Wingate Wealth Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Wingate Wealth Advisors, Inc. reported 476 stock positions worth $101.8 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 2.9% of the portfolio, followed by T Rowe PRC Cap Appreciation (TCAF, 2.8%) and Wisdomtree U.S. Quality Divi (DGRW, 2.7%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, MA
- CIK
- 0002041800
- Portfolio Value
- $101.8M (Q4 2024)
- SEC Filing
- 0002041800-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 476 stocks · $101.8M
| RSP Invesco S&P 500 Equal Weight | 2.88% | 16,753 | $2.9M | — |
| TCAF T Rowe PRC Cap Appreciation | 2.78% | 84,939 | $2.8M | — |
| DGRW Wisdomtree U.S. Quality Divi | 2.71% | 34,027 | $2.8M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.58% | 110,943 | $2.6M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.56% | 78,428 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.49% | 4,317 | $2.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 5,572 | $2.5M | — |
| IQLT iShares MSCI International Q | 2.37% | 64,851 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 2.26% | 12,161 | $2.3M | — |
| DFAE Dimensional Emerging Core Eq | 2.04% | 81,793 | $2.1M | — |
| AAPL Apple Inc. | 2.01% | 8,173 | $2.0M | — |
| QLTY GMO U.S. Quality ETF | 1.97% | 62,866 | $2.0M | — |
| EFV iShares MSCI Eafe Value ETF | 1.84% | 35,671 | $1.9M | — |
| IVV iShares Core S&P 500 ETF | 1.81% | 3,131 | $1.8M | — |
| VXUS Vanguard Total Intl Stock | 1.78% | 30,701 | $1.8M | — |
| EAGG iShares ESG Aware US Aggrega | 1.74% | 38,051 | $1.8M | — |
| ESGD iShares Trust iShares ESG Aw | 1.73% | 23,094 | $1.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.70% | 4,212 | $1.7M | — |
| SCHD Schwab US DVD Equity ETF | 1.58% | 58,962 | $1.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.51% | 5,312 | $1.5M | — |
| VIG Vanguard Dividend Apprec ETF | 1.50% | 7,804 | $1.5M | — |
| ESGV Vanguard ESG US Stock ETF | 1.48% | 14,373 | $1.5M | — |
| BSV Vanguard Short-Term Bond ETF | 1.22% | 16,112 | $1.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.18% | 17,093 | $1.2M | — |
| VOO Vanguard S&P 500 ETF | 1.15% | 2,168 | $1.2M | — |
| EFA iShares MSCI Eafe ETF | 1.12% | 15,074 | $1.1M | — |
| CVX Chevron Corp. | 1.09% | 7,640 | $1.1M | — |
| CRMD Cormedix Inc. | 1.00% | 126,015 | $1.0M | — |
| MSFT Microsoft Corp. | 0.98% | 2,368 | $998K | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.95% | 9,780 | $963K | — |
| GLD SPDR Gold Shares | 0.92% | 3,863 | $935K | — |
| MUB iShares National Muni Bond E | 0.91% | 8,716 | $929K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.90% | 5,392 | $913K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.89% | 46,723 | $908K | — |
| MRSH Marsh & McLennan Cos | 0.84% | 4,022 | $854K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 16,624 | $833K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.81% | 41,205 | $829K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.80% | 41,589 | $810K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.79% | 12,037 | $807K | — |
| VGT Vanguard Info Tech ETF | 0.79% | 1,293 | $804K | — |
| IJH iShares Core S&P Midcap ETF | 0.78% | 12,818 | $799K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.75% | 4,725 | $764K | — |
| XOM Exxon Mobil Corp. | 0.73% | 6,934 | $746K | — |
| AGG iShares Core U.S. Aggregate | 0.66% | 6,905 | $669K | — |
| SUB iShares Short-Term National | 0.65% | 6,238 | $658K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.63% | 6,658 | $645K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 2,632 | $632K | — |
| BSCT Invesco Bulletshares 2029 CB | 0.62% | 34,325 | $630K | — |
| SMLF iShares US Smallcap Equity F | 0.61% | 9,187 | $620K | — |
