SEC Form 13F

Bestgate Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$62,776,935
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$7,416,9379,904
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$6,410,73989,975
SPDR SERIES TRUSTSPYMST STR P500ETF$4,718,93853,698
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$4,406,979190,531
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$4,201,35213,867
VANGUARD INDEX FDSVXFEXTEND MKT ETF$3,287,40213,352
ISHARES TRQUALMSCI USA QLT FCT$2,818,98012,847
ISHARES TRMBBMBS ETF$2,474,42626,179
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$2,348,8033,420
ISHARES INCEMXCMSCI EMRG CHN$2,339,17922,866

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page