Filed: 4/24/2026ACC: 0002055670-26-000002
📋 What this filing means
BESTGATE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $55.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$55.44M
Total AUM (reported)
731.91K
Total Shares
Allocation by class
CORE S&P500 ETF$6.49M11.7%
COM$5.76M10.4%
VAN FTSE DEV MKT$5.50M9.9%
US AGGREGATE B$4.44M8.0%
STATE STREET SPD$4.18M7.5%
NASDAQ 100 ETF$3.27M5.9%
EXTEND MKT ETF$2.74M4.9%
Portfolio Concentration
Top 3$16.43M29.6%
4–10$18.68M33.7%
11–25$13.66M24.6%
Rest$6.67M12.0%
Top 3 weight
29.6%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 731.91K
Sole
Full voting authority
731.91K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
ISHARES TR
SOLEShares9.94K
TypeSH
Market value$6.49M
11.71%
Sole
9.94K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares85.81K
TypeSH
Market value$5.50M
9.92%
Sole
85.81K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares191.28K
TypeSH
Market value$4.44M
8.01%
Sole
191.28K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares54.64K
TypeSH
Market value$4.18M
7.54%
Sole
54.64K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares13.75K
TypeSH
Market value$3.27M
5.89%
Sole
13.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.31K
TypeSH
Market value$2.74M
4.94%
Sole
13.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.80K
TypeSH
Market value$2.46M
4.43%
Sole
12.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.58K
TypeSH
Market value$2.43M
4.38%
Sole
25.58K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares80.50K
TypeSH
Market value$1.83M
3.29%
Sole
80.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.99K
TypeSH
Market value$1.79M
3.22%
Sole
2.99K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares22.68K
TypeSH
Market value$1.78M
3.22%
Sole
22.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.68K
TypeSH
Market value$1.51M
2.72%
Sole
16.68K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares24.34K
TypeSH
Market value$1.47M
2.65%
Sole
24.34K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares53.74K
TypeSH
Market value$1.15M
2.08%
Sole
53.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.98K
TypeSH
Market value$1.01M
1.82%
Sole
43.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.49K
TypeSH
Market value$975.7K
1.76%
Sole
4.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.77K
TypeSH
Market value$795.1K
1.43%
Sole
2.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.53K
TypeSH
Market value$725.7K
1.31%
Sole
2.53K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares1.97K
TypeSH
Market value$724.2K
1.31%
Sole
1.97K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares2K
TypeSH
Market value$676.6K
1.22%
Sole
2K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.20K
TypeSH
Market value$665.6K
1.20%
Sole
3.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares1.97K
TypeSH
Market value$578.0K
1.04%
Sole
1.97K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.50K
TypeSH
Market value$561.3K
1.01%
Sole
3.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.12K
TypeSH
Market value$534.8K
0.96%
Sole
1.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.97K
TypeSH
Market value$501.0K
0.90%
Sole
1.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 9.94K | SH | $6.49M 11.71% | 9.94K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 85.81K | SH | $5.50M 9.92% | 85.81K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 191.28K | SH | $4.44M 8.01% | 191.28K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 54.64K | SH | $4.18M 7.54% | 54.64K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.75K | SH | $3.27M 5.89% | 13.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.31K | SH | $2.74M 4.94% | 13.31K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 12.80K | SH | $2.46M 4.43% | 12.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 25.58K | SH | $2.43M 4.38% | 25.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 80.50K | SH | $1.83M 3.29% | 80.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.99K | SH | $1.79M 3.22% | 2.99K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 22.68K | SH | $1.78M 3.22% | 22.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 16.68K | SH | $1.51M 2.72% | 16.68K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMCP VLU MNT | 24.34K | SH | $1.47M 2.65% | 24.34K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 53.74K | SH | $1.15M 2.08% | 53.74K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 43.98K | SH | $1.01M 1.82% | 43.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.49K | SH | $975.7K 1.76% | 4.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.77K | SH | $795.1K 1.43% | 2.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.53K | SH | $725.7K 1.31% | 2.53K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 1.97K | SH | $724.2K 1.31% | 1.97K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2K | SH | $676.6K 1.22% | 2K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.20K | SH | $665.6K 1.20% | 3.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.97K | SH | $578.0K 1.04% | 1.97K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.50K | SH | $561.3K 1.01% | 3.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.12K | SH | $534.8K 0.96% | 1.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.97K | SH | $501.0K 0.90% | 1.97K | 0.00 | 0.00 |
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