§ 13F · FUND PROFILE
Bestgate Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $48.2T (13F)Positions · 55Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$813.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 10K | $6.9T | 12.1% | −2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $5.5T | 9.7% | −1% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 194K | $4.5T | 8.0% | +4% |
| 4 | SPYM | SPDR SERIES TRUST | 54K | $4.3T | 7.6% | −3% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 13K | $3.2T | 5.6% | −3% |
| 6 | QUAL | ISHARES TR | 12K | $2.4T | 4.2% | ±0% |
| 7 | MBB | ISHARES TR | 23K | $2.2T | 3.9% | +5% |
| 8 | VXF | VANGUARD INDEX FDS | 9K | $2.0T | 3.5% | ±0% |
| 9 | XSVM | INVESCO EXCHANGE TRADED FD T | 32K | $1.8T | 3.2% | ±0% |
| 10 | IEFA | ISHARES TR | 19K | $1.7T | 3.0% | +3% |
§ 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 $48245.1 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed