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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 $55,444,618
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 9,942 $6,494,300 11.71%
2.
Vanguard Tax-Managed Fds
 85,805 $5,498,359 9.92%
3.
Schwab Strategic Trust
 FNDF 191,285 $4,441,635 8.01%
4.
Spdr Series Trust
 54,638 $4,181,972 7.54%
5.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 13,751 $3,267,528 5.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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