Wingate Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Wingate Wealth Advisors, Inc.

Investment Activity

Wingate Wealth Advisors, Inc. has $187.13 million in total holdings as of March 31, 2026.
Wingate Wealth Advisors, Inc. owns shares of 121 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 7.64% of the portfolio was purchased this quarter.
About 2.78% of the portfolio was sold this quarter.
This quarter, Wingate Wealth Advisors, Inc. has purchased 117 new stocks and bought additional shares in 63 stocks.
Wingate Wealth Advisors, Inc. sold shares of 37 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Dividend Appreciation ETF: $21,701,560
Vanguard Short-Term Inflation-Protected Securities ETF: $14,567,379
iShares U.S. Small Cap Equity Factor ETF: $7,656,707
Schwab Fundamental U.S. Large Company ETF: $7,619,899
Schwab Fundamental International Equity ETF: $6,543,073

Largest New Holdings this Quarter

808524730 - Schwab Fundamental Emerging Markets Equity ETF: $1,300,419 Holding
00206R102 - AT&T: $255,217 Holding
92204A801 - Vanguard Materials ETF: $235,461 Holding
980745103 - Woodward: $228,353 Holding
808524300 - Schwab U.S. Large-Cap Growth ETF: $218,926 Holding

Largest Purchases this Quarter

Vanguard Dividend Appreciation ETF: 12,465 shares (about $2.68M)
Schwab Fundamental Emerging Markets Equity ETF: 33,989 shares (about $1.30M)
Schwab Fundamental International Equity ETF: 24,451 shares (about $1.20M)
Vanguard Short-Term Inflation-Protected Securities ETF: 22,844 shares (about $1.14M)
Schwab Fundamental U.S. Large Company ETF: 28,276 shares (about $787.49K)

