Wingate Wealth Advisors, Inc.
CIK: 0002041800SEC EDGAR →
Portfolio Value
$179.2M
Holdings
117
As of
Q4 2025
New Positions
117
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 88,444 | $19.4M | 10.85% |
| 2 | VANGUARD MALVERN FDS | 268,795 | $13.3M | 7.42% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 14,133 | $7.1M | 3.96% |
| 4 | ISHARES TR | 93,665 | $7.0M | 3.91% |
| 5 | SCHWAB STRATEGIC TR | 245,329 | $6.7M | 3.72% |
| 6 | VANGUARD BD INDEX FDS | 68,389 | $5.1M | 2.83% |
| 7 | SCHWAB STRATEGIC TR | 109,272 | $4.9M | 2.76% |
| 8 | WISDOMTREE TR | 42,148 | $3.8M | 2.10% |
| 9 | DIMENSIONAL ETF TRUST | 112,415 | $3.7M | 2.04% |
| 10 | ALPHABET INC | 11,676 | $3.7M | 2.04% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (117)
$19.4M · 88K shares
$13.3M · 269K shares
$7.1M · 14K shares
$7.0M · 94K shares
$6.7M · 245K shares
$5.1M · 68K shares
$4.9M · 109K shares
$3.8M · 42K shares
$3.7M · 112K shares
$3.7M · 12K shares
$3.6M · 58K shares
$3.4M · 88K shares
$3.1M · 69K shares
$3.1M · 31K shares
$2.8M · 74K shares
$2.5M · 5K shares
$2.5M · 54K shares
$2.5M · 9K shares
$2.5M · 4K shares
$2.5M · 13K shares
$2.4M · 33K shares
$2.3M · 9K shares
$2.3M · 24K shares
$2.2M · 3K shares
$2.0M · 41K shares
$2.0M · 26K shares
$1.9M · 6K shares
$1.8M · 38K shares
$1.8M · 15K shares
$1.6M · 22K shares
$1.6M · 79K shares
$1.6M · 8K shares
$1.6M · 4K shares
$1.5M · 17K shares
$1.5M · 16K shares
$1.5M · 129K shares
$1.4M · 71K shares
$1.4M · 2K shares
$1.4M · 69K shares
$1.3M · 9K shares
$1.3M · 5K shares
$1.3M · 12K shares
$1.3M · 11K shares
$1.2M · 65K shares
$1.2M · 5K shares
$1.1M · 41K shares
$1.1M · 11K shares
$1.1M · 3K shares
$1.0M · 2K shares
$1.0M · 2K shares
$939K · 8K shares
$926K · 9K shares
$886K · 1K shares
$847K · 5K shares
$831K · 49K shares
$816K · 5K shares
$792K · 13K shares
$781K · 33K shares
$749K · 4K shares
$747K · 11K shares
$719K · 2K shares
$702K · 7K shares
$664K · 6K shares
$625K · 20K shares
$613K · 571 shares
$578K · 11K shares
$528K · 3K shares
$495K · 14K shares
$482K · 1K shares
$478K · 838 shares
$466K · 9K shares
$460K · 534 shares
$452K · 2K shares
$435K · 3K shares
$423K · 12K shares
$422K · 10K shares
$413K · 3K shares
$382K · 7K shares
$381K · 621 shares
$381K · 7K shares
$372K · 6K shares
$370K · 3K shares
$369K · 2K shares
$363K · 16K shares
$361K · 15K shares
$361K · 16K shares
$360K · 15K shares
$360K · 2K shares
$360K · 15K shares
$342K · 524 shares
$337K · 5K shares
$312K · 7K shares
$311K · 889 shares
$309K · 2K shares
$306K · 2K shares
$304K · 346 shares
$304K · 2K shares
$300K · 2K shares
$294K · 614 shares
$293K · 18K shares
$292K · 9K shares
$285K · 1K shares
$281K · 4K shares
$281K · 595 shares
$279K · 7K shares
$278K · 1K shares
$259K · 2K shares
$247K · 769 shares
$242K · 5K shares
$227K · 744 shares
$215K · 421 shares
$212K · 2K shares
$211K · 471 shares
$210K · 8K shares
$209K · 3K shares
$203K · 2K shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $144.5M | 80.6% |
| Unknown | 6 | $11.7M | 6.5% |
| Communication Services | 3 | $5.8M | 3.2% |
| Technology | 6 | $4.9M | 2.7% |
| Healthcare | 4 | $3.2M | 1.8% |
| Industrials | 5 | $2.3M | 1.3% |
| Energy | 2 | $2.3M | 1.3% |
| Consumer Defensive | 4 | $1.9M | 1.1% |
| Consumer Cyclical | 4 | $1.9M | 1.1% |
| Utilities | 2 | $545K | 0.3% |
| Basic Materials | 1 | $210K | 0.1% |