Back to investors
BESTGATE WEALTH ADVISORS, LLC
BESTGATE WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
BESTGATE WEALTH ADVISORS, LLC runs BESTGATE WEALTH ADVISORS, LLC and currently holds 45 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $62.78M. Their top holdings are IVV, VEA, SCHZ, QQQM, VXF. The top five represent 41.0% of reported portfolio weight. BESTGATE WEALTH ADVISORS, LLC ranks #845 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BESTGATE WEALTH ADVISORS, LLC initiated 1 new position. They added to 13 existing positions. They trimmed 16 positions. Their current best-performing preview position is PANW with returns of +112.71%.
Sign in to enable email alerts for this investor.
Showper page
45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 11.81% | $588.68 | $769.30 | +30.68% | Trimmed -0.38% |
 VEA VANGUARD TAX-MANAGED FDS | 10.21% | $49.07 | $73.43 | +49.64% | Added +4.86% |
 SCHZ SCHWAB STRATEGIC TR | 7.02% | $22.75 | $22.77 | +0.07% | Trimmed -0.39% |
 QQQM INVESCO EXCH TRADED FD TR II | 6.69% | $214.49 | $293.76 | +36.96% | Added +0.84% |
 VXF VANGUARD INDEX FDS | 5.24% | $192.01 | $245.51 | +27.86% | Added +0.34% |
 QUAL ISHARES TR | 4.49% | $179.29 | $223.23 | +24.51% | Added +0.36% |
 MBB ISHARES TR | 3.94% | $92.98 | $93.12 | +0.15% | Added +2.35% |
 VOO VANGUARD INDEX FDS | 3.74% | $595.36 | $703.77 | +18.21% | Added +14.46% |
 EMXC ISHARES INC | 3.73% | $58.24 | $97.80 | +67.93% | Added +0.81% |
 SCHI SCHWAB STRATEGIC TR | 2.98% | $22.60 | $22.19 | -1.84% | Added +2.72% |
Showing 1-10 of 45