Wingate Wealth Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Wingate Wealth Advisors, Inc. reported 121 stock positions worth $187.1 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 11.6% of the portfolio, followed by Vanguard Short-Term Tips (VTIP, 7.8%) and iShares US Smallcap Equity F (SMLF, 4.1%). Compared with Q4 2025, it opened 9 new positions, sold out of 5, added to 63 and reduced 37. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +14%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −22%).

Most Recent 13F
Q2 2026
Location
LEXINGTON, MA
CIK
0002041800
Portfolio Value
$187.1M (Q1 2026)
SEC Filing
0002041800-26-000002 ↗ filed May 1, 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 Q4 2025 Q1 2026: $187.1M $187.1M Q1 2026 Q2 2026: $227.1M Q2 2026

Holdings 121 stocks · $187.1M
VIG Vanguard Dividend Apprec ETF 11.60% 100,909 $21.7M Add +14.1%
VTIP Vanguard Short-Term Tips 7.78% 291,639 $14.6M Add +8.5%
SMLF iShares US Smallcap Equity F 4.09% 101,427 $7.7M Add +8.3%
FNDX Schwab Fndmntl US LRG Co. ETF 4.07% 273,605 $7.6M Add +11.5%
FNDF Schwab Fndmn Intl LRG Co. ETF 3.50% 133,723 $6.5M Add +22.4%
BRK.B Berkshire Hathaway Inc. Class B 2.81% 10,976 $5.3M Reduce -22.3%
BND Vanguard Total Bond Market 2.73% 69,397 $5.1M Add +1.5%
DFAE Dimensional Emerging Core Eq 2.16% 119,559 $4.0M Add +6.4%
VEA Vanguard Ftse Developed ETF 2.13% 62,192 $4.0M Add +7.0%
DGRW Wisdomtree U.S. Quality Divi 2.09% 44,575 $3.9M Add +5.8%
GOOGL Alphabet Inc. Class A 1.79% 11,628 $3.3M Reduce -0.4%
IQLT iShares MSCI International Q 1.76% 71,372 $3.3M Add +3.2%
TCAF T Rowe PRC Cap Appreciation 1.72% 90,302 $3.2M Add +2.2%
FBND Fidelity Total Bond ETF 1.69% 69,418 $3.2M Add +28.1%
RSP Invesco S&P 500 Equal Weight 1.68% 16,345 $3.1M Add +26.2%
AGG iShares Core U.S. Aggregate 1.62% 30,614 $3.0M Reduce -0.5%
QLTY GMO U.S. Quality ETF 1.43% 73,835 $2.7M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.40% 9,135 $2.6M Add +6.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.34% 5,722 $2.5M Add +10.1%
EFV iShares MSCI Eafe Value ETF 1.33% 33,473 $2.5M No change
VOO Vanguard S&P 500 ETF 1.28% 4,003 $2.4M Add +0.9%
ESGD iShares Trust iShares ESG Aw 1.28% 24,998 $2.4M Add +4.7%
VUSB Vanguard Ultra Short Bond Et 1.20% 45,125 $2.2M Add +9.8%
AAPL Apple Inc. 1.13% 8,336 $2.1M Reduce -3.1%
VXUS Vanguard Total Intl Stock 1.08% 26,106 $2.0M No change
SPHQ Invesco S&P 500 Quality ETF 1.03% 25,664 $1.9M Add +17.0%
EAGG iShares ESG Aware US Aggrega 1.03% 40,545 $1.9M Add +5.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.96% 2,773 $1.8M Reduce -12.6%
CVX Chevron Corp. 0.96% 8,683 $1.8M Add +0.9%
VTI VG Morningstar TS MKT ETF-US 0.95% 5,517 $1.8M Reduce -0.2%
BSCS Invesco Bulletshares 2028 CB 0.89% 81,425 $1.7M Add +2.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.88% 8,388 $1.6M Reduce -0.1%
ESGV Vanguard ESG US Stock ETF 0.87% 14,553 $1.6M Add +0.3%
IEFA iShares Core MSCI Eafe ETF 0.84% 17,348 $1.6M Add +0.3%
EFA iShares MSCI Eafe ETF 0.82% 15,709 $1.5M No change
GLD SPDR Gold Shares 0.81% 3,540 $1.5M Reduce -11.9%
BSCR Invesco Bulletshares 2027 CB 0.76% 72,622 $1.4M Add +3.0%
EFG iShares MSCI Eafe Growth ETF 0.76% 12,709 $1.4M Add +12.1%
