2026 Q1 Portfolio Activity
In 2026 Q1, Bestgate Wealth Advisors, LLC maintained a portfolio of 53 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 198.2%. Conversely, Bestgate Wealth Advisors, LLC completely exited their position in ALPHABET INC.
Position History
hover any row below to update
Loading…
Total Positions
53
Quarter
2026 Q1
Top Holding
IVV (11.7%)
Top 10 Concentration
63.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 53
Bestgate Wealth Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 11.71% | 12.05% |
#1
Prev: #1
|
6.5 |
—
|
-72 | -0.7% |
P
S
|
9,942 | $6,494,300 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 9.92% | 9.73% |
#2
Prev: #2
|
6.0 |
—
|
-2,814 | -3.2% |
P
S
|
85,805 | $5,498,359 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 8.01% | 7.97% |
#3
Prev: #3
|
4.7 |
—
|
-2,905 | -1.5% |
P
S
|
191,285 | $4,441,635 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 7.54% | 7.63% |
#4
Prev: #4
|
4.0 |
—
|
538 | 1.0% |
P
S
|
54,638 | $4,181,972 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 5.89% | 5.59% |
#5
Prev: #5
|
4.9 |
—
|
1,173 | 9.3% |
P
S
|
13,751 | $3,267,528 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 4.94% | 3.46% |
#6
2
Prev: #8
|
4.5 |
—
|
3,885 | 41.2% |
P
S
|
13,307 | $2,738,666 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QUAL
ISHARES TR
|
ETF | 4.43% | 4.19% |
#7
1
Prev: #6
|
3.8 |
—
|
806 | 6.7% |
P
S
|
12,801 | $2,455,376 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MBB
ISHARES TR
|
ETF | 4.38% | 3.92% |
#8
1
Prev: #7
|
3.8 |
—
|
2,122 | 9.0% |
P
S
|
25,579 | $2,428,705 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 3.29% | 1.57% |
#9
8
Prev: #17
|
4.3 |
—
|
41,703 | 107.5% |
P
S
|
80,495 | $1,825,620 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.22% | 1.10% |
#10
13
Prev: #23
|
4.3 |
—
|
1,986 | 198.2% |
P
S
|
2,988 | $1,785,475 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EMXC
ISHARES INC
|
ETF | 3.22% | 2.67% |
#11
Prev: #11
|
3.3 |
—
|
1,790 | 8.6% |
P
S
|
22,682 | $1,784,181 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IEFA
ISHARES TR
|
ETF | 2.72% | 2.97% |
#12
2
Prev: #10
|
1.6 |
—
|
-2,236 | -11.8% |
P
S
|
16,682 | $1,510,196 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XSVM
INVESCO EXCHANG...
|
Bond/Debt | 2.65% | 3.17% |
#13
4
Prev: #9
|
1.1 |
—
|
-7,240 | -22.9% |
P
S
|
24,337 | $1,466,535 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 2.08% | 1.67% |
#14
1
Prev: #15
|
2.8 |
—
|
8,344 | 18.4% |
P
S
|
53,741 | $1,154,896 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOVT
ISHARES TR
|
ETF | 1.82% | 2.26% |
#15
3
Prev: #12
|
0.7 |
—
|
-11,786 | -21.1% |
P
S
|
43,976 | $1,007,485 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.76% | 1.94% |
#16
3
Prev: #13
|
1.2 |
—
|
-721 | -13.8% |
P
S
|
4,491 | $975,670 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.43% | 1.66% |
#17
1
Prev: #16
|
1.1 |
—
|
-247 | -8.2% |
P
S
|
2,765 | $795,103 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.31% | 1.43% |
#18
1
Prev: #19
|
1.0 |
—
|
-271 | -9.7% |
P
S
|
2,527 | $725,704 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 1.31% | 1.43% |
#19
1
Prev: #18
|
1.5 |
—
|
no change | no change |
P
S
|
1,971 | $724,224 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.22% | 1.24% |
#20
Prev: #20
|
1.0 |
—
|
-311 | -13.4% |
P
S
|
2,002 | $676,576 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.20% | 1.70% |
#21
7
Prev: #14
|
0.5 |
—
|
-995 | -23.7% |
P
S
|
3,196 | $665,631 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.04% | 1.14% |
#22
Prev: #22
|
0.9 |
—
|
-46 | -2.3% |
P
S
|
1,965 | $578,008 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.01% | 1.23% |
#23
2
Prev: #21
|
0.9 |
—
|
-284 | -7.5% |
P
S
|
