Bestgate Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Bestgate Wealth Advisors, LLC reported 56 stock positions worth $49.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 8.8%) and Schwab US Aggregate Bond ETF (SCHZ, 8.1%).
- Most Recent 13F
- Q2 2026
- Location
- FREDERICK, MD
- CIK
- 0002055670
- Portfolio Value
- $49.8M (Q4 2024)
- SEC Filing
- 0002055670-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 56 stocks · $49.8M
| IVV iShares Core S&P 500 ETF | 13.68% | 11,582 | $6.8M | — |
| VEA Vanguard Ftse Developed ETF | 8.79% | 91,630 | $4.4M | — |
| SCHZ Schwab US Aggregate Bond ETF | 8.11% | 178,094 | $4.0M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.72% | 55,771 | $3.8M | — |
| QQQM Invesco Nasdaq 100 ETF | 5.65% | 13,378 | $2.8M | — |
| QUAL iShares MSCI USA Quality Fac | 4.34% | 12,142 | $2.2M | — |
| XSVM Invesco S&P Smallcap Value W | 3.09% | 28,262 | $1.5M | — |
| GOVT iShares US Treasury Bond ETF | 2.31% | 50,198 | $1.2M | — |
| MBB iShares MBS ETF | 2.29% | 12,458 | $1.1M | — |
| SCHH Schwab US REIT ETF | 2.26% | 53,402 | $1.1M | — |
| VXF Vanguard Extended Market ETF | 2.25% | 5,890 | $1.1M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.16% | 19,387 | $1.1M | — |
| IJR iShares Core S&P Small-Cap E | 2.05% | 8,876 | $1.0M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.78% | 12,590 | $885K | — |
| AMZN Amazon.com Inc. | 1.73% | 3,929 | $862K | — |
| BNDX Vanguard Total Intl Bond ETF | 1.52% | 15,457 | $758K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.52% | 3,814 | $756K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.50% | 2,835 | $749K | — |
| TLT iShares 20+ Year Treasury BD | 1.38% | 7,871 | $687K | — |
| PANW Palo Alto Networks Inc. | 1.36% | 3,722 | $677K | — |
| AAPL Apple Inc. | 1.22% | 2,420 | $606K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 1,202 | $545K | — |
| GOOGL Alphabet Inc. Class A | 1.05% | 2,776 | $525K | — |
| IJT iShares S&P Small-Cap 600 GR | 1.01% | 3,720 | $504K | — |
| JPM JPMorgan Chase & Co. | 0.99% | 2,051 | $492K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.91% | 2,291 | $452K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.90% | 12,877 | $447K | — |
| CRM Salesforce Inc. | 0.88% | 1,319 | $441K | — |
| MSFT Microsoft Corp. | 0.86% | 1,015 | $428K | — |
| VZ Verizon Communications Inc. | 0.80% | 9,976 | $399K | — |
| MELI MercadoLibre Inc. | 0.76% | 223 | $379K | — |
| USB US Bancorp | 0.75% | 7,778 | $372K | — |
| VOO Vanguard S&P 500 ETF | 0.75% | 690 | $372K | — |
| DUK Duke Energy Corp. | 0.70% | 3,221 | $347K | — |
| VIGI Vanguard Int Div App Indx FD | 0.69% | 4,316 | $345K | — |
| NOW ServiceNow Inc. | 0.68% | 321 | $340K | — |
| BX Blackstone Inc. | 0.67% | 1,941 | $335K | — |
| FELV Fidelity Enh LRG Cap Val ETF | 0.66% | 10,850 | $331K | — |
| AXP American Express Co. | 0.65% | 1,084 | $322K | — |
| ABBV Abbvie Inc. | 0.65% | 1,810 | $322K | — |
| HON Honeywell International Inc. | 0.62% | 1,375 | $311K | — |
| SBUX Starbucks Corp. | 0.61% | 3,357 | $306K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.60% | 4,234 | $299K | — |
| BLK BlackRock Inc. | 0.53% | 259 | $265K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.53% | 4,358 | $265K | — |
| BR Broadridge Financial Solutio | 0.51% | 1,127 | $255K | — |
| NEE Nextera Energy Inc. | 0.48% | 3,345 | $240K | — |
| VEEV Veeva Systems Inc. Class A | 0.48% | 1,133 | $238K | — |
| COST Costco Wholesale Corp. | 0.47% | 255 | $234K | — |
| BKNG Booking Holdings Inc. | 0.47% | 47 | $234K | — |
| CVX Chevron Corp. | 0.46% | 1,576 | $228K | — |
| IVE iShares S&P 500 Value ETF | 0.44% | 1,158 | $221K | — |
| GOOG Alphabet Inc. Class C | 0.42% | 1,095 | $209K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.41% | 1,265 | $205K | — |
| ESGU iShares ESG Aware MSCI USA | 0.41% | 1,567 | $202K | — |
| ADP Automatic Data Processing | 0.40% | 687 | $201K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $62.8M | IVV, VEA, SPYM, SCHZ, QQQM |
| Q1 2026 | 45 | $55.4M | IVV, VEA, SCHZ, SPYM, QQQM |
| Q4 2025 | 53 | $56.9M | IVV, VEA, SCHZ, SPYM, QQQM |
| Q3 2025 | 57 | $56.6M | IVV, VEA, SCHZ, SPYM, QQQM |
| Q2 2025 | 55 | $48.2M | IVV, VEA, SCHZ, SPYM, QQQM |
| Q1 2025 | 55 | $48.2M | IVV, VEA, SCHZ, SPYM, QQQM |
| Q4 2024 | 56 | $49.8M | IVV, VEA, SCHZ, SPYM, QQQM |