Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bestgate Wealth Advisors, LLCInvestment ActivityBestgate Wealth Advisors, LLC has $55.44 million in total holdings as of March 31, 2026.Bestgate Wealth Advisors, LLC owns shares of 45 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 8.07% of the portfolio was sold this quarter.This quarter, Bestgate Wealth Advisors, LLC has purchased 53 new stocks and bought additional shares in 9 stocks.Bestgate Wealth Advisors, LLC sold shares of 30 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $6,494,300Vanguard FTSE Developed Markets ETF $5,498,359Schwab U.S. Aggregate Bond ETF $4,441,635SPDR Portfolio S&P 500 ETF $4,181,972Invesco NASDAQ 100 ETF $3,267,528 Largest Purchases this Quarter Vanguard S&P 500 ETF 1,986 shares (about $1.19M)Schwab 5-10 Year Corporate Bond ETF 41,703 shares (about $945.82K)Vanguard Extended Market ETF 3,885 shares (about $799.56K)Invesco NASDAQ 100 ETF 1,173 shares (about $278.73K)iShares MBS ETF 2,122 shares (about $201.48K) Largest Sales this Quarter Invesco S&P SmallCap Value with Momentum ETF 7,240 shares (about $436.28K)iShares U.S. Treasury Bond ETF 11,786 shares (about $270.02K)Amazon.com 995 shares (about $207.23K)iShares Core MSCI EAFE ETF 2,236 shares (about $202.42K)Vanguard FTSE Developed Markets ETF 2,814 shares (about $180.32K) 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$6,494,300$47,032 ▼-0.7%9,94211.7%ETFVEAVanguard FTSE Developed Markets ETF$5,498,359$180,320 ▼-3.2%85,8059.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,441,635$67,454 ▼-1.5%191,2858.0%ETFSPLGSPDR Portfolio S&P 500 ETF$4,181,972$41,178 ▲1.0%54,6387.5%ETFQQQMInvesco NASDAQ 100 ETF$3,267,528$278,730 ▲9.3%13,7515.9%ETFVXFVanguard Extended Market ETF$2,738,666$799,558 ▲41.2%13,3074.9%ETFQUALiShares MSCI USA Quality Factor ETF$2,455,376$154,600 ▲6.7%12,8014.4%ETFMBBiShares MBS ETF$2,428,705$201,482 ▲9.0%25,5794.4%ETFSCHISchwab 5-10 Year Corporate Bond ETF$1,825,620$945,821 ▲107.5%80,4953.3%ETFVOOVanguard S&P 500 ETF$1,785,475$1,186,731 ▲198.2%2,9883.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,784,181$140,803 ▲8.6%22,6823.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$1,510,196$202,422 ▼-11.8%16,6822.7%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,466,535$436,279 ▼-22.9%24,3372.6%MiscellaneousSCHHSchwab U.S. REIT ETF$1,154,896$179,313 ▲18.4%53,7412.1%ETFGOVTiShares U.S. Treasury Bond ETF$1,007,485$270,016 ▼-21.1%43,9761.8%ETFVBRVanguard Small-Cap Value ETF$975,670$156,637 ▼-13.8%4,4911.8%ETFGOOGLAlphabet$795,103$71,027 ▼-8.2%2,7651.4%Computer and TechnologyVOVanguard Mid-Cap ETF$725,704$77,826 ▼-9.7%2,5271.3%ETFMGKVanguard Mega Cap Growth ETF$724,2240.0%1,9711.3%ETFTSMTaiwan Semiconductor Manufacturing$676,576$105,102 ▼-13.4%2,0021.2%Computer and TechnologyAMZNAmazon.com$665,631$207,229 ▼-23.7%3,1961.2%Retail/WholesaleJPMJPMorgan Chase & Co.$578,008$13,531 ▼-2.3%1,9651.0%FinancePANWPalo Alto Networks$561,280$45,531 ▼-7.5%3,5011.0%Computer and TechnologyBRK.BBerkshire Hathaway$534,787$36,898 ▼-6.5%1,1161.0%FinanceAAPLApple$500,981$71,061 ▼-12.4%1,9740.9%Computer and TechnologyVGTVanguard Information Technology ETF$465,3790.0%6670.8%ETFVZVerizon Communications$446,422$39,858 ▼-8.2%8,8930.8%Computer and TechnologyABBVAbbVie$393,6200.0%1,8100.7%MedicalASMLASML$381,720$68,683 ▼-15.2%2890.7%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$381,311$28,942 ▼-7.1%2,6350.7%ETFFIDELITY COVINGTON TRUST$378,7740.0%10,8500.7%ENHANCED LARGEMSFTMicrosoft$370,773$58,835 ▼-13.7%1,0020.7%Computer and TechnologyDUKDuke Energy$359,214$35,096 ▼-8.9%2,7430.6%UtilitiesUSBU.S. Bancorp$348,155$8,218 ▼-2.3%6,6940.6%FinanceSCZiShares MSCI EAFE Small-Cap ETF$326,158$57,391 ▼-15.0%4,1600.6%ETFVIGIVanguard International Dividend Appreciation ETF$324,372$23,883 ▼-6.9%3,6670.6%ETFNEENextEra Energy$314,7700.0%3,3890.6%UtilitiesAXPAmerican Express$313,369$14,519 ▼-4.4%1,0360.6%FinanceMELIMercadoLibre$311,224$74,348 ▼-19.3%1800.6%Retail/WholesaleCVXChevron$287,798$3,724 ▼-1.3%1,3910.5%EnergyHONHoneywell International$273,124$34,819 ▼-11.3%1,2080.5%Multi-Sector ConglomeratesJNJJohnson & Johnson$258,652$17,113 ▼-6.2%1,0580.5%MedicalIVEiShares S&P 500 Value ETF$244,5120.0%1,1580.4%ETFCRMSalesforce$244,164$24,267 ▼-9.0%1,3080.4%Computer and TechnologyBLACKROCK INC$242,214$6,728 ▼-2.7%2520.4%COMGOOGAlphabet$0$343,611 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$271,888 ▼-100.0%00.0%FinanceBKNGBooking$0$251,701 ▼-100.0%00.0%Retail/WholesaleNOWServiceNow$0$245,870 ▼-100.0%00.0%Computer and TechnologyVEEVVeeva Systems$0$236,624 ▼-100.0%00.0%MedicalBRBroadridge Financial Solutions$0$226,972 ▼-100.0%00.0%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$0$211,070 ▼-100.0%00.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$0$201,619 ▼-100.0%00.0%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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