Wingate Wealth Advisors

Wingate Wealth Advisors as of Dec. 31, 2025

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