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Wingate Wealth Advisors, Inc. — 13F Holdings & Portfolio

CIK 2041800 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Wingate Wealth Advisors, Inc. manages $227.1M in 13F-reported U.S. long-equity assets across 127 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VIG (12.32%), VTIP (8.17%), SMLF (4.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 68, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
450 BEDFORD STREET
LEXINGTON, MA 02420
Phone
(781) 862-7100
Filing Manager
Wingate Wealth Advisors, Inc.
LEXINGTON, MA
Signatory
Jeffrey H. White
Chief Compliance Officer
Loading holdings…
AUM

$227.1M

Long-equity book

Holdings

127

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+11 / −5 / ↑68 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD SPECIALIZED FUNDS$6.3M +28.9%
  • FIDELITY MERRIMACK STR TR$5.1M +162.0%
  • INVESCO EXCHANGE TRADED FD T$5.1M +265.8%
  • VANGUARD MALVERN FDS$4.0M +27.4%
  • SCHWAB STRATEGIC TR$2.8M +42.3%
Show all 68 →

Top Trims

  • ISHARES TR-$685.8K -27.6%
  • ISHARES TR-$603.5K -38.4%
  • VANGUARD INDEX FDS-$505.4K -21.1%
  • CHEVRON CORPORATION-$357.1K -19.9%
  • EXXON MOBIL CORP-$268.3K -19.4%
Show all 19 →

New Positions

  • ROCKET LAB CORP$281.6K
  • DIMENSIONAL ETF TRUST$271.3K
  • TAIWAN SEMICONDUCTOR MANUFAC$235.4K
  • CARRIER GLOBAL CORPORATION$226.8K
  • ANALOG DEVICES INC$226.4K
Show all 11 →

Exited Positions

  • VISA INC$261.1K
  • TJX COS INC NEW$261.1K
  • AT&T INC$255.2K
  • WOODWARD INC$228.4K
  • MCDONALDS CORP$200.1K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD SPECIALIZED FUNDS VIG 921908844 $28.0M 12.32% 118,186 SH
2 VANGUARD MALVERN FDS VTIP 922020805 $18.6M 8.17% 369,500 SH
3 ISHARES TR SMLF 46434V290 $9.6M 4.24% 107,883 SH
4 SCHWAB STRATEGIC TR FNDF 808524755 $9.3M 4.10% 176,471 SH
5 SCHWAB STRATEGIC TR FNDX 808524771 $8.8M 3.87% 282,455 SH
6 FIDELITY MERRIMACK STR TR FBND 316188309 $8.3M 3.65% 182,375 SH
7 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $7.1M 3.11% 78,339 SH
8 WISDOMTREE TR DGRW 97717X669 $5.9M 2.58% 61,319 SH
9 VANGUARD BD INDEX FDS BND 921937835 $5.4M 2.36% 73,017 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.0M 2.20% 9,980 SH
11 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.7M 2.06% 65,589 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $4.6M 2.01% 113,262 SH
13 T ROWE PRICE EXCHANGE-TRADED TCAF 87283Q867 $4.1M 1.82% 100,561 SH
14 ALPHABET INC GOOGL 02079K305 $4.0M 1.78% 11,313 SH
15 ISHARES TR IQLT 46434V456 $3.8M 1.69% 77,442 SH
16 VANGUARD INDEX FDS VO 922908629 $3.7M 1.62% 45,552 SH
17 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.5M 1.55% 16,510 SH
18 VANGUARD INDEX FDS VUG 922908736 $3.3M 1.47% 38,766 SH
19 GMO ETF TRUST QLTY 90139K100 $3.2M 1.41% 77,148 SH
20 ISHARES TR AGG 464287226 $2.9M 1.26% 28,909 SH
21 ISHARES TR ESGD 46435G516 $2.6M 1.15% 25,375 SH
22 VANGUARD BD INDEX FDS VUSB 92203C303 $2.6M 1.14% 51,963 SH
23 VANGUARD STAR FDS VXUS 921909768 $2.2M 0.98% 26,113 SH
24 VANGUARD INDEX FDS VTI 922908769 $2.2M 0.98% 6,005 SH
25 APPLE INC AAPL 037833100 $2.2M 0.96% 7,547 SH
26 VANGUARD INDEX FDS VTV 922908744 $2.1M 0.92% 9,634 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 0.91% 2,767 SH
28 VANGUARD WORLD FD ESGV 921910733 $2.0M 0.90% 15,464 SH
29 ISHARES TR EAGG 46435U549 $2.0M 0.88% 42,264 SH
30 VANGUARD INDEX FDS VOO 922908363 $1.9M 0.83% 2,747 SH
31 ISHARES TR EFV 464288877 $1.8M 0.79% 23,553 SH
32 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $1.7M 0.74% 81,973 SH
33 VANGUARD INDEX FDS VB 922908751 $1.7M 0.73% 5,451 SH
34 ISHARES TR EFA 464287465 $1.6M 0.72% 15,815 SH
35 ISHARES TR EFG 464288885 $1.5M 0.68% 12,387 SH
36 ISHARES TR IVV 464287200 $1.5M 0.65% 1,961 SH
37 CHEVRON CORPORATION CVX 166764100 $1.4M 0.63% 8,684 SH
38 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $1.4M 0.63% 73,074 SH
39 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $1.4M 0.61% 71,513 SH
40 SCHWAB STRATEGIC TR FNDE 808524730 $1.4M 0.60% 34,082 SH
41 ISHARES TR SUB 464288158 $1.3M 0.58% 12,320 SH
42 SPDR GOLD TR GLD 78463V107 $1.3M 0.58% 3,545 SH
43 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $1.3M 0.56% 68,030 SH
44 VANGUARD WORLD FD VGT 92204A702 $1.1M 0.51% 9,604 SH
45 DELL TECHNOLOGIES INC DELL 24703L202 $1.1M 0.50% 2,635 SH
46 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.49% 8,156 SH
47 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.1M 0.48% 13,371 SH
48 SCHWAB STRATEGIC TR SCHF 808524805 $1.1M 0.48% 39,271 SH
49 CORMEDIX INC CRMD 21900C308 $1.0M 0.44% 128,502 SH
50 ISHARES TR IEFA 46432F842 $967.1K 0.43% 10,013 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $227.1M 127 0002041800-26-000004
2026-03-31 2026-05-01 $187.1M 121 0002041800-26-000002
2025-12-31 2026-01-28 $179.2M 117 0002041800-26-000001