Bestgate Wealth Advisors, Llc Portfolio Stock Holdings
Bestgate Wealth Advisors, Llc disclosed 45 stock positions valued at approximately $55.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 45
- Portfolio Value
- $55.4M
Holdings by Sector
Bestgate Wealth Advisors, Llc Portfolio Holdings in Q1 2026
45 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.71% | 9,942 | -72 | -0.72% | $6,494,300 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.92% | 85,805 | -2,814 | -3.18% | $5,498,359 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 8.01% | 191,285 | -2,905 | -1.50% | $4,441,635 |
| SPDR SERIES TRUST | SPLG | Other | 7.54% | 54,638 | +538 | +0.99% | $4,181,972 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 5.89% | 13,751 | +1,173 | +9.33% | $3,267,528 |
| VANGUARD INDEX FDS | VXF | Other | 4.94% | 13,307 | +3,885 | +41.23% | $2,738,666 |
| ISHARES TR | QUAL | Other | 4.43% | 12,801 | +806 | +6.72% | $2,455,376 |
| ISHARES TR | MBB | Other | 4.38% | 25,579 | +2,122 | +9.05% | $2,428,705 |
| SCHWAB STRATEGIC TR | SCHI | Other | 3.29% | 80,495 | +41,703 | +107.50% | $1,825,620 |
| VANGUARD INDEX FDS | VOO | Other | 3.22% | 2,988 | +1,986 | +198.20% | $1,785,475 |
| ISHARES INC | EMXC | Other | 3.22% | 22,682 | +1,790 | +8.57% | $1,784,181 |
| ISHARES TR | IEFA | Other | 2.72% | 16,682 | -2,236 | -11.82% | $1,510,196 |
| INVESCO EXCHANGE TRADED FD T | XSVM | Other | 2.65% | 24,337 | -7,240 | -22.93% | $1,466,535 |
| SCHWAB STRATEGIC TR | SCHH | Other | 2.08% | 53,741 | +8,344 | +18.38% | $1,154,896 |
| ISHARES TR | GOVT | Other | 1.82% | 43,976 | -11,786 | -21.14% | $1,007,485 |
| VANGUARD INDEX FDS | VBR | Other | 1.76% | 4,491 | -721 | -13.83% | $975,670 |
| ALPHABET INC | GOOGL | Communication Services | 1.43% | 2,765 | -247 | -8.20% | $795,103 |
| VANGUARD INDEX FDS | VO | Other | 1.31% | 2,527 | -271 | -9.69% | $725,704 |
| VANGUARD WORLD FD | MGK | Other | 1.31% | 1,971 | - | - | $724,224 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.22% | 2,002 | -311 | -13.45% | $676,576 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.20% | 3,196 | -995 | -23.74% | $665,631 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.04% | 1,965 | -46 | -2.29% | $578,008 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.01% | 3,501 | -284 | -7.50% | $561,280 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.96% | 1,116 | -77 | -6.45% | $534,787 |
| APPLE INC | AAPL | Technology | 0.90% | 1,974 | -280 | -12.42% | $500,981 |
| VANGUARD WORLD FD | VGT | Other | 0.84% | 667 | - | - | $465,379 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.81% | 8,893 | -794 | -8.20% | $446,422 |
| ABBVIE INC | ABBV | Healthcare | 0.71% | 1,810 | - | - | $393,620 |
| ASML HLDG NV | ASML | Other | 0.69% | 289 | -52 | -15.25% | $381,720 |
| ISHARES TR | IJT | Other | 0.69% | 2,635 | -200 | -7.05% | $381,311 |
| FIDELITY COVINGTON TRUST | FELV | Other | 0.68% | 10,850 | - | - | $378,774 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 1,002 | -159 | -13.70% | $370,773 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.65% | 2,743 | -268 | -8.90% | $359,214 |
| US BANCORP | USB | Financial Services | 0.63% | 6,694 | -158 | -2.31% | $348,155 |
| ISHARES TR | SCZ | Other | 0.59% | 4,160 | -732 | -14.96% | $326,158 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.59% | 3,667 | -270 | -6.86% | $324,372 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.57% | 3,389 | - | - | $314,770 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.57% | 1,036 | -48 | -4.43% | $313,369 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.56% | 180 | -43 | -19.28% | $311,224 |
| CHEVRON CORPORATION | CVX | Energy | 0.52% | 1,391 | -18 | -1.28% | $287,798 |
| HONEYWELL INTL INC | HON | Industrials | 0.49% | 1,208 | -154 | -11.31% | $273,124 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.47% | 1,058 | -70 | -6.21% | $258,652 |
| ISHARES TR | IVE | Other | 0.44% | 1,158 | - | - | $244,512 |
| SALESFORCE INC | CRM | Technology | 0.44% | 1,308 | -130 | -9.04% | $244,164 |
| BLACKROCK INC | BLK | Other | 0.44% | 252 | -7 | -2.70% | $242,214 |