Institutional
Bestgate Wealth Advisors, LLC
CIK 0002055670
$55.4M
Reported AUM
45
Positions
Q1 2026
Period
2026-04-24
Filed
Editorial summary
Summary for Bestgate Wealth Advisors, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $739.09 | 0.81% | 20.00% | 75.17% | $6.5M | 11.71% | — | HELD |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $70.11 | 1.68% | 26.64% | 53.50% | $5.5M | 9.92% | — | HELD |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $4.4M | 8.01% | — | HELD |
| 4 | SPYM | SPDR SERIES TRUST | $86.57 | 0.75% | 18.80% | 73.56% | $4.2M | 7.54% | — | HELD |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $277.61 | 1.87% | 20.11% | 80.14% | $3.3M | 5.89% | — | HELD |
| 6 | VXF | VANGUARD INDEX FDS | $235.46 | 0.79% | 22.01% | 30.43% | $2.7M | 4.94% | — | HELD |
| 7 | QUAL | ISHARES TR | $218.19 | 1.02% | 19.58% | 62.20% | $2.5M | 4.43% | — | HELD |
| 8 | MBB | ISHARES TR | $93.39 | 0.17% | 3.42% | 0.76% | $2.4M | 4.38% | — | HELD |
| 9 | SCHI | SCHWAB STRATEGIC TR | $22.30 | 0.18% | 2.20% | 3.69% | $1.8M | 3.29% | — | HELD |
| 10 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | 18.74% | 73.44% | $1.8M | 3.22% | — | HELD |
| 11 | EMXC | ISHARES INC | $89.42 | 2.95% | 42.37% | 55.97% | $1.8M | 3.22% | — | HELD |
| 12 | IEFA | ISHARES TR | $97.67 | 1.49% | 22.02% | 47.71% | $1.5M | 2.72% | — | HELD |
| 13 | XSVM | INVESCO EXCHANGE TRADED FD T | $70.94 | -0.99% | 42.52% | 54.22% | $1.5M | 2.65% | — | HELD |
| 14 | SCHH | SCHWAB STRATEGIC TR | $24.53 | -0.93% | 19.86% | 15.01% | $1.2M | 2.08% | — | HELD |
| 15 | GOVT | ISHARES TR | $22.51 | 0.07% | 1.36% | -4.21% | $1.0M | 1.82% | — | HELD |
| 16 | VBR | VANGUARD INDEX FDS | $246.99 | 0.81% | 28.14% | 56.49% | $976K | 1.76% | — | HELD |
| 17 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.18% | 131.67% | $795K | 1.43% | — | HELD |
| 18 | VO | VANGUARD INDEX FDS | $81.08 | 0.57% | 16.56% | 41.14% | $726K | 1.31% | — | HELD |
| 19 | MGK | VANGUARD WORLD FD | $84.43 | 1.59% | 12.17% | 71.32% | $724K | 1.31% | — | HELD |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $391.25 | 4.43% | 61.05% | 241.53% | $677K | 1.22% | — | HELD |
| 21 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $666K | 1.20% | — | HELD |
| 22 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | 21.40% | 144.23% | $578K | 1.04% | — | HELD |
| 23 | PANW | PALO ALTO NETWORKS INC | $316.62 | 0.79% | 81.72% | 308.84% | $561K | 1.01% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $535K | 0.96% | — | HELD |
| 25 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $501K | 0.90% | — | HELD |
| 26 | VGT | VANGUARD WORLD FD | $111.68 | 3.22% | 28.92% | 109.69% | $465K | 0.84% | — | HELD |
| 27 | VZ | VERIZON COMMUNICATIONS INC | $46.67 | -1.16% | 16.40% | 16.53% | $446K | 0.81% | — | HELD |
| 28 | ABBV | ABBVIE INC | $257.17 | -2.33% | 40.72% | 165.04% | $394K | 0.71% | — | HELD |
| 29 | ASML | ASML HLDG NV | $1635.79 | 5.49% | 126.28% | 95.11% | $382K | 0.69% | — | HELD |
| 30 | IJT | ISHARES TR | $172.15 | 1.20% | 31.47% | 33.23% | $381K | 0.69% | — | HELD |
| 31 | FELV | FIDELITY COVINGTON TRUST | $41.76 | 0.52% | — | — | $379K | 0.68% | — | HELD |
| 32 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | — | — | $371K | 0.67% | — | HELD |
| 33 | DUK | DUKE ENERGY CORP NEW | $128.91 | -0.13% | — | — | $359K | 0.65% | — | HELD |
| 34 | USB | US BANCORP | $63.18 | 0.57% | — | — | $348K | 0.63% | — | HELD |
| 35 | SCZ | ISHARES TR | $83.46 | 1.35% | — | — | $326K | 0.59% | — | HELD |
| 36 | VIGI | VANGUARD WHITEHALL FDS | $96.53 | -0.34% | — | — | $324K | 0.59% | — | HELD |
| 37 | NEE | NEXTERA ENERGY INC | $88.96 | 0.56% | — | — | $315K | 0.57% | — | HELD |
| 38 | AXP | AMERICAN EXPRESS CO | $331.86 | 0.11% | — | — | $313K | 0.57% | — | HELD |
| 39 | MELI | MERCADOLIBRE INC | $1852.74 | -0.57% | — | — | $311K | 0.56% | — | HELD |
| 40 | CVX | CHEVRON CORPORATION | $189.91 | -1.02% | — | — | $288K | 0.52% | — | HELD |
| 41 | HON | HONEYWELL INTL INC | $241.38 | 0.11% | — | — | $273K | 0.49% | — | HELD |
| 42 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $259K | 0.47% | — | HELD |
| 43 | IVE | ISHARES TR | $231.66 | -0.30% | — | — | $245K | 0.44% | — | HELD |
| 44 | CRM | SALESFORCE INC | $182.01 | -3.38% | — | — | $244K | 0.44% | — | HELD |
| 45 | BLK | BLACKROCK INC | $1079.40 | 0.02% | — | — | $242K | 0.44% | — | HELD |
Source: SEC EDGAR · accession 0002055670-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.