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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, FNDF, FNDX, SMLF, and represent 34.90% of Wingate Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FNDF (+$6.9M), VTIP, XOM, FBND, VIG, FNDX, SPHQ, IVE, MSFT, VTV.
Started 7 new stock positions in ILMN, XOM, VFMF, RVMD, IVE, T, MPC.
Reduced shares in these 10 stocks: , TCAF, RKLB, CARR, , VTEI, PSA, DGRW, BRK.B, VGIT.
Sold out of its positions in CARR, DUK, Exxon Mobil Corporation, PSA, RKLB, VTEI.
Wingate Wealth Advisors was a net buyer of stock by $16M.
Wingate Wealth Advisors has $241M in assets under management (AUM), dropping by 6.03%.
Central Index Key (CIK): 0002041800

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Portfolio Holdings for Wingate Wealth Advisors

Wingate Wealth Advisors holds 128 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	11.8	$29M	+3%	122k	233.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.5	$20M	+12%	415k	49.22	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.8	$16M	+72%	305k	53.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.0	$9.6M	+7%	305k	31.47	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.8	$9.1M		110k	83.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.7	$8.9M	+13%	207k	43.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.0	$7.3M	+10%	87k	84.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.4	$5.8M	-2%	60k	97.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$5.1M		73k	70.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$4.8M	-2%	9.7k	497.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.7M		66k	70.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$4.6M	+2%	117k	39.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$3.9M	+2%	79k	49.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$3.9M		11k	344.08	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	1.6	$3.8M	-10%	90k	42.27	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.5	$3.7M	+3%	47k	78.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$3.4M		17k	208.02	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.4	$3.4M	-2%	38k	90.11	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.4	$3.3M		77k	42.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.8M	+10%	57k	49.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.7M	-2%	28k	94.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.1	$2.6M		25k	103.05	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.0	$2.5M	+19%	12k	216.07	View chart
Apple (AAPL)	1.0	$2.5M	-2%	7.4k	333.01	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.9	$2.2M		6.0k	374.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$2.2M		26k	84.96	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$2.1M		2.8k	762.52	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.9	$2.1M		16k	135.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.8	$2.0M	+2%	43k	45.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.9M		2.7k	700.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.9M		24k	79.14	View chart
Chevron Corporation (CVX)	0.7	$1.8M		8.7k	204.22	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.7	$1.7M		82k	20.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$1.6M		16k	103.89	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.6	$1.5M		5.4k	284.47	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.6	$1.5M	+5%	36k	41.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.5M		2.0k	766.02	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	+40%	2.8k	512.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$1.4M		74k	19.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$1.4M	-4%	12k	119.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.6	$1.4M		72k	19.52	View chart
Dell Technologies CL C (DELL)	0.6	$1.4M	-3%	2.6k	537.95	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.6	$1.4M	NEW	8.4k	162.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.4M		3.5k	380.84	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$1.3M	+4%	71k	18.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.3M		12k	104.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.2M		9.6k	125.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.2M	+7%	42k	27.47	View chart
Dimensional Etf Trust Us Small Cap Etf	0.4	$1.1M	+3%	14k	77.42	View chart
Amazon (AMZN)	0.4	$999k		4.0k	249.15	View chart
Cormedix Inc cormedix (CRMD)	0.4	$986k		128k	7.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$978k	+9%	8.8k	111.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$975k		10k	96.88	View chart
Philip Morris International (PM)	0.4	$971k		5.1k	190.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$888k	+18%	2.6k	340.76	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$885k		8.8k	101.10	View chart
Merck & Co (MRK)	0.4	$884k		6.1k	145.31	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$835k		52k	16.14	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.3	$826k		4.2k	195.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$808k	-11%	14k	56.66	View chart
