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Bestgate Wealth Advisors, LLC

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13F filer, CIK 2055670, FREDERICK, MD

Bestgate Wealth Advisors, LLC reported $56,908,531 across 53 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16. Its ten largest share positions make up 60.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055670-26-000001

Period
2025-12-31
Reported value
$56.9M
Holdings
53
Top 10 weight
60.69%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKnew+1,971$814K
VGTadded+347$262K
NOWadded+1,270$195K
VBRadded+769$163K
SCHZadded+6,653$155K

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
IJRexited-4,323-$514K
SBUXexited-3,321-$281K
ICEexited-1,287-$217K
PYPLexited-3,170-$213K
ADPexited-687-$202K

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, Q4 2025

Share positions as resolved from 13F-HR 0002055670-26-000001, largest first. % of portfolio is the value over $56,908,531, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,582 shares; 2025Q1: 10,497 shares; 2025Q2: 10,497 shares; 2025Q3: 10,213 shares; 2025Q4: 10,014 shares 10,014$6.86M12.05%-199Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,630 shares; 2025Q1: 87,852 shares; 2025Q2: 87,852 shares; 2025Q3: 89,150 shares; 2025Q4: 88,619 shares 88,619$5.54M9.73%-531Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,094 shares; 2025Q1: 182,547 shares; 2025Q2: 182,547 shares; 2025Q3: 187,537 shares; 2025Q4: 194,190 shares 194,190$4.54M7.97%+6,653Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,771 shares; 2025Q1: 52,338 shares; 2025Q2: 52,338 shares; 2025Q3: 55,499 shares; 2025Q4: 54,100 shares 54,100$4.34M7.63%-1,399Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,378 shares; 2025Q1: 12,556 shares; 2025Q2: 12,556 shares; 2025Q3: 12,932 shares; 2025Q4: 12,578 shares 12,578$3.18M5.59%-354Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 11,843 shares; 2025Q2: 11,843 shares; 2025Q3: 11,990 shares; 2025Q4: 11,995 shares 11,995$2.38M4.19%+5Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,458 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 22,439 shares; 2025Q4: 23,457 shares 23,457$2.23M3.92%+1,018Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 8,727 shares; 2025Q2: 8,727 shares; 2025Q3: 9,400 shares; 2025Q4: 9,422 shares 9,422$1.97M3.46%+22Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,262 shares; 2025Q1: 29,685 shares; 2025Q2: 29,685 shares; 2025Q3: 31,431 shares; 2025Q4: 31,577 shares 31,577$1.8M3.17%+146Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 18,418 shares; 2025Q4: 18,918 shares 18,918$1.69M2.97%+500Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,387 shares; 2025Q1: 19,788 shares; 2025Q2: 19,788 shares; 2025Q3: 20,820 shares; 2025Q4: 20,892 shares 20,892$1.52M2.67%+72Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,198 shares; 2025Q1: 52,692 shares; 2025Q2: 52,692 shares; 2025Q3: 54,444 shares; 2025Q4: 55,762 shares 55,762$1.28M2.26%+1,318Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,443 shares; 2025Q4: 5,212 shares 5,212$1.1M1.94%+769Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,964 shares; 2025Q4: 4,191 shares 4,191$967K1.7%+227Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,402 shares; 2025Q1: 46,046 shares; 2025Q2: 46,046 shares; 2025Q3: 47,176 shares; 2025Q4: 45,397 shares 45,397$948K1.67%-1,779Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,776 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 3,216 shares; 2025Q4: 3,012 shares 3,012$943K1.66%-204Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,158 shares; 2025Q2: 35,158 shares; 2025Q3: 37,157 shares; 2025Q4: 38,792 shares 38,792$891K1.57%+1,635Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,971 shares 1,971$814K1.43%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,835 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 2,784 shares; 2025Q4: 2,798 shares 2,798$812K1.43%+14Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,313 shares 2,313$703K1.24%-30Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,887 shares; 2025Q4: 3,785 shares 3,785$697K1.23%-102Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,011 shares 2,011$648K1.14%-40Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 948 shares; 2025Q4: 1,002 shares 1,002$629K1.1%+54Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,386 shares; 2025Q4: 2,254 shares 2,254$613K1.08%-132Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,193 shares 1,193$600K1.05%-9Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,046 shares; 2025Q4: 1,161 shares 1,161$562K0.99%+115Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 667 shares 667$503K0.88%+347Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares 223$449K0.79%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810$414K0.73%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares 1,084$401K0.7%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,720 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,515 shares; 2025Q4: 2,835 shares 2,835$400K0.7%-680Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,976 shares; 2025Q1: 10,496 shares; 2025Q2: 10,496 shares; 2025Q3: 9,909 shares; 2025Q4: 9,687 shares 9,687$395K0.69%-222Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438$381K0.67%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,358 shares; 2025Q3: 4,492 shares; 2025Q4: 4,892 shares 4,892$379K0.67%+400Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares 10,850$376K0.66%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,778 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 7,838 shares; 2025Q4: 6,852 shares 6,852$366K0.64%-986Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 379 shares; 2025Q4: 341 shares 341$365K0.64%-38Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 3,937 shares 3,937$360K0.63%-379Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,040 shares; 2025Q4: 3,011 shares 3,011$353K0.62%-29Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares 1,095$344K0.6%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 271 shares; 2025Q4: 259 shares 259$277K0.49%-12Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares 3,389$272K0.48%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,845 shares; 2025Q4: 1,764 shares 1,764$272K0.48%-81Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,361 shares; 2025Q4: 1,362 shares 1,362$266K0.47%+1Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47$252K0.44%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 335 shares; 2025Q4: 1,605 shares 1,605$246K0.43%+1,270Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158$246K0.43%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,060 shares 1,060$237K0.42%-57Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares 1,128$233K0.41%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,164 shares; 2025Q4: 1,017 shares 1,017$227K0.4%-147Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,409 shares 1,409$215K0.38%-142Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,190 shares 1,190$211K0.37%-65Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 2,338 shares 2,338$202K0.35%-1,896Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
IJRISHARES TR4,323$514Kshares
SBUXSTARBUCKS CORP3,321$281Kshares
ICEINTERCONTINENTAL EXCHANGE IN1,287$217Kshares
PYPLPAYPAL HLDGS INC3,170$213Kshares
ADPAUTOMATIC DATA PROCESSING IN687$202Kshares

How Q4 2025 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 0002055670-26-000001 base2026-01-16acceptance time not in the bulk data set