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Bestgate Wealth Advisors - Q4 2025 13F Filings

BE

Bestgate Wealth Advisors, LLC

CIK: 0002055670
Address: Maryland Frederick 5100 Buckeystown Pike
$56.91 M
Portfolio Value
53
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MGK Vanguard Mega Cap Growth Etf
+$813,570
2. VGT Vanguard Information Technology Etf
+$261,561.52
3. VBR Vanguard Small Cap Value Etf
+$162,866.44
4. SCHZ Schwab Us Aggregate Bond Etf
+$155,480.57
5. MBB Ishares Mbs Etf
+$96,934.07

Top Sells

Q4 2025
1. IJR Ishares Core S&P Small Cap Etf
−$513,702
2. SBUX Starbucks Corporation
−$280,964
3. ICE Intercontinental Exchange
−$216,834
4. PYPL Paypal Holdings
−$212,580
5. ADP Automatic Data Processing
−$201,766

Asset Allocation

Stocks/ETFs
+0.48%
$56.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bestgate Wealth Advisors Q4 2025 Filing Summary

Bestgate Wealth Advisors, LLC filed its 13F report for Q4 2025 on January 16, 2026. The portfolio totaled 56.91 M reflecting a +0.48% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 60.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 5 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 Q4 2025 Filing

Bestgate Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/16/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Bestgate Wealth Advisors reported a managed portfolio value of 56.91 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Bestgate Wealth Advisors bought or sold during Q4 2025, please visit Bestgate Wealth Advisors's Portfolio Analysis page.