Bestgate Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Bestgate Wealth Advisors, LLC reported 45 stock positions worth $55.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.9%) and Schwab US Aggregate Bond ETF (SCHZ, 8.0%). Compared with Q4 2025, it sold out of 8, added to 9 and reduced 30. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +198%) and the biggest sale an exit from Alphabet Class C (GOOG).
- Most Recent 13F
- Q2 2026
- Location
- FREDERICK, MD
- CIK
- 0002055670
- Portfolio Value
- $55.4M (Q1 2026)
- SEC Filing
- 0002055670-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 45 stocks · $55.4M
| IVV iShares Core S&P 500 ETF | 11.71% | 9,942 | $6.5M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 9.92% | 85,805 | $5.5M | Reduce -3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 8.01% | 191,285 | $4.4M | Reduce -1.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.54% | 54,638 | $4.2M | Add +1.0% |
| QQQM Invesco Nasdaq 100 ETF | 5.89% | 13,751 | $3.3M | Add +9.3% |
| VXF Vanguard Extended Market ETF | 4.94% | 13,307 | $2.7M | Add +41.2% |
| QUAL iShares MSCI USA Quality Fac | 4.43% | 12,801 | $2.5M | Add +6.7% |
| MBB iShares MBS ETF | 4.38% | 25,579 | $2.4M | Add +9.1% |
| SCHI Schwab 5-10 Year Corporate B | 3.29% | 80,495 | $1.8M | Add +107.5% |
| VOO Vanguard S&P 500 ETF | 3.22% | 2,988 | $1.8M | Add +198.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.22% | 22,682 | $1.8M | Add +8.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.72% | 16,682 | $1.5M | Reduce -11.8% |
| XSVM Invesco S&P Smallcap Value W | 2.65% | 24,337 | $1.5M | Reduce -22.9% |
| SCHH Schwab US REIT ETF | 2.08% | 53,741 | $1.2M | Add +18.4% |
| GOVT iShares US Treasury Bond ETF | 1.82% | 43,976 | $1.0M | Reduce -21.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.76% | 4,491 | $976K | Reduce -13.8% |
| GOOGL Alphabet Inc. Class A | 1.43% | 2,765 | $795K | Reduce -8.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.31% | 2,527 | $726K | Reduce -9.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.31% | 1,971 | $724K | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.22% | 2,002 | $677K | Reduce -13.4% |
| AMZN Amazon.com Inc. | 1.20% | 3,196 | $666K | Reduce -23.7% |
| JPM JPMorgan Chase & Co. | 1.04% | 1,965 | $578K | Reduce -2.3% |
| PANW Palo Alto Networks Inc. | 1.01% | 3,501 | $561K | Reduce -7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 1,116 | $535K | Reduce -6.5% |
| AAPL Apple Inc. | 0.90% | 1,974 | $501K | Reduce -12.4% |
| VGT Vanguard Info Tech ETF | 0.84% | 667 | $465K | No change |
| VZ Verizon Communications Inc. | 0.81% | 8,893 | $446K | Reduce -8.2% |
| ABBV Abbvie Inc. | 0.71% | 1,810 | $394K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.69% | 289 | $382K | Reduce -15.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.69% | 2,635 | $381K | Reduce -7.0% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.68% | 10,850 | $379K | No change |
| MSFT Microsoft Corp. | 0.67% | 1,002 | $371K | Reduce -13.7% |
| DUK Duke Energy Corp. | 0.65% | 2,743 | $359K | Reduce -8.9% |
| USB US Bancorp | 0.63% | 6,694 | $348K | Reduce -2.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.59% | 4,160 | $326K | Reduce -15.0% |
| VIGI Vanguard Int Div App Indx FD | 0.58% | 3,667 | $324K | Reduce -6.9% |
| NEE Nextera Energy Inc. | 0.57% | 3,389 | $315K | No change |
| AXP American Express Co. | 0.57% | 1,036 | $313K | Reduce -4.4% |
| MELI MercadoLibre Inc. | 0.56% | 180 | $311K | Reduce -19.3% |
| CVX Chevron Corp. | 0.52% | 1,391 | $288K | Reduce -1.3% |
| HON Honeywell International Inc. | 0.49% | 1,208 | $273K | Reduce -11.3% |
| JNJ Johnson & Johnson | 0.47% | 1,058 | $259K | Reduce -6.2% |
| IVE iShares S&P 500 Value ETF | 0.44% | 1,158 | $245K | No change |
| CRM Salesforce Inc. | 0.44% | 1,308 | $244K | Reduce -9.0% |
| BLK BlackRock Inc. | 0.44% | 252 | $242K | Reduce -2.7% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.60 |
| XSVM Invesco S&P Smallcap Value W | Reduce -22.9% | 2.65% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -23.7% | 1.20% | −0.50 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.48 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.44 |
| GOVT iShares US Treasury Bond ETF | Reduce -21.1% | 1.82% | −0.44 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.43 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.42 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.40 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.37 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.35 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 11.71% | −0.34 |
| MSFT Microsoft Corp. | Reduce -13.7% | 0.67% | −0.32 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.8% | 2.72% | −0.25 |
| CRM Salesforce Inc. | Reduce -9.0% | 0.44% | −0.23 |
| MELI MercadoLibre Inc. | Reduce -19.3% | 0.56% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -8.2% | 1.43% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -7.5% | 1.01% | −0.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.8% | 1.76% | −0.18 |
| AAPL Apple Inc. | Reduce -12.4% | 0.90% | −0.17 |
| AXP American Express Co. | Reduce -4.4% | 0.57% | −0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.7% | 1.31% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 1.04% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.5% | 0.96% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -15.0% | 0.59% | −0.08 |
| BLK BlackRock Inc. | Reduce -2.7% | 0.44% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -6.9% | 0.58% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -7.0% | 0.69% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.4% | 1.22% | −0.01 |
| USB US Bancorp | Reduce -2.3% | 0.63% | −0.01 |
| HON Honeywell International Inc. | Reduce -11.3% | 0.49% | +0.03 |
| DUK Duke Energy Corp. | Reduce -8.9% | 0.65% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.5% | 8.01% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -15.3% | 0.69% | +0.05 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.47% | +0.06 |
| VZ Verizon Communications Inc. | Reduce -8.2% | 0.81% | +0.11 |
| CVX Chevron Corp. | Reduce -1.3% | 0.52% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.2% | 9.92% | +0.19 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +198.2% | 3.22% | +2.12 |
| SCHI Schwab 5-10 Year Corporate B | Add +107.5% | 3.29% | +1.73 |
| VXF Vanguard Extended Market ETF | Add +41.2% | 4.94% | +1.48 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.6% | 3.22% | +0.55 |
| MBB iShares MBS ETF | Add +9.1% | 4.38% | +0.46 |
| SCHH Schwab US REIT ETF | Add +18.4% | 2.08% | +0.42 |
| QQQM Invesco Nasdaq 100 ETF | Add +9.3% | 5.89% | +0.30 |
| QUAL iShares MSCI USA Quality Fac | Add +6.7% | 4.43% | +0.24 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.0% | 7.54% | −0.08 |
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 |