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Wingate Wealth Advisors

Latest statistics and disclosures from Wingate Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VTIP, BRK.B, SMLF, FNDX, and represent 29.86% of Wingate Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VIG (+$15M), SMLF (+$5.9M), VTIP, SUB, BSCU, GE, MMM, VGSH, VO, GEV.
Started 12 new stock positions in GEV, MMM, TJX, IWF, PRM, XVV, ITA, BSCV, VGSH, TSLA. VPU, MCO.
Reduced shares in these 10 stocks: BSCP, IJH, IJR, , IWD, RSP, MCD, GOOGL, RTX, IVV.
Sold out of its positions in BSCP, IWD, IJR, STIP.
Wingate Wealth Advisors was a net buyer of stock by $32M.
Wingate Wealth Advisors has $179M in assets under management (AUM), dropping by 24.15%.
Central Index Key (CIK): 0002041800

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Portfolio Holdings for Wingate Wealth Advisors

Wingate Wealth Advisors holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	10.8	$19M	+377%	88k	219.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.4	$13M	+38%	269k	49.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.0	$7.1M		14k	502.65	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.9	$7.0M	+512%	94k	74.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.7	$6.7M	+2%	245k	27.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$5.1M		68k	74.07	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.8	$4.9M	+5%	109k	45.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$3.8M		42k	89.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$3.7M	-2%	112k	32.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$3.7M	-3%	12k	313.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$3.6M	+6%	58k	62.47	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.9	$3.4M		88k	38.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$3.1M		69k	45.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$3.1M		31k	99.88	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.6	$2.8M	+4%	74k	38.46	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$2.5M	+3%	5.2k	487.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$2.5M		54k	46.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$2.5M	+16%	8.6k	290.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.5M	+15%	4.0k	627.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$2.5M	-7%	13k	191.56	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$2.4M	+2%	34k	71.41	View chart
Apple (AAPL)	1.3	$2.3M	+4%	8.6k	271.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.3	$2.3M		24k	95.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$2.2M		3.2k	681.83	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.1	$2.0M	+10%	41k	49.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$2.0M	-3%	26k	75.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.9M	+4%	5.5k	335.27	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.0	$1.8M		38k	47.85	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.0	$1.8M		15k	120.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$1.6M	+16%	22k	75.05	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.9	$1.6M		79k	20.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.6M		8.4k	190.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.6M	+3%	4.0k	396.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.5M	-2%	17k	89.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.5M		16k	96.03	View chart
Cormedix Inc cormedix (CRMD)	0.8	$1.5M		129k	11.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.8	$1.4M		71k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$1.4M		69k	19.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.4M	-6%	2.0k	685.04	View chart
Chevron Corporation (CVX)	0.7	$1.3M	+6%	8.6k	152.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.3M	+12%	5.1k	257.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.3M	+124%	12k	106.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$1.3M	+6%	11k	113.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.7	$1.2M	+5%	66k	18.84	View chart
Amazon (AMZN)	0.7	$1.2M	+21%	5.3k	230.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.1M	-7%	41k	27.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$1.1M		11k	102.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.1M	+17%	3.4k	313.81	View chart
Meta Platforms Cl A (META)	0.6	$1.0M	+26%	1.6k	660.14	View chart
Microsoft Corporation (MSFT)	0.6	$1.0M	-5%	2.1k	483.69	View chart
Exxon Mobil Corporation (XOM)	0.5	$940k	+25%	7.8k	120.34	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$927k		8.7k	107.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$887k		1.2k	754.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$847k		4.8k	177.35	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.5	$832k	+197%	49k	16.92	View chart
