Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bestgate Wealth Advisors, LLC (CIK 2055670) reported $55.4M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($6.5M, 11.71%), VEA ($5.5M, 9.92%), SCHZ ($4.4M, 8.01%), SPLG ($4.2M, 7.54%), QQQM ($3.3M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $6.5M | 11.71% | 9,942 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $5.5M | 9.92% | 85,805 | Trimmed |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $4.4M | 8.01% | 191,285 | Trimmed |
| 4 | SPLG | SPDR SERIES TRUST | $4.2M | 7.54% | 54,638 | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $3.3M | 5.89% | 13,751 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $2.7M | 4.94% | 13,307 | Added |
| 7 | QUAL | ISHARES TR | $2.5M | 4.43% | 12,801 | Added |
| 8 | MBB | ISHARES TR | $2.4M | 4.38% | 25,579 | Added |
| 9 | SCHI | SCHWAB STRATEGIC TR | $1.8M | 3.29% | 80,495 | Added |
| 10 | EMXC | ISHARES INC | $1.8M | 3.22% | 22,682 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $1.8M | 3.22% | 2,988 | Added |
| 12 | IEFA | ISHARES TR | $1.5M | 2.72% | 16,682 | Trimmed |
| 13 | XSVM | INVESCO EXCHANGE TRADED FD T | $1.5M | 2.65% | 24,337 | Trimmed |
| 14 | SCHH | SCHWAB STRATEGIC TR | $1.2M | 2.08% | 53,741 | Added |
| 15 | GOVT | ISHARES TR | $1.0M | 1.82% | 43,976 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $975,670 | 1.76% | 4,491 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $795,103 | 1.43% | 2,765 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $725,704 | 1.31% | 2,527 | Trimmed |
| 19 | MGK | VANGUARD WORLD FD | $724,224 | 1.31% | 1,971 | Hold |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $676,576 | 1.22% | 2,002 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $665,631 | 1.20% | 3,196 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $578,008 | 1.04% | 1,965 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $561,280 | 1.01% | 3,501 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $534,787 | 0.96% | 1,116 | Trimmed |
| 25 | AAPL | APPLE INC | $500,981 | 0.90% | 1,974 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31