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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 $56,908,531
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 10,014 $6,858,650 12.05%
2.
Vanguard Tax-Managed Fds
 88,619 $5,536,027 9.73%
3.
Schwab Strategic Trust
 FNDF 194,190 $4,538,219 7.97%
4.
Spdr Series Trust
 54,100 $4,339,903 7.63%
5.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 12,578 $3,181,350 5.59%
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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