Bestgate Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Frederick, MD
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$62,777
Net value change ($000)
+7,332 (13.2%)
New positions
2
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQM 933 28.5%
IVV 923 14.2%
VEA 913 16.6%
PANW 633 112.8%
VOO 564 31.6%
EMXC 555 31.1%
VXF 548 20.0%
SPYM 537 12.8%
QUAL 364 14.8%
TSM 279 41.2%
Top Reduces (Value $000, Stocks/ETFs)
HON -273 -100.0%
CRM -244 -100.0%
VBR -97 -9.9%
VZ -96 -21.5%
IEFA -65 -4.3%
CVX -57 -19.8%
VIGI -35 -10.8%
SCHZ -35 -0.8%
SCZ -32 -9.8%
NEE -31 -9.8%
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