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CIK: 0002041800
Total reported value
$227.1M
$227.1M
121 檔
25.6%
At the close of Q1 2026, Wingate Wealth Advisors, Inc. disclosed equity holdings valued at approximately $227.1M, spread across 121 reported holdings.
In Q1 2026, Wingate Wealth Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 11.60% | +0.72% | +14.09% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.78% | +0.39% | +8.50% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 4.09% | +0.15% | +8.29% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.07% | -0.20% | +11.53% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.50% | +0.60% | +22.38% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | -0.61% | -22.34% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.73% | -0.37% | +1.47% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.16% | -0.15% | +6.36% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | -0.07% | +6.96% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.09% | +0.49% | +5.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -0.01% | -0.41% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 1.76% | -0.07% | +3.20% | |
| 13 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.72% | +0.10% | +2.17% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.69% | +1.96% | +28.11% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.68% | -0.13% | +26.23% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -0.36% | -0.46% | |
| 17 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.43% | -0.02% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.40% | +0.22% | +6.32% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.13% | +10.06% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.33% | -0.54% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.45% | +0.88% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.28% | -0.13% | +4.73% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.20% | -0.06% | +9.79% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.13% | -0.17% | -3.11% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.08% | -0.10% | — | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.03% | +2.08% | +16.97% | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.03% | -0.15% | +5.65% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.05% | -12.61% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.33% | +0.93% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | -0.20% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.89% | -0.15% | +2.64% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.04% | -0.15% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.87% | +0.03% | +0.26% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.41% | +0.35% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | -0.10% | — | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | -0.23% | -11.87% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.76% | -0.13% | +2.95% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | -0.08% | +12.14% | |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.74% | -0.12% | +2.98% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.25% | +4.43% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | — | +2.33% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.12% | +0.36% | |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.69% | -0.09% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -0.81% | |
| 45 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.67% | -0.11% | +3.15% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.12% | -8.92% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.18% | +1.34% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.01% | +14.93% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.08% | +0.28% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | -0.11% | +1.74% |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 121 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTIP, SMLF) accounted for 25.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
FNDE
市值: $1.3M
Top Position Liquidated / Trimmed
NVDA
前期市值: $300.1K
During Q1 2026, Wingate Wealth Advisors, Inc.'s top holdings by market value included VIG (11.6%)、VTIP (7.8%)、SMLF (4.1%). The largest single position, VIG, represented 11.6% of total portfolio value.
In Q1 2026, Wingate Wealth Advisors, Inc. made 114 total portfolio adjustments, initiating 9 new buys, adding to 63 positions, trimming 37 holdings, and fully liquidating 5 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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