Bestgate Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Frederick, MD
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$56,909
Net value change ($000)
+270 (0.5%)
New positions
1
Sold out positions
5
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MGK 814 NEW
VGT 264 110.5%
VEA 194 3.6%
VBR 177 19.1%
GOOGL 161 20.6%
SCHZ 136 3.1%
EMXC 112 8.0%
MBB 99 4.6%
AMZN 97 11.1%
IEFA 84 5.2%
Top Reduces (Value $000, Stocks/ETFs)
IJR -514 -100.0%
SBUX -281 -100.0%
ICE -217 -100.0%
PYPL -213 -100.0%
ADP -202 -100.0%
EFAV -157 -43.7%
IJT -97 -19.5%
VEEV -96 -28.8%
PANW -94 -11.9%
MELI -72 -13.8%
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