13F HOLDINGS REPORT
Bestgate Wealth Advisors, LLC
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0002055670-25-000006
Total Value
$56.6M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 10,213 | $6.8M | 12.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 89,150 | $5.3M | 9.43% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 187,537 | $4.4M | 7.77% |
| 4 | SPDR SERIES TRUST | 78464A854 | 55,499 | $4.3M | 7.68% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 12,932 | $3.2M | 5.64% |
| 6 | ISHARES TR | 46432F339 | 11,990 | $2.3M | 4.12% |
| 7 | ISHARES TR | 464288588 | 22,439 | $2.1M | 3.77% |
| 8 | VANGUARD INDEX FDS | 922908652 | 9,400 | $2.0M | 3.47% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,431 | $1.8M | 3.13% |
| 10 | ISHARES TR | 46432F842 | 18,418 | $1.6M | 2.84% |
| 11 | ISHARES INC | 46434G764 | 20,820 | $1.4M | 2.48% |
| 12 | ISHARES TR | 46429B267 | 54,444 | $1.3M | 2.22% |
| 13 | SCHWAB STRATEGIC TR | 808524847 | 47,176 | $1.0M | 1.80% |
| 14 | VANGUARD INDEX FDS | 922908611 | 4,443 | $927,299 | 1.64% |
| 15 | AMAZON COM INC | AMZN | 3,964 | $870,375 | 1.54% |
| 16 | SCHWAB STRATEGIC TR | 808524698 | 37,157 | $857,585 | 1.51% |
| 17 | VANGUARD INDEX FDS | 922908629 | 2,784 | $817,772 | 1.44% |
| 18 | PALO ALTO NETWORKS INC | PANW | 3,887 | $791,471 | 1.40% |
| 19 | ALPHABET INC | GOOG | 3,216 | $781,810 | 1.38% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,343 | $654,376 | 1.16% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 2,051 | $646,929 | 1.14% |
| 22 | APPLE INC | AAPL | 2,386 | $607,547 | 1.07% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,202 | $604,293 | 1.07% |
| 24 | VANGUARD INDEX FDS | 922908363 | 948 | $580,549 | 1.03% |
| 25 | MICROSOFT CORP | MSFT | 1,046 | $541,853 | 0.96% |
| 26 | MERCADOLIBRE INC | MELI | 223 | $521,138 | 0.92% |
| 27 | ISHARES TR | 464287804 | 4,323 | $513,702 | 0.91% |
| 28 | ISHARES TR | 464287887 | 3,515 | $497,373 | 0.88% |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 9,909 | $435,498 | 0.77% |
| 30 | ABBVIE INC | ABBV | 1,810 | $419,048 | 0.74% |
| 31 | VANGUARD WHITEHALL FDS | 921946810 | 4,316 | $386,573 | 0.68% |
| 32 | US BANCORP DEL | USB-PS | 7,838 | $378,792 | 0.67% |
| 33 | DUKE ENERGY CORP NEW | DUKB | 3,040 | $376,175 | 0.66% |
| 34 | ASML HOLDING N V | ASMLF | 379 | $366,906 | 0.65% |
| 35 | FIDELITY COVINGTON TRUST | 31609A107 | 10,850 | $363,801 | 0.64% |
| 36 | AMERICAN EXPRESS CO | AXP | 1,084 | $360,061 | 0.64% |
| 37 | ISHARES TR | 46429B689 | 4,234 | $359,137 | 0.63% |
| 38 | ISHARES TR | 464288273 | 4,492 | $344,600 | 0.61% |
| 39 | SALESFORCE INC | CRM | 1,438 | $340,806 | 0.60% |
| 40 | VEEVA SYS INC | VEEV | 1,117 | $332,765 | 0.59% |
| 41 | BLACKROCK INC | BLK | 271 | $315,847 | 0.56% |
| 42 | BLACKSTONE INC | BX | 1,845 | $315,134 | 0.56% |
| 43 | SERVICENOW INC | NOW | 335 | $308,294 | 0.54% |
| 44 | HONEYWELL INTL INC | 438516106 | 1,361 | $286,496 | 0.51% |
| 45 | STARBUCKS CORP | SBUX | 3,321 | $280,964 | 0.50% |
| 46 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,164 | $277,163 | 0.49% |
| 47 | ALPHABET INC | GOOG | 1,095 | $266,687 | 0.47% |
| 48 | NEXTERA ENERGY INC | NEE-PW | 3,389 | $255,836 | 0.45% |
| 49 | BOOKING HOLDINGS INC | BKNG | 47 | $253,766 | 0.45% |
| 50 | CHEVRON CORP NEW | CVX | 1,551 | $240,855 | 0.43% |
| 51 | ISHARES TR | 464287408 | 1,158 | $239,139 | 0.42% |
| 52 | VANGUARD WORLD FD | 92204A702 | 320 | $238,922 | 0.42% |
| 53 | VANGUARD INDEX FDS | 922908512 | 1,255 | $219,098 | 0.39% |
| 54 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,287 | $216,834 | 0.38% |
| 55 | PAYPAL HLDGS INC | PYPL | 3,170 | $212,580 | 0.38% |
| 56 | JOHNSON & JOHNSON | JNJ | 1,128 | $209,180 | 0.37% |
| 57 | AUTOMATIC DATA PROCESSING IN | ADP | 687 | $201,766 | 0.36% |