Wingate Wealth Advisors, Inc. — 13F holdings

Wingate Wealth Advisors, Inc. reported 127 holdings worth $227M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VIG VANGUARD SPECIALIZED FUNDS — $28.0M (12.3%)
  2. VTIP VANGUARD MALVERN FDS — $18.6M (8.2%)
  3. SMLF ISHARES TR — $9.62M (4.2%)
  4. FNDF SCHWAB STRATEGIC TR — $9.31M (4.1%)
  5. FNDX SCHWAB STRATEGIC TR — $8.78M (3.9%)
  6. FBND FIDELITY MERRIMACK STR TR — $8.30M (3.7%)
  7. SPHQ INVESCO EXCHANGE TRADED FD T — $7.06M (3.1%)
  8. DGRW WISDOMTREE TR — $5.86M (2.6%)
  9. BND VANGUARD BD INDEX FDS — $5.36M (2.4%)
  10. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.99M (2.2%)