13F Filings History of Bestgate Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$56,908,531
Signature - Title
Jeremy Will - Operations Manager
Location
Frederick, MD
Summary
This page shows a list of all the recent 13F filings made by Bestgate Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bestgate Wealth Advisors, LLC reported 53 stock holdings with total value $56,908,531 as of Q4 2025. Top holdings included IVV, VEA, SCHZ, SPYM, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $56,908,531 +$1,993,929 -$2,483,185 -$489,256 IVV, VEA, SCHZ, SPYM, QQQM 13F-HR 16 Jan 2026, 13:11
Q3 2025 57 $56,638,592 +$3,269,117 -$1,608,194 +$1,660,923 IVV, VEA, SCHZ, SPLG, QQQM 13F-HR 27 Oct 2025, 15:49
Q2 2025 55 $48,245,099 $0 $0 $0 IVV, VEA, SCHZ, SPLG, QQQM 13F-HR 16 Jul 2025, 13:09
Q1 2025 55 $48,245,099 +$3,390,326 -$3,846,217 -$455,891 IVV, VEA, SCHZ, SPLG, QQQM 13F-HR 29 Apr 2025, 11:56
Q4 2024 56 $49,831,516 $0 $0 $0 IVV, VEA, SCHZ, SPLG, QQQM 13F-HR 10 Feb 2025, 18:35