Bestgate Wealth Advisors, LLC
45 holdingsFiling period: 2026-03-31Current AUM: $62.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 9.9K | $6.5M | $7.5M | 12.02% | -72 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 85.8K | $5.5M | $6.1M | 9.76% | -2,814 | 2026-03-31 |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 191.3K | $4.4M | $4.4M | 7.01% | -2,905 | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 54.6K | $4.2M | $4.8M | 7.74% | +538 | 2026-03-31 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 13.8K | $3.3M | $3.9M | 6.28% | +1.2K | 2026-03-31 |
| 6 | VXF | VANGUARD INDEX FDS | 13.3K | $2.7M | $3.1M | 5.06% | +3.9K | 2026-03-31 |
| 7 | QUAL | ISHARES TR | 12.8K | $2.5M | $2.8M | 4.52% | +806 | 2026-03-31 |
| 8 | MBB | ISHARES TR | 25.6K | $2.4M | $2.4M | 3.83% | +2.1K | 2026-03-31 |
| 9 | SCHI | SCHWAB STRATEGIC TR | 80.5K | $1.8M | $1.8M | 2.89% | +41.7K | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.1M | 3.31% | +2.0K | 2026-03-31 |
| 11 | EMXC | ISHARES INC | 22.7K | $1.8M | $2.1M | 3.37% | +1.8K | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 16.7K | $1.5M | $1.6M | 2.64% | -2,236 | 2026-03-31 |
| 13 | XSVM | INVESCO EXCHANGE TRADED FD T | 24.3K | $1.5M | $1.7M | 2.79% | -7,240 | 2026-03-31 |
| 14 | SCHH | SCHWAB STRATEGIC TR | 53.7K | $1.2M | $1.3M | 2.10% | +8.3K | 2026-03-31 |
| 15 | GOVT | ISHARES TR | 44.0K | $1.0M | $987K | 1.59% | -11,786 | 2026-03-31 |
| 16 | VBR | VANGUARD INDEX FDS | 4.5K | $975K | $1.1M | 1.77% | -721 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 2.8K | $795K | $985K | 1.59% | -247 | 2026-03-31 |
| 18 | VO | VANGUARD INDEX FDS | 2.5K | $725K | $817K | 1.32% | -271 | 2026-03-31 |
| 19 | MGK | VANGUARD WORLD FD | 2.0K | $724K | $851K | 1.37% | -- | 2026-03-31 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.0K | $676K | $809K | 1.30% | -311 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 3.2K | $665K | $867K | 1.40% | -995 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 2.0K | $578K | $691K | 1.11% | -46 | 2026-03-31 |
| 23 | PANW | PALO ALTO NETWORKS INC | 3.5K | $561K | $1.2M | 1.87% | -284 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1K | $534K | $534K | 0.86% | -77 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 2.0K | $500K | $609K | 0.98% | -280 | 2026-03-31 |
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