Bestgate Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 5100 Buckeystown Pike in Frederick, Maryland, and identifies Greg Will as the managing partner responsible for the report.
The report details a total of 77 holdings held by the firm. The largest position disclosed in the filing is the Invesco Exchange Traded Fund Trust II NASDAQ 100 ETF, in which Bestgate holds 33,731 shares. Other significant equity holdings include the iShares Core S&P 500 ETF, with 14,532 shares, and the iShares Inc MSCI Emerging China Equity ETF, with 54,621 shares.
The portfolio also includes substantial positions in fixed income and real estate exchange-traded funds. The Schwab Strategic Trust U.S. Aggregate Bond ETF is held in the largest quantity, with 635,063 shares. Additionally, the Schwab Strategic Trust U.S. REIT ETF is held with 142,527 shares.
Among individual equities, the top holdings include Visa Inc. Class A with 645 shares, Amazon.com Inc. with 4,864 shares, and Duke Energy Corp. New with 3,508 shares. The filing also lists positions in technology companies such as Palo Alto Networks Inc. and ServiceNow Inc., with 4,028 and 1,515 shares respectively.
The filing indicates that all positions are held in a discretionary manner.