Largest Sales this Quarter

Berkshire Hathaway: 3,157 shares (about $1.51M)
Schwab US Dividend Equity ETF: 25,732 shares (about $789.46K)
Invesco S&P MidCap Quality ETF: 4,389 shares (about $453.71K)
SPDR S&P 500 ETF Trust: 400 shares (about $260.15K)
SPDR Gold Shares: 477 shares (about $205.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VIG Vanguard Dividend Appreciation ETF	$21,701,560	$2,680,732 â–²	14.1%	100,909	11.6%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$14,567,379	$1,141,059 â–²	8.5%	291,639	7.8%	Manufacturing
SMLF iShares U.S. Small Cap Equity Factor ETF	$7,656,707	$585,952 â–²	8.3%	101,427	4.1%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$7,619,899	$787,487 â–²	11.5%	273,605	4.1%	ETF
FNDF Schwab Fundamental International Equity ETF	$6,543,073	$1,196,389 â–²	22.4%	133,723	3.5%	ETF
BRK.B Berkshire Hathaway	$5,259,699	$1,512,834 â–¼	-22.3%	10,976	2.8%	Finance
BND Vanguard Total Bond Market ETF	$5,110,411	$74,229 â–²	1.5%	69,397	2.7%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$4,048,280	$241,897 â–²	6.4%	119,559	2.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,985,252	$259,459 â–²	7.0%	62,192	2.1%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,915,469	$213,188 â–²	5.8%	44,575	2.1%	Manufacturing
GOOGL Alphabet	$3,343,769	$13,803 â–¼	-0.4%	11,628	1.8%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$3,299,511	$102,399 â–²	3.2%	71,372	1.8%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$3,213,846	$68,226 â–²	2.2%	90,302	1.7%	ETF
FBND Fidelity Total Bond ETF	$3,166,859	$694,932 â–²	28.1%	69,418	1.7%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,136,900	$651,754 â–²	26.2%	16,345	1.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,039,069	$14,096 â–¼	-0.5%	30,614	1.6%	Finance
GMO ETF TRUST	$2,671,361		0.0%	73,835	1.4%	GMO US QUALITY E
VO Vanguard Mid-Cap ETF	$2,623,451	$155,942 â–²	6.3%	9,135	1.4%	ETF
VUG Vanguard Growth ETF	$2,499,386	$228,448 â–²	10.1%	5,722	1.3%	ETF
EFV iShares MSCI EAFE Value ETF	$2,488,741		0.0%	33,473	1.3%	ETF
VOO Vanguard S&P 500 ETF	$2,392,231	$20,916 â–²	0.9%	4,003	1.3%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$2,390,272	$107,858 â–²	4.7%	24,998	1.3%	Manufacturing
VUSB Vanguard Ultra-Short Bond ETF	$2,246,560	$200,286 â–²	9.8%	45,125	1.2%	ETF
AAPL Apple	$2,115,533	$68,014 â–¼	-3.1%	8,336	1.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$2,013,068		0.0%	26,106	1.1%	ETF
SPHQ Invesco S&P 500 Quality ETF	$1,929,713	$280,013 â–²	17.0%	25,664	1.0%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$1,927,895	$103,135 â–²	5.7%	40,545	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$1,803,486	$260,149 â–¼	-12.6%	2,773	1.0%	Finance
CVX Chevron	$1,796,473	$16,552 â–²	0.9%	8,683	1.0%	Energy
VTI Vanguard Total Stock Market ETF	$1,769,769	$3,529 â–¼	-0.2%	5,517	0.9%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$1,662,940	$42,766 â–²	2.6%	81,425	0.9%	ETF
VTV Vanguard Value ETF	$1,645,703	$2,551 â–¼	-0.2%	8,388	0.9%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$1,633,877	$4,266 â–²	0.3%	14,553	0.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,570,544	$5,432 â–²	0.3%	17,348	0.8%	ETF
EFA iShares MSCI EAFE ETF	$1,525,806		0.0%	15,709	0.8%	Finance
GLD SPDR Gold Shares	$1,523,227	$205,248 â–¼	-11.9%	3,540	0.8%	Finance
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,425,214	$40,820 â–²	2.9%	72,622	0.8%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,415,369	$153,242 â–²	12.1%	12,709	0.8%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$1,387,367	$40,173 â–²	3.0%	71,038	0.7%	ETF
XOM ExxonMobil	$1,383,420	$58,703 â–²	4.4%	8,154	0.7%	Energy
VB Vanguard Small-Cap ETF	$1,359,043	$30,905 â–²	2.3%	5,189	0.7%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,305,032	$4,686 â–²	0.4%	12,254	0.7%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$1,300,419	$1,300,419 â–²	New Holding	33,989	0.7%	ETF
IVV iShares Core S&P 500 ETF	$1,276,751	$10,449 â–¼	-0.8%	1,955	0.7%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$1,260,456	$38,459 â–²	3.1%	67,547	0.7%	ETF
AMZN Amazon.com	$1,005,736	$98,512 â–¼	-8.9%	4,829	0.5%	Retail/Wholesale
GOOG Alphabet	$976,216	$12,909 â–²	1.3%	3,403	0.5%	Computer and Technology
SCHF Schwab International Equity ETF	$925,258	$120,187 â–²	14.9%	37,384	0.5%	ETF
MUB iShares National Muni Bond ETF	$921,203	$2,548 â–²	0.3%	8,678	0.5%	ETF