| IJR iShares Core S&P Small-Cap E | 0.59% | 5,228 | $602K | — |
| AMZN Amazon.com Inc. | 0.59% | 2,718 | $596K | — |
| BSCP Invesco Bulletshares 2025 CB | 0.54% | 26,482 | $547K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.52% | 10,319 | $533K | — |
| COST Costco Wholesale Corp. | 0.51% | 564 | $517K | — |
| ADI Analog Devices Inc. | 0.49% | 2,362 | $502K | — |
| DFAS Dimensional US Small Cap ETF | 0.48% | 7,573 | $493K | — |
| DFUS Dimensional US Eq MKT ETF | 0.48% | 7,707 | $491K | — |
| MRK Merck & Co. Inc. | 0.47% | 4,763 | $474K | — |
| RTX RTX Corp. | 0.45% | 3,930 | $455K | — |
| PM Philip Morris International | 0.44% | 3,729 | $449K | — |
| WMT Walmart Inc. | 0.43% | 4,852 | $438K | — |
| RVMD Revolution Medicines Inc. | 0.43% | 10,000 | $437K | — |
| DFLV Dim US Large Cap Value ETF | 0.42% | 14,250 | $428K | — |
| FBND Fidelity Total Bond ETF | 0.41% | 9,391 | $421K | — |
| PEP Pepsico Inc. | 0.41% | 2,766 | $421K | — |
| PG The Procter & Gamble Co. | 0.41% | 2,506 | $420K | — |
| VUSB Vanguard Ultra Short Bond Et | 0.40% | 8,220 | $408K | — |
| SCHF Schwab Intl Equity ETF | 0.38% | 21,179 | $392K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 1,755 | $386K | — |
| BJUL Innovator U.S. Equity Buffer | 0.34% | 7,690 | $343K | — |
| VEA Vanguard Ftse Developed ETF | 0.31% | 6,683 | $320K | — |
| AVGO Broadcom Inc. | 0.31% | 1,350 | $313K | — |
| META Meta Platforms Inc. Class A | 0.31% | 531 | $311K | — |
| DFIC Dimensional International Co. | 0.30% | 11,963 | $309K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.29% | 704 | $299K | — |
| ORCL Oracle Corp. | 0.29% | 1,746 | $291K | — |
| MCD McDonald's Corp. | 0.28% | 1,000 | $290K | — |
| UNP Union Pacific Corp. | 0.27% | 1,187 | $271K | — |
| NEE Nextera Energy Inc. | 0.25% | 3,565 | $256K | — |
| CARR Carrier Global Corp. | 0.25% | 3,736 | $255K | — |
| DFAC Dimensional US Core Equity 2 | 0.24% | 7,071 | $245K | — |
| IMTM iShares MSCI Intl Momentum F | 0.24% | 6,516 | $244K | — |
| IWN iShares Russell 2000 Value E | 0.23% | 1,449 | $238K | — |
| V Visa Inc. Class A | 0.23% | 750 | $237K | — |
| LLY Eli Lilly & Co. | 0.23% | 307 | $237K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 462 | $236K | — |
| DELL Dell Technologies -C | 0.23% | 2,024 | $233K | — |
| JNJ Johnson & Johnson | 0.23% | 1,612 | $233K | — |
| IVW iShares S&P 500 Growth ETF | 0.22% | 2,239 | $227K | — |
| DFEV Dimensional Emrg MRKT Val | 0.22% | 8,593 | $225K | — |
| BSMQ Invesco Bulletshares 2026 MB | 0.20% | 8,514 | $201K | — |
| BSMR Invesco Bulletshares 2027 MB | 0.20% | 8,494 | $200K | — |
| BSMS Invesco Bulletshares 2028 MB | 0.20% | 8,579 | $200K | — |
| BSMT Invesco Bulletshares 2029 MB | 0.20% | 8,704 | $200K | — |
| VGIT Vanguard Intermediate-Term T | 0.20% | 3,438 | $199K | — |
| BSMU Invesco Bulletshares 2030 MB | 0.20% | 9,171 | $199K | — |
| CAT Caterpillar Inc. | 0.19% | 546 | $198K | — |
| VIS Vanguard Industrials ETF | 0.19% | 768 | $195K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 1,713 | $191K | — |
| PSA Public Storage | 0.19% | 636 | $190K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $30K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 25 | $30K | — |
Total filed on the 13F, all lines: $101.8M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 127 | $227.1M | VIG, VTIP, SMLF, FNDF, FNDX |
| Q1 2026 | 121 | $187.1M | VIG, VTIP, SMLF, FNDX, FNDF |
| Q4 2025 | 117 | $179.2M | VIG, VTIP, BRK.B, SMLF, FNDX |
| Q3 2025 | 109 | $144.4M | VTIP, BRK.B, FNDX, BND, FNDF |
| Q2 2025 | 101 | $112.3M | BRK.B, FNDX, FNDF, DGRW, TCAF |
| Q1 2025 | 92 | $86.9M | FNDF, FNDX, DGRW, BRK.B, TCAF |
| Q4 2024 | 476 | $101.8M | RSP, TCAF, DGRW, FNDX, FNDF |