Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors, LLC reported 77 holdings worth US$158M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Bestgate Wealth Advisors, LLC reported 77 holdings worth US$158M as of Sep 30, 2026. Largest: Palo Alto Networks, Inc., Alphabet Inc (google) Class C and Merck & Company, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Palo Alto Networks, Inc. | 4,028 | US$1.6M | 1.0% |
| Alphabet Inc (google) Class C | 4,610 | US$1.58M | 1.0% |
| Merck & Company, Inc. | 9,316 | US$1.35M | 0.86% |
| Microsoft Corp. | 2,385 | US$1.22M | 0.77% |
| Amazon.com, Inc. | 4,864 | US$1.21M | 0.77% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,253 | US$1.03M | 0.65% |
| Apple Inc | 2,868 | US$955K | 0.60% |
| Jp Morgan Chase & Co. | 1,929 | US$638K | 0.40% |
| Asml Holding Nv | 352 | US$638K | 0.40% |
| Berkshire Hathaway Inc. | 1,165 | US$580K | 0.37% |
| U.s. Bancorp | 9,957 | US$575K | 0.36% |
| Verizon Communications Inc. | 12,500 | US$573K | 0.36% |
| Abbvie Inc. | 1,862 | US$487K | 0.31% |
| Duke Energy Corporation (holding Company) | 3,508 | US$400K | 0.25% |
| Nvidia Corporation | 1,544 | US$353K | 0.22% |
| Mercadolibre, Inc. | 198 | US$342K | 0.22% |
| Chevron Corporation | 1,542 | US$315K | 0.20% |
| American Express Company | 1,016 | US$309K | 0.20% |
| Veeva Systems Inc. | 1,055 | US$301K | 0.19% |
| Crowdstrike Holdings, Inc. | 1,104 | US$292K | 0.18% |
| Blackstone Inc. | 2,581 | US$289K | 0.18% |
| Blackrock, Inc. | 264 | US$279K | 0.18% |
| Leidos Holdings, Inc. | 2,240 | US$273K | 0.17% |
| Nextera Energy, Inc. | 3,564 | US$270K | 0.17% |
| Johnson & Johnson | 927 | US$245K | 0.16% |
| Visa Inc. | 645 | US$232K | 0.15% |
| Salesforce, Inc. | 971 | US$223K | 0.14% |
| Broadridge Financial Solutions, Inc. | 1,363 | US$220K | 0.14% |
| Intercontinental Exchange Inc. | 1,441 | US$219K | 0.14% |
| Arista Networks, Inc. | 1,058 | US$215K | 0.14% |
| Caterpillar, Inc. | 263 | US$213K | 0.13% |
| Rtx Corporation | 1,104 | US$205K | 0.13% |
| Servicenow, Inc. | 1,515 | US$203K | 0.13% |
Source
View original at SEC
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