Bestgate-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AXP",
  "SCHH",
  "ASML",
  "BLK",
  "DUK",
  null,
  null,
  "HON",
  "EMXC",
  "BKNG",
  "ICE",
  null,
  null,
  "HEFA",
  null,
  "MSFT",
  "BX",
  "IJR",
  "PANW",
  "IVV",
  "AAPL",
  "EFAV",
  "VZ",
  "IEFA",
  null,
  "NOW",
  "SPLG",
  "SBUX",
  "VO",
  "VXF",
  "VOE",
  "TSM",
  "VIGI",
  "AMZN",
  "IVE",
  "USB",
  "VEA",
  "VBR",
  "VOO",
  "VEEV",
  "CRM",
  null,
  null,
  "MELI",
  "ADP",
  "BRK-B",
  "BDX",
  "BR",
  "CVX",
  "COST",
  "IJT",
  "NEE",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 55
Total Value: 48245099
Accession Number: 0002055670-25-000003
Form Type: 13F-HR
CIK: bestgate-wealth-advisors
Manager Name: Bestgate-Wealth-Advisors

Data Enrichment

85% identified

47 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $48.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:10.5K

Value:$5.9M

% of Portfolio:12.2% ($5.9M/$48.2M)

921943858

VEA|921943858

Shares:87.9K

Value:$4.5M

% of Portfolio:9.3% ($4.5M/$48.2M)

808524839

Shares:182.5K

Value:$4.2M

% of Portfolio:8.8% ($4.2M/$48.2M)

78464A854

SPLG|78464A854

Shares:52.3K

Value:$3.4M

% of Portfolio:7.1% ($3.4M/$48.2M)

46138G649

Shares:12.6K

Value:$2.4M

% of Portfolio:5.0% ($2.4M/$48.2M)

464288588

Shares:21.9K

Value:$2.1M

% of Portfolio:4.3% ($2.1M/$48.2M)

46432F339

QUAL|46432F339

Shares:11.8K

Value:$2.0M

% of Portfolio:4.2% ($2.0M/$48.2M)

922908652

VXF|922908652

Shares:8.7K

Value:$1.5M

% of Portfolio:3.1% ($1.5M/$48.2M)

46137V480

Shares:29.7K

Value:$1.5M

% of Portfolio:3.1% ($1.5M/$48.2M)

46429B267

Shares:52.7K

Value:$1.2M

% of Portfolio:2.5% ($1.2M/$48.2M)

46434G764

EMXC|46434G764

Shares:19.8K

Value:$1.1M

% of Portfolio:2.3% ($1.1M/$48.2M)

808524847

SCHH|808524847

Shares:46.0K

Value:$990.4K

% of Portfolio:2.1% ($990.4K/$48.2M)

46432F842

IEFA|46432F842

Shares:12.6K

Value:$952.4K

% of Portfolio:2.0% ($952.4K/$48.2M)

922908629

VO|922908629

Shares:3.2K

Value:$826.8K

% of Portfolio:1.7% ($826.8K/$48.2M)

922908611

VBR|922908611

Shares:4.4K

Value:$822.5K

% of Portfolio:1.7% ($822.5K/$48.2M)

808524698

Shares:35.2K

Value:$789.6K

% of Portfolio:1.6% ($789.6K/$48.2M)

AMAZON COM INC

AMZN|023135106

Shares:3.9K

Value:$746.6K

% of Portfolio:1.5% ($746.6K/$48.2M)

464287804

IJR|464287804

Shares:7.0K

Value:$727.5K

% of Portfolio:1.5% ($727.5K/$48.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$640.2K

% of Portfolio:1.3% ($640.2K/$48.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.7K

