Q3 2026 13F · SEC CIK 2055670

Bestgate Wealth Advisors, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $158.0M
Reported positions: 77
Holdings vs S&P 500, 3 yrs: —
Assets under management: $162.4M

Bestgate Wealth Advisors, LLC is a wealth manager that reported 77 positions worth $158.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VOO, 13.5%), Vanguard Ftse Developed Markets Index Fu (VEA, 11.0%), Schwab Strategic Tr (SCHZ, 8.9%).

Bestgate Wealth Advisors, LLC holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bestgate Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	13.5%	3.7%	30,410	+789.2%	$21.3M
VEAVanguard Ftse Developed Markets Index Fu	11.0%	10.2%	247,026	+174.5%	$17.4M
SCHZSchwab Strategic Tr	8.9%	7.0%	635,063	+233.3%	$14.0M
IVVIshares Tr	7.0%	11.8%	14,532	+46.7%	$11.1M
QQQMInvesco Exch Traded Fd Tr II	6.5%	6.7%	33,731	+143.2%	$10.3M
VXFVanguard Index Fds	5.3%	5.2%	36,224	+171.3%	$8.4M
MBBIshares Tr	5.0%	3.9%	87,512	+234.3%	$7.8M
QUALIshares Tr	4.7%	4.5%	33,702	+162.3%	$7.5M
SCHISchwab Strategic Tr	3.8%	3.0%	279,386	+237.9%	$6.0M
SPLGSpdr Series Trust	3.5%	7.5%	62,098	+15.6%	$5.6M
EMXCIshares Inc	3.4%	3.7%	54,621	+138.9%	$5.4M
XSVMInvesco Exchange Traded Fd T	2.7%	2.7%	66,155	+172.5%	$4.3M
SCHHSchwab Strategic Tr	2.0%	2.0%	142,527	+163.1%	$3.1M
GOVTIshares Tr	2.0%	1.6%	142,885	+228.6%	$3.1M
MGKVanguard World Fd	1.2%	1.4%	20,785	+110.9%	$1.9M
PANWPalo Alto Networks Inc	1.0%	1.9%	4,028	+15.1%	$1.6M
MRKMerck & Co Inc	0.9%	New	9,316	—	$1.4M
MSFTMicrosoft Corp	0.8%	0.6%	2,385	+138.0%	$1.2M
AMZNAmazon Com Inc	0.8%	1.2%	4,864	+52.2%	$1.2M
GOOGLAlphabet Inc	0.7%	1.6%	3,435	+25.6%	$1.2M
VGTVanguard World Fd	0.7%	1.0%	8,968	+68.1%	$1.1M
TSMTaiwan Semiconductor Manufac	0.7%	1.5%	2,253	+12.5%	$1.0M
AAPLApple Inc	0.6%	0.9%	2,868	+45.3%	$955K
IEFAIshares Tr	0.6%	2.3%	9,471	-36.7%	$918K
VOVanguard Index Fds	0.6%	1.2%	11,180	+16.7%	$877K
XOMExxonmobil Holdings Corp	0.5%	New	4,918	—	$800K
IWFIshares Tr	0.5%	New	6,232	—	$781K
LCTUBlackrock ETF Trust	0.5%	New	9,115	—	$744K
VBRVanguard Index Fds	0.4%	1.4%	3,035	-16.1%	$701K
JPMJpmorgan Chase & Co	0.4%	0.9%	1,929	+6.8%	$638K
ASMLAsml Hldg NV	0.4%	0.9%	352	+21.8%	$638K
ESGUIshares Tr	0.4%	New	3,806	—	$635K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.9%	1,165	+4.4%	$580K
USBUS Bancorp	0.4%	0.6%	9,957	+48.7%	$575K
VZVerizon Communications Inc	0.4%	0.6%	12,500	+51.3%	$573K
AVUVAmerican Centy ETF Tr	0.3%	0.4%	4,478	+150.2%	$527K
ABBVAbbvie Inc	0.3%	0.7%	1,862	+2.9%	$487K
DSIIshares Tr	0.3%	New	3,132	—	$458K
FELVFidelity Covington Trust	0.3%	0.7%	10,850	+0.0%	$449K
GOOGAlphabet Inc	0.3%	0.4%	1,175	+69.1%	$400K
DUKDuke Energy Corp New	0.3%	0.5%	3,508	+30.8%	$400K
VCEBVanguard Esg U.s. Corporate Bond ETF	0.2%	New	6,515	—	$388K
IJTIshares Tr	0.2%	0.7%	2,353	+0.0%	$377K
IYWIshares Tr	0.2%	New	1,371	—	$363K
NVDANvidia Corporation	0.2%	New	1,544	—	$353K
USXFIshares Tr	0.2%	New	5,159	—	$351K
MELIMercadolibre Inc	0.2%	0.5%	198	+10.0%	$342K
CVXChevron Corporation	0.2%	0.4%	1,542	+10.9%	$315K
AXPAmerican Express Co	0.2%	0.5%	1,016	+2.8%	$309K
VEEVVeeva Sys Inc	0.2%	New	1,055	—	$301K

What Bestgate Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$158.0M	77
Q2 2026	$62.8M	45
Q1 2026	$55.4M	45
Q4 2025	$56.9M	53
Q3 2025	$56.6M	57
Q2 2025	$48.2M	55
Q1 2025	$48.2M	55
Q4 2024	$49.8M	56

Questions about Bestgate Wealth Advisors, LLC's portfolio

What stocks does Bestgate Wealth Advisors, LLC own?

Bestgate Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 77 positions worth $158.0M. The largest are Vanguard Index Fds (VOO) at 13.5%, Vanguard Ftse Developed Markets Index Fu (VEA) at 11.0%, Schwab Strategic Tr (SCHZ) at 8.9%, Ishares Tr (IVV) at 7.0% and Invesco Exch Traded Fd Tr II (QQQM) at 6.5%.

What did Bestgate Wealth Advisors, LLC buy last quarter?

In Q3 2026, Bestgate Wealth Advisors, LLC added a new position in Merck & Co Inc (MRK), a new position in Exxonmobil Holdings Corp (XOM), a new position in Ishares Tr (IWF), a new position in Blackrock ETF Trust (LCTU), a new position in Ishares Tr (ESGU), Vanguard Index Fds (VOO) (+789.2% shares), Schwab Strategic Tr (SCHI) (+237.9% shares) and Ishares Tr (MBB) (+234.3% shares), compared with its Q2 2026 filing.

What did Bestgate Wealth Advisors, LLC sell last quarter?

In Q3 2026, Bestgate Wealth Advisors, LLC cut from its top 50 Ishares Tr (SCZ), cut from its top 50 Vanguard Whitehall Fds (VIGI), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Ishares Tr (IVE), cut from its top 50 Johnson & Johnson (JNJ), Ishares Tr (IEFA) (-36.7% shares) and Vanguard Index Fds (VBR) (-16.1% shares), compared with its Q2 2026 filing.

When is Bestgate Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bestgate Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Bestgate Wealth Advisors, LLC manage?

Bestgate Wealth Advisors, LLC reported $162.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $158.0M.