Bestgate Wealth Advisors, LLC - Portfolio overview

Bestgate Wealth Advisors, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.22%
2. VEA - VANGUARD TAX-MANAGED FDS, 8.65%
3. SCHZ - SCHWAB STRATEGIC TR, 6.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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