Holdings of Bestgate Wealth Advisors, LLC
44 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.1 % of the equity sleeve
Sector breakdown
- Funds 26.3 %
- Technology 5.1 %
- Financials 3.7 %
- Communication 2.3 %
- Consumer discretionary 1.8 %
- Utilities 1.2 %
- Health care 1.2 %
- Industrials 0.5 %
- Unattributed 57.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.0 %
- TW 1.3 %
- NL 0.7 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 42 | 52.9M $ | 98.04 % |
| 2 | TW | 1 | 676.6K $ | 1.25 % |
| 3 | NL | 1 | 381.7K $ | 0.71 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 9,942 | 6.5M $ | |
| 2 | Vanguard FTSE Developed Markets ETF | 85,805 | 5.5M $ | |
| 3 | Schwab U.S. Aggregate Bond ETF | 191,285 | 4.4M $ | |
| 4 | SPDR Series Trust | 54,638 | 4.2M $ | |
| 5 | INVESCO EXCHANGE-TRADED FUND TRUST II | 13,751 | 3.3M $ | |
| 6 | Vanguard Extended Market ETF | 13,307 | 2.7M $ | |
| 7 | iShares Trust | 12,801 | 2.5M $ | |
| 8 | iShares MBS ETF | 25,579 | 2.4M $ | |
| 9 | Schwab 5-10 Year Corporate Bond ETF | 80,495 | 1.8M $ | |
| 10 | Vanguard S&P 500 ETF | 2,988 | 1.8M $ | |
| 11 | Ishares Inc | 22,682 | 1.8M $ | |
| 12 | iShares Core MSCI EAFE ETF | 16,682 | 1.5M $ | |
| 13 | Schwab U.S. REIT ETF | 53,741 | 1.2M $ | |
| 14 | iShares Trust | 43,976 | 1M $ | |
| 15 | Vanguard Index Funds | 4,491 | 975.7K $ | |
| 16 | Alphabet Inc | 2,765 | 795.1K $ | |
| 17 | Vanguard Mid-Cap ETF | 2,527 | 725.7K $ | |
| 18 | Vanguard Mega Cap Growth ETF | 1,971 | 724.2K $ | |
| 19 | Taiwan Semiconductor Manufacturing Co Ltd | 2,002 | 676.6K $ | |
| 20 | Amazon.com Inc | 3,196 | 665.6K $ | |
| 21 | JPMorgan Chase & Co | 1,965 | 578K $ | |
| 22 | Palo Alto Networks Inc | 3,501 | 561.3K $ | |
| 23 | Berkshire Hathaway Inc | 1,116 | 534.8K $ | |
| 24 | Apple Inc | 1,974 | 501K $ | |
| 25 | Vanguard Information Technology ETF | 667 | 465.4K $ | |
| 26 | Verizon Communications Inc | 8,893 | 446.4K $ | |
| 27 | AbbVie Inc | 1,810 | 393.6K $ | |
| 28 | ASML Holding NV | 289 | 381.7K $ | |
| 29 | iShares S&P Small-Cap 600 Growth ETF | 2,635 | 381.3K $ | |
| 30 | Fidelity Covington Trust | 10,850 | 378.8K $ | |
| 31 | Microsoft Corp | 1,002 | 370.8K $ | |
| 32 | Duke Energy Corp | 2,743 | 359.2K $ | |
| 33 | US Bancorp | 6,694 | 348.2K $ | |
| 34 | iShares MSCI EAFE Small-Cap ETF | 4,160 | 326.2K $ | |
| 35 | Vanguard International Dividend Appreciation ETF | 3,667 | 324.4K $ | |
| 36 | NextEra Energy Inc | 3,389 | 314.8K $ | |
| 37 | American Express Co | 1,036 | 313.4K $ | |
| 38 | MercadoLibre Inc | 180 | 311.2K $ | |
| 39 | Chevron Corp | 1,391 | 287.8K $ | |
| 40 | Honeywell International Inc | 1,208 | 273.1K $ | |
| 41 | Johnson & Johnson | 1,058 | 258.7K $ | |
| 42 | iShares Trust | 1,158 | 244.5K $ | |
| 43 | Salesforce Inc | 1,308 | 244.2K $ | |
| 44 | Blackrock Inc | 252 | 242.2K $ | |