3,501 | $561,280 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.96% | 1.05% |
#24
1
Prev: #25
|
0.9 |
—
|
-77 | -6.5% |
P
S
|
1,116 | $534,787 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 0.90% | 1.08% |
#25
1
Prev: #24
|
0.9 |
—
|
-280 | -12.4% |
P
S
|
1,974 | $500,981 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.84% | 0.88% |
#26
1
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
667 | $465,379 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.81% | 0.69% |
#27
5
Prev: #32
|
0.8 |
—
|
-794 | -8.2% |
P
S
|
8,893 | $446,422 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.71% | 0.73% |
#28
1
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
1,810 | $393,620 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.69% | 0.64% |
#29
8
Prev: #37
|
0.8 |
—
|
-52 | -15.2% |
P
S
|
289 | $381,720 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJT
ISHARES TR
|
Warrant | 0.69% | 0.70% |
#30
1
Prev: #31
|
0.8 |
—
|
-200 | -7.1% |
P
S
|
2,635 | $381,311 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FELV
FIDELITY COVING...
|
Unknown | 0.68% | 0.66% |
#31
4
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
10,850 | $378,774 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.67% | 0.99% |
#32
6
Prev: #26
|
0.8 |
—
|
-159 | -13.7% |
P
S
|
1,002 | $370,773 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.65% | 0.62% |
#33
6
Prev: #39
|
0.8 |
—
|
-268 | -8.9% |
P
S
|
2,743 | $359,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
USB
US BANCORP
|
Financial Services | 0.63% | 0.64% |
#34
2
Prev: #36
|
0.8 |
—
|
-158 | -2.3% |
P
S
|
6,694 | $348,155 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCZ
ISHARES TR
|
ETF | 0.59% | 0.67% |
#35
1
Prev: #34
|
0.7 |
—
|
-732 | -15.0% |
P
S
|
4,160 | $326,158 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.59% | 0.63% |
#36
2
Prev: #38
|
0.7 |
—
|
-270 | -6.9% |
P
S
|
3,667 | $324,372 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.57% | 0.48% |
#37
5
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
3,389 | $314,770 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.57% | 0.70% |
#38
8
Prev: #30
|
0.7 |
—
|
-48 | -4.4% |
P
S
|
1,036 | $313,369 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.56% | 0.79% |
#39
11
Prev: #28
|
0.7 |
—
|
-43 | -19.3% |
P
S
|
180 | $311,224 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.52% | 0.38% |
#40
11
Prev: #51
|
0.7 |
—
|
-18 | -1.3% |
P
S
|
1,391 | $287,798 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.49% | 0.47% |
#41
3
Prev: #44
|
0.7 |
—
|
-154 | -11.3% |
P
S
|
1,208 | $273,124 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.47% | 0.41% |
#42
7
Prev: #49
|
0.7 |
—
|
-70 | -6.2% |
P
S
|
1,058 | $258,652 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVE
ISHARES TR
|
ETF | 0.44% | 0.43% |
#43
4
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
1,158 | $244,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.44% | 0.67% |
#44
11
Prev: #33
|
0.7 |
—
|
-130 | -9.0% |
P
S
|
1,308 | $244,164 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.44% | 0.49% |
#45
4
Prev: #41
|
0.7 |
—
|
-7 | -2.7% |
P
S
|
252 | $242,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFAV
ISHARES TR
|
ETF | 0.00% | 0.35% |
Sold All 😨
(Was: #53) |
0.0 |
—
|
-2,338 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #52) |
0.0 |
—
|
-1,190 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BR
BROADRIDGE FINL...
|
Technology | 0.00% | 0.40% |
Sold All 😨
(Was: #50) |
0.0 |
—
|
-1,017 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.00% | 0.42% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-1,060 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 0.43% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-1,605 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 53 holdings