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Bestgate Wealth Advisors, LLC Portfolio
$158M across 77 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $21.3M | 13.5% | 30,410 |
| VEAVanguard FTSE Developed Markets ETF | $17.4M | 11.0% | 247,026 |
| SCHZSchwab US Aggregate Bond ETF | $14M | 8.9% | 635,063 |
| IVViShares Core S&P 500 ETF | $11.1M | 7.0% | 14,532 |
| QQQMInvesco NASDAQ 100 ETF | $10.3M | 6.5% | 33,731 |
| VXFVanguard Extended Market ETF | $8.4M | 5.3% | 36,224 |
| MBBiShares MBS ETF | $7.8M | 5.0% | 87,512 |
| QUALiShares MSCI USA Quality Factor ETF | $7.5M | 4.7% | 33,702 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $6M | 3.8% | 279,386 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $5.6M | 3.5% | 62,098 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.4M | 3.4% | 54,621 |
| XSVMInvesco S&P SmallCap Value with Momentum ETF | $4.3M | 2.7% | 66,155 |
| SCHHSchwab U.S. REIT ETF | $3.1M | 2.0% | 142,527 |
| GOVTiShares U.S. Treasury Bond ETF | $3.1M | 2.0% | 142,885 |
| MGKVanguard Mega Cap Growth ETF | $1.9M | 1.2% | 20,785 |
| PANWPalo Alto Networks Inc | $1.6M | 1.0% | 4,028 |
| MRKMerck & Co Inc | $1.4M | 0.9% | 9,316 |
| MSFTMicrosoft Corp | $1.2M | 0.8% | 2,385 |
| AMZNAmazon.com Inc | $1.2M | 0.8% | 4,864 |
| GOOGLAlphabet Inc | $1.2M | 0.7% | 3,435 |
| VGTVanguard Information Tech ETF | $1.1M | 0.7% | 8,968 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1M | 0.7% | 2,253 |
| AAPLApple Inc | $955.1K | 0.6% | 2,868 |
| IEFAiShares Core MSCI EAFE ETF | $917.5K | 0.6% | 9,471 |
| VOVanguard Mid-Cap ETF | $876.7K | 0.6% | 11,180 |
| XOMExxonmobil Holdings Corp | $800.4K | 0.5% | 4,918 |
| IWFiShares Russell 1000 Growth ETF | $780.6K | 0.5% | 6,232 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $744.4K | 0.5% | 9,115 |
| VBRVanguard Small-Cap Value ETF | $701.2K | 0.4% | 3,035 |
| JPMJPMorgan Chase & Co | $638.1K | 0.4% | 1,929 |
| ASML HLDG NV | $637.7K | 0.4% | 352 |
| ESGUiShares ESG Aware MSCI USA ETF | $634.8K | 0.4% | 3,806 |
| BRK.BBerkshire Hathaway Inc | $580.1K | 0.4% | 1,165 |
| USBUS Bancorp | $575.1K | 0.4% | 9,957 |
| VZVerizon Communications Inc | $573.4K | 0.4% | 12,500 |
| AVUVAvantis U.S. Small Cap Value ETF | $527.4K | 0.3% | 4,478 |
| ABBVAbbVie Inc | $487K | 0.3% | 1,862 |
| DSIiShares ESG MSCI KLD 400 ETF | $457.9K | 0.3% | 3,132 |
| FIDELITY COVINGTON TRUST | $448.9K | 0.3% | 10,850 |
| GOOGAlphabet Inc | $400.4K | 0.3% | 1,175 |
| DUKDuke Energy Corp | $400K | 0.3% | 3,508 |
| VANGUARD WORLD FD | $388.1K | 0.2% | 6,515 |
| IJTiShares S&P SmallCap 600 Growth ETF | $377.3K | 0.2% | 2,353 |
| IYWiShares U.S. Technology ETF | $363.2K | 0.2% | 1,371 |
| NVDANVIDIA Corp | $352.6K | 0.2% | 1,544 |
| USXFiShares ESG Advanced MSCI USA ETF | $351.1K | 0.2% | 5,159 |
| MELIMercadoLibre Inc | $342.2K | 0.2% | 198 |
| CVXChevron Corp | $314.9K | 0.2% | 1,542 |
| AXPAmerican Express Co | $309K | 0.2% | 1,016 |
| VEEVVeeva Systems Inc | $301.2K | 0.2% | 1,055 |
| CRWDCrowdStrike Holdings Inc | $292.3K | 0.2% | 1,104 |
| BXBlackstone Inc | $289.3K | 0.2% | 2,581 |
| SCHASchwab U.S. Small-Cap ETF | $279.9K | 0.2% | 8,579 |
| BLKBlackRock Inc | $279.2K | 0.2% | 264 |
| LDOSLeidos Holdings Inc | $272.9K | 0.2% | 2,240 |
| BNDVanguard Total Bond Market ETF | $270.1K | 0.2% | 3,850 |
| NEENextera Energy Inc | $269.9K | 0.2% | 3,564 |
| VYMIVanguard International High Dividend Yield ETF | $269.2K | 0.2% | 2,662 |
| LCTDBlackRock World ex U.S. Carbon Transition Readiness ETF | $266.1K | 0.2% | 4,592 |
| IVEiShares S&P 500 Value ETF | $264.3K | 0.2% | 1,158 |
| SCZiShares MSCI EAFE Small-Cap ETF | $263.9K | 0.2% | 3,126 |
| VIGIVanguard International Dividend Appreciation ETF | $259.7K | 0.2% | 2,751 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $248.5K | 0.2% | 5,491 |
| JNJJohnson & Johnson | $245.3K | 0.2% | 927 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $244K | 0.2% | 5,869 |
| VIGVanguard Div Appreciation ETF | $236.8K | 0.1% | 1,015 |
| ESGEiShares ESG Aware MSCI EM ETF | $232.9K | 0.1% | 4,300 |
| VVisa Inc | $231.8K | 0.1% | 645 |
| CRMSalesforce Inc | $223K | 0.1% | 971 |
| VOEVanguard Mid-Cap Value ETF | $220.4K | 0.1% | 1,127 |
| BRBroadridge Financial Solutions Inc | $219.6K | 0.1% | 1,363 |
| ICEIntercontinental Exchange Inc | $219K | 0.1% | 1,441 |
| ANETArista Networks Inc | $215.4K | 0.1% | 1,058 |
| CATCaterpillar Inc | $213.2K | 0.1% | 263 |
| VBVanguard Small-Cap ETF | $209.7K | 0.1% | 737 |
| RTXRTX Corp | $204.9K | 0.1% | 1,104 |
| NOWServiceNow Inc | $203K | 0.1% | 1,515 |
Quarter ending 2026-09-30.
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