Bestgate Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Bestgate Wealth Advisors, LLC held in its portfolio 53 assets valued at $56,908,531 (i.e. $56.91M).
The most valuable assets in the portfolio included: ISHARES TR ($6.86M), VANGUARD TAX-MANAGED FDS ($5.54M), and SCHWAB STRATEGIC TR ($4.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bestgate Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 10014 | 6858650 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 88619 | 5536027 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 194190 | 4538219 | US AGGREGATE B |
| SPDR SERIES TRUST | 54100 | 4339903 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 12578 | 3181350 | NASDAQ 100 ETF |
| ISHARES TR | 11995 | 2382463 | MSCI USA QLT FCT |
| ISHARES TR | 23457 | 2233578 | MBS ETF |
| VANGUARD INDEX FDS | 9422 | 1970410 | EXTEND MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 31577 | 1804306 | S&P SMCP VLU MNT |
| ISHARES TR | 18918 | 1692379 | CORE MSCI EAFE |
| ISHARES INC | 20892 | 1518411 | MSCI EMRG CHN |
| ISHARES TR | 55762 | 1283910 | US TREAS BD ETF |
| VANGUARD INDEX FDS | 5212 | 1103849 | SM CP VAL ETF |
| AMAZON COM INC | 4191 | 967367 | COM |
| SCHWAB STRATEGIC TR | 45397 | 948340 | US REIT ETF |
| ALPHABET INC | 3012 | 942756 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 38792 | 891061 | 5 10YR CORP BD |
| VANGUARD WORLD FD | 1971 | 813570 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 2798 | 812066 | MID CAP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2313 | 702898 | SPONSORED ADS |
| PALO ALTO NETWORKS INC | 3785 | 697197 | COM |
| JPMORGAN CHASE & CO. | 2011 | 647966 | COM |
| VANGUARD INDEX FDS | 1002 | 628554 | S&P 500 ETF SHS |
| APPLE INC | 2254 | 612772 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1193 | 599661 | CL B NEW |
| MICROSOFT CORP | 1161 | 561577 | COM |
| VANGUARD WORLD FD | 667 | 502771 | INF TECH ETF |
| MERCADOLIBRE INC | 223 | 449180 | COM |
| ABBVIE INC | 1810 | 413896 | COM |
| AMERICAN EXPRESS CO | 1084 | 401026 | COM |
| ISHARES TR | 2835 | 400189 | S&P SML 600 GWT |
| VERIZON COMMUNICATIONS INC | 9687 | 394565 | COM |
| SALESFORCE INC | 1438 | 380941 | COM |
| ISHARES TR | 4892 | 379250 | EAFE SML CP ETF |
| FIDELITY COVINGTON TRUST | 10850 | 376061 | ENHANCED LARGE |
| US BANCORP DEL | 6852 | 365641 | COM NEW |
| ASML HOLDING N V | 341 | 364822 | N Y REGISTRY SHS |
| VANGUARD WHITEHALL FDS | 3937 | 360027 | INTL DVD ETF |
| DUKE ENERGY CORP NEW | 3011 | 352958 | COM NEW |
| ALPHABET INC | 1095 | 343611 | CAP STK CL C |
| BLACKROCK INC | 259 | 277128 | COM |
| NEXTERA ENERGY INC | 3389 | 272069 | COM |
| BLACKSTONE INC | 1764 | 271888 | COM |
| HONEYWELL INTL INC | 1362 | 265620 | COM |
| BOOKING HOLDINGS INC | 47 | 251701 | COM |
| SERVICENOW INC | 1605 | 245870 | COM |
| ISHARES TR | 1158 | 245577 | S&P 500 VAL ETF |
| VEEVA SYS INC | 1060 | 236624 | CL A COM |
| JOHNSON & JOHNSON | 1128 | 233469 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1017 | 226972 | COM |
| CHEVRON CORP NEW | 1409 | 214746 | COM |
| VANGUARD INDEX FDS | 1190 | 211070 | MCAP VL IDXVIP |
| ISHARES TR | 2338 | 201619 | MSCI EAFE MIN VL |
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