Bestgate Wealth Advisors, LLC 13F Holdings
CIK 0002055670 · FREDERICK, MD
As of Sep 30, 2025, Bestgate Wealth Advisors, LLC reported 57 positions worth $56.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 10,213 | $6.8M | 12.07% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 89,150 | $5.3M | 9.43% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 187,537 | $4.4M | 7.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 55,499 | $4.3M | 7.68% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 12,932 | $3.2M | 5.64% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 11,990 | $2.3M | 4.12% |
| ISHARES MBS ETF | MBB | — | 22,439 | $2.1M | 3.77% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 9,400 | $2.0M | 3.47% |
| INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | XSVM | — | 31,431 |