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CIK: 0002041800
Total reported value
$227.1M
$227.1M
109 檔
14.3%
The Q3 2025 SEC filing reveals that Wingate Wealth Advisors, Inc. held a total portfolio value of $227.1M, covering 109 public equity positions.
In Q3 2025, Wingate Wealth Advisors, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 70 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.80% | +0.39% | +334.05% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.83% | -0.61% | +15.20% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.38% | -0.20% | +14.57% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 3.45% | -0.37% | +625.41% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.09% | +0.60% | +4.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.77% | +0.72% | +93.34% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.62% | +0.49% | +0.35% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.51% | -0.15% | +10.42% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.30% | +0.10% | -0.93% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.27% | -0.07% | +3.25% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | -0.36% | +3.66% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 2.10% | -0.07% | +5.26% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | -0.01% | +5.64% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.83% | -0.13% | -0.04% | |
| 15 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.76% | -0.02% | -1.05% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.75% | +1.96% | +12.73% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.67% | +0.13% | +8.09% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.53% | -0.54% | +0.39% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.51% | -0.13% | +0.86% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.51% | +0.22% | +19.55% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | -0.05% | +12.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.45% | +31.62% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.17% | +37.06% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.38% | -0.10% | +0.03% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.29% | -0.06% | +14.91% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.26% | -0.15% | +13.59% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.03% | -0.02% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.19% | +0.03% | +0.24% | |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.12% | -0.15% | +4.08% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | +0.04% | +0.27% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.41% | +1.49% | |
| 32 | CRMD | Cormedix Inc | Stock-Other | 1.04% | -0.03% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.01% | -0.10% | +0.81% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.03% | +23.55% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.96% | +2.08% | +25.78% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.96% | -0.13% | +0.83% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.23% | — | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.93% | -0.12% | +0.78% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.33% | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.04% | -14.60% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.84% | -0.08% | +8.14% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.81% | -0.11% | +0.84% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | — | +32.45% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.07% | +16.46% | |
| 45 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.79% | +0.15% | +59.97% | |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.79% | +0.04% | +10.29% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.12% | +117.27% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.19% | +95.17% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | -0.08% | +0.41% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.07% | +12.00% |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 109 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTIP, BRK-B, FNDX) accounted for 14.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTIP
市值: $9.8M
Top Position Liquidated / Trimmed
ADI
前期市值: $476.3K
During Q3 2025, Wingate Wealth Advisors, Inc.'s top holdings by market value included VTIP (6.8%)、BRK-B (4.8%)、FNDX (4.4%). The largest single position, VTIP, represented 6.8% of total portfolio value.
In Q3 2025, Wingate Wealth Advisors, Inc. made 109 total portfolio adjustments, initiating 21 new buys, adding to 70 positions, trimming 14 holdings, and fully liquidating 4 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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