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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, SMLF, FNDX, FNDF, and represent 31.04% of Wingate Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VIG, FNDE, FNDF, VTIP, FNDX, FBND, RSP, SMLF, SPHQ, VEA.
Started 9 new stock positions in T, SCHG, WWD, CAT, FNDE, VTEI, MDY, XLI, VAW.
Reduced shares in these 10 stocks: BRK.B, SCHD, XMHQ, NVDA, SPY, MCO, , PRM, IJH, GLD.
Sold out of its positions in IJH, MCO, NVDA, PRM, TSLA.
Wingate Wealth Advisors was a net buyer of stock by $9.1M.
Wingate Wealth Advisors has $187M in assets under management (AUM), dropping by 4.41%.
Central Index Key (CIK): 0002041800

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Portfolio Holdings for Wingate Wealth Advisors

Wingate Wealth Advisors holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	11.6	$22M	+14%	101k	215.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.8	$15M	+8%	292k	49.95	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	4.1	$7.7M	+8%	101k	75.49	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.1	$7.6M	+11%	274k	27.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.5	$6.5M	+22%	134k	48.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$5.3M	-22%	11k	479.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$5.1M		69k	73.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$4.0M	+6%	120k	33.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$4.0M	+6%	62k	64.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$3.9M	+5%	45k	87.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$3.3M		12k	287.56	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$3.3M	+3%	71k	46.23	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.7	$3.2M	+2%	90k	35.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$3.2M	+28%	69k	45.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$3.1M	+26%	16k	191.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$3.0M		31k	99.27	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.4	$2.7M		74k	36.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$2.6M	+6%	9.1k	287.19	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$2.5M	+10%	5.7k	436.80	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$2.5M		34k	74.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.4M		4.0k	597.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.3	$2.4M	+4%	25k	95.62	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.2M	+9%	45k	49.79	View chart
Apple (AAPL)	1.1	$2.1M	-3%	8.3k	253.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$2.0M		26k	77.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$1.9M	+16%	26k	75.19	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.0	$1.9M	+5%	41k	47.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$1.8M	-12%	2.8k	650.37	View chart
Chevron Corporation (CVX)	1.0	$1.8M		8.7k	206.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.8M		5.5k	320.78	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.9	$1.7M	+2%	81k	20.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.6M		8.4k	196.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.9	$1.6M		15k	112.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.6M		17k	90.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.5M		16k	97.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.5M	-11%	3.5k	430.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.8	$1.4M	+2%	73k	19.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$1.4M	+12%	13k	111.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$1.4M	+2%	71k	19.53	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.4M	+4%	8.2k	169.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.4M	+2%	5.2k	261.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.3M		12k	106.50	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$1.3M	NEW	34k	38.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.3M		2.0k	653.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.7	$1.3M	+3%	68k	18.66	View chart
Amazon (AMZN)	0.5	$1.0M	-8%	4.8k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$976k		3.4k	286.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$925k	+14%	37k	24.75	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$921k		8.7k	106.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$896k		4.9k	184.29	View chart
Cormedix Inc cormedix (CRMD)	0.5	$873k		129k	6.79	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.5	$850k	+3%	51k	16.72	View chart
Philip Morris International (PM)	0.4	$839k		5.1k	165.34	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$836k	+6%	14k	59.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$821k		1.2k	697.44	View chart
Meta Platforms Cl A (META)	0.4	$819k	-9%	1.4k	571.95	View chart
Wal-Mart Stores (WMT)	0.4	$775k	+4%	6.2k	124.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$765k		11k	71.13	View chart
Microsoft Corporation (MSFT)	0.4	$744k	-4%	2.0k	370.11	View chart
Merck & Co (MRK)	0.4	$739k	-8%	6.1k	120.29	View chart
Marsh & McLennan Companies (MRSH)	0.4	$698k		4.0k	173.45	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$683k	+6%	21k	32.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$667k	-40%	6.4k	103.37	View chart
Ge Aerospace Com New (GE)	0.3	$652k		2.3k	283.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$585k	+53%	10k	58.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$580k		11k	52.56	View chart
Raytheon Technologies Corp (RTX)	0.3	$555k		2.9k	192.90	View chart
Verizon Communications (VZ)	0.3	$522k		10k	50.20	View chart
Eli Lilly & Co. (LLY)	0.3	$522k		567.00	920.02	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$520k		15k	35.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$480k	-62%	16k	30.68	View chart
Pepsi (PEP)	0.2	$459k	-2%	3.0k	155.31	View chart
Ge Vernova (GEV)	0.2	$443k	-3%	507.00	872.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$438k		12k	35.53	View chart
Johnson & Johnson (JNJ)	0.2	$437k		1.8k	244.48	View chart
Costco Wholesale Corporation (COST)	0.2	$428k	-19%	430.00	996.20	View chart
Vanguard World Utilities Etf (VPU)	0.2	$417k	+27%	2.1k	198.15	View chart
Mastercard Incorporated Cl A (MA)	0.2	$415k		831.00	499.66	View chart
Dell Technologies CL C (DELL)	0.2	$413k	+2%	2.5k	164.13	View chart
Broadcom (AVGO)	0.2	$410k	-5%	1.3k	309.51	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$407k	-10%	8.2k	49.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$395k	+2%	5.7k	69.75	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$387k	+95%	4.3k	90.94	View chart
Union Pacific Corporation (UNP)	0.2	$377k		1.6k	242.62	View chart
3M Company (MMM)	0.2	$375k		2.6k	145.23	View chart
International Business Machines (IBM)	0.2	$369k		1.5k	242.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$363k		16k	23.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$363k		15k	23.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$362k		15k	23.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$362k		16k	23.02	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$362k		17k	21.81	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$361k	+59%	7.3k	49.22	View chart
Procter & Gamble Company (PG)	0.2	$343k	-8%	2.4k	144.44	View chart
Bank of America Corporation (BAC)	0.2	$329k	-2%	6.8k	48.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$323k		4.6k	70.91	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$313k		6.5k	48.02	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$310k		8.7k	35.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$309k	+10%	3.9k	78.41	View chart
Waste Management (WM)	0.2	$297k		1.3k	229.77	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$293k		18k	16.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$293k	+3%	1.3k	218.69	View chart
Goldman Sachs (GS)	0.2	$291k		344.00	845.99	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$285k		615.00	463.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$275k	-23%	477.00	576.83	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$275k		7.1k	38.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$267k	-5%	2.4k	113.10	View chart
Visa Com Cl A (V)	0.1	$261k	-2%	864.00	302.24	View chart
TJX Companies (TJX)	0.1	$261k	-3%	1.6k	159.70	View chart
At&t (T)	0.1	$255k	NEW	8.8k	28.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$254k		595.00	426.54	View chart
Vanguard World Materials Etf (VAW)	0.1	$236k	NEW	1.0k	225.32	View chart
Woodward Governor Company (WWD)	0.1	$228k	NEW	638.00	357.92	View chart
Duke Energy Corp Com New (DUK)	0.1	$227k		1.7k	130.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$219k	NEW	7.5k	29.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$217k	NEW	1.3k	161.76	View chart
Caterpillar (CAT)	0.1	$213k	NEW	300.00	708.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$208k	-7%	708.00	294.16	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$205k	NEW	2.1k	99.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$201k		2.4k	82.56	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$200k	NEW	325.00	616.04	View chart
McDonald's Corporation (MCD)	0.1	$200k	-13%	644.00	310.79	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 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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