Bestgate Wealth Advisors, LLC: 13F holdings
CIK 20556702026Q2
| Positions | 45 |
|---|
| Reported value | $62.8m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 45 (+0 vs prior quarter) |
|---|
| Reported value | $62.8m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 9,904 | $7.4m | 11.8% |
| VEA VANGUARD TAX-MANAGED FDS | 89,975 | $6.4m | 10.2% |
| SPYM SPDR SERIES TRUST | 53,698 | $4.7m | 7.5% |
| SCHZ SCHWAB STRATEGIC TR | 190,531 | $4.4m | 7.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 13,867 | $4.2m | 6.7% |
| VXF VANGUARD INDEX FDS | 13,352 | $3.3m | 5.2% |
| QUAL ISHARES TR | 12,847 | $2.8m | 4.5% |
| MBB ISHARES TR | 26,179 | $2.5m | 3.9% |
| VOO VANGUARD INDEX FDS | 3,420 | $2.3m | 3.7% |
| EMXC ISHARES INC | 22,866 | $2.3m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055670")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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