Wingate Wealth Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Wingate Wealth Advisors, Inc. reported 117 stock positions worth $179.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 10.8% of the portfolio, followed by Vanguard Short-Term Tips (VTIP, 7.4%) and Berkshire Hathaway Class B (BRK.B, 4.0%). Compared with Q3 2025, it opened 12 new positions, sold out of 4, added to 68 and reduced 28. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +378%) and the biggest sale Wisdomtree U.S. Quality Divi (DGRW, shares −1%).

Most Recent 13F
Q2 2026
Location
LEXINGTON, MA
CIK
0002041800
Portfolio Value
$179.2M (Q4 2025)
SEC Filing
0002041800-26-000001 ↗ filed Jan 28, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $101.8M Q4 2024 Q1 2025: $86.9M Q1 2025 Q2 2025: $112.3M Q2 2025 Q3 2025: $144.4M Q3 2025 Q4 2025: $179.2M $179.2M Q4 2025 Q1 2026: $187.1M Q1 2026 Q2 2026: $227.1M Q2 2026

Holdings 117 stocks · $179.2M
VIG Vanguard Dividend Apprec ETF 10.85% 88,444 $19.4M Add +377.5%
VTIP Vanguard Short-Term Tips 7.42% 268,795 $13.3M Add +38.5%
BRK.B Berkshire Hathaway Inc. Class B 3.96% 14,133 $7.1M Add +2.0%
SMLF iShares US Smallcap Equity F 3.91% 93,665 $7.0M Add +512.4%
FNDX Schwab Fndmntl US LRG Co. ETF 3.72% 245,329 $6.7M Add +2.0%
BND Vanguard Total Bond Market 2.83% 68,389 $5.1M Add +2.0%
FNDF Schwab Fndmn Intl LRG Co. ETF 2.76% 109,272 $4.9M Add +5.4%
DGRW Wisdomtree U.S. Quality Divi 2.10% 42,148 $3.8M Reduce -1.0%
DFAE Dimensional Emerging Core Eq 2.04% 112,415 $3.7M Reduce -2.1%
GOOGL Alphabet Inc. Class A 2.04% 11,676 $3.7M Reduce -3.5%
VEA Vanguard Ftse Developed ETF 2.03% 58,143 $3.6M Add +6.2%
TCAF T Rowe PRC Cap Appreciation 1.88% 88,385 $3.4M Add +0.5%
IQLT iShares MSCI International Q 1.75% 69,157 $3.1M Add +0.9%
AGG iShares Core U.S. Aggregate 1.71% 30,756 $3.1M Reduce -0.6%
QLTY GMO U.S. Quality ETF 1.58% 73,835 $2.8M Add +4.9%
VUG Vanguard Mrngstar GR ETF-Sui 1.42% 5,199 $2.5M Add +3.7%
FBND Fidelity Total Bond ETF 1.39% 54,185 $2.5M Reduce -0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.39% 8,592 $2.5M Add +16.0%
VOO Vanguard S&P 500 ETF 1.39% 3,968 $2.5M Add +15.7%
RSP Invesco S&P 500 Equal Weight 1.38% 12,949 $2.5M Reduce -7.0%
EFV iShares MSCI Eafe Value ETF 1.33% 33,473 $2.4M Add +2.9%
AAPL Apple Inc. 1.31% 8,604 $2.3M Add +4.6%
ESGD iShares Trust iShares ESG Aw 1.27% 23,870 $2.3M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.21% 3,173 $2.2M Reduce -0.2%
VUSB Vanguard Ultra Short Bond Et 1.14% 41,102 $2.0M Add +10.5%
VXUS Vanguard Total Intl Stock 1.10% 26,106 $2.0M Reduce -3.8%
VTI VG Morningstar TS MKT ETF-US 1.03% 5,528 $1.9M Add +4.3%
EAGG iShares ESG Aware US Aggrega 1.02% 38,376 $1.8M Add +1.3%
ESGV Vanguard ESG US Stock ETF 0.98% 14,515 $1.8M Add +0.2%
SPHQ Invesco S&P 500 Quality ETF 0.92% 21,940 $1.6M Add +16.3%
BSCS Invesco Bulletshares 2028 CB 0.91% 79,331 $1.6M Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.90% 8,401 $1.6M Reduce -0.5%
