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CIK: 0002041800
Total reported value
$227.1M
$227.1M
101 檔
9.5%
In Q2 2025, Wingate Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $227.1M, distributed across 101 disclosed stock positions.
During Q2 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 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.20% | -0.61% | +114.27% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.59% | -0.20% | +58.47% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.54% | +0.60% | +9.63% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.16% | +0.49% | +9.76% | |
| 5 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.79% | +0.10% | -2.97% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.69% | -0.07% | +592.32% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.68% | -0.15% | +26.81% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.64% | -0.36% | +461.17% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 2.51% | -0.07% | +5.13% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | -0.13% | -6.45% | |
| 11 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.17% | -0.02% | -1.45% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.00% | +0.39% | — | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.97% | +1.96% | +67.01% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.85% | -0.13% | +1.89% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.83% | -0.54% | +0.01% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.81% | +0.13% | -3.74% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | -0.01% | -2.03% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | +0.72% | +17.27% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.67% | -0.10% | +0.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | -0.05% | -3.67% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | +0.22% | — | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.44% | -0.06% | +22.69% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.03% | +0.06% | |
| 24 | CRMD | Cormedix Inc | Stock-Other | 1.42% | -0.03% | +2.79% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.41% | -0.15% | -10.68% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.41% | +0.03% | +0.24% | |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.38% | -0.15% | +0.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | +0.04% | +35.44% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.45% | +5.00% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | -0.41% | +0.14% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.23% | -0.04% | -10.37% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.23% | -0.10% | +2.01% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.21% | -0.13% | +4.67% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.18% | -0.12% | +0.78% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.17% | -8.03% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.23% | -4.77% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.03% | -0.11% | +0.82% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.33% | +5.42% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.98% | -0.08% | +7.38% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.95% | +2.08% | +20.99% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.03% | +21.78% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.86% | +0.04% | +0.12% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.07% | +7.13% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | -0.08% | -1.91% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -0.07% | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | — | +42.89% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.69% | -0.11% | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.07% | +5.53% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | -0.37% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | -0.05% | — |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 101 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, FNDX, FNDF) accounted for 9.5% of total reported equity market value during Q2 2025.
During Q2 2025, Wingate Wealth Advisors, Inc.'s top holdings by market value included BRK-B (5.2%)、FNDX (4.6%)、FNDF (3.5%). The largest single position, BRK-B, represented 5.2% of total portfolio value.
In Q2 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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