Wingate Wealth Advisors, Inc.

Est. AUM

$187.1M

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$21.7M	100909	11.60%	SOLE
2	VANGUARD MALVERN FDS	STRM INFPROIDX	$14.6M	291639	7.78%	SOLE
3	ISHARES TR	US SML CAP EQT	$7.7M	101427	4.09%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$7.6M	273605	4.07%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.5M	133723	3.50%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	10976	2.81%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.1M	69397	2.73%	SOLE
8	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.0M	119559	2.16%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.0M	62192	2.13%	SOLE
10	WISDOMTREE TR	US QTLY DIV GRT	$3.9M	44575	2.09%	SOLE
11	ALPHABET INC	CAP STK CL A	$3.3M	11628	1.79%	SOLE
12	ISHARES TR	MSCI INTL QUALTY	$3.3M	71372	1.76%	SOLE
13	T ROWE PRICE ETF INC	CAP APPRECIATION	$3.2M	90302	1.72%	SOLE
14	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.2M	69418	1.69%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.1M	16345	1.68%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$3.0M	30614	1.62%	SOLE
17	GMO ETF TRUST	GMO US QUALITY E	$2.7M	73835	1.43%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$2.6M	9135	1.40%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$2.5M	5722	1.34%	SOLE
20	ISHARES TR	EAFE VALUE ETF	$2.5M	33473	1.33%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	4003	1.28%	SOLE
22	ISHARES TR	ESG AW MSCI EAFE	$2.4M	24998	1.28%	SOLE
23	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.2M	45125	1.20%	SOLE
24	APPLE INC	COM	$2.1M	8336	1.13%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	26106	1.08%	SOLE
26	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.9M	25664	1.03%	SOLE
27	ISHARES TR	ESG AWR US AGRGT	$1.9M	40545	1.03%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2773	0.96%	SOLE
29	CHEVRON CORPORATION	COM	$1.8M	8683	0.96%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	5517	0.95%	SOLE
31	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.7M	81425	0.89%	SOLE
32	VANGUARD INDEX FDS	VALUE ETF	$1.6M	8388	0.88%	SOLE
33	VANGUARD WORLD FD	ESG US STK ETF	$1.6M	14553	0.87%	SOLE
34	ISHARES TR	CORE MSCI EAFE	$1.6M	17348	0.84%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$1.5M	15709	0.82%	SOLE
36	SPDR GOLD TR	GOLD SHS	$1.5M	3540	0.81%	SOLE
37	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.4M	72622	0.76%	SOLE
38	ISHARES TR	EAFE GRWTH ETF	$1.4M	12709	0.76%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.4M	71038	0.74%	SOLE
40	EXXON MOBIL CORP	COM	$1.4M	8154	0.74%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	5189	0.73%	SOLE
42	ISHARES TR	SHRT NAT MUN ETF	$1.3M	12254	0.70%	SOLE
43	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.3M	33989	0.69%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$1.3M	1955	0.68%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.3M	67547	0.67%	SOLE
46	AMAZON COM INC	COM	$1.0M	4829	0.54%	SOLE
47	ALPHABET INC	CAP STK CL C	$976K	3403	0.52%	SOLE
48	SCHWAB STRATEGIC TR	INTL EQTY ETF	$925K	37384	0.49%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$921K	8678	0.49%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$895K	4859	0.48%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.