Bestgate Wealth Advisors, LLC Portfolio Holdings

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 2025

Bestgate Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $56.6 Billion distributed in 57 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 $6.84B, Vanguard Ftse Developed Market with a value of $5.34B, Schwab Us Aggregate Bond ETF with a value of $4.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.35B, and Invesco Exchange Traded Fd Tr with a value of $3.2B.

Examining the 13F form we can see an increase of $8.39B in the current position value, from $48.2B to 56.6B.

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 $56.6 Billion
ETFs: $43.6 Billion
Technology: $3.89 Billion
Financial Services: $2.73 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $1.48 Billion
Healthcare: $961 Million
Utilities: $632 Million
Industrials: $488 Million
Other: $241 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.84 Billion 12.07% of portfolio
10,213
Q3 2025 Reduced 2.71%
$0
$5.34 Billion 9.43% of portfolio
89,150
Q3 2025 Added 1.48%
$0
$4.4 Billion 7.77% of portfolio
187,537
Q3 2025 Added 2.73%
$0
$4.35 Billion 7.68% of portfolio
55,499
Q3 2025 Added 6.04%
$0
$3.2 Billion 5.64% of portfolio
12,932
Q3 2025 Added 2.99%
$0
$2.33 Billion 4.12% of portfolio
11,990
Q3 2025 Added 1.24%
$0
$2.14 Billion 3.77% of portfolio
22,439
Q3 2025 Added 2.48%
$0
$1.97 Billion 3.47% of portfolio
9,400
Q3 2025 Added 7.71%
$0
$1.77 Billion 3.13% of portfolio
31,431
Q3 2025 Added 5.88%
$0
$1.61 Billion 2.84% of portfolio
18,418
Q3 2025 Added 46.29%
$0
$1.41 Billion 2.48% of portfolio
20,820
Q3 2025 Added 5.22%
$0
$1.26 Billion 2.22% of portfolio
54,444
Q3 2025 Added 3.32%
$0
$1.02 Billion 1.8% of portfolio
47,176
Q3 2025 Added 2.45%
$0
$927 Million 1.64% of portfolio
4,443
Q3 2025 Added 0.63%
$2.54T
$870 Million 1.54% of portfolio
3,964
Q3 2025 Added 1.02%
$0
$858 Million 1.51% of portfolio
37,157
Q3 2025 Added 5.69%
$65.3B
$791 Million 1.4% of portfolio
3,887
Q3 2025 Added 4.43%
$1.67T
$782 Million 1.38% of portfolio
3,216
Q3 2025 Added 15.39%
$1.51T
$654 Million 1.16% of portfolio
2,343
Q1 2025 Added 2.27%
$926B
$647 Million 1.14% of portfolio
2,051
Q4 2024 New
$649B
$604 Million 1.07% of portfolio
1,202
Q4 2024 New
$4.42T
$608 Million 1.07% of portfolio
2,386
Q3 2025 Added 1.23%
$0
$581 Million 1.03% of portfolio
948
Q3 2025 Added 18.35%
$3.79T
$542 Million 0.96% of portfolio
1,046
Q3 2025 Added 4.6%
$106B
$521 Million 0.92% of portfolio
223
Q4 2024 New
$0
$514 Million 0.91% of portfolio
4,323
Q3 2025 Reduced 37.86%
$0
$497 Million 0.88% of portfolio
3,515
Q3 2025 Reduced 3.11%
$171B
$435 Million 0.77% of portfolio
9,909
Q3 2025 Reduced 5.59%
$398B
$419 Million 0.74% of portfolio
1,810
Q3 2025 New
$0
$387 Million 0.68% of portfolio
4,316
Q4 2024 New
$70.8B
$379 Million 0.67% of portfolio
7,838
Q3 2025 Reduced 2.4%
$95.2B
$376 Million 0.66% of portfolio
3,040
Q3 2025 Reduced 4.94%
$406B
$367 Million 0.65% of portfolio
379
Q3 2025 Added 8.91%
$277B
$360 Million 0.64% of portfolio
1,084
Q4 2024 New
Fidelity Covington Trust
-
$364 Million 0.64% of portfolio
-
Q4 2024 New
$0
$359 Million 0.63% of portfolio
4,234
Q4 2024 New
$0
$345 Million 0.61% of portfolio
4,492
Q3 2025 Added 3.07%
$245B
$341 Million 0.6% of portfolio
1,438
Q3 2025 Added 9.02%
$42B
$333 Million 0.59% of portfolio
1,117
Q1 2025 Reduced 1.41%
Blackrock Inc
-
$316 Million 0.56% of portfolio
-
Q3 2025 Added 4.63%
$103B
$315 Million 0.56% of portfolio
1,845
Q3 2025 Reduced 4.95%
$174B
$308 Million 0.54% of portfolio
335
Q3 2025 Added 4.36%
$135B
$286 Million 0.51% of portfolio
1,361
Q3 2025 Reduced 1.09%
$98.2B
$281 Million 0.5% of portfolio
3,321
Q1 2025 Reduced 1.07%
$34.5B
$277 Million 0.49% of portfolio
1,164
Q3 2025 Added 3.28%
$1.78T
$267 Million 0.47% of portfolio
1,095
Q3 2025 New
$201B
$254 Million 0.45% of portfolio
47
Q4 2024 New
$168B
$256 Million 0.45% of portfolio
3,389
Q1 2025 Added 1.32%
$306B
$241 Million 0.43% of portfolio
1,551
Q1 2025 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $56.6 Billion
  • Prior Value $48.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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