Bestgate Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Bestgate Wealth Advisors, LLC reported 55 stock positions worth $48.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.3%) and Schwab US Aggregate Bond ETF (SCHZ, 8.8%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 15 and reduced 18. The biggest buy was iShares MBS ETF (MBB, shares +76%) and the biggest sale an exit from Vanguard Total Intl Bond ETF (BNDX).
- Most Recent 13F
- Q2 2026
- Location
- FREDERICK, MD
- CIK
- 0002055670
- Portfolio Value
- $48.2M (Q1 2025)
- SEC Filing
- 0002055670-25-000003 ↗ filed Apr 29, 2025
Holdings Value
Holdings 55 stocks · $48.2M
| IVV iShares Core S&P 500 ETF | 12.23% | 10,497 | $5.9M | Reduce -9.4% |
| VEA Vanguard Ftse Developed ETF | 9.26% | 87,852 | $4.5M | Reduce -4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 8.76% | 182,547 | $4.2M | Add +2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.13% | 52,338 | $3.4M | Reduce -6.2% |
| QQQM Invesco Nasdaq 100 ETF | 5.02% | 12,556 | $2.4M | Reduce -6.1% |
| MBB iShares MBS ETF | 4.26% | 21,895 | $2.1M | Add +75.8% |
| QUAL iShares MSCI USA Quality Fac | 4.19% | 11,843 | $2.0M | Reduce -2.5% |
| VXF Vanguard Extended Market ETF | 3.12% | 8,727 | $1.5M | Add +48.2% |
| XSVM Invesco S&P Smallcap Value W | 3.09% | 29,685 | $1.5M | Add +5.0% |
| GOVT iShares US Treasury Bond ETF | 2.51% | 52,692 | $1.2M | Add +5.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.26% | 19,788 | $1.1M | Add +2.1% |
| SCHH Schwab US REIT ETF | 2.05% | 46,046 | $990K | Reduce -13.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.97% | 12,590 | $952K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.71% | 3,197 | $827K | Add +12.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.70% | 4,415 | $822K | Add +15.8% |
| SCHI Schwab 5-10 Year Corporate B | 1.64% | 35,158 | $790K | New |
| AMZN Amazon.com Inc. | 1.55% | 3,924 | $747K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 1.51% | 6,957 | $727K | Reduce -21.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.33% | 1,202 | $640K | No change |
| PANW Palo Alto Networks Inc. | 1.32% | 3,722 | $635K | No change |
| AAPL Apple Inc. | 1.09% | 2,357 | $524K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.04% | 2,051 | $503K | No change |
| VZ Verizon Communications Inc. | 0.99% | 10,496 | $476K | Add +5.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.97% | 12,848 | $466K | Reduce -0.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.94% | 3,628 | $452K | Reduce -2.5% |
| MELI MercadoLibre Inc. | 0.90% | 223 | $435K | No change |
| GOOGL Alphabet Inc. Class A | 0.89% | 2,787 | $431K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.85% | 801 | $412K | Add +16.1% |
| DUK Duke Energy Corp. | 0.81% | 3,198 | $390K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 2,343 | $389K | Add +2.3% |
| MSFT Microsoft Corp. | 0.78% | 1,000 | $375K | Reduce -1.5% |
| VIGI Vanguard Int Div App Indx FD | 0.74% | 4,316 | $358K | No change |
| CRM Salesforce Inc. | 0.73% | 1,319 | $354K | No change |
| USB US Bancorp | 0.70% | 8,031 | $339K | Add +3.3% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.69% | 10,850 | $334K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.68% | 4,234 | $330K | No change |
| SBUX Starbucks Corp. | 0.68% | 3,321 | $326K | Reduce -1.1% |
| AXP American Express Co. | 0.60% | 1,084 | $292K | No change |
| HON Honeywell International Inc. | 0.60% | 1,376 | $291K | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.57% | 4,358 | $277K | No change |
| BR Broadridge Financial Solutio | 0.57% | 1,127 | $273K | No change |
| BX Blackstone Inc. | 0.56% | 1,941 | $271K | No change |
| CVX Chevron Corp. | 0.54% | 1,551 | $259K | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 0.54% | 1,117 | $259K | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.53% | 321 | $256K | No change |
| BLK BlackRock Inc. | 0.51% | 259 | $245K | No change |
| NEE Nextera Energy Inc. | 0.50% | 3,389 | $240K | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.48% | 348 | $231K | New |
| ICE Intercontinental Exchange Inc. | 0.47% | 1,329 | $229K | New |
| IVE iShares S&P 500 Value ETF | 0.46% | 1,158 | $221K | No change |
| COST Costco Wholesale Corp. | 0.45% | 230 | $218K | Reduce -9.8% |
| BKNG Booking Holdings Inc. | 0.45% | 47 | $217K | No change |
| ADP Automatic Data Processing | 0.44% | 687 | $210K | No change |
| BDX Becton Dickinson and Co. | 0.42% | 885 | $203K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.42% | 1,255 | $201K | Reduce -0.8% |
Portfolio Sells Q4 2024 → Q1 2025
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −1.52 |
| IVV iShares Core S&P 500 ETF | Reduce -9.4% | 12.23% | −1.46 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.38 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.65 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -6.1% | 5.02% | −0.63 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.2% | 7.13% | −0.58 |
| IJR iShares Core S&P Small-Cap E | Reduce -21.6% | 1.51% | −0.54 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.42 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.41 |
| SCHH Schwab US REIT ETF | Reduce -13.8% | 2.05% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 1.55% | −0.18 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.5% | 4.19% | −0.14 |
| AAPL Apple Inc. | Reduce -2.6% | 1.09% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.5% | 0.78% | −0.08 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.5% | 0.94% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -9.8% | 0.45% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.8% | 0.42% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.4% | 0.54% | +0.06 |
| SBUX Starbucks Corp. | Reduce -1.1% | 0.68% | +0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.2% | 0.97% | +0.07 |
| CVX Chevron Corp. | Reduce -1.6% | 0.54% | +0.08 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.81% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.1% | 9.26% | +0.46 |
Portfolio Buys Q4 2024 → Q1 2025
| MBB iShares MBS ETF | Add +75.8% | 4.26% | +1.96 |
| SCHI Schwab 5-10 Year Corporate B | New | 1.64% | +1.64 |
| VXF Vanguard Extended Market ETF | Add +48.2% | 3.12% | +0.87 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.5% | 8.76% | +0.65 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.48% | +0.48 |
| ICE Intercontinental Exchange Inc. | New | 0.47% | +0.47 |
| BDX Becton Dickinson and Co. | New | 0.42% | +0.42 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.8% | 1.71% | +0.21 |
| GOVT iShares US Treasury Bond ETF | Add +5.0% | 2.51% | +0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +15.8% | 1.70% | +0.19 |
| VZ Verizon Communications Inc. | Add +5.2% | 0.99% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +16.1% | 0.85% | +0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.1% | 2.26% | +0.10 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.50% | +0.02 |
| XSVM Invesco S&P Smallcap Value W | Add +5.0% | 3.09% | −0.00 |
| HON Honeywell International Inc. | Add +0.1% | 0.60% | −0.02 |
| USB US Bancorp | Add +3.3% | 0.70% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.3% | 0.81% | −0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.89% | −0.16 |
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 |