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CIK: 0002055670
Total reported value
$62.8M
$62.8M
57 檔
38.4%
In Q3 2025, Bestgate Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $62.8M, distributed across 57 disclosed stock positions.
In Q3 2025, Bestgate Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.07% | +0.10% | -2.71% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.43% | +0.29% | +1.48% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.77% | -0.99% | +2.73% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.68% | -0.02% | +6.04% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.64% | +0.80% | +2.99% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.12% | +0.06% | +1.24% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.77% | -0.44% | +2.48% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.47% | +0.30% | +7.71% | |
| 9 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.13% | +0.05% | +5.88% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.84% | -0.42% | +46.29% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.48% | +0.51% | +5.22% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.22% | -0.24% | +3.33% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 1.80% | -0.04% | +2.45% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.64% | -0.36% | +0.63% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.01% | +1.02% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.51% | -0.31% | +5.69% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.44% | -0.08% | -12.92% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.40% | +0.89% | +4.43% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.13% | +15.39% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | +0.30% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.10% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.01% | +1.23% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.07% | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.52% | +18.35% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | +4.60% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.92% | -0.07% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | — | -37.86% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.88% | -0.02% | -3.11% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.25% | -5.59% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.02% | — | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.68% | -0.12% | — | |
| 32 | USB | US Bancorp | Stock-Financials | 0.67% | +0.01% | -2.40% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | -0.11% | -4.94% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | +0.23% | +8.91% | |
| 35 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.64% | +0.01% | — | |
| 36 | AXP | American Express Co | Stock-Financials | 0.64% | -0.04% | — | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.63% | — | — | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.61% | -0.12% | +3.07% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.44% | EXIT | |
| 40 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.59% | — | — | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.05% | +4.63% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.56% | — | -4.95% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.54% | — | +4.36% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.49% | EXIT | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.50% | — | — | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.49% | — | +3.28% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.39% | NEW | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.12% | — | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +46.29% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +2.99% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +6.04% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +15.39% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.4% | +7.71% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | — | Unchanged |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +5.22% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +4.60% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.48% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +18.35% | Add |
| 11 | ASML | ASML Holding N.V. | +0.2% | +8.91% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +4.43% | Add |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | — | Unchanged |
| 15 | BLK | Blackrock Inc | +0.1% | +4.63% | Add |
| 16 | XSVM | Invesco S&p Smallcap Value W | 0% | +5.88% | Add |
| 17 | AXP | American Express Co | 0% | — | Unchanged |
| 18 | SCZ | Ishares Msci Eafe Small-cap | 0% | +3.07% | Add |
| 19 | MELI | Mercadolibre Inc | 0% | — | Unchanged |
| 20 | NOW | Servicenow Inc | 0% | +4.36% | Add |
| 21 | BX | Blackstone Inc | — | -4.95% | Trim |
| 22 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | 0% | +1.02% | Add |
| 24 | AAPL | Apple Inc | 0% | +1.23% | Add |
| 25 | USB | US Bancorp | 0% | -2.40% | Trim |
| 26 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 27 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 28 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | — | Unchanged |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | — | Unchanged |
| 30 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 31 | VBR | Vanguard Small-cap Value ETF | -0.1% | +0.63% | Add |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -3.11% | Trim |
| 33 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | — | Unchanged |
| 34 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +1.24% | Add |
| 35 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 36 | BR | Broadridge Financial Solutio | -0.1% | +3.28% | Add |
| 37 | HON | Honeywell International Inc | -0.1% | -1.09% | Trim |
| 38 | ICE | Intercontinental Exchange In | -0.1% | -3.16% | Trim |
| 39 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 40 | SCHI | Schwab 5-10 Year Corporate B | -0.1% | +5.69% | Add |
| 41 | CRM | Salesforce Inc | -0.1% | +9.02% | Add |
| 42 | DUK | Duke Energy CORP | -0.2% | -4.94% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.71% | Trim |
| 44 | SBUX | Starbucks CORP | -0.2% | — | Unchanged |
| 45 | VZ | Verizon Communications Inc | -0.2% | -5.59% | Trim |
| 46 | SCHH | Schwab US Reit ETF | -0.3% | +2.45% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | — | Unchanged |
| 48 | VO | Vanguard Mid-cap ETF | -0.3% | -12.92% | Trim |
| 49 | GOVT | Ishares US Treasury Bond ETF | -0.3% | +3.33% | Add |
| 50 | MBB | Ishares Mbs ETF | -0.5% | +2.48% | Add |
According to official SEC Form 13F filings, Bestgate Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $62.8M across 57 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, SCHZ) accounted for 38.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ABBV
市值: $419.0K
Top Position Liquidated / Trimmed
HEFA
前期市值: $466.2K
During Q3 2025, Bestgate Wealth Advisors, LLC's top holdings by market value included IVV (12.1%)、VEA (9.4%)、SCHZ (7.8%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q3 2025, Bestgate Wealth Advisors, LLC made 44 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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