§ 13F · FUND PROFILE
Bestgate Wealth Advisors, LLC.
AUM · $63M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$469K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 10K | $7M | 11.8% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 90K | $6M | 10.2% | +5% |
| 3 | SPYM | SPDR SERIES TRUST | 54K | $5M | 7.5% | −2% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 191K | $4M | 7.0% | ±0% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 14K | $4M | 6.7% | +1% |
| 6 | VXF | VANGUARD INDEX FDS | 13K | $3M | 5.2% | ±0% |
| 7 | QUAL | ISHARES TR | 13K | $3M | 4.5% | ±0% |
| 8 | MBB | ISHARES TR | 26K | $2M | 3.9% | +2% |
| 9 | VOO | VANGUARD INDEX FDS | 3K | $2M | 3.7% | +14% |
| 10 | EMXC | ISHARES INC | 23K | $2M | 3.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BESTGATE SIGNAL
AC read
Bestgate Wealth Advisors, LLC is a Other fund managing $63 million in assets. The fund runs a portfolio of 45 positions.
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