VOE Vanguard Mid-Cap Value ETF	$895,463	$15,296 â–²	1.7%	4,859	0.5%	ETF
CRMD CorMedix	$872,529		0.0%	128,502	0.5%	Medical
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$849,840	$27,971 â–²	3.4%	50,831	0.5%	Manufacturing
PM Philip Morris International	$839,266	$1,984 â–¼	-0.2%	5,076	0.4%	Consumer Staples
VGIT Vanguard Intermediate-Term Treasury ETF	$835,788	$48,653 â–²	6.2%	14,035	0.4%	ETF
VGT Vanguard Information Technology ETF	$820,885	$697 â–²	0.1%	1,177	0.4%	ETF
META Meta Platforms	$819,028	$88,080 â–¼	-9.7%	1,432	0.4%	Computer and Technology
WALMART INC	$775,259	$34,426 â–²	4.6%	6,238	0.4%	COM
DFAS Dimensional U.S. Small Cap ETF	$764,744	$1,707 â–²	0.2%	10,751	0.4%	ETF
MSFT Microsoft	$743,931	$34,421 â–¼	-4.4%	2,010	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$738,593	$64,597 â–¼	-8.0%	6,140	0.4%	Medical
MARSH & MCLENNAN COS INC	$697,616	$3,122 â–¼	-0.4%	4,022	0.4%	COM
FNDA Schwab Fundamental U.S. Small Company ETF	$682,953	$38,690 â–²	6.0%	21,059	0.4%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$666,561	$453,712 â–¼	-40.5%	6,448	0.4%	ETF
GE GE Aerospace	$652,210	$10,785 â–¼	-1.6%	2,298	0.3%	Aerospace
VGSH Vanguard Short-Term Treasury ETF	$584,872	$203,660 â–²	53.4%	9,991	0.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$579,667	$4,257 â–²	0.7%	11,029	0.3%	Manufacturing
RTX RTX	$555,359		0.0%	2,879	0.3%	Aerospace
VZ Verizon Communications	$522,055	$1,255 â–²	0.2%	10,400	0.3%	Computer and Technology
LLY Eli Lilly and Company	$521,652	$3,680 â–¼	-0.7%	567	0.3%	Medical
DFLV Dimensional US Large Cap Value ETF	$519,585	$1,893 â–²	0.4%	14,550	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$480,145	$789,463 â–¼	-62.2%	15,650	0.3%	ETF
PEP PepsiCo	$458,784	$12,425 â–¼	-2.6%	2,954	0.2%	Consumer Staples
GE VERNOVA INC	$442,560	$14,839 â–¼	-3.2%	507	0.2%	COM
DFIC Dimensional International Core Equity 2 ETF	$437,862	$888 â–²	0.2%	12,324	0.2%	ETF
JNJ Johnson & Johnson	$436,878	$244 â–²	0.1%	1,787	0.2%	Medical
COST Costco Wholesale	$428,364	$103,604 â–¼	-19.5%	430	0.2%	Retail/Wholesale
VPU Vanguard Utilities ETF	$416,510	$90,554 â–²	27.8%	2,102	0.2%	ETF
MA Mastercard	$415,217	$3,498 â–¼	-0.8%	831	0.2%	Business Services
DELL Dell Technologies	$412,951	$9,027 â–²	2.2%	2,516	0.2%	Computer and Technology
AVGO Broadcom	$410,101	$21,666 â–¼	-5.0%	1,325	0.2%	Computer and Technology
BJUL Innovator U.S. Equity Buffer ETF - July	$407,323	$49,238 â–¼	-10.8%	8,198	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$394,972	$8,788 â–²	2.3%	5,663	0.2%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$386,864	$188,885 â–²	95.4%	4,254	0.2%	ETF
UNP Union Pacific	$377,274	$1,213 â–¼	-0.3%	1,555	0.2%	Transportation
MMM 3M	$374,839		0.0%	2,581	0.2%	Multi-Sector Conglomerates
IBM International Business Machines	$368,918	$1,454 â–¼	-0.4%	1,522	0.2%	Computer and Technology
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$362,813	$2,456 â–²	0.7%	15,508	0.2%	ETF
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$362,562	$2,551 â–²	0.7%	15,347	0.2%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$362,418	$2,413 â–²	0.7%	15,322	0.2%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$362,331	$2,371 â–²	0.7%	15,737	0.2%	ETF
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$362,033	$2,421 â–²	0.7%	16,597	0.2%	Manufacturing
XVV iShares ESG Select Screened S&P 500 ETF	$361,245	$134,673 â–²	59.4%	7,339	0.2%	ETF
PG Procter & Gamble	$343,334	$30,477 â–¼	-8.2%	2,377	0.2%	Consumer Staples
BAC Bank of America	$329,209	$9,263 â–¼	-2.7%	6,753	0.2%	Finance
DFUS Dimensional U.S. Equity ETF	$323,124	$780 â–²	0.2%	4,557	0.2%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$312,898		0.0%	6,516	0.2%	ETF
DFEV Dimensional Emerging Markets Value ETF	$309,887		0.0%	8,661	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$308,635	$28,150 â–²	10.0%	3,936	0.2%	ETF
WM Waste Management	$296,638	$2,298 â–¼	-0.8%	1,291	0.2%	Business Services
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$293,060	$3,276 â–²	1.1%	17,804	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Wingate Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Wingate Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Wingate Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Wingate Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWingate Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools