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CIK: 0002041800
Total reported value
$227.1M
$227.1M
117 檔
23.6%
During the Q4 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 117 reported positions.
In Q4 2025, Wingate Wealth Advisors, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 10.85% | +0.72% | +377.51% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.42% | +0.39% | +38.54% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.96% | -0.61% | +1.99% | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.91% | +0.15% | +512.35% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.72% | -0.20% | +2.03% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.83% | -0.37% | +1.99% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.76% | +0.60% | +5.39% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.10% | +0.49% | -1.03% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.04% | -0.15% | -2.14% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | -0.01% | -3.54% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.03% | -0.07% | +6.22% | |
| 12 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.88% | +0.10% | +0.50% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.75% | -0.07% | +0.93% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.71% | -0.36% | -0.58% | |
| 15 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.58% | -0.02% | +4.89% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.42% | +0.13% | +3.73% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.39% | +1.96% | -0.70% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | +0.22% | +16.01% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | -0.45% | +15.69% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | -0.13% | -7.01% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.33% | -0.54% | +2.91% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.17% | +4.56% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.27% | -0.13% | +1.90% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | -0.05% | -0.22% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.14% | -0.06% | +10.50% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.10% | -0.10% | -3.79% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +0.03% | +4.34% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.02% | -0.15% | +1.34% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.98% | +0.03% | +0.24% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.92% | +2.08% | +16.30% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.91% | -0.15% | +0.78% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.04% | -0.50% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | -0.23% | +3.64% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.41% | -2.12% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.84% | -0.10% | +0.93% | |
| 36 | CRMD | Cormedix Inc | Stock-Other | 0.83% | -0.03% | -0.80% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.78% | -0.13% | +0.78% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.75% | -0.12% | +0.74% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.03% | -6.76% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.33% | +6.82% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | — | +12.02% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.12% | +124.70% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | -0.08% | +6.92% | |
| 44 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.69% | -0.11% | +5.01% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.12% | +21.47% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.04% | -7.14% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.62% | +0.04% | +0.17% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.18% | +17.54% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.19% | +26.58% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.07% | -5.36% |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 117 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VTIP, BRK-B) accounted for 23.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
MMM
市值: $413.2K
Top Position Liquidated / Trimmed
BSCP
前期市值: $680.3K
During Q4 2025, Wingate Wealth Advisors, Inc.'s top holdings by market value included VIG (10.8%)、VTIP (7.4%)、BRK-B (4.0%). The largest single position, VIG, represented 10.8% of total portfolio value.
In Q4 2025, Wingate Wealth Advisors, Inc. made 112 total portfolio adjustments, initiating 12 new buys, adding to 68 positions, trimming 28 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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