StockDriftsStockDriftsTop 50 Bestgate Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.49% | 30.4K | $21.3M | +789.18%(+26.99K) | $682.77(+3.20%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.04% | 247.0K | $17.4M | +174.55%(+157.05K) | $63.74(+8.82%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 8.88% | 635.1K | $14.0M | +233.31%(+444.53K) | $22.80(-2.50%) | 2026-09-30 | |
| IVV | ISHARES TR | 7.04% | 14.5K | $11.1M | +46.73%(+4.63K) | $638.36(+20.62%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.5% | 33.7K | $10.3M | +143.25%(+19.86K) | $265.38(+11.45%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 5.31% | 36.2K | $8.4M | +171.30%(+22.87K) | $221.67(+2.48%) | 2026-09-30 | |
| MBB | ISHARES TR | 4.96% | 87.5K | $7.8M | +234.28%(+61.33K) | $92.52(-2.49%) | 2026-09-30 | |
| QUAL | ISHARES TR | 4.74% | 33.7K | $7.5M | +162.33%(+20.86K) | $205.24(+9.73%) | 2026-09-30 | |
| SCHI | SCHWAB STRATEGIC TR | 3.79% | 279.4K | $6.0M | +237.90%(+196.70K) | $22.20(-2.94%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 3.53% | 62.1K | $5.6M | +15.64%(+8.40K) | $71.45(+26.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.31% |
Bestgate Wealth Advisors LLC reports $158.00M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.5%), VEA (11.0%) and SCHZ (8.9%). The top 20 holdings account for 84.79% of reported assets. Its disclosed equity book has returned +25.38% cumulatively over 7 quarters. Figures reflect the Q3 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