Bestgate Wealth Advisors, LLC

2. Key Holdings

The portfolio is heavily anchored in exchange-traded funds (ETFs), with the top five positions all being major fund providers.

• iShares Trust: The largest position, valued at $6.86 million, represents 12.05% of the portfolio. This substantial allocation suggests a reliance on iShares for broad market exposure.
• Vanguard Tax-Managed Funds: The second-largest holding at $5.54 million (9.73%), indicates a focus on tax efficiency, likely for high-net-worth clients.
• Schwab Strategic Trust: Occupies the third spot with $4.54 million (7.97%), further diversifying the fund exposure across the three major ETF providers (iShares, Vanguard, Schwab).
• SPDR Series Trust: The fourth position at $4.34 million (7.63%) likely provides exposure to specific sectors or the S&P 500.

In terms of individual equities, the most significant holdings are blue-chip technology and growth stocks:

• Amazon.com Inc: The largest individual stock holding at $967.37K (1.70%).
• Alphabet Inc: A notable position at $942.76K (1.66%).
• Taiwan Semiconductor Manufacturing Ltd (TSM): Represents 1.24% of the portfolio, signaling a strategic bet on the semiconductor supply chain.
• Palo Alto Networks Inc: A key cybersecurity holding at $697.20K (1.23%).