Bestgate Wealth Advisors, LLC 13F Holdings · Q2 2026
Bestgate Wealth Advisors, LLC reported 45 securities worth $62.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (11.81%), VEA (10.21%), SPYM (7.52%). Among its top 25 positions this quarter: 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $7.4M | 11.81% | 9,904 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 10.21% | 89,975 | Added |
| 3 | SPYM | SPDR SERIES TRUST | $4.7M | 7.52% | 53,698 | Trimmed |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $4.4M | 7.02% | 190,531 | Trimmed |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $4.2M | 6.69% | 13,867 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $3.3M | 5.24% | 13,352 | Added |
| 7 | QUAL | ISHARES TR | $2.8M | 4.49% | 12,847 | Added |
| 8 | MBB | ISHARES TR | $2.5M | 3.94% | 26,179 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $2.3M | 3.74% | 3,420 | Added |
| 10 | EMXC | ISHARES INC | $2.3M | 3.73% | 22,866 | Added |
| 11 | SCHI | SCHWAB STRATEGIC TR | $1.9M | 2.98% | 82,682 | Added |
| 12 | XSVM | INVESCO EXCHANGE TRADED FD T | $1.7M | 2.69% | 24,275 | Trimmed |
| 13 | IEFA | ISHARES TR | $1.4M | 2.30% | 14,965 | Trimmed |
| 14 | SCHH | SCHWAB STRATEGIC TR | $1.3M | 2.04% | 54,181 | Added |
| 15 | PANW | PALO ALTO NETWORKS INC | $1.2M | 1.90% | 3,501 | Hold |
| 16 | GOVT | ISHARES TR | $990,524 | 1.58% | 43,482 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $977,407 | 1.56% | 2,735 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $956,095 | 1.52% | 2,002 | Hold |
| 19 | VBR | VANGUARD INDEX FDS | $878,895 | 1.40% | 3,617 | Trimmed |
| 20 | MGK | VANGUARD WORLD FD | $866,353 | 1.38% | 9,855 | Added |
| 21 | VO | VANGUARD INDEX FDS | $771,861 | 1.23% | 9,580 | Added |
| 22 | AMZN | AMAZON COM INC | $761,735 | 1.21% | 3,196 | Hold |
| 23 | VGT | VANGUARD WORLD FD | $637,759 | 1.02% | 5,336 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $591,140 | 0.94% | 1,806 | Trimmed |
| 25 | ASML | ASML HLDG NV | $574,948 | 0.92% | 289 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR