Bestgate Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$55.4M
Q ending 2026-03-31
Prior quarter
$56.9M
Q ending 2025-12-31
Change
-2.6% QoQ · +14.9% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $6.5M | 10K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.5M | 86K |
| Schwab Strategic Tr | SCHZ | Shares | $4.4M | 191K |
| Spdr Series Trust | SPYM | Shares | $4.2M | 55K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.3M | 14K |
| Vanguard Index Fds | VXF | Shares | $2.7M | 13K |
| Ishares Tr | QUAL | Shares | $2.5M | 13K |
| Ishares Tr | MBB | Shares | $2.4M | 26K |
| Schwab Strategic Tr | SCHI | Shares | $1.8M | 80K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Ishares Inc | EMXC | Shares | $1.8M | 23K |
| Ishares Tr | IEFA | Shares | $1.5M | 17K |
| Invesco Exchange Traded Fd T | XSVM | Shares | $1.5M | 24K |
| Schwab Strategic Tr | SCHH | Shares | $1.2M | 54K |
| Ishares Tr | GOVT | Shares | $1.0M | 44K |
| Vanguard Index Fds | VBR | Shares | $976K | 4K |
| Alphabet Inc | GOOGL | Shares | $795K | 3K |
| Vanguard Index Fds | VO | Shares | $726K | 3K |
| Vanguard World Fd | MGK | Shares | $724K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $677K | 2K |
| Amazon Com Inc | AMZN | Shares | $666K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $578K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $561K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $535K | 1K |
| Apple Inc | AAPL | Shares | $501K | 2K |
| Vanguard World Fd | VGT | Shares | $465K | 667 |
| Verizon Communications Inc | VZ | Shares | $446K | 9K |
| Abbvie Inc | ABBV | Shares | $394K | 2K |
| Asml Hldg Nv | Shares | $382K | 289 | |
| Ishares Tr | IJT | Shares | $381K | 3K |
| Fidelity Covington Trust | FELV | Shares | $379K | 11K |
| Microsoft Corp | MSFT | Shares | $371K | 1K |
| Duke Energy Corp New | DUK | Shares | $359K | 3K |
| Us Bancorp | USB | Shares | $348K | 7K |
| Ishares Tr | SCZ | Shares | $326K | 4K |
| Vanguard Whitehall Fds | VIGI | Shares | $324K | 4K |
| Nextera Energy Inc | NEE | Shares | $315K | 3K |
| American Express Co | AXP | Shares | $313K | 1K |
| Mercadolibre Inc | MELI | Shares | $311K | 180 |
| Chevron Corporation | CVX | Shares | $288K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $273K | 1K |
| Johnson & Johnson | JNJ | Shares | $259K | 1K |
| Ishares Tr | IVE | Shares | $245K | 1K |
| Salesforce Inc | CRM | Shares | $244K | 1K |
| Blackrock Inc | BLK | Shares | $242K | 252 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.