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CIK: 0002055670
Total reported value
$62.8M
$62.8M
53 檔
39.0%
At the close of Q4 2025, Bestgate Wealth Advisors, LLC disclosed equity holdings valued at approximately $62.8M, spread across 53 reported holdings.
In Q4 2025, Bestgate Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.05% | +0.10% | -1.95% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.73% | +0.29% | -0.60% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.97% | -0.99% | +3.55% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.63% | -0.02% | -2.52% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.59% | +0.80% | -2.74% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.19% | +0.06% | +0.04% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.92% | -0.44% | +4.54% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.46% | +0.30% | +0.23% | |
| 9 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.17% | +0.05% | +0.46% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.97% | -0.42% | +2.71% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.67% | +0.51% | +0.35% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.26% | -0.24% | +2.42% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.94% | -0.36% | +17.31% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.01% | +5.73% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 1.67% | -0.04% | -3.77% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.13% | -6.34% | |
| 17 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.57% | -0.31% | +4.40% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.43% | +0.07% | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.43% | -0.08% | +0.50% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.24% | +0.30% | -1.28% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +0.89% | -2.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.10% | -1.95% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.52% | +5.70% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.01% | -5.53% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | -0.75% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.07% | +10.99% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.88% | +0.18% | +108.44% | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.79% | -0.07% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.02% | — | |
| 30 | AXP | American Express Co | Stock-Financials | 0.70% | -0.04% | — | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.70% | -0.02% | -19.35% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.25% | -2.24% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.44% | EXIT | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.67% | -0.12% | +8.90% | |
| 35 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.66% | +0.01% | — | |
| 36 | USB | US Bancorp | Stock-Financials | 0.64% | +0.01% | -12.58% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.64% | +0.23% | -10.03% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.63% | -0.12% | -8.78% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.11% | -0.95% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.39% | NEW | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.05% | -4.43% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.12% | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.48% | — | -4.39% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.49% | EXIT | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | — | — | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.43% | — | +379.10% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | — | |
| 48 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.42% | — | -5.10% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.08% | — | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.40% | — | -12.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +0.5% | +108.44% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | -0.60% | Trim |
| 3 | VBR | Vanguard Small-cap Value ETF | +0.3% | +17.31% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.34% | Trim |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +3.55% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +0.35% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.73% | Add |
| 8 | MBB | Ishares Mbs ETF | +0.2% | +4.54% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.71% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.28% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.70% | Add |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +0.04% | Add |
| 14 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 15 | AXP | American Express Co | +0.1% | — | Unchanged |
| 16 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +8.90% | Add |
| 17 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +4.40% | Add |
| 18 | XSVM | Invesco S&p Smallcap Value W | 0% | +0.46% | Add |
| 19 | GOVT | Ishares US Treasury Bond ETF | 0% | +2.42% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 21 | MSFT | Microsoft CORP | 0% | +10.99% | Add |
| 22 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 23 | FELV | Fidelity Enh Lrg Cap Val ETF | 0% | — | Unchanged |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 25 | AAPL | Apple Inc | 0% | -5.53% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | — | -1.95% | Trim |
| 27 | VO | Vanguard Mid-cap ETF | 0% | +0.50% | Add |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | VXF | Vanguard Extended Market ETF | 0% | +0.23% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | -10.03% | Trim |
| 31 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -1.95% | Trim |
| 33 | VOE | Vanguard Mid-cap Value ETF | 0% | -5.18% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.75% | Trim |
| 35 | USB | US Bancorp | 0% | -12.58% | Trim |
| 36 | DUK | Duke Energy CORP | 0% | -0.95% | Trim |
| 37 | HON | Honeywell International Inc | 0% | +0.07% | Add |
| 38 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -8.78% | Trim |
| 39 | CVX | Chevron CORP | -0.1% | -9.16% | Trim |
| 40 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | -2.74% | Trim |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -2.52% | Trim |
| 42 | BLK | Blackrock Inc | -0.1% | -4.43% | Trim |
| 43 | BX | Blackstone Inc | -0.1% | -4.39% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.1% | -2.24% | Trim |
| 45 | BR | Broadridge Financial Solutio | -0.1% | -12.63% | Trim |
| 46 | NOW | Servicenow Inc | -0.1% | +379.10% | Add |
| 47 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 48 | SCHH | Schwab US Reit ETF | -0.1% | -3.77% | Trim |
| 49 | VEEV | Veeva Systems Inc-class A | -0.2% | -5.10% | Trim |
| 50 | PANW | Palo Alto Networks Inc | -0.2% | -2.62% | Trim |
According to official SEC Form 13F filings, Bestgate Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $62.8M across 53 disclosed positions in Q4 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 39.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
MGK
市值: $813.6K
Top Position Liquidated / Trimmed
IJR
前期市值: $513.7K
During Q4 2025, Bestgate Wealth Advisors, LLC's top holdings by market value included IVV (12.1%)、VEA (9.7%)、SCHZ (8.0%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q4 2025, Bestgate Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 24 holdings, and fully liquidating 5 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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