Bestgate Wealth Advisors, LLC
CIK: 0002055670SEC EDGAR →
Portfolio Value
$47.0M
Holdings
53
As of
Q4 2025
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 88,619 | $5.5M | 11.79% |
| 2 | SCHWAB STRATEGIC TR | 194,190 | $4.5M | 9.66% |
| 3 | SPDR SERIES TRUST | 54,100 | $4.3M | 9.24% |
| 4 | INVESCO EXCH TRADED FD TR II | 12,578 | $3.2M | 6.77% |
| 5 | ISHARES TR | 11,995 | $2.4M | 5.07% |
| 6 | ISHARES TR | 23,457 | $2.2M | 4.75% |
| 7 | VANGUARD INDEX FDS | 9,422 | $2.0M | 4.19% |
| 8 | INVESCO EXCHANGE TRADED FD T | 31,577 | $1.8M | 3.84% |
| 9 | ISHARES TR | 18,918 | $1.7M | 3.60% |
| 10 | ISHARES INC | 20,892 | $1.5M | 3.23% |
Quarterly Changes
New Positions (53)
$5.5M · 89K shares
$4.5M · 194K shares
$4.3M · 54K shares
$3.2M · 13K shares
$2.4M · 12K shares
$2.2M · 23K shares
$2.0M · 9K shares
$1.8M · 32K shares
$1.7M · 19K shares
$1.5M · 21K shares
$1.3M · 56K shares
$1.1M · 5K shares
$967K · 4K shares
$948K · 45K shares
$942K · 3K shares
$891K · 39K shares
$813K · 2K shares
$812K · 3K shares
$702K · 2K shares
$697K · 4K shares
$647K · 2K shares
$612K · 2K shares
$561K · 1K shares
$413K · 2K shares
$401K · 1K shares
$400K · 3K shares
$394K · 10K shares
$380K · 1K shares
$379K · 5K shares
$376K · 11K shares
$365K · 7K shares
$360K · 4K shares
$352K · 3K shares
$343K · 1K shares
$272K · 3K shares
$271K · 2K shares
$265K · 1K shares
$245K · 1K shares
$245K · 2K shares
$236K · 1K shares
$233K · 1K shares
$226K · 1K shares
$214K · 1K shares
$211K · 1K shares
$201K · 2K shares
$7K · 10K shares
$628 · 1K shares
$599 · 1K shares
$502 · 667 shares
$449 · 223 shares
$364 · 341 shares
$277 · 259 shares
$251 · 47 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $36.0M | 76.6% |
| Technology | 8 | $3.4M | 7.3% |
| Unknown | 5 | $3.4M | 7.1% |
| Communication Services | 2 | $1.3M | 2.7% |
| Consumer Cyclical | 2 | $967K | 2.1% |
| Healthcare | 3 | $882K | 1.9% |
| Utilities | 2 | $624K | 1.3% |
| Industrials | 1 | $265K | 0.6% |
| Energy | 1 | $214K | 0.5% |