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Bestgate Wealth Advisors - Q2 2026 13F Filings

BE

Bestgate Wealth Advisors, LLC

CIK: 0002055670
Address: Maryland Frederick 5100 Buckeystown Pike
$62.78 M
Portfolio Value
45
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. MGK Vanguard Mega Cap Growth Etf
+$693,082.4
2. VO Vanguard Mid-Cap Etf
+$568,260.5
3. VGT Vanguard Information Technology Etf
+$558,039.12
4. VEA Vanguard Ftse Developed Markets Etf
+$297,113.44
5. VOO Vanguard S&P 500 Etf
+$296,690.91

Top Sells

Q2 2026
1. HON Honeywell International
−$273,124
2. CRM Salesforce
−$244,164
3. VBR Vanguard Small Cap Value Etf
−$212,373.3
4. IEFA Ishares Core Msci Eafe Etf
−$165,824.68
5. SPLG Spdr Portfolio S&P 500 Etf
−$82,606.46

Asset Allocation

Stocks/ETFs
+13.22%
$62.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bestgate Wealth Advisors Q2 2026 Filing Summary

Bestgate Wealth Advisors, LLC filed its 13F report for Q2 2026 on July 30, 2026. The portfolio totaled 62.78 M reflecting a +13.22% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 64.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bestgate Wealth Advisors’s Q2 2026 Filing

Bestgate Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/30/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bestgate Wealth Advisors reported a managed portfolio value of 62.78 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Bestgate Wealth Advisors bought or sold during Q2 2026, please visit Bestgate Wealth Advisors's Portfolio Analysis page.