Bestgate Wealth Advisors, LLC

Registered adviser

CIK

2055670

Location

FREDERICK, MD

Portfolio Value

Small $100,304,412

Diversification

Diversified

Filing Date

Global Rank

#8,505 / 8,807 ▲ 43 · as of Jun 2026

Top Industry

Software - Infrastructure 16.7%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 301639

Roster of Oct 1, 2026

Regulatory AUM

$162,404,904

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$162,404,904	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$129,204,736	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.6% of the book (60%+)

Turnover

Low turnover

14.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.1%; sector active share 68.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

77 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.4%

−2.3 pts

Top 5

75.0%

+12.8 pts

Top 10

84.1%

+1.6 pts

HHI

1,479

Diversified+355

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.4%	$81,659,073	41
Technology	7.2%	$7,222,949	12
Financial Services	3.1%	$3,121,897	9
Healthcare	2.4%	$2,387,349	4
Communication Services	2.1%	$2,155,658	3
Consumer Cyclical	1.5%	$1,554,113	2
Energy	1.1%	$1,115,295	2
Utilities	0.7%	$669,884	2
Industrials	0.4%	$418,194	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+444,532	635,063	$14,034,892
SCHI	Schwab 5-10 Year Corporate Bond ETF	+196,704	279,386	$5,990,035
VEA	Vanguard FTSE Developed Markets ETF	+157,051	247,026	$17,442,505
GOVT	iShares U.S. Treasury Bond ETF	+99,403	142,885	$0
SCHH	Schwab U.S. REIT ETF	+88,346	142,527	$3,141,295
MBB	iShares MBS ETF	+61,333	87,512	$0
XSVM	Victory Portfolios II	+41,880	66,155	$0
EMXC	iShares MSCI Emerging Markets ex China ETF	+31,755	54,621	$5,411,848
VOO	VANGUARD 500 INDEX FUND	+26,990	30,410	$21,313,152
—		+22,872	36,224	$0
QUAL	iShares MSCI USA Quality Factor ETF	+20,855	33,702	$0
QQQM	Invesco Ltd.	+19,864	33,731	$0
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+10,930	20,785	$1,925,730
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+8,400	62,098	$5,573,916
IVV	iShares Core S&P 500 ETF	+4,628	14,532	$0
VZ	Verizon Communications Inc	+4,236	12,500	$573,375
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3,632	8,968	$1,127,008
USB	US Bancorp De	+3,263	9,957	$575,116
AVUV	Avantis U.S. Small Cap Value ETF	+2,688	4,478	$527,374
AMZN	Amazon Com Inc	+1,668	4,864	$1,211,865
VO	VANGUARD MID-CAP INDEX FUND	+1,600	11,180	$876,735
MSFT	Microsoft Corp	+1,383	2,385	$1,223,266
AAPL	Apple Inc.	+894	2,868	$955,101
DUK	Duke Energy CORP	+826	3,508	$399,947
GOOGL	Alphabet Inc.	+700	3,435	$1,181,914
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	−5,494	9,471	$0
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−582	3,035	$701,176
SCZ	iShares MSCI EAFE Small-Cap ETF	−449	3,126	$0
VIGI	Vanguard Whitehall Funds	−348	2,751	$259,749
JNJ	Johnson & Johnson	−31	927	$245,413
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	9,316	$1,353,707
XOM	ExxonMobil Holdings Corp	4,918	$800,404
LCTU		9,115	$744,422
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	6,515	$388,163
NVDA	Nvidia Corp	1,544	$352,618
VEEV	Veeva Systems Inc	1,055	$301,149
CRWD	CrowdStrike Holdings, Inc.	1,104	$292,284
BX	Blackstone Inc.	2,581	$289,304
SCHA	Schwab U.S. Small-Cap ETF	8,579	$279,932
LDOS	Leidos Holdings, Inc.	2,240	$272,899
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,850	$270,077
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	2,662	$269,208
LCTD		4,592	$266,152
VIG	Vanguard Specialized Funds	1,015	$236,809
V	Visa Inc.	645	$231,767
CRM	Salesforce, Inc.	971	$222,912
VOE	VANGUARD MID-CAP VALUE INDEX FUND	1,127	$220,362
BR	Broadridge Financial Solutions, Inc.	1,363	$219,579
ICE	Intercontinental Exchange, Inc.	1,441	$219,075
ANET	Arista Networks, Inc.	1,058	$215,398
CAT	Caterpillar Inc	263	$213,237
VB	Vanguard Index Funds	737	$209,669
RTX	RTX Corp	1,104	$204,957
NOW	ServiceNow, Inc.	1,515	$203,025
IWF	iShares Russell 1000 Growth ETF	6,232	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $100,304,412 total · filing declares 77 positions · $158,000,344 · as of Sep 30, 2026

