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Livermore
Livermore
ZHEN

Bestgate Wealth Advisors, LLC

SEC CIK
0002055670
Latest filing
Jul 29, 2026

The latest 13F from Bestgate Wealth Advisors, LLC covers Q2 2026 (filed Jul 29, 2026): 45 long positions worth $62.8M. The top 10 holdings make up 64.4% of the portfolio, and the largest is iShares Core S&P 500 ETF at 11.8%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$468.9K
Added
9
Est. +$785.6K
Reduced
18
Est. −$868.3K
Sold out
2
Est. −$517.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    11.8%$7.42M
  2. Vanguard Ftse Developed Markets ETF921943858
    10.2%$6.41M
  3. State Street SPDR Portfolio S&P 500 ETF78464A854
    7.5%$4.72M
  4. Schwab US Aggregate Bond ETF808524839
    7.0%$4.41M
  5. Invesco Nasdaq 100 ETF46138G649
    6.7%$4.20M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Ftse Developed Markets ETF921943858
    +$297.1KAdded
  2. Vanguard S&P 500 ETF922908363
    +$296.7KAdded
  3. GOOGAlphabet Inc.
    +$245.6KNewHistory
  4. American Centy ETF Tr025072877
    +$223.3KNew
  5. iShares Tr464288588
    +$56.7KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco Nasdaq 100 ETF46138G649
    +0.80 pp5.9% → 6.7%
  2. Vanguard S&P 500 ETF922908363
    +0.52 pp3.2% → 3.7%
  3. iShares Inc46434G764
    +0.51 pp3.2% → 3.7%
  4. GOOGAlphabet Inc.
    +0.39 pp0.0% → 0.4%History
  5. American Centy ETF Tr025072877
    +0.36 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$273.1KSold outHistory
  2. CRMSalesforce, Inc.
    −$244.2KSold outHistory
  3. Vanguard Morningstar Small-Cap Value ETF922908611
    −$212.4KReduced
  4. iShares Core MSCI Eafe ETF46432F842
    −$165.8KReduced
  5. State Street SPDR Portfolio S&P 500 ETF78464A854
    −$82.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Schwab US Aggregate Bond ETF808524839
    −0.99 pp8.0% → 7.0%
  2. HONHoneywell International Inc
    −0.49 pp0.5% → 0.0%History
  3. CRMSalesforce, Inc.
    −0.44 pp0.4% → 0.0%History
  4. iShares Core MSCI Eafe ETF46432F842
    −0.42 pp2.7% → 2.3%
  5. Vanguard Morningstar Small-Cap Value ETF922908611
    −0.36 pp1.8% → 1.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$62.8M
+$7.33M (+13.2%) vs. prior quarter
Positions
45
0 vs. prior quarter
Top 10 concentration
64.4%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
6.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $62.8M (Q2 2026)

Q4 2024: $49.8MQ1 2025: $48.2MQ2 2025: $48.2MQ3 2025: $56.6MQ4 2025: $56.9MQ1 2026: $55.4MQ2 2026: $62.8M
Q4 2024Q2 2026
13F filings of Bestgate Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 202645$62.8MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 24, 202645$55.4MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Jan 16, 202653$56.9MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 27, 202557$56.6MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 16, 202555$48.2MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETFvs. Q1 2025SEC
Q1 2025Apr 29, 202555$48.2MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Feb 11, 202556$49.8MiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFSchwab US Aggregate Bond ETF–SEC