GLD SPDR Gold Shares 0.89% 4,017 $1.6M Add +3.6%
IEFA iShares Core MSCI Eafe ETF 0.86% 17,288 $1.5M Reduce -2.1%
EFA iShares MSCI Eafe ETF 0.84% 15,709 $1.5M Add +0.9%
CRMD Cormedix Inc. 0.83% 128,502 $1.5M Reduce -0.8%
BSCR Invesco Bulletshares 2027 CB 0.78% 70,542 $1.4M Add +0.8%
BSCQ Invesco Bulletshares 2026 CB 0.75% 68,981 $1.4M Add +0.7%
IVV iShares Core S&P 500 ETF 0.75% 1,971 $1.4M Reduce -6.8%
CVX Chevron Corp. 0.73% 8,603 $1.3M Add +6.8%
VB Vanguard Most SM-Cap ETF-Usd 0.73% 5,071 $1.3M Add +12.0%
SUB iShares Short-Term National 0.73% 12,210 $1.3M Add +124.7%
EFG iShares MSCI Eafe Growth ETF 0.72% 11,333 $1.3M Add +6.9%
BSCT Invesco Bulletshares 2029 CB 0.69% 65,486 $1.2M Add +5.0%
AMZN Amazon.com Inc. 0.68% 5,302 $1.2M Add +21.5%
SCHD Schwab US DVD Equity ETF 0.63% 41,382 $1.1M Reduce -7.1%
XMHQ Invesco S&P Midcap Qual ETF 0.62% 10,837 $1.1M Add +0.2%
GOOG Alphabet Inc. Class C 0.59% 3,358 $1.1M Add +17.5%
META Meta Platforms Inc. Class A 0.58% 1,586 $1.0M Add +26.6%
MSFT Microsoft Corp. 0.57% 2,103 $1.0M Reduce -5.4%
XOM Exxon Mobil Corp. 0.52% 7,808 $940K Add +25.4%
MUB iShares National Muni Bond E 0.52% 8,654 $927K Add +0.6%
VGT Vanguard Info Tech ETF 0.49% 1,176 $887K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.47% 4,776 $847K Add +1.1%
BSCU Invesco Bulletshares 2030 CB 0.46% 49,158 $832K Add +197.1%
PM Philip Morris International 0.46% 5,088 $816K No change
VGIT Vanguard Intermediate-Term T 0.44% 13,218 $792K Add +10.8%
SCHF Schwab Intl Equity ETF 0.44% 32,528 $782K Add +12.8%
MRSH Marsh & McLennan Cos 0.42% 4,040 $750K No change
DFAS Dimensional US Small Cap ETF 0.42% 10,727 $747K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.40% 2,336 $720K Add +150.4%
MRK Merck & Co. Inc. 0.39% 6,677 $703K Add +31.5%
WMT Walmart Inc. 0.37% 5,961 $664K Reduce -4.2%
FNDA Schwab Fndmntl US SM Co. ETF 0.35% 19,866 $626K Add +0.1%
LLY Eli Lilly & Co. 0.34% 571 $614K Reduce -0.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.32% 10,948 $579K Add +1.5%
RTX RTX Corp. 0.29% 2,879 $528K Reduce -20.0%
DFLV Dim US Large Cap Value ETF 0.28% 14,497 $496K Add +0.4%
AVGO Broadcom Inc. 0.27% 1,395 $483K No change
MA Mastercard Inc. Class A 0.27% 838 $478K Add +43.0%
BJUL Innovator U.S. Equity Buffer 0.26% 9,189 $466K Add +19.5%
COST Costco Wholesale Corp. 0.26% 534 $461K Reduce -15.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 1,528 $453K Add +23.6%
PEP Pepsico Inc. 0.24% 3,034 $435K Add +25.0%
DFIC Dimensional International Co. 0.24% 12,299 $424K Add +0.7%
VZ Verizon Communications Inc. 0.24% 10,375 $423K Reduce -11.1%
MMM 3M Co. 0.23% 2,581 $413K New
VGSH Vanguard Short-Term Treasury 0.21% 6,512 $382K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 6,943 $382K Add +40.5%
QQQ Invesco QQQ Trust Series 1 0.21% 621 $382K Add +6.2%
IEMG iShares Core MSCI Emerging 0.21% 5,537 $372K Add +10.4%
