Wingate Wealth Advisors

Wingate Wealth Advisors as of March 31, 2026

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