Bestgate Wealth Advisors, LLC
•CIK: 2055670•Filing: Q4 2025
**Bestgate Wealth Advisors, LLC** manages $57M across a portfolio of 53 positions, exhibiting a clear focus on diversified, large-cap equity exposure. Top holdings reveal significant allocations to broad market indices, notably IVV ($6.9M) and VEA ($5.5M), suggesting a core mandate in global market capture. Further concentration in sector-specific and thematic ETFs, such as SCHZ ($4.5M) and SPYM ($4.3M), indicates tactical tilts within established growth vectors. The portfolio structure balances broad market exposure with targeted, high-conviction sector bets.
Total AUM
$56.9M
QoQ Performance
+0.5%
Positions
37
Top 10 Concentration
60.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VEA
SCHZ
SPYM
QQQM
IVV12.1%
VEA9.7%
SCHZ8.0%
SPYM7.6%
QQQM5.6%
QUAL4.2%
MBB3.9%
VXF3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.9%
ETF13.2%
Technology5.0%
Financial4.1%
Consumer2.1%
Healthcare1.1%
Utilities1.1%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑18 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024