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

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	30,410	+26,990	$21,313,152	+807.4%	21.25%
VEA	Vanguard FTSE Developed Markets ETF	Added	247,026	+157,051	$17,442,505	+172.1%	17.39%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	635,063	+444,532	$14,034,892	+218.5%	13.99%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	279,386	+196,704	$5,990,035	+220.0%	5.97%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	62,098	+8,400	$5,573,916	+18.1%	5.56%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	54,621	+31,755	$5,411,848	+131.4%	5.40%
SCHH	Schwab U.S. REIT ETF	Added	142,527	+88,346	$3,141,295	+144.8%	3.13%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	20,785	+10,930	$1,925,730	+122.3%	1.92%
PANW	Palo Alto Networks Inc Technology	Added	4,028	+527	$1,600,364	+34.0%	1.60%
MRK	Merck & Co., Inc. Healthcare	NEW	9,316	NEW	$1,353,707	NEW	1.35%
MSFT	Microsoft Corp Technology	Added	2,385	+1,383	$1,223,266	+227.3%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,864	+1,668	$1,211,865	+59.1%	1.21%
GOOGL	Alphabet Inc. Communication Services	Added	3,435	+700	$1,181,914	+20.9%	1.18%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	8,968	+3,632	$1,127,008	+76.7%	1.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,253	+251	$1,027,796	+7.5%	1.02%
AAPL	Apple Inc. Technology	Added	2,868	+894	$955,101	+67.2%	0.95%
VO	VANGUARD MID-CAP INDEX FUND	Added	11,180	+1,600	$876,735	+13.6%	0.87%
XOM	ExxonMobil Holdings Corp Energy	NEW	4,918	NEW	$800,404	NEW	0.80%
LCTU		NEW	9,115	NEW	$744,422	NEW	0.74%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	3,035	-582	$701,176	−20.2%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,929	+123	$638,171	+8.0%	0.64%
ASML	Asml Holding NV Technology	Added	352	+63	$637,707	+10.9%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,165	+49	$580,111	+3.9%	0.58%
USB	US Bancorp De Financial Services	Added	9,957	+3,263	$575,116	+42.2%	0.57%
VZ	Verizon Communications Inc Communication Services	Added	12,500	+4,236	$573,375	+63.9%	0.57%
AVUV	Avantis U.S. Small Cap Value ETF	Added	4,478	+2,688	$527,374	+136.2%	0.53%
ABBV	AbbVie Inc. Healthcare	Added	1,862	+52	$487,080	+6.9%	0.49%
FELV	Fidelity Enhanced Large Cap Value ETF	Held	10,850	0	$448,864	+3.2%	0.45%
GOOG	Alphabet Inc. Communication Services	Added	1,175	+480	$400,369	+63.0%	0.40%
DUK	Duke Energy CORP Utilities	Added	3,508	+826	$399,947	+17.8%	0.40%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	NEW	6,515	NEW	$388,163	NEW	0.39%
NVDA	Nvidia Corp Technology	NEW	1,544	NEW	$352,618	NEW	0.35%
MELI	Mercadolibre Inc Consumer Cyclical	Added	198	+18	$342,248	+12.0%	0.34%
CVX	Chevron Corp Energy	Added	1,542	+151	$314,891	+36.6%	0.31%
AXP	American Express Co Financial Services	Added	1,016	+28	$308,965	−7.5%	0.31%
VEEV	Veeva Systems Inc Healthcare	NEW	1,055	NEW	$301,149	NEW	0.30%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	1,104	NEW	$292,284	NEW	0.29%
BX	Blackstone Inc. Financial Services	NEW	2,581	NEW	$289,304	NEW	0.29%
SCHA	Schwab U.S. Small-Cap ETF	NEW	8,579	NEW	$279,932	NEW	0.28%
BLK	BlackRock, Inc. Financial Services	Added	264	+12	$279,388	+15.3%	0.28%
LDOS	Leidos Holdings, Inc. Technology	NEW	2,240	NEW	$272,899	NEW	0.27%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	NEW	3,850	NEW	$270,077	NEW	0.27%
NEE	Nextera Energy Inc Utilities	Added	3,564	+325	$269,937	−5.0%	0.27%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	NEW	2,662	NEW	$269,208	NEW	0.27%
LCTD		NEW	4,592	NEW	$266,152	NEW	0.27%
VIGI	Vanguard Whitehall Funds	Reduced	2,751	-348	$259,749	−10.2%	0.26%
JNJ	Johnson & Johnson Healthcare	Reduced	927	-31	$245,413	+0.9%	0.24%
VIG	Vanguard Specialized Funds	NEW	1,015	NEW	$236,809	NEW	0.24%
V	Visa Inc. Financial Services	NEW	645	NEW	$231,767	NEW	0.23%
CRM	Salesforce, Inc. Technology	NEW	971	NEW	$222,912	NEW	0.22%

Showing the top 50 of 77 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.