Bestgate Wealth Advisors, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.6% | $3,669,916 |
| Financial Services | 21.9% | $2,130,413 |
| Communication Services | 13.6% | $1,327,303 |
| Consumer Cyclical | 10.9% | $1,067,264 |
| Healthcare | 7.2% | $698,771 |
| Utilities | 6.4% | $623,774 |
| Energy | 2.4% | $230,572 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | −629 | 8,264 | $349,897 | |
| JPM | Jpmorgan Chase & Co | −159 | 1,806 | $591,157 | |
| NEE | Nextera Energy Inc | −150 | 3,239 | $284,287 | |
| JNJ | Johnson & Johnson | −100 | 958 | $243,303 | |
| DUK | Duke Energy CORP | −61 | 2,682 | $339,487 | |
| AXP | American Express Co | −48 | 988 | $334,191 | |
| GOOGL | Alphabet Inc. | −30 | 2,735 | $977,406 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 85,805 | $5,498,384 | |
| VXF | Vanguard Extended Market ETF | 13,307 | $2,738,580 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 3,667 | $324,382 | |
| HON | Honeywell International Inc | 1,208 | $273,044 | |
| CRM | Salesforce, Inc. | 1,308 | $244,164 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 3,501 | $1,193,911 | 12.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,735 | $977,406 | 10.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,002 | $956,095 | 9.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,196 | $761,734 | 7.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,806 | $591,157 | 6.06% | |
| ASML |
Asml Holding NV
Technology
|
Held | 289 | $574,948 | 5.90% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,974 | $571,196 | 5.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,116 | $558,435 | 5.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,810 | $455,468 | 4.67% | |
| USB |
US Bancorp De
Financial Services
|
Held | 6,694 | $404,317 | 4.15% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,002 | $373,766 | 3.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,264 | $349,897 | 3.59% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 2,682 | $339,487 | 3.48% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 988 | $334,191 | 3.43% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 180 | $305,530 | 3.13% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,239 | $284,287 | 2.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 958 | $243,303 | 2.50% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 252 | $242,313 | 2.49% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,391 | $230,572 | 2.37% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.