Bestgate Wealth Advisors, LLC - Portfolio Stock Holdings

Bestgate Wealth Advisors, LLC disclosed 46 stock positions in a recent SEC 13F filing. $62,777,400 of stock holdings were filed, with the largest holdings including IVV, VEA, and SPYM. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $162,404,904 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.