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CIK: 0002041800
Total reported value
$240.7M
$240.7M
127 檔
30.8%
According to the latest 13F quarterly dataset, Wingate Wealth Advisors, Inc. managed an equity portfolio of $240.7M at the end of Q2 2026, spanning 127 distinct U.S. exchange-listed positions.
In Q2 2026, Wingate Wealth Advisors, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 73 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.32% | -0.49% | +17.12% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.17% | +0.31% | +26.70% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 4.24% | -0.44% | +6.37% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.10% | +2.71% | +31.97% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.87% | +0.12% | +3.23% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.65% | +0.07% | +162.72% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.11% | -0.09% | +205.25% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.58% | -0.16% | +37.56% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.36% | -0.24% | +5.22% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.19% | -9.07% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.06% | -0.12% | +5.46% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.01% | -0.11% | -5.27% | |
| 13 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.82% | -0.23% | +11.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | -0.16% | -2.71% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.69% | -0.06% | +8.50% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.62% | -0.09% | +398.65% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.55% | -0.12% | +1.01% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.47% | -0.05% | +577.49% | |
| 19 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.41% | -0.04% | +4.49% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.26% | -0.16% | -5.57% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.15% | -0.06% | +1.51% | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.14% | +0.04% | +15.15% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.98% | -0.06% | +0.03% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.05% | +8.85% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.06% | -9.46% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | +0.11% | +14.85% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.03% | -0.22% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.90% | -0.03% | +6.26% | |
| 29 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.88% | -0.06% | +4.24% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.03% | -31.38% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -0.02% | -29.64% | |
| 32 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.74% | -0.05% | +0.67% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.09% | +5.05% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | -0.04% | +0.67% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.68% | -0.09% | -2.53% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | +0.31% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.11% | +0.01% | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.63% | -0.03% | +0.62% | |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.61% | -0.04% | +0.67% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.60% | +0.03% | +0.27% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.58% | -0.04% | +0.54% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.02% | +0.14% | |
| 43 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.56% | -0.02% | +0.72% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | -0.01% | +715.97% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.50% | +0.07% | +4.73% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.49% | EXIT | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.48% | -0.03% | +24.37% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | — | +5.05% | |
| 49 | CRMD | Cormedix Inc | Stock-Other | 0.44% | -0.03% | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.03% | -42.28% |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $240.7M across 127 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTIP, SMLF) accounted for 30.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
RKLB
市值: $281.6K
Top Position Liquidated / Trimmed
V
前期市值: $261.1K
During Q2 2026, Wingate Wealth Advisors, Inc.'s top holdings by market value included VIG (12.3%)、VTIP (8.2%)、SMLF (4.2%). The largest single position, VIG, represented 12.3% of total portfolio value.
In Q2 2026, Wingate Wealth Advisors, Inc. made 112 total portfolio adjustments, initiating 11 new buys, adding to 73 positions, trimming 23 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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