Bestgate Wealth Advisors, LLC
Private Equity
Bestgate Wealth Advisors, LLC is a Private Equity based in Frederick, MD led by William Francis Chisholm, reporting $12.0B in AUM as of Q3 2025 with 78% ETF concentration and 60% concentrated in top 10 holdings.
CIOWilliam Francis Chisholm
- Portfolio Value
- $56.6M
- Positions
- 57
- Top Holding
- IVV at 12.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bestgate Wealth Advisors, LLC's portfolio (59.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.8M | 12.07% | -$190.1K Sold | — 10.2K shares | |
ETF ETF | $5.3M | 9.43% | +$77.8K Bought | — 89.2K shares | |
ETF ETF | $4.4M | 7.77% | +$117.1K Bought | — 187.5K shares | |
ETF ETF | $4.3M | 7.68% | +$247.6K Bought | — 55.5K shares | |
ETF ETF | $3.2M | 5.64% | +$92.9K Bought | — 12.9K shares | |
ETF ETF | $2.3M | 4.12% | +$28.6K Bought | — 12.0K shares | |
ETF ETF | $2.1M | 3.77% | +$51.8K Bought | — 22.4K shares | |
ETF ETF | $2.0M | 3.47% | +$140.9K Bought | — 9.4K shares | |
ETF ETF | $1.8M | 3.13% | +$98.6K Bought | — 31.4K shares | |
ETF ETF | $1.6M | 2.84% | +$508.8K Bought | — 18.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bestgate Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+46.29% | |
+18.35% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-37.86% | |
-12.92% |
Analytics
Portfolio insights and performance metrics for Bestgate Wealth Advisors, LLC
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