Bestgate Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Bestgate Wealth Advisors, LLC reported 57 stock positions worth $56.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.4%) and Schwab US Aggregate Bond ETF (SCHZ, 7.8%). Compared with Q2 2025, it opened 5 new positions, sold out of 3, added to 26 and reduced 10. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +46%) and the biggest sale an exit from Isha Curr Hedged MSCI Eafe (HEFA).
- Most Recent 13F
- Q2 2026
- Location
- FREDERICK, MD
- CIK
- 0002055670
- Portfolio Value
- $56.6M (Q3 2025)
- SEC Filing
- 0002055670-25-000006 ↗ filed Oct 27, 2025
Holdings Value
Holdings 57 stocks · $56.6M
| IVV iShares Core S&P 500 ETF | 12.07% | 10,213 | $6.8M | Reduce -2.7% |
| VEA Vanguard Ftse Developed ETF | 9.43% | 89,150 | $5.3M | Add +1.5% |
| SCHZ Schwab US Aggregate Bond ETF | 7.77% | 187,537 | $4.4M | Add +2.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.68% | 55,499 | $4.3M | Add +6.0% |
| QQQM Invesco Nasdaq 100 ETF | 5.64% | 12,932 | $3.2M | Add +3.0% |
| QUAL iShares MSCI USA Quality Fac | 4.12% | 11,990 | $2.3M | Add +1.2% |
| MBB iShares MBS ETF | 3.77% | 22,439 | $2.1M | Add +2.5% |
| VXF Vanguard Extended Market ETF | 3.47% | 9,400 | $2.0M | Add +7.7% |
| XSVM Invesco S&P Smallcap Value W | 3.13% | 31,431 | $1.8M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.84% | 18,418 | $1.6M | Add +46.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.48% | 20,820 | $1.4M | Add +5.2% |
| GOVT iShares US Treasury Bond ETF | 2.22% | 54,444 | $1.3M | Add +3.3% |
| SCHH Schwab US REIT ETF | 1.80% | 47,176 | $1.0M | Add +2.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.64% | 4,443 | $927K | Add +0.6% |
| AMZN Amazon.com Inc. | 1.54% | 3,964 | $870K | Add +1.0% |
| SCHI Schwab 5-10 Year Corporate B | 1.51% | 37,157 | $858K | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.44% | 2,784 | $818K | Reduce -12.9% |
| PANW Palo Alto Networks Inc. | 1.40% | 3,887 | $791K | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 1.38% | 3,216 | $782K | Add +15.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 2,343 | $654K | No change |
| JPM JPMorgan Chase & Co. | 1.14% | 2,051 | $647K | No change |
| AAPL Apple Inc. | 1.07% | 2,386 | $608K | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 1,202 | $604K | No change |
| VOO Vanguard S&P 500 ETF | 1.02% | 948 | $581K | Add +18.4% |
| MSFT Microsoft Corp. | 0.96% | 1,046 | $542K | Add +4.6% |
| MELI MercadoLibre Inc. | 0.92% | 223 | $521K | No change |
| IJR iShares Core S&P Small-Cap E | 0.91% | 4,323 | $514K | Reduce -37.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.88% | 3,515 | $497K | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.77% | 9,909 | $435K | Reduce -5.6% |
| ABBV Abbvie Inc. | 0.74% | 1,810 | $419K | New |
| VIGI Vanguard Int Div App Indx FD | 0.68% | 4,316 | $387K | No change |
| USB US Bancorp | 0.67% | 7,838 | $379K | Reduce -2.4% |
| DUK Duke Energy Corp. | 0.66% | 3,040 | $376K | Reduce -4.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.65% | 379 | $367K | Add +8.9% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.64% | 10,850 | $364K | No change |
| AXP American Express Co. | 0.64% | 1,084 | $360K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.63% | 4,234 | $359K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.61% | 4,492 | $345K | Add +3.1% |
| CRM Salesforce Inc. | 0.60% | 1,438 | $341K | Add +9.0% |
| VEEV Veeva Systems Inc. Class A | 0.59% | 1,117 | $333K | No change |
| BLK BlackRock Inc. | 0.56% | 271 | $316K | Add +4.6% |
| BX Blackstone Inc. | 0.56% | 1,845 | $315K | Reduce -5.0% |
| NOW ServiceNow Inc. | 0.54% | 335 | $308K | Add +4.4% |
