Portfolio (Quarterly) Guide ↗

Bestgate Wealth Advisors, LLC

· CIK 0002055670

13F Portfolio $55M AUM 45 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 Added 30 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GOOG	ALPHABET INC	Communication Services	1,095	$344K	0.60%	SOLD
2	BX	BLACKSTONE INC	Financial Services	1,764	$272K	0.48%	SOLD
3	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	47	$252K	0.44%	SOLD
4	NOW	SERVICENOW INC	Technology	1,605	$246K	0.43%	SOLD
5	VEEV	VEEVA SYS INC	Healthcare	1,060	$237K	0.42%	SOLD
6	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	1,017	$227K	0.40%	SOLD
7	VOE	VANGUARD INDEX FDS	—	1,190	$211K	0.37%	SOLD
8	EFAV	ISHARES TR	—	2,338	$202K	0.35%	SOLD

Sector Allocation

Technology 32.9%

Financial Services 17.8%

Communication Services 14.9%

Consumer Cyclical 11.7%

Utilities 8.1%

Healthcare 7.8%

Energy 3.5%

Industrials 3.3%