares Core MSCI EAFE ETF 1,717 shares (about $165.82K)SPDR Portfolio S&P 500 ETF 940 shares (about $82.61K)Vanguard International Dividend Appreciation ETF 568 shares (about $53.04K)JPMorgan Chase & Co. 159 shares (about $52.04K) 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$7,416,937$28,458 â–¼-0.4%9,90411.8%ETFVEAVanguard FTSE Developed Markets ETF$6,410,739$297,113 â–²4.9%89,97510.2%ETFSPLGSPDR Portfolio S&P 500 ETF$4,718,938$82,606 â–¼-1.7%53,6987.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,406,979$17,440 â–¼-0.4%190,5317.0%ETFQQQMInvesco NASDAQ 100 ETF$4,201,352$35,145 â–²0.8%13,8676.7%ETFVXFVanguard Extended Market ETF$3,287,402$11,079 â–²0.3%13,3525.2%ETFQUALiShares MSCI USA Quality Factor ETF$2,818,980$10,094 â–²0.4%12,8474.5%ETFMBBiShares MBS ETF$2,474,426$56,712 â–²2.3%26,1793.9%ETFVOOVanguard S&P 500 ETF$2,348,803$296,691 â–²14.5%3,4203.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,339,179$18,823 â–²0.8%22,8663.7%ETFSCHISchwab 5-10 Year Corporate Bond ETF$1,871,931$49,514 â–²2.7%82,6823.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,689,316$4,315 â–¼-0.3%24,2752.7%ETFIEFAiShares Core MSCI EAFE ETF$1,445,292$165,825 â–¼-10.3%14,9652.3%ETFSCHHSchwab U.S. REIT ETF$1,283,000$10,419 â–²0.8%54,1812.0%ETFPANWPalo Alto Networks$1,193,9110.0%3,5011.9%TechnologyGOVTiShares U.S. Treasury Bond ETF$990,524$11,253 â–¼-1.1%43,4821.6%ETFGOOGLAlphabet$977,407$10,721 â–¼-1.1%2,7351.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$956,0950.0%2,0021.5%TechnologyVBRVanguard Small-Cap Value ETF$878,895$212,373 â–¼-19.5%3,6171.4%ETFMGKVanguard Mega Cap Growth ETF$866,353$693,082 â–²400.0%9,8551.4%ETFVOVanguard Mid-Cap ETF$771,861$568,261 â–²279.1%9,5801.2%ETFAMZNAmazon.com$761,7350.0%3,1961.2%Consumer DiscretionaryVGTVanguard Information Technology ETF$637,759$558,039 â–²700.0%5,3361.0%ETFJPMJPMorgan Chase & Co.$591,140$52,044 â–¼-8.1%1,8060.9%FinanceASMLASML$574,9480.0%2890.9%TechnologyAAPLApple$571,1970.0%1,9740.9%TechnologyBRK.BBerkshire Hathaway$558,4350.0%1,1160.9%FinanceABBVAbbVie$455,4260.0%1,8100.7%HealthcareFIDELITY COVINGTON TRUST$434,9770.0%10,8500.7%ENHANCED LARGEIJTiShares S&P Small-Cap 600 Growth ETF$420,246$50,365 â–¼-10.7%2,3530.7%ETFUSBU.S. Bancorp$404,3180.0%6,6940.6%FinanceMSFTMicrosoft$373,6270.0%1,0020.6%TechnologyVZVerizon Communications$349,889$26,631 â–¼-7.1%8,2640.6%Communication ServicesDUKDuke Energy$339,532$7,722 â–¼-2.2%2,6820.5%UtilitiesAXPAmerican Express$334,191$16,236 â–¼-4.6%9880.5%FinanceMELIMercadoLibre$305,5300.0%1800.5%Consumer DiscretionarySCZiShares MSCI EAFE Small-Cap ETF$294,087$48,123 â–¼-14.1%3,5750.5%ETFVIGIVanguard International Dividend Appreciation ETF$289,385$53,040 â–¼-15.5%3,0990.5%ETFNEENextEra Energy$284,287$13,165 â–¼-4.4%3,2390.5%UtilitiesIVEiShares S&P 500 Value ETF$262,9350.0%1,1580.4%ETFGOOGAlphabet$245,564$245,564 â–²New Holding6950.4%Communication ServicesJNJJohnson & Johnson$243,339$25,401 â–¼-9.5%9580.4%HealthcareBLACKROCK INC$242,1760.0%2520.4%COMCVXChevron$230,5720.0%1,3910.4%EnergyAVUVAvantis U.S. Small Cap Value ETF$223,320$223,320 â–²New Holding1,7900.4%ETFHONHoneywell International$0$273,124 â–¼-100.0%00.0%IndustrialsCRMSalesforce$0$244,164 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