| HON Honeywell International Inc. | 0.51% | 1,361 | $286K | Reduce -1.1% |
| SBUX Starbucks Corp. | 0.50% | 3,321 | $281K | No change |
| BR Broadridge Financial Solutio | 0.49% | 1,164 | $277K | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.47% | 1,095 | $267K | New |
| NEE Nextera Energy Inc. | 0.45% | 3,389 | $256K | No change |
| BKNG Booking Holdings Inc. | 0.45% | 47 | $254K | No change |
| CVX Chevron Corp. | 0.43% | 1,551 | $241K | No change |
| IVE iShares S&P 500 Value ETF | 0.42% | 1,158 | $239K | No change |
| VGT Vanguard Info Tech ETF | 0.42% | 320 | $239K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.39% | 1,255 | $219K | No change |
| ICE Intercontinental Exchange Inc. | 0.38% | 1,287 | $217K | Reduce -3.2% |
| PYPL PayPal Holdings Inc. | 0.38% | 3,170 | $213K | New |
| JNJ Johnson & Johnson | 0.37% | 1,128 | $209K | New |
| ADP Automatic Data Processing | 0.36% | 687 | $202K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.97 |
| IJR iShares Core S&P Small-Cap E | Reduce -37.9% | 0.91% | −0.60 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.45 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.42 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -12.9% | 1.44% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -5.6% | 0.77% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -2.7% | 12.07% | −0.16 |
| DUK Duke Energy Corp. | Reduce -4.9% | 0.66% | −0.14 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.51% | −0.10 |
| ICE Intercontinental Exchange Inc. | Reduce -3.2% | 0.38% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.1% | 0.88% | −0.06 |
| USB US Bancorp | Reduce -2.4% | 0.67% | −0.03 |
| BX Blackstone Inc. | Reduce -5.0% | 0.56% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IEFA iShares Core MSCI Eafe ETF | Add +46.3% | 2.84% | +0.86 |
| ABBV Abbvie Inc. | New | 0.74% | +0.74 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.0% | 5.64% | +0.62 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.0% | 7.68% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +15.4% | 1.38% | +0.49 |
| GOOG Alphabet Inc. Class C | New | 0.47% | +0.47 |
| VGT Vanguard Info Tech ETF | New | 0.42% | +0.42 |
| PYPL PayPal Holdings Inc. | New | 0.38% | +0.38 |
| JNJ Johnson & Johnson | New | 0.37% | +0.37 |
| VXF Vanguard Extended Market ETF | Add +7.7% | 3.47% | +0.36 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.2% | 2.48% | +0.22 |
| MSFT Microsoft Corp. | Add +4.6% | 0.96% | +0.18 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 9.43% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +18.4% | 1.02% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.9% | 0.65% | +0.17 |
| PANW Palo Alto Networks Inc. | Add +4.4% | 1.40% | +0.08 |
| BLK BlackRock Inc. | Add +4.6% | 0.56% | +0.05 |
| XSVM Invesco S&P Smallcap Value W | Add +5.9% | 3.13% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Add +3.1% | 0.61% | +0.03 |
| NOW ServiceNow Inc. | Add +4.4% | 0.54% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.54% | −0.01 |
| AAPL Apple Inc. | Add +1.2% | 1.07% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 1.64% | −0.07 |
| BR Broadridge Financial Solutio | Add +3.3% | 0.49% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +1.2% | 4.12% | −0.08 |
| SCHI Schwab 5-10 Year Corporate B | Add +5.7% | 1.51% | −0.12 |
| CRM Salesforce Inc. | Add +9.0% | 0.60% | −0.13 |
| SCHH Schwab US REIT ETF | Add +2.5% | 1.80% | −0.26 |
| GOVT iShares US Treasury Bond ETF | Add +3.3% | 2.22% | −0.29 |
| MBB iShares MBS ETF | Add +2.5% | 3.77% | −0.49 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.7% | 7.77% | −0.99 |
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 |