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Bestgate Wealth Advisors, LLC

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13F filer, CIK 2055670, FREDERICK, MD

Bestgate Wealth Advisors, LLC reported $62,776,935 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 64.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055670-26-000003

Period
2026-06-30
Reported value
$62.8M
Holdings
45
Top 10 weight
64.39%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+7,884$693K
VOadded+7,053$568K
VGTadded+4,669$558K
VEAadded+4,170$297K
VOOadded+432$297K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HONexited-1,208-$273K
CRMexited-1,308-$244K
VBRreduced-874-$212K
IEFAreduced-1,717-$166K
SPYMreduced-940-$82.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002055670-26-000003, largest first. % of portfolio is the value over $62,776,935, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,582 shares; 2025Q1: 10,497 shares; 2025Q2: 10,497 shares; 2025Q3: 10,213 shares; 2025Q4: 10,014 shares; 2026Q1: 9,942 shares; 2026Q2: 9,904 shares 9,904$7.42M11.81%-38Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,630 shares; 2025Q1: 87,852 shares; 2025Q2: 87,852 shares; 2025Q3: 89,150 shares; 2025Q4: 88,619 shares; 2026Q1: 85,805 shares; 2026Q2: 89,975 shares 89,975$6.41M10.21%+4,170Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,771 shares; 2025Q1: 52,338 shares; 2025Q2: 52,338 shares; 2025Q3: 55,499 shares; 2025Q4: 54,100 shares; 2026Q1: 54,638 shares; 2026Q2: 53,698 shares 53,698$4.72M7.52%-940Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,094 shares; 2025Q1: 182,547 shares; 2025Q2: 182,547 shares; 2025Q3: 187,537 shares; 2025Q4: 194,190 shares; 2026Q1: 191,285 shares; 2026Q2: 190,531 shares 190,531$4.41M7.02%-754Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,378 shares; 2025Q1: 12,556 shares; 2025Q2: 12,556 shares; 2025Q3: 12,932 shares; 2025Q4: 12,578 shares; 2026Q1: 13,751 shares; 2026Q2: 13,867 shares 13,867$4.2M6.69%+116Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,890 shares; 2025Q1: 8,727 shares; 2025Q2: 8,727 shares; 2025Q3: 9,400 shares; 2025Q4: 9,422 shares; 2026Q1: 13,307 shares; 2026Q2: 13,352 shares 13,352$3.29M5.24%+45Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,142 shares; 2025Q1: 11,843 shares; 2025Q2: 11,843 shares; 2025Q3: 11,990 shares; 2025Q4: 11,995 shares; 2026Q1: 12,801 shares; 2026Q2: 12,847 shares 12,847$2.82M4.49%+46Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,458 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 22,439 shares; 2025Q4: 23,457 shares; 2026Q1: 25,579 shares; 2026Q2: 26,179 shares 26,179$2.47M3.94%+600Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 690 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 948 shares; 2025Q4: 1,002 shares; 2026Q1: 2,988 shares; 2026Q2: 3,420 shares 3,420$2.35M3.74%+432Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,387 shares; 2025Q1: 19,788 shares; 2025Q2: 19,788 shares; 2025Q3: 20,820 shares; 2025Q4: 20,892 shares; 2026Q1: 22,682 shares; 2026Q2: 22,866 shares 22,866$2.34M3.73%+184Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,158 shares; 2025Q2: 35,158 shares; 2025Q3: 37,157 shares; 2025Q4: 38,792 shares; 2026Q1: 80,495 shares; 2026Q2: 82,682 shares 82,682$1.87M2.98%+2,187Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,262 shares; 2025Q1: 29,685 shares; 2025Q2: 29,685 shares; 2025Q3: 31,431 shares; 2025Q4: 31,577 shares; 2026Q1: 24,337 shares; 2026Q2: 24,275 shares 24,275$1.69M2.69%-62Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 18,418 shares; 2025Q4: 18,918 shares; 2026Q1: 16,682 shares; 2026Q2: 14,965 shares 14,965$1.45M2.3%-1,717Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,402 shares; 2025Q1: 46,046 shares; 2025Q2: 46,046 shares; 2025Q3: 47,176 shares; 2025Q4: 45,397 shares; 2026Q1: 53,741 shares; 2026Q2: 54,181 shares 54,181$1.28M2.04%+440Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,887 shares; 2025Q4: 3,785 shares; 2026Q1: 3,501 shares; 2026Q2: 3,501 shares 3,501$1.19M1.9%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,198 shares; 2025Q1: 52,692 shares; 2025Q2: 52,692 shares; 2025Q3: 54,444 shares; 2025Q4: 55,762 shares; 2026Q1: 43,976 shares; 2026Q2: 43,482 shares 43,482$991K1.58%-494Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,776 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 3,216 shares; 2025Q4: 3,012 shares; 2026Q1: 2,765 shares; 2026Q2: 2,735 shares 2,735$977K1.56%-30Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,291 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,313 