13F-HR filed by Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-13 16:43:15 UTC, with 77 holding rows worth $158,000,344.
- Accession
- 0002055670-26-000006
- Filer
- CIK 2055670
- Filed
- 2026-10-13
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 77 entries on the cover page, a total value of $158,000,344 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,000,344 with VALUE read as dollars as filed, 13F file number 028-24881. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 30,410 | $21,313,447 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 247,026 | $17,442,502 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 635,063 | $14,034,901 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 14,532 | $11,129,608 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 33,731 | $10,275,718 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 36,224 | $8,390,475 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 87,512 | $7,842,826 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 33,702 | $7,489,898 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 279,386 | $5,990,029 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 62,098 | $5,573,952 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 54,621 | $5,411,890 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V480 | S&P SMCP VLU MNT | 66,155 | $4,306,679 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 142,527 | $3,141,284 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 142,885 | $3,124,887 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 20,785 | $1,925,730 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,028 | $1,600,365 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,316 | $1,353,708 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,385 | $1,223,076 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,864 | $1,211,866 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,435 | $1,181,915 | dollars as filed | |
| VGT | 92204A702 | SHS | 8,968 | $1,127,009 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,253 | $1,027,796 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,868 | $955,101 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 9,471 | $917,523 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 11,180 | $876,749 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 4,918 | $800,405 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 6,232 | $780,620 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 9,115 | $744,448 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 3,035 | $701,176 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,929 | $638,148 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 352 | $637,708 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 3,806 | $634,810 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,165 | $580,112 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 9,957 | $575,136 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 12,500 | $573,381 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 4,478 | $527,374 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,862 | $487,036 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 3,132 | $457,865 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 31609A107 | ENHANCED LARGE | 10,850 | $448,865 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,175 | $400,370 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,508 | $399,969 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 6,515 | $388,135 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 2,353 | $377,256 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,371 | $363,178 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,544 | $352,619 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 5,159 | $351,103 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 198 | $342,249 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,542 | $314,892 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,016 | $308,966 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,055 | $301,150 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,104 | $292,284 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,581 | $289,302 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 8,579 | $279,923 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 264 | $279,238 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 2,240 | $272,899 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,850 | $270,078 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,564 | $269,937 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 2,662 | $269,208 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C608 | ISHA WORL EX ETF | 4,592 | $266,124 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,158 | $264,348 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,126 | $263,868 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 2,751 | $259,749 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 5,491 | $248,463 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 927 | $245,324 | dollars as filed | |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | 46436E619 | COM | 5,869 | $243,995 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,015 | $236,810 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 4,300 | $232,888 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 645 | $231,797 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 971 | $222,994 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,127 | $220,362 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 1,363 | $219,550 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,441 | $219,042 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,058 | $215,398 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 263 | $213,238 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 737 | $209,669 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,104 | $204,926 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,515 | $203,025 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002055670-26-000006 | this filing | 2026-10-13 |