Bestgate Wealth Advisors, LLC

CIK

2055670

Location

FREDERICK, MD

Portfolio Value

Micro $8,857,749

Diversification

Diversified

Filing Date

Global Rank

#7,813 / 8,232 ▲ 98

Top Industry

Internet Retail 11.0%

3Y Alpha vs SPY

-7.4%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.2%

SPY

+23.4%

Annualised alpha

-7.4%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

+0.5 pts

Top 5

37.0%

+2.1 pts

Top 10

62.5%

+4.4 pts

HHI

541

Diversified+65

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$2,735,629	6
Financial Services	22.8%	$2,016,684	5
Communication Services	14.0%	$1,241,531	2
Consumer Cyclical	11.0%	$976,853	2
Utilities	7.6%	$673,938	2
Healthcare	7.4%	$652,273	2
Energy	3.2%	$287,797	1
Industrials	3.1%	$273,044	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−995	3,196	$665,630
VZ	Verizon Communications Inc	−794	8,893	$446,428
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−311	2,002	$676,575
PANW	Palo Alto Networks Inc	−284	3,501	$561,280
AAPL	Apple Inc.	−280	1,974	$500,981
DUK	Duke Energy CORP	−268	2,743	$359,168
GOOGL	Alphabet Inc.	−247	2,765	$795,103
MSFT	Microsoft Corp	−159	1,002	$370,910
USB	US Bancorp De	−158	6,694	$348,154
HON	Honeywell International Inc	−154	1,208	$273,044
CRM	Salesforce, Inc.	−130	1,308	$244,164
BRK-B	Berkshire Hathaway Inc	−77	1,116	$534,787
JNJ	Johnson & Johnson	−70	1,058	$258,617
ASML	Asml Holding NV	−52	289	$381,719
AXP	American Express Co	−48	1,036	$313,369
JPM	Jpmorgan Chase & Co	−46	1,965	$578,024
MELI	Mercadolibre Inc	−43	180	$311,223
CVX	Chevron Corp	−18	1,391	$287,797
BLK	BlackRock, Inc.	−7	252	$242,350
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	1,764	$271,902
BKNG	Booking Holdings Inc.	47	$251,700
NOW	ServiceNow, Inc.	1,605	$245,869
VEEV	Veeva Systems Inc	1,060	$236,623
BR	Broadridge Financial Solutions, Inc.	1,017	$226,963
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $8,857,749 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	2,765	-247	$795,103	−15.7%	8.98%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,002	-311	$676,575	−3.7%	7.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,196	-995	$665,630	−31.2%	7.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,965	-46	$578,024	−10.8%	6.53%
PANW	Palo Alto Networks Inc Technology	Reduced	3,501	-284	$561,280	−19.5%	6.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,116	-77	$534,787	−10.8%	6.04%
AAPL	Apple Inc. Technology	Reduced	1,974	-280	$500,981	−18.2%	5.66%
VZ	Verizon Communications Inc Communication Services	Reduced	8,893	-794	$446,428	+13.1%	5.04%
ABBV	AbbVie Inc. Healthcare	Held	1,810	0	$393,656	−4.8%	4.44%
ASML	Asml Holding NV Technology	Reduced	289	-52	$381,719	+4.6%	4.31%
MSFT	Microsoft Corp Technology	Reduced	1,002	-159	$370,910	−33.9%	4.19%
DUK	Duke Energy CORP Utilities	Reduced	2,743	-268	$359,168	+1.8%	4.05%
USB	US Bancorp De Financial Services	Reduced	6,694	-158	$348,154	−4.8%	3.93%
NEE	Nextera Energy Inc Utilities	Held	3,389	0	$314,770	+15.7%	3.55%
AXP	American Express Co Financial Services	Reduced	1,036	-48	$313,369	−21.9%	3.54%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	180	-43	$311,223	−30.7%	3.51%
CVX	Chevron Corp Energy	Reduced	1,391	-18	$287,797	+34.0%	3.25%
HON	Honeywell International Inc Industrials	Reduced	1,208	-154	$273,044	+2.8%	3.08%
JNJ	Johnson & Johnson Healthcare	Reduced	1,058	-70	$258,617	+10.8%	2.92%
CRM	Salesforce, Inc. Technology	Reduced	1,308	-130	$244,164	−35.9%	2.76%
BLK	BlackRock, Inc. Financial Services	Reduced	252	-7	$242,350	−12.6%	2.74%