StockDriftsStockDriftsTop 45 Bestgate Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.81% | 9.9K | $7.4M | -0.38%(-38) | $582.75(+33.39%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.21% | 90.0K | $6.4M | +4.86%(+4.17K) | $51.18(+42.59%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.52% | 53.7K | $4.7M | -1.72%(-940) | $68.74(+32.45%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 7.02% | 190.5K | $4.4M | -0.39%(-754) | $23.23(-1.99%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.69% | 13.9K | $4.2M | +0.84%(+116) | $210.34(+41.03%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 5.24% | 13.4K | $3.3M | +0.34%(+45) | $192.12(+28.64%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.49% | 12.8K | $2.8M | +0.36%(+46) | $179.93(+25.75%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.94% | 26.2K | $2.5M | +2.35%(+600) | $93.58(-0.47%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.74% | 3.4K | $2.3M | +14.46%(+432) | $595.48(+19.41%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.73% | 22.9K | $2.3M | +0.81%(+184) | $60.19(+58.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.89% |
Bestgate Wealth Advisors, LLC reports $62.78M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.8%), VEA (10.2%) and SPYM (7.5%). The top 20 holdings account for 83.74% of reported assets. Its disclosed equity book has returned +26.55% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bestgate Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055670). View Bestgate Wealth Advisors, LLC’s 13F filings on SEC