Bestgate Wealth Advisors
Bestgate Wealth Advisors reported 77 stocks worth $158M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (13.5%), VEA (11.0%) and SCHZ (8.9%). Compared with Q2 2026, the fund opened new positions in MRK, XOM and IWF, added to VOO, VEA and SCHZ and trimmed IEFA, VBR and SCZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $21.3M | 13.5% | 30K | +27K (+789%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $17.4M | 11.0% | 247K | +157K (+175%) | 8 of 8 | |
| 3 |  SCHZ Schwab US Aggregate Bond | $14M | 8.9% | 635K | +445K (+233%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $11.1M | 7.0% | 15K | +4,628 (+47%) | 8 of 8 | |
| 5 |  QQQM Invesco Nasdaq | $10.3M | 6.5% | 34K | +20K (+143%) | 8 of 8 | |
| 6 |  VXF Vanguard Index Fds | $8.4M | 5.3% | 36K | +23K (+171%) | 8 of 8 | |
| 7 |  MBB Ishares TR | $7.8M | 5.0% | 88K | +61K (+234%) | 8 of 8 | |
| 8 |  QUAL Ishares TR | $7.5M | 4.7% | 34K | +21K (+162%) | 8 of 8 | |
| 9 |  SCHI Schwab Strategic TR | $6M | 3.8% | 279K | +197K (+238%) | 7 of 8 | |
| 10 |  SPYM Spdr Series Trust | $5.6M | 3.5% | 62K | +8,400 (+16%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bestgate Wealth Advisors 13F FAQ
What does Bestgate Wealth Advisors own?
Bestgate Wealth Advisors reported 77 stocks worth $158M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (13.5%), VEA (11.0%) and SCHZ (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Bestgate Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 32 new positions, 37 added to, 5 trimmed and 0 sold out. New positions include MRK, XOM and IWF.
When will Bestgate Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bestgate Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $158M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.