Value:$635.1K

% of Portfolio:1.3% ($635.1K/$48.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	10.5K	QoQ -9.36% (-1.1K) YoY-	All Managers (Combined)	$5.9M	12.2% ($5.9M/$48.2M)	QoQ -13.49% (-$919.8K) YoY-
(VEAcusip921943858)	87.9K	QoQ -4.12% (-3.8K) YoY-	All Managers (Combined)	$4.5M	9.3% ($4.5M/$48.2M)	QoQ +1.91% (-$83.8K) YoY-
(cusip808524839)✕	182.5K	QoQ +2.50% (+4.5K) YoY-	All Managers (Combined)	$4.2M	8.8% ($4.2M/$48.2M)	QoQ +4.57% (+$185.1K) YoY-
(SPLGcusip78464A854)	52.3K	QoQ -6.15% (-3.4K) YoY-	All Managers (Combined)	$3.4M	7.1% ($3.4M/$48.2M)	QoQ -10.48% (-$403.1K) YoY-
(cusip46138G649)✕	12.6K	QoQ -6.14% (-822) YoY-	All Managers (Combined)	$2.4M	5.0% ($2.4M/$48.2M)	QoQ -13.91% (-$391.8K) YoY-
(cusip464288588)✕	21.9K	QoQ +75.75% (+9.4K) YoY-	All Managers (Combined)	$2.1M	4.3% ($2.1M/$48.2M)	QoQ +79.77% (+$911.2K) YoY-
(QUALcusip46432F339)	11.8K	QoQ -2.46% (-299) YoY-	All Managers (Combined)	$2.0M	4.2% ($2.0M/$48.2M)	QoQ -6.40% (-$138.4K) YoY-
(VXFcusip922908652)	8.7K	QoQ +48.16% (+2.8K) YoY-	All Managers (Combined)	$1.5M	3.1% ($1.5M/$48.2M)	QoQ +34.34% (+$384.3K) YoY-
(cusip46137V480)✕	29.7K	QoQ +5.03% (-1.4K) YoY-	All Managers (Combined)	$1.5M	3.1% ($1.5M/$48.2M)	QoQ -3.21% (-$49.5K) YoY-
(cusip46429B267)✕	52.7K	QoQ +4.96% (+2.5K) YoY-	All Managers (Combined)	$1.2M	2.5% ($1.2M/$48.2M)	QoQ +4.99% (+$57.6K) YoY-
(EMXCcusip46434G764)	19.8K	QoQ +2.06% (+401) YoY-	All Managers (Combined)	$1.1M	2.3% ($1.1M/$48.2M)	QoQ +1.40% (+$15.1K) YoY-
(SCHHcusip808524847)	46.0K	QoQ -13.77% (-7.4K) YoY-	All Managers (Combined)	$990.4K	2.1% ($990.4K/$48.2M)	QoQ -11.93% (-$134.2K) YoY-
(IEFAcusip46432F842)	12.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$952.4K	2.0% ($952.4K/$48.2M)	QoQ +7.64% (+$67.6K) YoY-
(VOcusip922908629)	3.2K	QoQ +12.76% (+362) YoY-	All Managers (Combined)	$826.8K	1.7% ($826.8K/$48.2M)	QoQ +10.41% (+$78.0K) YoY-
(VBRcusip922908611)	4.4K	QoQ +15.75% (+601) YoY-	All Managers (Combined)	$822.5K	1.7% ($822.5K/$48.2M)	QoQ +8.81% (+$66.6K) YoY-
(cusip808524698)✕	35.2K	QoQ NEW(+35.2K) YoY-	All Managers (Combined)	$789.6K	1.6% ($789.6K/$48.2M)	QoQ NEW(+$789.6K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.9K	QoQ -0.12% (-5) YoY-	All Managers (Combined)	$746.6K	1.5% ($746.6K/$48.2M)	QoQ -13.38% (-$115.4K) YoY-
(IJRcusip464287804)	7.0K	QoQ -21.62% (-1.9K) YoY-	All Managers (Combined)	$727.5K	1.5% ($727.5K/$48.2M)	QoQ -28.86% (-$295.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$640.2K	1.3% ($640.2K/$48.2M)	QoQ +17.49% (+$95.3K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$635.1K	1.3% ($635.1K/$48.2M)	QoQ -6.22% (-$42.1K) YoY-