Portfolio (Quarterly) Guide ↗

Bestgate Wealth Advisors, LLC

· CIK 0002055670

13F Portfolio $63M AUM 45 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 10 Added 14 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,208	$273K	0.49%	SOLD
2	CRM	SALESFORCE INC	Technology	1,308	$244K	0.44%	SOLD

Sector Allocation

Technology 39.9%

Financial Services 17.1%

Communication Services 14.4%

Consumer Cyclical 11.6%

Healthcare 7.6%

Utilities 6.8%

Energy 2.5%