DOSSIER · 13F-HR · Q3 2026

Bestgate Wealth Advisors, LLC

$158M in tracked AUM across 77 positions as of Q3 2026.

BW
CIK 0002055670 · last filed Sep 30, 2026
Total AUM
$158M
as of Q3 2026
Holdings
77
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of Bestgate Wealth Advisors, LLC (SEC 13F Filing)
1. Portfolio Overview

Bestgate Wealth Advisors, LLC reported a significant expansion in assets under management (AUM) for the period ending December 31, 2025. The total portfolio value surged by 145.4%, rising from $23.19 million to $56.91 million. This substantial increase indicates either a massive influx of new client capital, strong market performance on existing assets, or a combination of both. The p...

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%).
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$21M30K13.5%
02
VEA
VANGUARD TAX-MANAGED FDS
$17M247K11.0%
03
SCHZ
SCHWAB STRATEGIC TR
$14M635K8.9%
04
IVV
ISHARES TR
$11M15K7.0%
05
QQQM
INVESCO EXCH TRADED FD TR II
$10M34K6.5%
06
VXF
VANGUARD INDEX FDS
$8M36K5.3%
07
MBB
ISHARES TR
$8M88K5.0%
08
QUAL
ISHARES TR
$7M34K4.7%
09
SCHI
SCHWAB STRATEGIC TR
$6M279K3.8%
10
SPYM
SPDR SERIES TRUST
$6M62K3.5%

Filing history

2026Q3Sep 30
$158M▲ 151.7%
77 positionsView →
2026Q2Jun 30
$63M▲ 10.3%
45 positionsView →
2025Q4Dec 31
$57M▲ 145.4%
53 positionsView →
2025Q3Sep 30
$23M▲ 25.2%
27 positionsLocked
2025Q2Jun 30
$19M— 0.0%
25 positionsLocked
2025Q1Mar 31
$19M▼ 62.8%
25 positionsLocked
2024Q4Dec 31
$50M—
56 positionsLocked