Sponsored

The Analysis of Bestgate Wealth Advisors, LLC's Holdings & P&L

Currently, Bestgate Wealth Advisors, LLC holds 45 types of securities in its portfolio with a total value $55.4M. In the most recent quarter, they have increased their positions in N/A (+2.0K shares, valued at $1.2M), SCHI (+41.7K shares, valued at $945.8K), VXF (+3.9K shares, valued at $799.6K); decreased their positions in XSVM (-7.2K shares, valued at $436.3K), GOVT (-11.8K shares, valued at $270.0K), AMZN (-995 shares, valued at $207.2K).

1M P&L

+2.3M+4.13%

3M P&L

-5.9M-9.37%

HY P&L

-2.9M-4.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A44.8M

86.6%

2Internet Retail976.9K

1.9%

3Software - Infrastructure932.1K

1.8%

Top Industries by Stock Count

1N/A23 stocks

57.5%

2Drug Manufacturers - General2 stocks

5.0%

3Internet Retail2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR9.9K shares-0.72%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS85.8K shares-3.18%2026-03-312026-04-24

SCHZ SCHWAB STRATEGIC TR191.3K shares-1.50%2026-03-312026-04-24

SPYM SPDR SERIES TRUST54.6K shares0.99%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II13.8K shares9.33%2026-03-312026-04-24

VXF VANGUARD INDEX FDS13.3K shares41.23%2026-03-312026-04-24

QUAL ISHARES TR12.8K shares6.72%2026-03-312026-04-24

MBB ISHARES TR25.6K shares9.05%2026-03-312026-04-24

Sponsored

SCHI SCHWAB STRATEGIC TR80.5K shares107.50%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares198.20%2026-03-312026-04-24

EMXC ISHARES INC22.7K shares8.57%2026-03-312026-04-24

IEFA ISHARES TR16.7K shares-11.82%2026-03-312026-04-24

XSVM INVESCO EXCHANGE TRADED FD T24.3K shares-22.93%2026-03-312026-04-24

SCHH SCHWAB STRATEGIC TR53.7K shares18.38%2026-03-312026-04-24

GOVT ISHARES TR44.0K shares-21.14%2026-03-312026-04-24

VBR VANGUARD INDEX FDS4.5K shares-13.83%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC2.8K shares-8.20%2026-03-312026-04-24

VO VANGUARD INDEX FDS2.5K shares-9.69%2026-03-312026-04-24

MGK VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares-13.45%2026-03-312026-04-24

AMZN AMAZON COM INC3.2K shares-23.74%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.0K shares-2.29%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC3.5K shares-7.50%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-6.45%2026-03-312026-04-24

Sponsored

AAPL APPLE INC2.0K shares-12.42%2026-03-312026-04-24

VGT VANGUARD WORLD FD667 shares0.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC8.9K shares-8.20%2026-03-312026-04-24

ABBV ABBVIE INC1.8K shares0.00%2026-03-312026-04-24

ASML ASML HLDG NV289 shares-15.25%2026-03-312026-04-24

IJT ISHARES TR2.6K shares-7.05%2026-03-312026-04-24

FELV FIDELITY COVINGTON TRUST10.8K shares0.00%2026-03-312026-04-24

MSFT MICROSOFT CORP1.0K shares-13.70%2026-03-312026-04-24

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares-8.90%2026-03-312026-04-24

USB US BANCORP6.7K shares-2.31%2026-03-312026-04-24

SCZ ISHARES TR4.2K shares-14.96%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS3.7K shares-6.86%2026-03-312026-04-24

NEE NEXTERA ENERGY INC3.4K shares0.00%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.0K shares-4.43%2026-03-312026-04-24

MELI MERCADOLIBRE INC180 shares-19.28%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.4K shares-1.28%2026-03-312026-04-24

Sponsored

HON HONEYWELL INTL INC1.2K shares-11.31%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.1K shares-6.21%2026-03-312026-04-24

IVE ISHARES TR1.2K shares0.00%2026-03-312026-04-24

CRM SALESFORCE INC1.3K shares-9.04%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC252 shares-2.70%2026-03-312026-04-24

IVV

ISHARES TR

-0.72%

Shares9.9K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-3.18%

Shares85.8K

Event2026-03-31

Filed2026-04-24

SCHZ

SCHWAB STRATEGIC TR

-1.50%

Shares191.3K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

0.99%

Shares54.6K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

9.33%

Shares13.8K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

41.23%

Shares13.3K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

6.72%

Shares12.8K

Event2026-03-31

Filed2026-04-24

MBB

ISHARES TR

9.05%

Shares25.6K

Event2026-03-31

Filed2026-04-24

SCHI

SCHWAB STRATEGIC TR

107.50%

Shares80.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

198.20%

Shares3.0K

Event2026-03-31

Filed2026-04-24

EMXC

ISHARES INC

8.57%

Shares22.7K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-11.82%

Shares16.7K

Event2026-03-31

Filed2026-04-24

XSVM

INVESCO EXCHANGE TRADED FD T

-22.93%

Shares24.3K

Event2026-03-31

Filed2026-04-24

SCHH

SCHWAB STRATEGIC TR

18.38%

Shares53.7K

Event2026-03-31

Filed2026-04-24

GOVT

ISHARES TR

-21.14%

Shares44.0K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-13.83%

Shares4.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-8.20%

Shares2.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-9.69%

Shares2.5K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-13.45%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-23.74%

Shares3.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-2.29%

Shares2.0K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

-7.50%

Shares3.5K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-6.45%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-12.42%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

0.00%

Shares667

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-8.20%

Shares8.9K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

-15.25%

Shares289

Event2026-03-31

Filed2026-04-24

IJT

ISHARES TR

-7.05%

Shares2.6K

Event2026-03-31

Filed2026-04-24

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-13.70%

Shares1.0K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-8.90%

Shares2.7K

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

-2.31%

Shares6.7K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

-14.96%

Shares4.2K

Event2026-03-31

Filed2026-04-24

VIGI

VANGUARD WHITEHALL FDS

-6.86%

Shares3.7K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-4.43%

Shares1.0K

Event2026-03-31

Filed2026-04-24

MELI

MERCADOLIBRE INC

-19.28%

Shares180

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-1.28%

Shares1.4K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-11.31%

Shares1.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-6.21%

Shares1.1K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-9.04%

Shares1.3K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-2.70%

Shares252

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available