Bestgate Wealth Advisors, LLC ETF holdings
Frederick, MD
Reported $52.8M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$52.8M
ETFs held
25
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
84.1%
of $62.8M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $7.4M | 9,904 | −38 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $6.4M | 89,975 | +4,170 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $4.7M | 53,698 | −940 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $4.4M | 190,531 | −754 shares |
| QQQM | Invesco NASDAQ 100 ETF | $4.2M | 13,867 | +116 shares |
| VXF | Vanguard Extended Market ETF | $3.3M | 13,352 | +45 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $2.8M | 12,847 | +46 shares |
| MBB | iShares MBS ETF | $2.5M | 26,179 | +600 shares |
| VOO | Vanguard S&P 500 ETF | $2.3M | 3,420 | +432 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $2.3M | 22,866 | +184 shares |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055670. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bestgate Wealth Advisors, LLC own?
Bestgate Wealth Advisors, LLC reported 25 ETF positions worth $52.8M in its Form 13F for June 30, 2026. The largest was IVV, at $7.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.