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Bestgate Wealth Advisors - Q1 2026 13F Filings

BE

Bestgate Wealth Advisors, LLC

CIK: 0002055670
Address: Maryland Frederick 5100 Buckeystown Pike
$55.44 M
Portfolio Value
45
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VOO Vanguard S&P 500 Etf
+$1.19 M
2. SCHI Schwab 5-10 Year Corporate Bond Etf
+$945,820.62
3. VXF Vanguard Extended Market Etf
+$799,557.93
4. QQQM Invesco Nasdaq 100 Etf
+$278,729.57
5. MBB Ishares Mbs Etf
+$201,482.15

Top Sells

Q1 2026
1. XSVM Invesco S&P Smallcap Value With Momentum Etf
−$436,278.65
2. GOOG Alphabet
−$343,611
3. BX Blackstone
−$271,888
4. GOVT Ishares Us Treasury Bond Etf
−$270,015.88
5. BKNG Booking Holdings
−$251,701

Asset Allocation

Stocks/ETFs
-2.57%
$55.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bestgate Wealth Advisors Q1 2026 Filing Summary

Bestgate Wealth Advisors, LLC filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 55.44 M reflecting a -2.57% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 63.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 8 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bestgate Wealth Advisors’s Q1 2026 Filing

Bestgate Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bestgate Wealth Advisors reported a managed portfolio value of 55.44 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Bestgate Wealth Advisors bought or sold during Q1 2026, please visit Bestgate Wealth Advisors's Portfolio Analysis page.