Bestgate Wealth Advisors, LLC reported 35 positions worth $18.64M for the quarter ended Sep 30, 2026, up 86.6% on the prior quarter. It opened 15 new positions, added to 19, trimmed 1 and exited 0. Its largest holding is Palo Alto Networks Inc at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRK Merck & Co., Inc. | +9,316 | – | $1.35M | 7.26% |
| XOM ExxonMobil Holdings Corp | +4,918 | – | $800.41K | 4.29% |
| MSFT Microsoft Corp | +1,383 | +138.0% | $709.23K | 6.56% |
| AMZN Amazon Com Inc | +1,668 | +52.2% | $415.58K | 6.5% |
| NVDA Nvidia Corp | +1,544 | – | $352.62K | 1.89% |
| VEEV Veeva Systems Inc | +1,055 | – | $301.15K | 1.62% |
| AAPL Apple Inc. | +894 | +45.3% | $297.72K | 5.12% |
| CRWD CrowdStrike Holdings, Inc. | +1,104 | – | $292.28K | 1.57% |
| BX Blackstone Inc. | +2,581 | – | $289.30K | 1.55% |
| LDOS Leidos Holdings, Inc. | +2,240 | – | $272.90K | 1.46% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JNJ Johnson & Johnson | -31 | -3.2% | $8.20K | 1.32% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRK Merck & Co., Inc. | +9,316 | $1.35M | 7.26% |
| XOM ExxonMobil Holdings Corp | +4,918 | $800.41K | 4.29% |
| NVDA Nvidia Corp | +1,544 | $352.62K | 1.89% |
| VEEV Veeva Systems Inc | +1,055 | $301.15K | 1.62% |
| CRWD CrowdStrike Holdings, Inc. | +1,104 | $292.28K | 1.57% |
| BX Blackstone Inc. | +2,581 | $289.30K | 1.55% |
| LDOS Leidos Holdings, Inc. | +2,240 | $272.90K | 1.46% |
| V Visa Inc. | +645 | $231.80K | 1.24% |
| CRM Salesforce, Inc. | +971 | $222.99K | 1.2% |
| BR Broadridge Financial Solutions, Inc. | +1,363 | $219.55K | 1.18% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PANW Palo Alto Networks Inc | Technology | 4,028 | $1.60M | 8.58% | +527 | +15.1% | Added | 0% |
| 2 | MRK Merck & Co., Inc. | Healthcare | 9,316 | $1.35M | 7.26% | +9,316 | – | New | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,385 | $1.22M | 6.56% | +1,383 | +138.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 4,864 | $1.21M | 6.5% | +1,668 | +52.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 3,435 | $1.18M | 6.34% | +700 | +25.6% | Added | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,253 | $1.03M | 5.51% | +251 | +12.5% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 2,868 | $955.10K | 5.12% | +894 | +45.3% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 4,918 | $800.41K | 4.29% | +4,918 | – | New | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 1,929 | $638.15K | 3.42% | +123 | +6.8% | Added | 0% |
| 10 | ASML Asml Holding Nv | Technology | 352 | $637.71K | 3.42% | +63 | +21.8% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,165 | $580.11K | 3.11% | +49 | +4.4% | Added | 0% |
| 12 | USB Us Bancorp \De\ | Financial Services | 9,957 | $575.14K | 3.08% | +3,263 | +48.7% | Added | 0% |
| 13 | VZ Verizon Communications Inc | Communication Services | 12.5K | $573.38K | 3.08% | +4,236 | +51.3% | Added | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 1,862 | $487.04K | 2.61% | +52 | +2.9% | Added | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 1,175 | $400.37K | 2.15% | +480 | +69.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Bestgate Wealth Advisors.
As of its Q3 2026 13F filing, Bestgate Wealth Advisors, LLC’s five largest positions were Palo Alto Networks Inc (PANW) at 8.6%, Merck & Co., Inc. (MRK) at 7.3%, Microsoft Corp (MSFT) at 6.6%, Amazon Com Inc (AMZN) at 6.5%, Alphabet Inc. (GOOGL) at 6.3% of the reported portfolio.
Bestgate Wealth Advisors, LLC reported a 13F portfolio worth $18.64M across 35 positions for Q3 2026. That is up 86.6% from the previous quarter.
Its largest purchases by value were Merck & Co., Inc. ($1.35M), ExxonMobil Holdings Corp ($800.41K), Microsoft Corp ($709.23K). It opened 15 new positions.
Its largest sales by value were Johnson & Johnson ($8.20K). It exited 0 positions entirely.
From the Form 13F-HR reports Bestgate Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.