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CIK: 0002055670
Total reported value
$158.0M
$158.0M
45 檔
17.2%
As reported in its official Q2 2026 Form 13F filing, Bestgate Wealth Advisors, LLC's tracked investment portfolio stood at $158.0M with 45 total positions.
In Q2 2026, Bestgate Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 2 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 | 11.81% | -4.77% | -0.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.21% | +0.83% | +4.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | -3.99% | -1.72% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.02% | +1.86% | -0.39% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.69% | -0.19% | +0.84% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.24% | +0.07% | +0.34% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.49% | +0.25% | +0.36% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 3.94% | +1.02% | +2.35% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +9.75% | +14.46% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.73% | -0.30% | +0.81% | |
| 11 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.98% | +0.81% | +2.72% | |
| 12 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 2.69% | +0.04% | -0.25% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.30% | -1.72% | -10.29% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 2.04% | -0.05% | +0.82% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.90% | -0.89% | — | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.58% | +0.40% | -1.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | -0.81% | -1.08% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.52% | -0.87% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.40% | -0.96% | -19.46% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.38% | -0.16% | +400.00% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | -0.68% | +279.11% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.44% | — | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.02% | -0.31% | +700.00% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.54% | -8.09% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | -0.52% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.31% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.52% | — | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.42% | — | |
| 29 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.69% | -0.41% | — | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.67% | -0.43% | -10.70% | |
| 31 | USB | US Bancorp | Stock-Financials | 0.64% | -0.28% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.17% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.20% | -7.07% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.29% | -2.22% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.53% | -0.33% | -4.63% | |
| 36 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.49% | -0.27% | — | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | -0.30% | -14.06% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.46% | -0.30% | -15.49% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.28% | -4.43% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.25% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.14% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.23% | -9.45% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.39% | -0.21% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.17% | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.9% | — | Unchanged |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.8% | +0.84% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +14.46% | Add |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.5% | +0.81% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | NEW | New buy |
| 6 | AVUV | Avantis US Small Cap Value | +0.4% | NEW | New buy |
| 7 | VXF | Vanguard Extended Market ETF | +0.3% | +0.34% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | Unchanged |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.86% | Add |
| 10 | ASML | ASML Holding N.V. | +0.2% | — | Unchanged |
| 11 | VGT | Vanguard Info Tech ETF | +0.2% | +700.00% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.08% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.38% | Trim |
| 14 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +400.00% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +0.36% | Add |
| 16 | XSVM | Invesco S&p Smallcap Value W | +0.1% | -0.25% | Trim |
| 17 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | AAPL | Apple Inc | 0% | — | Unchanged |
| 20 | FELV | Fidelity Enh Lrg Cap Val ETF | 0% | — | Unchanged |
| 21 | USB | US Bancorp | 0% | — | Unchanged |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.72% | Trim |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -10.70% | Trim |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 25 | SCHH | Schwab US Reit ETF | 0% | +0.82% | Add |
| 26 | AXP | American Express Co | 0% | -4.63% | Trim |
| 27 | BLK | Blackrock Inc | -0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 29 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 30 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | +279.11% | Add |
| 32 | JNJ | Johnson & Johnson | -0.1% | -9.45% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -8.09% | Trim |
| 34 | DUK | Duke Energy CORP | -0.1% | -2.22% | Trim |
| 35 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -15.49% | Trim |
| 36 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -14.06% | Trim |
| 37 | NEE | Nextera Energy Inc | -0.1% | -4.43% | Trim |
| 38 | CVX | Chevron CORP | -0.2% | — | Unchanged |
| 39 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -1.12% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.3% | -7.07% | Trim |
| 41 | SCHI | Schwab 5-10 Year Corporate B | -0.3% | +2.72% | Add |
| 42 | VBR | Vanguard Small-cap Value ETF | -0.4% | -19.46% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -10.29% | Trim |
| 44 | CRM | Salesforce Inc | -0.4% | EXIT | Sold out |
| 45 | MBB | Ishares Mbs ETF | -0.4% | +2.35% | Add |
| 46 | HON | Honeywell International Inc | -0.5% | EXIT | Sold out |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | -1% | -0.39% | Trim |
According to official SEC Form 13F filings, Bestgate Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $158.0M across 45 disclosed positions in Q2 2026.
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, SPYM) accounted for 17.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
GOOG
市值: $245.6K
Top Position Liquidated / Trimmed
HON
前期市值: $273.1K
During Q2 2026, Bestgate Wealth Advisors, LLC's top holdings by market value included IVV (11.8%)、VEA (10.2%)、SPYM (7.5%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q2 2026, Bestgate Wealth Advisors, LLC made 33 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 2 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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