§ 13F · FUND PROFILE
Bestgate Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $57M (13F)Positions · 57Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 10K | $6M | 11.7% | −1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 86K | $5M | 9.9% | −3% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 191K | $4M | 8.0% | −1% |
| 4 | SPYM | SPDR SERIES TRUST | 55K | $4M | 7.5% | +1% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 14K | $3M | 5.9% | +9% |
| 6 | VXF | VANGUARD INDEX FDS | 13K | $3M | 4.9% | +41% |
| 7 | QUAL | ISHARES TR | 13K | $2M | 4.4% | +7% |
| 8 | MBB | ISHARES TR | 26K | $2M | 4.4% | +9% |
| 9 | SCHI | SCHWAB STRATEGIC TR | 80K | $2M | 3.3% | +108% |
| 10 | VOO | VANGUARD INDEX FDS | 3K | $2M | 3.2% | +198% |
§ 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 $57 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed