Bestgate Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Frederick, MD
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$55,445
Net value change ($000)
-1,464 (-2.6%)
New positions
0
Sold out positions
8
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 1,156 183.8%
SCHI 935 104.9%
VXF 769 39.0%
EMXC 266 17.5%
SCHH 207 21.8%
MBB 195 8.7%
QQQM 87 2.7%
QUAL 73 3.1%
CVX 73 34.0%
VZ 51 12.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -365 -5.3%
GOOGL -344 -100.0%
XSVM -337 -18.7%
AMZN -301 -31.1%
GOVT -277 -21.6%
BX -272 -100.0%
BKNG -252 -100.0%
NOW -246 -100.0%
VEEV -237 -100.0%
BR -227 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type