Bestgate Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Bestgate Wealth Advisors, LLC reported 53 stock positions worth $56.9 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, 9.7%) and Schwab US Aggregate Bond ETF (SCHZ, 8.0%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 17 and reduced 25. The biggest buy was a new position in Vngrd Mrgstr MG CP GR ETF-Ui (MGK) and the biggest sale an exit from iShares Core S&P Small-Cap E (IJR).
- Most Recent 13F
- Q2 2026
- Location
- FREDERICK, MD
- CIK
- 0002055670
- Portfolio Value
- $56.9M (Q4 2025)
- SEC Filing
- 0002055670-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 53 stocks · $56.9M
| IVV iShares Core S&P 500 ETF | 12.05% | 10,014 | $6.9M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 9.73% | 88,619 | $5.5M | Reduce -0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 7.97% | 194,190 | $4.5M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.63% | 54,100 | $4.3M | Reduce -2.5% |
| QQQM Invesco Nasdaq 100 ETF | 5.59% | 12,578 | $3.2M | Reduce -2.7% |
| QUAL iShares MSCI USA Quality Fac | 4.19% | 11,995 | $2.4M | Add +0.0% |
| MBB iShares MBS ETF | 3.92% | 23,457 | $2.2M | Add +4.5% |
| VXF Vanguard Extended Market ETF | 3.46% | 9,422 | $2.0M | Add +0.2% |
| XSVM Invesco S&P Smallcap Value W | 3.17% | 31,577 | $1.8M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.97% | 18,918 | $1.7M | Add +2.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.67% | 20,892 | $1.5M | Add +0.3% |
| GOVT iShares US Treasury Bond ETF | 2.26% | 55,762 | $1.3M | Add +2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.94% | 5,212 | $1.1M | Add +17.3% |
| AMZN Amazon.com Inc. | 1.70% | 4,191 | $967K | Add +5.7% |
| SCHH Schwab US REIT ETF | 1.67% | 45,397 | $948K | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 1.66% | 3,012 | $943K | Reduce -6.3% |
| SCHI Schwab 5-10 Year Corporate B | 1.57% | 38,792 | $891K | Add +4.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.43% | 1,971 | $814K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.43% | 2,798 | $812K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.24% | 2,313 | $703K | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 1.23% | 3,785 | $697K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.14% | 2,011 | $648K | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 1.10% | 1,002 | $629K | Add +5.7% |
| AAPL Apple Inc. | 1.08% | 2,254 | $613K | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 1,193 | $600K | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.99% | 1,161 | $562K | Add +11.0% |
| VGT Vanguard Info Tech ETF | 0.88% | 667 | $503K | Add +108.4% |
| MELI MercadoLibre Inc. | 0.79% | 223 | $449K | No change |
| ABBV Abbvie Inc. | 0.73% | 1,810 | $414K | No change |
| AXP American Express Co. | 0.70% | 1,084 | $401K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.70% | 2,835 | $400K | Reduce -19.4% |
| VZ Verizon Communications Inc. | 0.69% | 9,687 | $395K | Reduce -2.2% |
| CRM Salesforce Inc. | 0.67% | 1,438 | $381K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.67% | 4,892 | $379K | Add +8.9% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.66% | 10,850 | $376K | No change |
| USB US Bancorp | 0.64% | 6,852 | $366K | Reduce -12.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.64% | 341 | $365K | Reduce -10.0% |
| VIGI Vanguard Int Div App Indx FD | 0.63% | 3,937 | $360K | Reduce -8.8% |
| DUK Duke Energy Corp. | 0.62% | 3,011 | $353K | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.60% | 1,095 | $344K | No change |
| BLK BlackRock Inc. | 0.49% | 259 | $277K | Reduce -4.4% |
| NEE Nextera Energy Inc. | 0.48% | 3,389 | $272K | No change |
| BX Blackstone Inc. | 0.48% | 1,764 | $272K | Reduce -4.4% |
| HON Honeywell International Inc. | 0.47% | 1,362 | $266K | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.44% | 47 | $252K | No change |
| NOW ServiceNow Inc. | 0.43% | 1,605 | $246K | Reduce -4.2% |
| IVE iShares S&P 500 Value ETF | 0.43% | 1,158 | $246K | No change |
| VEEV Veeva Systems Inc. Class A | 0.42% | 1,060 | $237K | Reduce -5.1% |
| JNJ Johnson & Johnson | 0.41% | 1,128 | $233K | No change |
| BR Broadridge Financial Solutio | 0.40% | 1,017 | $227K | Reduce -12.6% |
| CVX Chevron Corp. | 0.38% | 1,409 | $215K | Reduce -9.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.37% | 1,190 | $211K | Reduce -5.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.35% | 2,338 | $202K | Reduce -44.8% |
Portfolio Sells Q3 2025 → Q4 2025
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.91 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.50 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.38 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.38 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.36 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -44.8% | 0.35% | −0.28 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -19.4% | 0.70% | −0.17 |
| PANW Palo Alto Networks Inc. | Reduce -2.6% | 1.23% | −0.17 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.1% | 0.42% | −0.17 |
| SCHH Schwab US REIT ETF | Reduce -3.8% | 1.67% | −0.13 |
| NOW ServiceNow Inc. | Reduce -4.2% | 0.43% | −0.11 |
| BR Broadridge Financial Solutio | Reduce -12.6% | 0.40% | −0.09 |
| BX Blackstone Inc. | Reduce -4.4% | 0.48% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -2.2% | 0.69% | −0.08 |
| BLK BlackRock Inc. | Reduce -4.4% | 0.49% | −0.07 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -2.7% | 5.59% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.5% | 7.63% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -8.8% | 0.63% | −0.05 |
| CVX Chevron Corp. | Reduce -9.2% | 0.38% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.9% | 0.62% | −0.04 |
| USB US Bancorp | Reduce -12.6% | 0.64% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 12.05% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.2% | 0.37% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.05% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -10.0% | 0.64% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.14% | −0.00 |
| AAPL Apple Inc. | Reduce -5.5% | 1.08% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.3% | 1.24% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -6.3% | 1.66% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 9.73% | +0.30 |
Portfolio Buys Q3 2025 → Q4 2025
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 1.43% | +1.43 |
| VGT Vanguard Info Tech ETF | Add +108.4% | 0.88% | +0.46 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.3% | 1.94% | +0.30 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.5% | 7.97% | +0.20 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.3% | 2.67% | +0.19 |
| AMZN Amazon.com Inc. | Add +5.7% | 1.70% | +0.16 |
| MBB iShares MBS ETF | Add +4.5% | 3.92% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.7% | 2.97% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +5.7% | 1.10% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +0.0% | 4.19% | +0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Add +8.9% | 0.67% | +0.06 |
| SCHI Schwab 5-10 Year Corporate B | Add +4.4% | 1.57% | +0.05 |
| XSVM Invesco S&P Smallcap Value W | Add +0.5% | 3.17% | +0.04 |
| GOVT iShares US Treasury Bond ETF | Add +2.4% | 2.26% | +0.03 |
| MSFT Microsoft Corp. | Add +11.0% | 0.99% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 3.46% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 1.43% | −0.02 |
| HON Honeywell International Inc. | Add +0.1% | 0.47% | −0.04 |
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 |