Bestgate Wealth Advisors, LLC reported 45 holdings worth US$62.8M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Bestgate Wealth Advisors, LLC reported 45 holdings worth US$62.8M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Palo Alto Networks, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$62.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 3,422 | US$1.22M | 1.9% |
| Palo Alto Networks, Inc. | 3,501 | US$1.19M | 1.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,002 | US$956K | 1.5% |
| Amazon.com, Inc. | 3,196 | US$762K | 1.2% |
| Jp Morgan Chase & Co. | 1,806 | US$591K | 0.94% |
| Asml Holding Nv | 289 | US$575K | 0.92% |
| Apple Inc | 1,974 | US$571K | 0.91% |
| Berkshire Hathaway Inc. | 1,116 | US$558K | 0.89% |
| Abbvie Inc. | 1,810 | US$455K | 0.73% |
| U.s. Bancorp | 6,694 | US$404K | 0.64% |
| Microsoft Corp. | 1,002 | US$374K | 0.60% |
| Verizon Communications Inc. | 8,264 | US$350K | 0.56% |
| Duke Energy Corporation (holding Company) | 2,682 | US$340K | 0.54% |
| American Express Company | 988 | US$334K | 0.53% |
| Mercadolibre, Inc. | 180 | US$306K | 0.49% |
| Nextera Energy, Inc. | 3,239 | US$284K | 0.45% |
| Johnson & Johnson | 958 | US$243K | 0.39% |
| Blackrock, Inc. | 252 | US$242K | 0.39% |
| Chevron Corporation | 1,391 | US$231K | 0.37% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |