13F HOLDINGS REPORT
Bestgate Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0002055670-26-000001
Total Value
$56.9M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 10,014 | $6.9M | 12.05% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 88,619 | $5.5M | 9.73% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 194,190 | $4.5M | 7.97% |
| 4 | SPDR SERIES TRUST | 78464A854 | 54,100 | $4.3M | 7.63% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 12,578 | $3.2M | 5.59% |
| 6 | ISHARES TR | 46432F339 | 11,995 | $2.4M | 4.19% |
| 7 | ISHARES TR | 464288588 | 23,457 | $2.2M | 3.92% |
| 8 | VANGUARD INDEX FDS | 922908652 | 9,422 | $2.0M | 3.46% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,577 | $1.8M | 3.17% |
| 10 | ISHARES TR | 46432F842 | 18,918 | $1.7M | 2.97% |
| 11 | ISHARES INC | 46434G764 | 20,892 | $1.5M | 2.67% |
| 12 | ISHARES TR | 46429B267 | 55,762 | $1.3M | 2.26% |
| 13 | VANGUARD INDEX FDS | 922908611 | 5,212 | $1.1M | 1.94% |
| 14 | AMAZON COM INC | AMZN | 4,191 | $967,367 | 1.70% |
| 15 | SCHWAB STRATEGIC TR | 808524847 | 45,397 | $948,340 | 1.67% |
| 16 | ALPHABET INC | GOOG | 3,012 | $942,756 | 1.66% |
| 17 | SCHWAB STRATEGIC TR | 808524698 | 38,792 | $891,061 | 1.57% |
| 18 | VANGUARD WORLD FD | 921910816 | 1,971 | $813,570 | 1.43% |
| 19 | VANGUARD INDEX FDS | 922908629 | 2,798 | $812,066 | 1.43% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,313 | $702,898 | 1.24% |
| 21 | PALO ALTO NETWORKS INC | PANW | 3,785 | $697,197 | 1.23% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 2,011 | $647,966 | 1.14% |
| 23 | VANGUARD INDEX FDS | 922908363 | 1,002 | $628,554 | 1.10% |
| 24 | APPLE INC | AAPL | 2,254 | $612,772 | 1.08% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,193 | $599,661 | 1.05% |
| 26 | MICROSOFT CORP | MSFT | 1,161 | $561,577 | 0.99% |
| 27 | VANGUARD WORLD FD | 92204A702 | 667 | $502,771 | 0.88% |
| 28 | MERCADOLIBRE INC | MELI | 223 | $449,180 | 0.79% |
| 29 | ABBVIE INC | ABBV | 1,810 | $413,896 | 0.73% |
| 30 | AMERICAN EXPRESS CO | AXP | 1,084 | $401,026 | 0.70% |
| 31 | ISHARES TR | 464287887 | 2,835 | $400,189 | 0.70% |
| 32 | VERIZON COMMUNICATIONS INC | VZ | 9,687 | $394,565 | 0.69% |
| 33 | SALESFORCE INC | CRM | 1,438 | $380,941 | 0.67% |
| 34 | ISHARES TR | 464288273 | 4,892 | $379,250 | 0.67% |
| 35 | FIDELITY COVINGTON TRUST | 31609A107 | 10,850 | $376,061 | 0.66% |
| 36 | US BANCORP DEL | USB-PS | 6,852 | $365,641 | 0.64% |
| 37 | ASML HOLDING N V | ASMLF | 341 | $364,822 | 0.64% |
| 38 | VANGUARD WHITEHALL FDS | 921946810 | 3,937 | $360,027 | 0.63% |
| 39 | DUKE ENERGY CORP NEW | DUKB | 3,011 | $352,958 | 0.62% |
| 40 | ALPHABET INC | GOOG | 1,095 | $343,611 | 0.60% |
| 41 | BLACKROCK INC | BLK | 259 | $277,128 | 0.49% |
| 42 | NEXTERA ENERGY INC | NEE-PW | 3,389 | $272,069 | 0.48% |
| 43 | BLACKSTONE INC | BX | 1,764 | $271,888 | 0.48% |
| 44 | HONEYWELL INTL INC | 438516106 | 1,362 | $265,620 | 0.47% |
| 45 | BOOKING HOLDINGS INC | BKNG | 47 | $251,701 | 0.44% |
| 46 | SERVICENOW INC | NOW | 1,605 | $245,870 | 0.43% |
| 47 | ISHARES TR | 464287408 | 1,158 | $245,577 | 0.43% |
| 48 | VEEVA SYS INC | VEEV | 1,060 | $236,624 | 0.42% |
| 49 | JOHNSON & JOHNSON | JNJ | 1,128 | $233,469 | 0.41% |
| 50 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,017 | $226,972 | 0.40% |
| 51 | CHEVRON CORP NEW | CVX | 1,409 | $214,746 | 0.38% |
| 52 | VANGUARD INDEX FDS | 922908512 | 1,190 | $211,070 | 0.37% |
| 53 | ISHARES TR | 46429B689 | 2,338 | $201,619 | 0.35% |