Bestgate Wealth Advisors, LLC — 13F holdings

Bestgate Wealth Advisors, LLC reported 77 holdings worth $158M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $21.3M (13.5%)
  2. VEA VANGUARD TAX-MANAGED FDS — $17.4M (11.0%)
  3. SCHZ SCHWAB STRATEGIC TR — $14.0M (8.9%)
  4. IVV ISHARES TR — $11.1M (7.0%)
  5. QQQM INVESCO EXCH TRADED FD TR II — $10.3M (6.5%)
  6. VXF VANGUARD INDEX FDS — $8.39M (5.3%)
  7. MBB ISHARES TR — $7.84M (5.0%)
  8. QUAL ISHARES TR — $7.49M (4.7%)
  9. SCHI SCHWAB STRATEGIC TR — $5.99M (3.8%)
  10. SPYM SPDR SERIES TRUST — $5.57M (3.5%)