Bestgate Wealth Advisors, LLC

Est. AUM

$55.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$6.5M	9942	11.71%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	85805	9.92%	SOLE
3	SCHWAB STRATEGIC TR	US AGGREGATE B	$4.4M	191285	8.01%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	54638	7.54%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.3M	13751	5.89%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.7M	13307	4.94%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$2.5M	12801	4.43%	SOLE
8	ISHARES TR	MBS ETF	$2.4M	25579	4.38%	SOLE
9	SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.8M	80495	3.29%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2988	3.22%	SOLE
11	ISHARES INC	MSCI EMRG CHN	$1.8M	22682	3.22%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$1.5M	16682	2.72%	SOLE
13	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$1.5M	24337	2.65%	SOLE
14	SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	53741	2.08%	SOLE
15	ISHARES TR	US TREAS BD ETF	$1.0M	43976	1.82%	SOLE
16	VANGUARD INDEX FDS	SM CP VAL ETF	$976K	4491	1.76%	SOLE
17	ALPHABET INC	CAP STK CL A	$795K	2765	1.43%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$726K	2527	1.31%	SOLE
19	VANGUARD WORLD FD	MEGA GRWTH IND	$724K	1971	1.31%	SOLE
20	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$677K	2002	1.22%	SOLE
21	AMAZON COM INC	COM	$666K	3196	1.20%	SOLE
22	JPMORGAN CHASE & CO	COM	$578K	1965	1.04%	SOLE
23	PALO ALTO NETWORKS INC	COM	$561K	3501	1.01%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$535K	1116	0.96%	SOLE
25	APPLE INC	COM	$501K	1974	0.90%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$465K	667	0.84%	SOLE
27	VERIZON COMMUNICATIONS INC	COM	$446K	8893	0.80%	SOLE
28	ABBVIE INC	COM	$394K	1810	0.71%	SOLE
29	ASML HLDG NV	N Y REGISTRY SHS	$382K	289	0.69%	SOLE
30	ISHARES TR	S&P SML 600 GWT	$381K	2635	0.69%	SOLE
31	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$379K	10850	0.68%	SOLE
32	MICROSOFT CORP	COM	$371K	1002	0.67%	SOLE
33	DUKE ENERGY CORP NEW	COM NEW	$359K	2743	0.65%	SOLE
34	US BANCORP	COM NEW	$348K	6694	0.63%	SOLE
35	ISHARES TR	EAFE SML CP ETF	$326K	4160	0.59%	SOLE
36	VANGUARD WHITEHALL FDS	INTL DVD ETF	$324K	3667	0.58%	SOLE
37	NEXTERA ENERGY INC	COM	$315K	3389	0.57%	SOLE
38	AMERICAN EXPRESS CO	COM	$313K	1036	0.56%	SOLE
39	MERCADOLIBRE INC	COM	$311K	180	0.56%	SOLE
40	CHEVRON CORPORATION	COM	$288K	1391	0.52%	SOLE
41	HONEYWELL INTL INC	COM	$273K	1208	0.49%	SOLE
42	JOHNSON & JOHNSON	COM	$259K	1058	0.47%	SOLE
43	ISHARES TR	S&P 500 VAL ETF	$245K	1158	0.44%	SOLE
44	SALESFORCE INC	COM	$244K	1308	0.44%	SOLE
45	BLACKROCK INC	COM	$242K	252	0.44%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.