PG The Procter & Gamble Co. 0.21% 2,588 $371K Add +10.8%
JNJ Johnson & Johnson 0.21% 1,786 $370K Reduce -10.0%
BSMU Invesco Bulletshares 2030 MB 0.20% 16,486 $363K Add +0.7%
BSMS Invesco Bulletshares 2028 MB 0.20% 15,403 $362K Add +0.7%
BSMT Invesco Bulletshares 2029 MB 0.20% 15,634 $362K Add +0.7%
UNP Union Pacific Corp. 0.20% 1,560 $361K Add +19.4%
BSMQ Invesco Bulletshares 2026 MB 0.20% 15,239 $360K Add +0.7%
BSMR Invesco Bulletshares 2027 MB 0.20% 15,220 $360K Add +0.7%
GEV GE Vernova Inc. 0.19% 524 $342K New
DFUS Dimensional US Eq MKT ETF 0.19% 4,546 $337K Add +0.2%
IMTM iShares MSCI Intl Momentum F 0.17% 6,516 $313K No change
V Visa Inc. Class A 0.17% 889 $312K Add +35.7%
DELL Dell Technologies -C 0.17% 2,461 $310K No change
IVW iShares S&P 500 Growth ETF 0.17% 2,489 $307K Add +0.0%
VPU Vanguard Utilities ETF 0.17% 1,645 $304K New
GS Goldman Sachs Group Inc. 0.17% 346 $304K Reduce -4.4%
NVDA Nvidia Corp. 0.17% 1,609 $300K Reduce -8.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 614 $295K Add +0.3%
BSCV Invesco Bulletshares 2031 CB 0.16% 17,605 $294K New

Show all 117 holdings

Portfolio Sells Q3 2025 → Q4 2025
DGRW Wisdomtree U.S. Quality Divi Reduce -1.0% 2.10% −0.52
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.47
DFAE Dimensional Emerging Core Eq Reduce -2.1% 2.04% −0.47
RSP Invesco S&P 500 Equal Weight Reduce -7.0% 1.38% −0.45
AGG iShares Core U.S. Aggregate Reduce -0.6% 1.71% −0.43
FBND Fidelity Total Bond ETF Reduce -0.7% 1.39% −0.36
IJH iShares Core S&P Midcap ETF Reduce -66.7% 0.12% −0.31
VXUS Vanguard Total Intl Stock Reduce -3.8% 1.10% −0.28
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 1.21% −0.26
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.26
MSFT Microsoft Corp. Reduce -5.4% 0.57% −0.23
IVV iShares Core S&P 500 ETF Reduce -6.8% 0.75% −0.23
CRMD Cormedix Inc. Reduce -0.8% 0.83% −0.21
SCHD Schwab US DVD Equity ETF Reduce -7.1% 0.63% −0.21
IEFA iShares Core MSCI Eafe ETF Reduce -2.1% 0.86% −0.21
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 0.90% −0.20
STIP iShares 0-5 Year Tips Bond E Sold out 0.00% −0.16
COST Costco Wholesale Corp. Reduce -15.8% 0.26% −0.15
IWD iShares Russell 1000 Value E Sold out 0.00% −0.14
MCD McDonald's Corp. Reduce -41.4% 0.13% −0.14
RTX RTX Corp. Reduce -20.0% 0.29% −0.12
VZ Verizon Communications Inc. Reduce -11.1% 0.24% −0.12
WMT Walmart Inc. Reduce -4.2% 0.37% −0.07
NVDA Nvidia Corp. Reduce -8.7% 0.17% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -6.8% 0.16% −0.05
JNJ Johnson & Johnson Reduce -10.0% 0.21% −0.05
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -0.4% 0.12% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -2.1% 0.11% −0.03
JPM JPMorgan Chase & Co. Reduce -0.3% 0.14% −0.03
GS Goldman Sachs Group Inc. Reduce -4.4% 0.17% −0.03
GOOGL Alphabet Inc. Class A Reduce -3.5% 2.04% +0.00
LLY Eli Lilly & Co. Reduce -0.9% 0.34% +0.04