Philip Morris International (PM)	0.5	$816k		5.1k	160.40	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$792k	+10%	13k	59.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$782k	+12%	33k	24.04	View chart
Marsh & McLennan Companies	0.4	$750k		4.0k	185.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$747k		11k	69.67	View chart
Ge Aerospace Com New (GE)	0.4	$720k	+150%	2.3k	308.08	View chart
Merck & Co (MRK)	0.4	$703k	+31%	6.7k	105.26	View chart
Wal-Mart Stores (WMT)	0.4	$664k	-4%	6.0k	111.41	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$626k		20k	31.51	View chart
Eli Lilly & Co. (LLY)	0.3	$614k		571.00	1074.94	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$579k		11k	52.88	View chart
Raytheon Technologies Corp (RTX)	0.3	$528k	-19%	2.9k	183.40	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$496k		15k	34.21	View chart
Broadcom (AVGO)	0.3	$483k		1.4k	346.10	View chart
Mastercard Incorporated Cl A (MA)	0.3	$478k	+43%	838.00	570.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$467k	+19%	9.2k	50.76	View chart
Costco Wholesale Corporation (COST)	0.3	$461k	-15%	534.00	863.12	View chart
International Business Machines (IBM)	0.3	$453k	+23%	1.5k	296.21	View chart
Pepsi (PEP)	0.2	$436k	+24%	3.0k	143.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$424k		12k	34.46	View chart
Verizon Communications (VZ)	0.2	$423k	-11%	10k	40.73	View chart
3M Company (MMM)	0.2	$413k	NEW	2.6k	160.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$383k	NEW	6.5k	58.73	View chart
Bank of America Corporation (BAC)	0.2	$382k	+40%	6.9k	55.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$382k	+6%	621.00	614.41	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$372k	+10%	5.5k	67.22	View chart
Procter & Gamble Company (PG)	0.2	$371k	+10%	2.6k	143.31	View chart
Johnson & Johnson (JNJ)	0.2	$370k	-9%	1.8k	206.99	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$363k		17k	22.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$362k		15k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$362k		16k	23.15	View chart
Union Pacific Corporation (UNP)	0.2	$361k	+19%	1.6k	231.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$360k		15k	23.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$360k		15k	23.67	View chart
Ge Vernova (GEV)	0.2	$343k	NEW	524.00	653.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$337k		4.5k	74.17	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$313k		6.5k	47.97	View chart
Visa Com Cl A (V)	0.2	$312k	+35%	889.00	350.71	View chart
Dell Technologies CL C (DELL)	0.2	$310k		2.5k	125.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$307k		2.5k	123.24	View chart
Vanguard World Utilities Etf (VPU)	0.2	$304k	NEW	1.6k	185.06	View chart
Goldman Sachs (GS)	0.2	$304k	-4%	346.00	879.00	View chart
NVIDIA Corporation (NVDA)	0.2	$300k	-8%	1.6k	186.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$295k		614.00	480.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$294k	NEW	18k	16.70	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$292k		8.7k	33.74	View chart
Waste Management (WM)	0.2	$286k	+8%	1.3k	219.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$282k	-6%	3.6k	78.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$282k	NEW	595.00	473.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$280k		7.1k	39.59	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$279k	NEW	1.3k	214.69	View chart
TJX Companies (TJX)	0.1	$260k	NEW	1.7k	153.61	View chart
JPMorgan Chase & Co. (JPM)	0.1	$248k		769.00	322.22	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$243k	NEW	4.6k	52.70	View chart
McDonald's Corporation (MCD)	0.1	$227k	-41%	744.00	305.63	View chart
Moody's Corporation (MCO)	0.1	$215k	NEW	421.00	510.85	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$213k		2.2k	97.80	View chart
Tesla Motors (TSLA)	0.1	$212k	NEW	471.00	449.72	View chart
Perimeter Solutions Common Stock (PRM)	0.1	$211k	NEW	7.7k	27.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$209k	-66%	3.2k	65.99	View chart
Duke Energy Corp Com New (DUK)	0.1	$203k		1.7k	117.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$201k	-2%	2.4k	82.84	View chart

Past Filings by Wingate Wealth Advisors

SEC 13F filings are viewable for Wingate Wealth Advisors going back to 2024

Wingate Wealth Advisors 2025 Q4 filed Jan. 28, 2026
Wingate Wealth Advisors 2025 Q3 filed Oct. 23, 2025
Wingate Wealth Advisors 2025 Q2 filed July 29, 2025
Wingate Wealth Advisors 2025 Q1 filed April 24, 2025
Wingate Wealth Advisors 2024 Q4 filed Jan. 29, 2025

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