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CIK: 0002041800
Total reported value
$227.1M
$227.1M
92 檔
6.8%
During the Q1 2025 filing period, Wingate Wealth Advisors, Inc. (CIK: 0002041800) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $227.1M across 92 reported positions.
During Q1 2025, Wingate Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.77% | +0.60% | +15.61% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.60% | -0.20% | +19.37% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.55% | +0.49% | +13.64% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.44% | -0.61% | +0.75% | |
| 5 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 3.40% | +0.10% | +7.71% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.97% | -0.13% | -11.11% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 2.83% | -0.07% | -4.52% | |
| 8 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.60% | -0.02% | +14.83% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.44% | -0.15% | +0.31% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.20% | -0.54% | -9.18% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.14% | -0.13% | -1.29% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | -0.01% | -3.82% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.06% | +0.13% | +14.36% | |
| 14 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.04% | -0.15% | -1.91% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.94% | -0.10% | -11.68% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -0.05% | -31.76% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.87% | -0.04% | -1.25% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | +0.72% | +4.68% | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.76% | -0.15% | +82.08% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.68% | +0.03% | -0.30% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.17% | -20.13% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.62% | +0.03% | +0.26% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.52% | +1.96% | +208.65% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.51% | -0.06% | +220.96% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.41% | +1.66% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.51% | -0.12% | +44.30% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.50% | -0.13% | +59.48% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.47% | -0.33% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.45% | +14.48% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.42% | -0.10% | +0.41% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.35% | -0.23% | +5.36% | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.31% | -0.11% | +78.70% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | +0.04% | +15.30% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.13% | -0.07% | — | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.08% | +0.26% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.05% | -0.08% | +37.10% | |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.03% | +0.04% | +0.18% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.25% | +0.16% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.95% | +2.08% | +2.99% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.03% | -55.13% | |
| 41 | CRMD | Cormedix Inc | Stock-Other | 0.89% | -0.03% | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.87% | -0.11% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | +0.10% | NEW | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.80% | — | +27.17% | |
| 45 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.80% | +0.15% | +21.61% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.07% | -24.79% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.74% | -0.12% | -2.66% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | -0.05% | — | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.05% | +0.72% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.07% | -23.05% |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 92 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FNDF, FNDX, DGRW) accounted for 6.8% of total reported equity market value during Q1 2025.
During Q1 2025, Wingate Wealth Advisors, Inc.'s top holdings by market value included FNDF (3.8%)、FNDX (3.6%)、DGRW (3.5%). The largest single position, FNDF, represented 3.8% of total portfolio value.
In Q1 2025, Wingate Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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