Wingate Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Wingate Wealth Advisors, Inc. held in its portfolio 117 assets valued at $179,226,183 (i.e. $179.23M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($19.44M), VANGUARD MALVERN FDS ($13.30M), and BERKSHIRE HATHAWAY INC DEL ($7.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 117 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wingate Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 88444 | 19438188 | DIV APP ETF |
| VANGUARD MALVERN FDS | 268795 | 13294614 | STRM INFPROIDX |
| BERKSHIRE HATHAWAY INC DEL | 14133 | 7103952 | CL B NEW |
| ISHARES TR | 93665 | 7013623 | US SML CAP EQT |
| SCHWAB STRATEGIC TR | 245329 | 6675415 | FUNDAMENTAL US L |
| VANGUARD BD INDEX FDS | 68389 | 5065555 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 109272 | 4940173 | FUNDAMENTAL INTL |
| WISDOMTREE TR | 42148 | 3769268 | US QTLY DIV GRT |
| DIMENSIONAL ETF TRUST | 112415 | 3661351 | EMGR CRE EQT MNG |
| ALPHABET INC | 11676 | 3654611 | CAP STK CL A |
| VANGUARD TAX-MANAGED FDS | 58143 | 3632199 | VAN FTSE DEV MKT |
| T ROWE PRICE ETF INC | 88385 | 3378072 | CAP APPRECIATION |
| ISHARES TR | 69157 | 3143170 | MSCI INTL QUALTY |
| ISHARES TR | 30756 | 3071906 | CORE US AGGBD ET |
| GMO ETF TRUST | 73835 | 2839706 | GMO US QUALITY E |
| VANGUARD INDEX FDS | 5199 | 2536387 | GROWTH ETF |
| FIDELITY MERRIMACK STR TR | 54185 | 2494655 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 8592 | 2493715 | MID CAP ETF |
| VANGUARD INDEX FDS | 3968 | 2488603 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 12949 | 2480541 | S&P500 EQL WGT |
| ISHARES TR | 33473 | 2390329 | EAFE VALUE ETF |
| APPLE INC | 8604 | 2339017 | COM |
| ISHARES TR | 23870 | 2269822 | ESG AW MSCI EAFE |
| SPDR S&P 500 ETF TR | 3173 | 2163461 | TR UNIT |
| VANGUARD BD INDEX FDS | 41102 | 2048511 | VANGUARD ULTRA |
| VANGUARD STAR FDS | 26106 | 1969437 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 5528 | 1853365 | TOTAL STK MKT |
| ISHARES TR | 38376 | 1836294 | ESG AWR US AGRGT |
| VANGUARD WORLD FD | 14515 | 1755753 | ESG US STK ETF |
| INVESCO EXCHANGE TRADED FD T | 21940 | 1646575 | S&P500 QUALITY |
| INVESCO EXCH TRD SLF IDX FD | 79331 | 1634211 | INVSCO BLSH 28 |
| VANGUARD INDEX FDS | 8401 | 1604529 | VALUE ETF |
| SPDR GOLD TR | 4017 | 1591977 | GOLD SHS |
| ISHARES TR | 17288 | 1546614 | CORE MSCI EAFE |
| ISHARES TR | 15709 | 1508526 | MSCI EAFE ETF |
| CORMEDIX INC | 128502 | 1494478 | COM |
| INVESCO EXCH TRD SLF IDX FD | 70542 | 1392490 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 68981 | 1350306 | BULSHS 2026 CB |
| ISHARES TR | 1971 | 1350205 | CORE S&P500 ETF |
| CHEVRON CORP NEW | 8603 | 1311183 | COM |
| VANGUARD INDEX FDS | 5071 | 1308191 | SMALL CP ETF |
| ISHARES TR | 12210 | 1302788 | SHRT NAT MUN ETF |
| ISHARES TR | 11333 | 1291022 | EAFE GRWTH ETF |
| INVESCO EXCH TRD SLF IDX FD | 65486 | 1233437 | BULETSHS 2029 |
| AMAZON COM INC | 5302 | 1223808 | COM |
| SCHWAB STRATEGIC TR | 41382 | 1135102 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 10837 | 1109890 | S&P MDCP QUALITY |
| ALPHABET INC | 3358 | 1053764 | CAP STK CL C |
| META PLATFORMS INC | 1586 | 1046986 | CL A |
| MICROSOFT CORP | 2103 | 1017208 | COM |
| EXXON MOBIL CORP | 7808 | 939620 | COM |
| ISHARES TR | 8654 | 926982 | NATIONAL MUN ETF |
| VANGUARD WORLD FD | 1176 | 886791 | INF TECH ETF |
