Bestgate Wealth Advisors, LLC Portfolio Holdings

Bestgate Wealth Advisors, LLC

  • $56.9 Billion
  • Q4 2025

Bestgate Wealth Advisors, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $56.9 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $6.86B, Vanguard Ftse Developed Market with a value of $5.54B, Schwab Us Aggregate Bond ETF with a value of $4.54B, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.34B, and Invesco Exchange Traded Fd Tr with a value of $3.18B.

Examining the 13F form we can see an increase of $270M in the current position value, from $56.6B to 56.9B.

Bestgate Wealth Advisors, LLC is based out at Frederick, MD

Below you can find more details about Bestgate Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $56.9 Billion
ETFs: $44.8 Billion
Technology: $3.79 Billion
Financial Services: $2.29 Billion
Communication Services: $1.68 Billion
Consumer Cyclical: $1.67 Billion
Healthcare: $884 Million
Utilities: $625 Million
Industrials: $266 Million
Other: $215 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$697 Million 1.23% of portfolio
3,785
Q4 2025 Reduced 2.62%
$103B
$449 Million 0.79% of portfolio
223
Q4 2024 New
$172B
$395 Million 0.69% of portfolio
9,687
Q4 2025 Reduced 2.24%
$67.6B
$366 Million 0.64% of portfolio
6,852
Q4 2025 Reduced 12.58%
$96.4B
$353 Million 0.62% of portfolio
3,011
Q4 2025 Reduced 0.95%
$98.1B
$272 Million 0.48% of portfolio
1,764
Q4 2025 Reduced 4.39%
$168B
$272 Million 0.48% of portfolio
3,389
Q1 2025 Added 1.32%
$132B
$266 Million 0.47% of portfolio
1,362
Q4 2025 Added 0.07%
$191B
$252 Million 0.44% of portfolio
47
Q4 2024 New
$169B
$246 Million 0.43% of portfolio
1,605
Q4 2025 Added 379.1%
$41.2B
$237 Million 0.42% of portfolio
1,060
Q4 2025 Reduced 5.1%
$34.9B
$227 Million 0.4% of portfolio
1,017
Q4 2025 Reduced 12.63%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $56.9 Billion
  • Prior Value $56.6 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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