Ge Aerospace Com New (GE)	0.3	$770k	+7%	2.5k	312.34	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$731k		21k	35.00	View chart
Meta Platforms Cl A (META)	0.3	$731k		1.0k	725.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.3	$726k	+31%	32k	22.80	View chart
Eli Lilly & Co. (LLY)	0.3	$695k	+5%	600.00	1157.43	View chart
Marsh & McLennan Companies (MRSH)	0.3	$689k		4.0k	170.73	View chart
Wal-Mart Stores (WMT)	0.3	$629k		6.1k	103.92	View chart
Johnson & Johnson (JNJ)	0.3	$618k	+30%	2.3k	264.75	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$589k		15k	40.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$583k		10k	57.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$578k		11k	51.23	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$547k		9.9k	55.42	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$542k	+7%	6.7k	81.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$527k	+49%	24k	22.26	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$524k	+49%	25k	20.89	View chart
Ge Vernova (GEV)	0.2	$522k	+8%	549.00	950.49	View chart
Raytheon Technologies Corp (RTX)	0.2	$514k		2.8k	185.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$509k		16k	32.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$497k	+37%	21k	23.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$493k	+37%	21k	23.26	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$487k		4.3k	113.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$472k		13k	37.61	View chart
Broadcom (AVGO)	0.2	$467k		1.3k	351.19	View chart
Verizon Communications (VZ)	0.2	$460k		10k	45.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$438k	NEW	1.9k	228.22	View chart
Costco Wholesale Corporation (COST)	0.2	$437k		480.00	910.21	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$428k		7.3k	58.30	View chart
3M Company (MMM)	0.2	$424k		2.6k	164.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$417k	+53%	10k	41.43	View chart
Vanguard World Utilities Etf (VPU)	0.2	$406k	+12%	2.4k	171.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$390k	+17%	11k	35.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$383k		518.00	739.33	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$380k		4.6k	83.03	View chart
Pepsi (PEP)	0.2	$374k		3.0k	126.70	View chart
Bank of America Corporation (BAC)	0.2	$368k		6.8k	54.43	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$367k		8.7k	42.40	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$343k		6.5k	52.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$339k		2.4k	142.28	View chart
International Business Machines (IBM)	0.1	$336k		1.5k	219.93	View chart
Procter & Gamble Company (PG)	0.1	$334k	-3%	2.3k	145.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$320k	+5%	3.9k	81.20	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$314k		7.1k	44.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$310k	-10%	4.1k	76.41	View chart
Union Pacific Corporation (UNP)	0.1	$310k	-4%	1.1k	272.13	View chart
Goldman Sachs (GS)	0.1	$304k		338.00	900.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$298k		2.4k	125.29	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$288k		18k	15.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$279k		1.3k	207.25	View chart
NVIDIA Corporation (NVDA)	0.1	$276k	+16%	1.2k	228.38	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$274k	-12%	539.00	509.00	View chart
Caterpillar (CAT)	0.1	$247k		305.00	810.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$245k	+4%	740.00	330.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$231k		930.00	247.95	View chart
Analog Devices (ADI)	0.1	$229k		577.00	396.71	View chart
Vanguard World Materials Etf (VAW)	0.1	$228k		1.0k	218.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$227k	+4%	3.4k	66.80	View chart
At&t (T)	0.1	$226k	NEW	9.2k	24.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$225k		493.00	456.19	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$225k		1.3k	167.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$224k	-9%	406.00	551.47	View chart
Emerson Electric (EMR)	0.1	$217k		1.4k	155.10	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$214k		325.00	657.35	View chart
Illumina (ILMN)	0.1	$212k	NEW	775.00	273.68	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$207k	NEW	1.2k	178.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$207k		2.9k	71.94	View chart
Waste Management (WM)	0.1	$206k	-3%	1.0k	203.95	View chart
Revolution Medicines (RVMD)	0.1	$205k	NEW	1.0k	205.26	View chart
Marathon Petroleum Corp (MPC)	0.1	$202k	NEW	511.00	395.56	View chart

Past Filings by Wingate Wealth Advisors

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

Wingate Wealth Advisors 2026 Q3 filed Oct. 26, 2026
Wingate Wealth Advisors 2026 Q2 filed July 29, 2026
Wingate Wealth Advisors 2026 Q1 filed May 1, 2026
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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