Bestgate Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Frederick, MD
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$158,000
Net value change ($000)
+95,223 (151.7%)
New positions
32
Sold out positions
0
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 18,964 807.3%
VEA 11,032 172.1%
SCHZ 9,628 218.5%
QQQM 6,075 144.6%
MBB 5,369 217.0%
VXF 5,103 155.2%
QUAL 4,671 165.7%
SCHI 4,118 220.0%
IVV 3,713 50.1%
EMXC 3,073 131.4%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -527 -36.5%
VBR -178 -20.3%
IJT -43 -10.2%
SCZ -30 -10.2%
VIGI -29 -10.0%
AXP -25 -7.5%
NEE -14 -4.9%
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