| VANGUARD INDEX FDS | 4776 | 847035 | MCAP VL IDXVIP |
| INVESCO EXCH TRD SLF IDX FD | 49158 | 831748 | INVSCO 30 CORP |
| PHILIP MORRIS INTL INC | 5088 | 816115 | COM |
| VANGUARD SCOTTSDALE FDS | 13218 | 792170 | INTER TERM TREAS |
| SCHWAB STRATEGIC TR | 32528 | 781977 | INTL EQTY ETF |
| MARSH & MCLENNAN COS INC | 4040 | 749501 | COM |
| DIMENSIONAL ETF TRUST | 10727 | 747350 | US SMALL CAP ETF |
| GE AEROSPACE | 2336 | 719668 | COM NEW |
| MERCK & CO INC | 6677 | 702811 | COM |
| WALMART INC | 5961 | 664115 | COM |
| SCHWAB STRATEGIC TR | 19866 | 625993 | FUNDAMENTAL US S |
| ELI LILLY & CO | 571 | 613792 | COM |
| ISHARES TR | 10948 | 578925 | ISHS 1-5YR INVS |
| RTX CORPORATION | 2879 | 528009 | COM |
| DIMENSIONAL ETF TRUST | 14497 | 495941 | US LARGE CAP VAL |
| BROADCOM INC | 1395 | 482810 | COM |
| MASTERCARD INCORPORATED | 838 | 478397 | CL A |
| INNOVATOR ETFS TRUST | 9189 | 466460 | US EQTY BUFR JUL |
| COSTCO WHSL CORP NEW | 534 | 460905 | COM |
| INTERNATIONAL BUSINESS MACHS | 1528 | 452609 | COM |
| PEPSICO INC | 3034 | 435467 | COM |
| DIMENSIONAL ETF TRUST | 12299 | 423809 | INTL CORE EQUITY |
| VERIZON COMMUNICATIONS INC | 10375 | 422556 | COM |
| 3M CO | 2581 | 413218 | COM |
| VANGUARD SCOTTSDALE FDS | 6512 | 382473 | SHORT TERM TREAS |
| BANK AMERICA CORP | 6943 | 381865 | COM |
| INVESCO QQQ TR | 621 | 381551 | UNIT SER 1 |
| ISHARES INC | 5537 | 372175 | CORE MSCI EMKT |
| PROCTER AND GAMBLE CO | 2588 | 370886 | COM |
| JOHNSON & JOHNSON | 1786 | 369687 | COM |
| INVESCO EXCH TRD SLF IDX FD | 16486 | 363102 | INVSC 30 MUNI BD |
| INVESCO EXCH TRD SLF IDX FD | 15403 | 361979 | BULSHS 2028 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 15634 | 361929 | BULSHS 2029 MUNI |
| UNION PAC CORP | 1560 | 360859 | COM |
| INVESCO EXCH TRD SLF IDX FD | 15239 | 360333 | BULSHS 2026 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 15220 | 360189 | BULSHS 2027 MUNI |
| GE VERNOVA INC | 524 | 342471 | COM |
| DIMENSIONAL ETF TRUST | 4546 | 337175 | US EQUITY MARKET |
| ISHARES TR | 6516 | 312573 | MSCI INTL MOMENT |
| VISA INC | 889 | 311781 | COM CL A |
| DELL TECHNOLOGIES INC | 2461 | 309791 | CL C |
| ISHARES TR | 2489 | 306742 | S&P 500 GRWT ETF |
| VANGUARD WORLD FD | 1645 | 304421 | UTILITIES ETF |
| GOLDMAN SACHS GROUP INC | 346 | 304134 | COM |
| NVIDIA CORPORATION | 1609 | 300080 | COM |
| SPDR DOW JONES INDL AVERAGE | 614 | 294944 | UT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 17605 | 293918 | BULETSHS 2031 CP |
| DIMENSIONAL ETF TRUST | 8661 | 292219 | EMERGING MKTS VA |
| WASTE MGMT INC DEL | 1301 | 285857 | COM |
| VANGUARD BD INDEX FDS | 3577 | 281900 | SHORT TRM BOND |
| ISHARES TR | 595 | 281629 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 7071 | 279941 | US CORE EQUITY 2 |
| ISHARES TR | 1297 | 278453 | US AER DEF ETF |
| TJX COS INC NEW | 1690 | 259601 | COM |
| JPMORGAN CHASE & CO. | 769 | 247787 | COM |
| ISHARES TR | 4603 | 242571 | ESG SELECT SCRE |
| MCDONALDS CORP | 744 | 227389 | COM |
| MOODYS CORP | 421 | 215068 | COM |
| NUSHARES ETF TR | 2177 | 212916 | NUVEEN ESG LRGCP |
| TESLA INC | 471 | 211818 | COM |
| PERIMETER SOLUTIONS INC | 7654 | 210715 | COMMON STOCK |
| ISHARES TR | 3171 | 209255 | CORE S&P MCP ETF |
| DUKE ENERGY CORP NEW | 1733 | 203125 | COM NEW |
| ISHARES TR | 2428 | 201124 | 1 3 YR TREAS BD |
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