Bestgate Wealth Advisors, LLC
All 13F Filings
- Location
- Frederick, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 158,000
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 77 | 158,000 | 13F-HR | Bestgate Wealth Advisors, LLC |
| Q2 2026 | 7/29/2026 | 45 | 62,777 | 13F-HR | Bestgate Wealth Advisors, LLC |
| Q1 2026 | 4/23/2026 | 45 | 55,445 | 13F-HR | Bestgate Wealth Advisors, LLC |
| Q4 2025 | 1/16/2026 | 53 | 56,909 | 13F-HR | Bestgate Wealth Advisors, LLC |
| Q3 2025 | 10/27/2025 | 57 | 56,639 | 13F-HR | Bestgate Wealth Advisors, LLC |
| Q2 2025 | 7/16/2025 | 55 | 48,245 | 13F-HR | Bestgate Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.09 K | 12.1% | 8.664 K | 0 | 8.664 K |
| ETFs | 138.9 K | 87.9% | 86.56 K | 0 | 86.56 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
158,000
Holdings
77
QoQ value change ($000)
95,223
(151.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.