account_balance
Investment manager · 13F filer · SEC CIK 2055670
Bestgate Wealth Advisors, LLC
Reported value$158Mas of Sep 30, 2026
Positions77 32 new, 0 sold out
Top 10 weight69.3%VOO alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.5%Added +789%
VEAVanguard Tax-Managed FDS
11.0%Added +175%
SCHZSchwab Strategic Tr
8.9%Added +233%
IVViShares Tr
7.0%Added +47%
QQQMInvesco Exch Traded Fd Tr II
6.5%Added +143%
VXFVanguard Index FDS
5.3%Added +171%
MBBiShares Tr
5.0%Added +234%
QUALiShares Tr
4.7%Added +162%
SCHISchwab Strategic Tr
3.8%+238%
SPYMSPDR Series Trust
3.5%+16%
EMXCiShares Inc
3.4%Added +139%
XSVMInvesco Exchange Traded Fd T
2.7%+173%
VOOVanguard Index FDS
13.5%Added +789%
VEAVanguard Tax-Managed FDS
11.0%Added +175%
SCHZSchwab Strategic Tr
8.9%
IVViShares Tr
7.0%
QQQMInvesco Exch Traded Fd Tr II
6.5%+143%
VXFVanguard Index FDS
5.3%
MBBiShares Tr
5.0%
QUALiShares Tr
4.7%
SCHI
SPYM
EMXC3.4%
XSVM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 13.5% Added +789%
VEA Vanguard Tax-Managed FDS 11.0% Added +175%
SCHZ Schwab Strategic Tr 8.9% Added +233%
IVV iShares Tr 7.0% Added +47%
QQQM Invesco Exch Traded Fd Tr II 6.5% Added +143%
VXF Vanguard Index FDS 5.3% Added +171%
MBB iShares Tr 5.0% Added +234%
QUAL iShares Tr 4.7% Added +162%
SCHI Schwab Strategic Tr 3.8% Added +238%
SPYM SPDR Series Trust 3.5% Added +16%
EMXC iShares Inc 3.4% Added +139%
XSVM Invesco Exchange Traded Fd T 2.7% Added +173%
What changed
Biggest moves since Jun 30, 2026
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