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BESTGATE WEALTH ADVISORS, LLC 13F portfolio summary

BESTGATE WEALTH ADVISORS, LLC of BESTGATE WEALTH ADVISORS, LLC has 45 current stock holdings with a reported portfolio value of $55.4M. The portfolio 1 year return is +14.05%. Top holdings include IVV (11.71%), VEA (9.92%), SCHZ (8.01%), SPLG (7.54%), QQQM (5.89%).

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BESTGATE WEALTH ADVISORS, LLC

BESTGATE WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

BESTGATE WEALTH ADVISORS, LLC runs BESTGATE WEALTH ADVISORS, LLC and currently holds 45 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $55.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BESTGATE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BESTGATE WEALTH ADVISORS, LLC's portfolio at BESTGATE WEALTH ADVISORS, LLC has delivered returns of +14.05%. Their 3-year annualized return is +11.46%. Looking at the 5-year horizon, BESTGATE WEALTH ADVISORS, LLC has achieved +11.46% annualized returns at BESTGATE WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.05%
#0/1000
3 Year
+11.46%
#0/1000
5 Year
+11.46%
#0/1000

Portfolio Value

$55.44M

Alpha Score

10.7

#0 of 1000

Holdings

45

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change