Bestgate Wealth Advisors, LLC

CIK 2055670 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +13.2% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas64,39%

Bobot 25 kepemilikan teratas89,07%

Posisi di atas 1%23

Jumlah posisi efektif18,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,27% Perkiraan pembelian $3.073.856 · penjualan $1.343.007

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 72,6% masih dipegang

Posisi baru2

Meningkat12

Menurun17

Tertutup2

Nilai Portofolio $62.8M #8.574 dari 9.337 berdasarkan nilai 13F · top 91.8%

Posisi 45

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 5,8%

Financials 3,4%

Communication Services 2,5%

Retail 1,7%

Healthcare 1,1%

Utilities 1,0%

Energy 0,4%

Lainnya/Tidak terpetakan 84,1%

Portofolio lengkap 45 posisi

					Rentetan
IVV iShares Trust	$7.416.937	11,81%	9.904	$922.637	Turun ×4
VEA Vanguard FTSE Developed Markets ETF	$6.410.739	10,21%	89.975	$912.380	Naik ×1
SPYM State Street SPDR Portfolio S&P 500 ETF	$4.718.938	7,52%	53.698	$536.966	Turun ×1
SCHZ SCHWAB STRATEGIC TRUST	$4.406.979	7,02%	190.531	$-34.656	Turun ×2
QQQM Invesco NASDAQ 100 ETF	$4.201.352	6,69%	13.867	$933.824	Naik ×2
VXF Vanguard Extended Market ETF	$3.287.402	5,24%	13.352	$548.736	Naik ×4
QUAL iShares Trust	$2.818.980	4,49%	12.847	$363.604	Naik ×4
MBB iShares MBS ETF	$2.474.426	3,94%	26.179	$45.721	Naik ×4
VOO Vanguard S&P 500 ETF	$2.348.803	3,74%	3.420	$563.328	Naik ×4
EMXC iShares MSCI Emerging Markets ex China ETF	$2.339.179	3,73%	22.866	$554.998	Naik ×4
SCHI SCHWAB STRATEGIC TRUST	$1.871.931	2,98%	82.682	$46.311	Naik ×4
XSVM Invesco Exchange-Traded Fund Trust	$1.689.316	2,69%	24.275	$222.781	Turun ×2
IEFA iShares Core MSCI EAFE ETF	$1.445.292	2,30%	14.965	$-64.904	Turun ×2
SCHH SCHWAB STRATEGIC TRUST	$1.283.000	2,04%	54.181	$128.104	Naik ×2
PANW Palo Alto Networks, Inc. - Common Stock	$1.193.911	1,90%	3.501	$632.631
GOVT iShares Trust	$990.524	1,58%	43.482	$-16.961	Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock	$977.407	1,56%	2.735	$182.304	Turun ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$956.095	1,52%	2.002	$279.519
VBR Vanguard Morningstar Small-Cap Value ETF	$878.895	1,40%	3.617	$-96.775	Turun ×2
MGK VANGUARD WORLD FUND	$866.353	1,38%	9.855	$142.129	Naik ×1
VO Vanguard Morningstar Mid-Cap ETF	$771.861	1,23%	9.580	$46.157	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$761.735	1,21%	3.196	$96.104
VGT Vanguard Information Tech ETF	$637.759	1,02%	5.336	$172.380	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$591.140	0,94%	1.806	$13.132	Turun ×3
ASML ASML Holding N.V. - New York Registry Shares	$574.948	0,92%	289	$193.228
AAPL Apple Inc. - Common Stock	$571.197	0,91%	1.974	$70.216
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$558.435	0,89%	1.116	$23.648
ABBV AbbVie Inc. Common Stock	$455.426	0,73%	1.810	$61.806
FELV Fidelity Covington Trust	$434.977	0,69%	10.850	$56.203
IJT iShares S&P SmallCap 600 Growth ETF	$420.246	0,67%	2.353	$38.935	Turun ×4
USB U.S. Bancorp Common Stock	$404.318	0,64%	6.694	$56.163
MSFT Microsoft Corporation - Common Stock	$373.627	0,60%	1.002	$2.854
VZ Verizon Communications Inc. Common Stock	$349.889	0,56%	8.264	$-96.533	Turun ×4
DUK Duke Energy Corporation (Holding Company) Common Stock	$339.532	0,54%	2.682	$-19.682	Turun ×4
AXP American Express Company Common Stock	$334.191	0,53%	988	$20.822	Turun ×2
MELI MercadoLibre, Inc. - Common Stock	$305.530	0,49%	180	$-5.694
SCZ iShares MSCI EAFE Small-Cap ETF	$294.087	0,47%	3.575	$-32.071	Turun ×2
VIGI Vanguard International Dividend Appreciation ETF	$289.385	0,46%	3.099	$-34.987	Turun ×3
NEE NextEra Energy, Inc. Common Stock	$284.287	0,45%	3.239	$-30.483	Turun ×1
IVE iShares Trust	$262.935	0,42%	1.158	$18.423
GOOG Alphabet Inc. - Class C Capital Stock	$245.564	0,39%	695
JNJ Johnson & Johnson Common Stock	$243.339	0,39%	958	$-15.313	Turun ×2
BLK BlackRock, Inc. Common Stock	$242.176	0,39%	252	$-38
CVX Chevron Corporation Common Stock	$230.572	0,37%	1.391	$-57.226
AVUV AMERICAN CENTURY ETF TRUST	$223.320	0,36%	1.790		Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
VXF	$3.287.402	5,24%	naik ×4
QUAL	$2.818.980	4,49%	naik ×4
MBB	$2.474.426	3,94%	naik ×4
VOO	$2.348.803	3,74%	naik ×4
EMXC	$2.339.179	3,73%	naik ×4
SCHI	$1.871.931	2,98%	naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
GOOG	$245.564	695	0,39%
AVUV	$223.320	1.790	0,36%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
QQQM	Beli lebih banyak	+116	+$934K
IVV	Dipangkas	-38	+$923K
VEA	Beli lebih banyak	+4K	+$912K
PANW	Hanya pergerakan harga	+0	+$633K
VOO	Beli lebih banyak	+432	+$563K
EMXC	Beli lebih banyak	+184	+$555K
VXF	Beli lebih banyak	+45	+$549K
SPYM	Dipangkas	-940	+$537K
QUAL	Beli lebih banyak	+46	+$364K
TSM	Hanya pergerakan harga	+0	+$280K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
IJR	31 Des. 2025	4.323	$513.702	15,1%
HEFA	30 Sep. 2025	12.848	$466.248
GOOG	31 Maret 2026	1.095	$343.611	19,9%
SBUX	31 Des. 2025	3.321	$280.964	12,1%
HON	30 Juni 2026	1.208	$273.124	-4,4%
BX	31 Maret 2026	1.764	$271.888	-2,9%
BKNG	31 Maret 2026	47	$251.701	-6,0%
NOW	31 Maret 2026	1.605	$245.870	30,2%
CRM	30 Juni 2026	1.308	$244.164	46,7%
VEEV	31 Maret 2026	1.060	$236.624	61,4%
BR	31 Maret 2026	1.017	$226.972	-2,1%
COST	30 Sep. 2025	230	$217.588	-0,2%
ICE	31 Des. 2025	1.287	$216.834	-6,1%
PYPL	31 Des. 2025	3.170	$212.580	-6,8%
VOE	31 Maret 2026	1.190	$211.070
BDX	30 Sep. 2025	885	$202.668	22,8%
ADP	31 Des. 2025	687	$201.766	1,2%
EFAV	31 Maret 2026	2.338	$201.619