Wingate Wealth Advisors, Inc. — Q2 2025 13F Holdings

Name: Wingate Wealth Advisors, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002041800

Total reported value

$187.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	5.20%	-1.15%	+114.27%
2	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	4.59%	+0.35%	+58.47%
3	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	3.54%	+0.74%	+9.63%
4	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.16%	-0.01%	+9.76%
5	TCAF	T Rowe Prc Cap Appreciation	ETF-Other	2.79%	-0.16%	-2.97%
6	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.69%	+0.10%	+592.32%
7	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	2.68%	+0.12%	+26.81%
8	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.64%	—	+461.17%
9	IQLT	Ishares Msci International Q	ETF-Other	2.51%	+0.01%	+5.13%
10	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	2.25%	+0.30%	-6.45%
11	QLTY	Gmo U.s. Quality ETF	ETF-Other	2.17%	-0.15%	-1.45%
12	VTIP	Vanguard Short-term Tips	ETF-Other	2.00%	+0.36%	—
13	FBND	Fidelity Total Bond ETF	ETF-Other	1.97%	+0.30%	+67.01%
14	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	1.85%	+0.01%	+1.89%
15	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.83%	—	+0.01%
16	VUG	Vanguard Growth ETF	ETF-Other	1.81%	—	-3.74%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.80%	-0.25%	-2.03%
18	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.75%	+0.75%	+17.27%
19	VXUS	Vanguard Total Intl Stock	ETF-Other	1.67%	—	+0.04%
20	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.56%	-0.25%	-3.67%
21	VO	Vanguard Mid-cap ETF	ETF-Other	1.54%	+0.01%	—
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%	—	+0.06%
24	CRMD	Cormedix INC	Stock-Other	1.42%	-0.36%	+2.79%
25	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	1.41%	—	-10.68%
26	ESGV	Vanguard Esg US Stock ETF	ETF-Other	1.41%	-0.11%	+0.24%
27	BSCS	Invesco Bulletshares 2028 Cb	ETF-Other	1.38%	—	+0.81%
28	VTV	Vanguard Value ETF	ETF-Other	1.33%	—	+35.44%
29	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.32%	—	+5.00%
30	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.29%	—	+0.14%
31	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.23%	-0.37%	-10.37%
32	EFA	Ishares Msci Eafe ETF	ETF-Other	1.23%	—	+2.01%
33	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	1.21%	—	+4.67%
34	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	1.18%	—	+0.78%
35	AAPL	Apple INC	Stock-Tech	1.10%	-0.18%	-8.03%
36	GLD	Spdr Gold Shares	ETF-Commodities	1.05%	—	-4.77%
37	BSCT	Invesco Bulletshares 2029 Cb	ETF-Other	1.03%	—	+0.82%
38	CVX	Chevron CORP	Stock-Energy	1.03%	+0.23%	+5.42%
39	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.98%	+0.04%	+7.38%
40	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.95%	+0.11%	+20.99%
41	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.95%	—	+21.78%
42	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.86%	-0.26%	+0.12%
43	MSFT	Microsoft CORP	Stock-Tech	0.85%	-0.17%	+7.13%
44	MUB	Ishares National Muni Bond E	ETF-Other	0.80%	—	-1.91%
45	MRSH	Marsh & Mclennan Cos	Stock-Financials	0.78%	—	—
46	VB	Vanguard Small-cap ETF	ETF-Other	0.72%	—	+42.89%
47	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.69%	—	—
48	VGT	Vanguard Info Tech ETF	ETF-Tech	0.62%	—	+5.53%
49	BND	Vanguard Total Bond Market	ETF-Other	0.61%	—	—
50	PM	Philip Morris International	Stock-Consumer Staples	0.60%	—	—

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