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Bestgate Wealth Advisors, LLC

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13F filer, CIK 2055670, FREDERICK, MD

Bestgate Wealth Advisors, LLC reported $55,444,618 across 45 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 63.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055670-26-000002

Period
2026-03-31
Reported value
$55.4M
Holdings
45
Top 10 weight
63.34%
New
0
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,986$1.19M
SCHIadded+41,703$946K
VXFadded+3,885$800K
QQQMadded+1,173$279K
MBBadded+2,122$201K

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
XSVMreduced-7,240-$436K
GOOGexited-1,095-$344K
BXexited-1,764-$272K
GOVTreduced-11,786-$270K
BKNGexited-47-$252K

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, Q1 2026

Share positions as resolved from 13F-HR 0002055670-26-000002, largest first. % of portfolio is the value over $55,444,618, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,582 shares; 2025Q1: 10,497 shares; 2025Q2: 10,497 shares; 2025Q3: 10,213 shares; 2025Q4: 10,014 shares; 2026Q1: 9,942 shares 9,942$6.49M11.71%-72Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,630 shares; 2025Q1: 87,852 shares; 2025Q2: 87,852 shares; 2025Q3: 89,150 shares; 2025Q4: 88,619 shares; 2026Q1: 85,805 shares 85,805$5.5M9.92%-2,814Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,094 shares; 2025Q1: 182,547 shares; 2025Q2: 182,547 shares; 2025Q3: 187,537 shares; 2025Q4: 194,190 shares; 2026Q1: 191,285 shares 191,285$4.44M8.01%-2,905Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,771 shares; 2025Q1: 52,338 shares; 2025Q2: 52,338 shares; 2025Q3: 55,499 shares; 2025Q4: 54,100 shares; 2026Q1: 54,638 shares 54,638$4.18M7.54%+538Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,378 shares; 2025Q1: 12,556 shares; 2025Q2: 12,556 shares; 2025Q3: 12,932 shares; 2025Q4: 12,578 shares; 2026Q1: 13,751 shares 13,751$3.27M5.89%+1,173Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 8,727 shares; 2025Q2: 8,727 shares; 2025Q3: 9,400 shares; 2025Q4: 9,422 shares; 2026Q1: 13,307 shares 13,307$2.74M4.94%+3,885Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 11,843 shares; 2025Q2: 11,843 shares; 2025Q3: 11,990 shares; 2025Q4: 11,995 shares; 2026Q1: 12,801 shares 12,801$2.46M4.43%+806Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,458 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 22,439 shares; 2025Q4: 23,457 shares; 2026Q1: 25,579 shares 25,579$2.43M4.38%+2,122Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,158 shares; 2025Q2: 35,158 shares; 2025Q3: 37,157 shares; 2025Q4: 38,792 shares; 2026Q1: 80,495 shares 80,495$1.83M3.29%+41,703Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 948 shares; 2025Q4: 1,002 shares; 2026Q1: 2,988 shares 2,988$1.79M3.22%+1,986Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,387 shares; 2025Q1: 19,788 shares; 2025Q2: 19,788 shares; 2025Q3: 20,820 shares; 2025Q4: 20,892 shares; 2026Q1: 22,682 shares 22,682$1.78M3.22%+1,790Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 18,418 shares; 2025Q4: 18,918 shares; 2026Q1: 16,682 shares 16,682$1.51M2.72%-2,236Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,262 shares; 2025Q1: 29,685 shares; 2025Q2: 29,685 shares; 2025Q3: 31,431 shares; 2025Q4: 31,577 shares; 2026Q1: 24,337 shares 24,337$1.47M2.65%-7,240Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,402 shares; 2025Q1: 46,046 shares; 2025Q2: 46,046 shares; 2025Q3: 47,176 shares; 2025Q4: 45,397 shares; 2026Q1: 53,741 shares 53,741$1.15M2.08%+8,344Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,198 shares; 2025Q1: 52,692 shares; 2025Q2: 52,692 shares; 2025Q3: 54,444 shares; 2025Q4: 55,762 shares; 2026Q1: 43,976 shares 43,976$1.01M1.82%-11,786Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,443 shares; 2025Q4: 5,212 shares; 2026Q1: 4,491 shares 4,491$976K1.76%-721Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,776 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 3,216 shares; 2025Q4: 3,012 shares; 2026Q1: 2,765 shares 2,765$795K1.43%-247Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,835 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 2,784 shares; 2025Q4: 2,798 shares; 2026Q1: 2,527 shares 2,527$726K1.31%-271Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares 1,971$724K1.31%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,313 shares; 2026Q1: 2,002 shares 2,002$677K1.22%-311Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,964 shares; 2025Q4: 4,191 shares; 2026Q1: 3,196 shares 3,196$666K1.2%-995Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,011 shares; 2026Q1: 1,965 shares 1,965$578K1.04%-46Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,887 shares; 2025Q4: 3,785 shares; 2026Q1: 3,501 shares 3,501$561K1.01%-284Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,193 shares; 2026Q1: 1,116 shares 1,116$535K0.96%-77Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,386 shares; 2025Q4: 2,254 shares; 2026Q1: 1,974 shares 1,974$501K0.9%-280Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667$465K0.84%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,976 shares; 2025Q1: 10,496 shares; 2025Q2: 10,496 shares; 2025Q3: 9,909 shares; 2025Q4: 9,687 shares; 2026Q1: 8,893 shares 8,893$446K0.81%-794Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810$394K0.71%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 379 shares; 2025Q4: 341 shares; 2026Q1: 289 shares 289$382K0.69%-52Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,720 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,515 shares; 2025Q4: 2,835 shares; 2026Q1: 2,635 shares 2,635$381K0.69%-200Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares 10,850$379K0.68%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,046 shares; 2025Q4: 1,161 shares; 2026Q1: 1,002 shares 1,002$371K0.67%-159Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,040 shares; 2025Q4: 3,011 shares; 2026Q1: 2,743 shares 2,743$359K0.65%-268Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,778 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 7,838 shares; 2025Q4: 6,852 shares; 2026Q1: 6,694 shares 6,694$348K0.63%-158Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,358 shares; 2025Q3: 4,492 shares; 2025Q4: 4,892 shares; 2026Q1: 4,160 shares 4,160$326K0.59%-732Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 3,937 shares; 2026Q1: 3,667 shares 3,667$324K0.59%-270Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: 3,389 shares 3,389$315K0.57%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,036 shares 1,036$313K0.57%-48Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 180 shares 180$311K0.56%-43Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,409 shares; 2026Q1: 1,391 shares 1,391$288K0.52%-18Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,361 shares; 2025Q4: 1,362 shares; 2026Q1: 1,208 shares 1,208$273K0.49%-154Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,058 shares 1,058$259K0.47%-70Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158$245K0.44%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,308 shares 1,308$244K0.44%-130Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 271 shares; 2025Q4: 259 shares; 2026Q1: 252 shares 252$242K0.44%-7Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GOOGALPHABET INC1,095$344Kshares
BXBLACKSTONE INC1,764$272Kshares
BKNGBOOKING HOLDINGS INC47$252Kshares
NOWSERVICENOW INC1,605$246Kshares
VEEVVEEVA SYS INC1,060$237Kshares
BRBROADRIDGE FINL SOLUTIONS IN1,017$227Kshares
VOEVANGUARD INDEX FDS1,190$211Kshares
EFAVISHARES TR2,338$202Kshares

How Q1 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 0002055670-26-000002 base2026-04-24acceptance time not in the bulk data set