Portfolio Buys Q3 2025 → Q4 2025
VIG Vanguard Dividend Apprec ETF Add +377.5% 10.85% +8.08
SMLF iShares US Smallcap Equity F Add +512.4% 3.91% +3.13
VTIP Vanguard Short-Term Tips Add +38.5% 7.42% +0.61
SUB iShares Short-Term National Add +124.7% 0.73% +0.33
BSCU Invesco Bulletshares 2030 CB Add +197.1% 0.46% +0.27
MMM 3M Co. New 0.23% +0.23
VGSH Vanguard Short-Term Treasury New 0.21% +0.21
GE General Electric Add +150.4% 0.40% +0.21
GEV GE Vernova Inc. New 0.19% +0.19
VPU Vanguard Utilities ETF New 0.17% +0.17
BSCV Invesco Bulletshares 2031 CB New 0.16% +0.16
IWF iShares Russell 1000 Growth New 0.16% +0.16
ITA iShares U.S. Aerospace & Def New 0.16% +0.16
TJX TJX Companies Inc. New 0.14% +0.14
XVV iShares ESG Select Screened New 0.14% +0.14
MCO Moody's Corp. New 0.12% +0.12
TSLA Tesla Inc. New 0.12% +0.12
PRM Perimeter Solutions Inc. New 0.12% +0.12
GOOG Alphabet Inc. Class C Add +17.5% 0.59% +0.11
MRK Merck & Co. Inc. Add +31.5% 0.39% +0.10
XOM Exxon Mobil Corp. Add +25.4% 0.52% +0.04
BAC Bank of America Corp. Add +40.5% 0.21% +0.04
MA Mastercard Inc. Class A Add +43.0% 0.27% +0.04
V Visa Inc. Class A Add +35.7% 0.17% +0.02
AMZN Amazon.com Inc. Add +21.5% 0.68% +0.02
IBM Intl Business Machines Corp. Add +23.6% 0.25% +0.01
PEP Pepsico Inc. Add +25.0% 0.24% +0.01
BJUL Innovator U.S. Equity Buffer Add +19.5% 0.26% −0.00
UNP Union Pacific Corp. Add +19.4% 0.20% −0.01
IEMG iShares Core MSCI Emerging Add +10.4% 0.21% −0.02
WM Waste Management Inc. Add +8.1% 0.16% −0.02
SCHF Schwab Intl Equity ETF Add +12.8% 0.44% −0.03
QQQ Invesco QQQ Trust Series 1 Add +6.2% 0.21% −0.03
DIA SS SPDR Dow Jones Indus Avg Add +0.3% 0.16% −0.03
IVW iShares S&P 500 Growth ETF Add +0.0% 0.17% −0.04
SPHQ Invesco S&P 500 Quality ETF Add +16.3% 0.92% −0.04
DFUS Dimensional US Eq MKT ETF Add +0.2% 0.19% −0.04
DFIC Dimensional International Co. Add +0.7% 0.24% −0.04
PG The Procter & Gamble Co. Add +10.8% 0.21% −0.04
BSMU Invesco Bulletshares 2030 MB Add +0.7% 0.20% −0.05
BSMS Invesco Bulletshares 2028 MB Add +0.7% 0.20% −0.05
BSMT Invesco Bulletshares 2029 MB Add +0.7% 0.20% −0.05
BSMQ Invesco Bulletshares 2026 MB Add +0.7% 0.20% −0.05
BSMR Invesco Bulletshares 2027 MB Add +0.7% 0.20% −0.05
DFLV Dim US Large Cap Value ETF Add +0.4% 0.28% −0.05
META Meta Platforms Inc. Class A Add +26.6% 0.58% −0.05
VGIT Vanguard Intermediate-Term T Add +10.8% 0.44% −0.05
GLD SPDR Gold Shares Add +3.6% 0.89% −0.07
VOO Vanguard S&P 500 ETF Add +15.7% 1.39% −0.07
VB Vanguard Most SM-Cap ETF-Usd Add +12.0% 0.73% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 127$227.1MVIG, VTIP, SMLF, FNDF, FNDX
Q1 2026 121$187.1MVIG, VTIP, SMLF, FNDX, FNDF
Q4 2025 117$179.2MVIG, VTIP, BRK.B, SMLF, FNDX
Q3 2025 109$144.4MVTIP, BRK.B, FNDX, BND, FNDF
Q2 2025 101$112.3MBRK.B, FNDX, FNDF, DGRW, TCAF
Q1 2025 92$86.9MFNDF, FNDX, DGRW, BRK.B, TCAF
Q4 2024 476$101.8MRSP, TCAF, DGRW, FNDX, FNDF