Bestgate Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Frederick, MD
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
57
Total value ($000)
$56,639
Net value change ($000)
+8,394 (17.4%)
New positions
5
Sold out positions
3
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 938 15.9%
SPYM 906 26.3%
VEA 876 19.6%
QQQM 772 31.8%
IEFA 656 68.9%
VXF 465 30.9%
ABBV 419 NEW
GOOGL 351 81.4%
EMXC 316 29.0%
QUAL 308 15.2%
Top Reduces (Value $000, Stocks/ETFs)
HEFA -466 -100.0%
COST -218 -100.0%
IJR -213 -29.3%
BDX -203 -100.0%
SBUX -45 -13.8%
VZ -41 -8.6%
BRK-B -36 -5.6%
CVX -18 -6.9%
DUK -14 -3.6%
CRM -13 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type