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Home > Institutional Investor > Bestgate Wealth Advisors, Llc > Profile

Instuitional Investor - Bestgate Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bestgate Wealth Advisors, Llc
Portfolio Value $56,638,592
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 10,213 $6,835,511 12.07%
2.
Vanguard Tax-Managed Fds
 89,150 $5,341,892 9.43%
3.
Schwab Strategic Trust
 FNDF 187,537 $4,401,500 7.77%
4.
Spdr Series Trust
 55,499 $4,347,765 7.68%
5.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 12,932 $3,195,822 5.64%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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