Bestgate Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Bestgate Wealth Advisors, Llc disclosed 77 stock positions valued at approximately $158.00M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $158.00M
Holdings by Sector
Bestgate Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 13.49% | 30,410 | +26,990 | +789.18% | $21,313,447 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 11.04% | 247,026 | +157,051 | +174.55% | $17,442,502 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 8.88% | 635,063 | +444,532 | +233.31% | $14,034,901 |
| ISHARES TR | IVV | Other | 7.04% | 14,532 | +4,628 | +46.73% | $11,129,608 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 6.50% | 33,731 | +19,864 | +143.25% | $10,275,718 |
| VANGUARD INDEX FDS | VXF | Other | 5.31% | 36,224 | +22,872 | +171.30% | $8,390,475 |
| ISHARES TR | MBB | Other | 4.96% | 87,512 | +61,333 | +234.28% | $7,842,826 |
| ISHARES TR | QUAL | Other | 4.74% | 33,702 | +20,855 | +162.33% | $7,489,898 |
| SCHWAB STRATEGIC TR | SCHI | Other | 3.79% | 279,386 | +196,704 | +237.90% | $5,990,029 |
| SPDR SERIES TRUST | SPLG | Other | 3.53% | 62,098 | +8,400 | +15.64% | $5,573,952 |
| ISHARES INC | EMXC | Other | 3.43% | 54,621 | +31,755 | +138.87% | $5,411,890 |
| INVESCO EXCHANGE TRADED FD T | XSVM | Other | 2.73% | 66,155 | +41,880 | +172.52% | $4,306,679 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.99% | 142,527 | +88,346 | +163.06% | $3,141,284 |
| ISHARES TR | GOVT | Other | 1.98% | 142,885 | +99,403 | +228.61% | $3,124,887 |
| VANGUARD WORLD FD | MGK | Other | 1.22% | 20,785 | +10,930 | +110.91% | $1,925,730 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.01% | 4,028 | +527 | +15.05% | $1,600,365 |
| MERCK & CO INC | MRK | Healthcare | 0.86% | 9,316 | +9,316 | +100.00% | $1,353,708 |
| MICROSOFT CORP | MSFT | Technology | 0.77% | 2,385 | +1,383 | +138.02% | $1,223,076 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.77% | 4,864 | +1,668 | +52.19% | $1,211,866 |
| ALPHABET INC | GOOGL | Communication Services | 0.75% | 3,435 | +700 | +25.59% | $1,181,915 |
| VANGUARD WORLD FD | VGT | Other | 0.71% | 8,968 | +3,632 | +68.07% | $1,127,009 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.65% | 2,253 | +251 | +12.54% | $1,027,796 |
| APPLE INC | AAPL | Technology | 0.60% | 2,868 | +894 | +45.29% | $955,101 |
| ISHARES TR | IEFA | Other | 0.58% | 9,471 | -5,494 | -36.71% | $917,523 |
| VANGUARD INDEX FDS | VO | Other | 0.55% | 11,180 | +1,600 | +16.70% | $876,749 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.51% | 4,918 | +4,918 | +100.00% | $800,405 |
| ISHARES TR | IWF | Other | 0.49% | 6,232 | +6,232 | +100.00% | $780,620 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.47% | 9,115 | +9,115 | +100.00% | $744,448 |
| VANGUARD INDEX FDS | VBR | Other | 0.44% | 3,035 | -582 | -16.09% | $701,176 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.40% | 1,929 | +123 | +6.81% | $638,148 |
Showing 30 of 77 holdings in the latest reporting period.