Bestgate Wealth Advisors, LLC
CIK 2055670 · Holdings on Sep 30, 2026 · First reported Oct 13, 2026
Top ten holdings
Q3 2026- VOO13.49%
- VEA11.04%
- SCHZ8.88%
- IVV7.04%
- QQQM6.50%
- VXF5.31%
- MBB4.96%
- QUAL4.74%
- SCHI3.79%
- SPYM3.53%
Share classes counted separately69.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +9.75 pp3.74% → 13.49%Shares +26.99K (+789.18%)
- IVVWeight decreased · -4.77 pp11.81% → 7.04%Shares +4.63K (+46.73%)
- SPYMWeight decreased · -3.99 pp7.52% → 3.53%Shares +8.40K (+15.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $21.31M | 13.49% | 30.41K shares | 3.74% → 13.49%+9.75 pp +26.99K (+789.18%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $17.44M | 11.04% | 247.03K shares | 10.21% → 11.04%+0.83 pp +157.05K (+174.55%) | Added | ↗▾ |
| 03 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $14.03M | 8.88% | 635.06K shares | 7.02% → 8.88%+1.86 pp +444.53K (+233.31%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $11.13M | 7.04% | 14.53K shares | 11.81% → 7.04%-4.77 pp +4.63K (+46.73%) | Added | ↗▾ |
| 05 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $10.28M | 6.50% | 33.73K shares | 6.69% → 6.50%-0.19 pp +19.86K (+143.25%) | Added | ↗▾ |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $8.39M | 5.31% | 36.22K shares | 5.24% → 5.31%+0.07 pp +22.87K (+171.30%) | Added | ↗▾ |
| 07 | MBBISHARES MBS ETFMBS ETF View history and evidence | $7.84M | 4.96% | 87.51K shares | 3.94% → 4.96%+1.02 pp +61.33K (+234.28%) | Added | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $7.49M | 4.74% | 33.70K shares | 4.49% → 4.74%+0.25 pp +20.86K (+162.33%) | Added | ↗▾ |
| 09 | SCHISCHWAB 5-10 YEAR CORPORATE B5 10YR CORP BD View history and evidence | $5.99M | 3.79% | 279.39K shares | 2.98% → 3.79%+0.81 pp +196.70K (+237.90%) | Added | ↗▾ |
| 10 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $5.57M | 3.53% | 62.10K shares | 7.52% → 3.53%-3.99 pp +8.40K (+15.64%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055670 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158000344
}Research all 77 reported holdings.
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