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002$956K1.52%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,814 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,443 shares; 2025Q4: 5,212 shares; 2026Q1: 4,491 shares; 2026Q2: 3,617 shares 3,617$879K1.4%-874Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 9,855 shares 9,855$866K1.38%+7,884Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,835 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 2,784 shares; 2025Q4: 2,798 shares; 2026Q1: 2,527 shares; 2026Q2: 9,580 shares 9,580$772K1.23%+7,053Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,929 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,964 shares; 2025Q4: 4,191 shares; 2026Q1: 3,196 shares; 2026Q2: 3,196 shares 3,196$762K1.21%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 5,336 shares 5,336$638K1.02%+4,669Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,011 shares; 2026Q1: 1,965 shares; 2026Q2: 1,806 shares 1,806$591K0.94%-159Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 379 shares; 2025Q4: 341 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289$575K0.92%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,386 shares; 2025Q4: 2,254 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974$571K0.91%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,193 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116$558K0.89%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810$455K0.73%0Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares; 2026Q2: 10,850 shares 10,850$435K0.69%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,720 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,515 shares; 2025Q4: 2,835 shares; 2026Q1: 2,635 shares; 2026Q2: 2,353 shares 2,353$420K0.67%-282Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,778 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 7,838 shares; 2025Q4: 6,852 shares; 2026Q1: 6,694 shares; 2026Q2: 6,694 shares 6,694$404K0.64%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,015 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,046 shares; 2025Q4: 1,161 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002$374K0.6%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,976 shares; 2025Q1: 10,496 shares; 2025Q2: 10,496 shares; 2025Q3: 9,909 shares; 2025Q4: 9,687 shares; 2026Q1: 8,893 shares; 2026Q2: 8,264 shares 8,264$350K0.56%-629Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,040 shares; 2025Q4: 3,011 shares; 2026Q1: 2,743 shares; 2026Q2: 2,682 shares 2,682$340K0.54%-61Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,036 shares; 2026Q2: 988 shares 988$334K0.53%-48Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180$306K0.49%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,358 shares; 2025Q3: 4,492 shares; 2025Q4: 4,892 shares; 2026Q1: 4,160 shares; 2026Q2: 3,575 shares 3,575$294K0.47%-585Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,316 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 3,937 shares; 2026Q1: 3,667 shares; 2026Q2: 3,099 shares 3,099$289K0.46%-568Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: 3,389 shares; 2026Q2: 3,239 shares 3,239$284K0.45%-150Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares 1,158$263K0.42%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: not reported; 2026Q2: 695 shares 695$246K0.39%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,058 shares; 2026Q2: 958 shares 958$243K0.39%-100Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 271 shares; 2025Q4: 259 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252$242K0.39%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,409 shares; 2026Q1: 1,391 shares; 2026Q2: 1,391 shares 1,391$231K0.37%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,790 shares 1,790$223K0.36%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC1,208$273Kshares
CRMSALESFORCE INC1,308$244Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002055670-26-000003 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002055670-26-000003 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0002055670-26-000002 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0002055670-26-000001 Quarter ended 2025-12-312026-01-16acceptance time not in the bulk data set
13F-HR 0002055670-25-000006 Quarter ended 2025-09-302025-10-27acceptance time not in the bulk data set
13F-HR 0002055670-25-000004 Quarter ended 2025-06-302025-07-16acceptance time not in the bulk data set
13F-HR 0002055670-25-000003 Quarter ended 2025-03-312025-04-29acceptance time not in the bulk data set
13F-HR 0002055670-25-000001 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set