BSCQ Invesco Bulletshares 2026 CB 0.74% 71,038 $1.4M Add +3.0%
XOM Exxon Mobil Corp. 0.74% 8,154 $1.4M Add +4.4%
VB Vanguard Most SM-Cap ETF-Usd 0.73% 5,189 $1.4M Add +2.3%
SUB iShares Short-Term National 0.70% 12,254 $1.3M Add +0.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.69% 33,989 $1.3M New
IVV iShares Core S&P 500 ETF 0.68% 1,955 $1.3M Reduce -0.8%
BSCT Invesco Bulletshares 2029 CB 0.67% 67,547 $1.3M Add +3.1%
AMZN Amazon.com Inc. 0.54% 4,829 $1.0M Reduce -8.9%
GOOG Alphabet Inc. Class C 0.52% 3,403 $976K Add +1.3%
SCHF Schwab Intl Equity ETF 0.49% 37,384 $925K Add +14.9%
MUB iShares National Muni Bond E 0.49% 8,678 $921K Add +0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.48% 4,859 $895K Add +1.7%
CRMD Cormedix Inc. 0.47% 128,502 $873K No change
BSCU Invesco Bulletshares 2030 CB 0.45% 50,831 $850K Add +3.4%
PM Philip Morris International 0.45% 5,076 $839K Reduce -0.2%
VGIT Vanguard Intermediate-Term T 0.45% 14,035 $836K Add +6.2%
VGT Vanguard Info Tech ETF 0.44% 1,177 $821K Add +0.1%
META Meta Platforms Inc. Class A 0.44% 1,432 $819K Reduce -9.7%
WMT Walmart Inc. 0.41% 6,238 $775K Add +4.7%
DFAS Dimensional US Small Cap ETF 0.41% 10,751 $765K Add +0.2%
MSFT Microsoft Corp. 0.40% 2,010 $744K Reduce -4.4%
MRK Merck & Co. Inc. 0.39% 6,140 $739K Reduce -8.0%
MRSH Marsh & McLennan Cos 0.37% 4,022 $698K Reduce -0.5%
FNDA Schwab Fndmntl US SM Co. ETF 0.36% 21,059 $683K Add +6.0%
XMHQ Invesco S&P Midcap Qual ETF 0.36% 6,448 $667K Reduce -40.5%
GE General Electric filed as GE AEROSPACE 0.35% 2,298 $652K Reduce -1.6%
VGSH Vanguard Short-Term Treasury 0.31% 9,991 $585K Add +53.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.31% 11,029 $580K Add +0.7%
RTX RTX Corp. 0.30% 2,879 $555K No change
VZ Verizon Communications Inc. 0.28% 10,400 $522K Add +0.2%
LLY Eli Lilly & Co. 0.28% 567 $522K Reduce -0.7%
DFLV Dim US Large Cap Value ETF 0.28% 14,550 $520K Add +0.4%
SCHD Schwab US DVD Equity ETF 0.26% 15,650 $480K Reduce -62.2%
PEP Pepsico Inc. 0.25% 2,954 $459K Reduce -2.6%
GEV GE Vernova Inc. 0.24% 507 $443K Reduce -3.2%
DFIC Dimensional International Co. 0.23% 12,324 $438K Add +0.2%
JNJ Johnson & Johnson 0.23% 1,787 $437K Add +0.1%
COST Costco Wholesale Corp. 0.23% 430 $428K Reduce -19.5%
VPU Vanguard Utilities ETF 0.22% 2,102 $417K Add +27.8%
MA Mastercard Inc. Class A 0.22% 831 $415K Reduce -0.8%
DELL Dell Technologies -C 0.22% 2,516 $413K Add +2.2%
AVGO Broadcom Inc. 0.22% 1,325 $410K Reduce -5.0%
BJUL Innovator U.S. Equity Buffer 0.22% 8,198 $407K Reduce -10.8%
IEMG iShares Core MSCI Emerging 0.21% 5,663 $395K Add +2.3%
NULG Nuveen ESG LRG-Cap GRW ETF 0.21% 4,254 $387K Add +95.4%
UNP Union Pacific Corp. 0.20% 1,555 $377K Reduce -0.3%
MMM 3M Co. 0.20% 2,581 $375K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 1,522 $369K Reduce -0.4%
BSMS Invesco Bulletshares 2028 MB 0.19% 15,508 $363K Add +0.7%
BSMQ Invesco Bulletshares 2026 MB 0.19% 15,347 $363K Add +0.7%
BSMR Invesco Bulletshares 2027 MB 0.19% 15,322 $362K Add +0.7%
BSMT Invesco Bulletshares 2029 MB 0.19% 15,737 $362K Add +0.7%
BSMU Invesco Bulletshares 2030 MB 0.19% 16,597 $362K Add +0.7%
XVV iShares ESG Select Screened 0.19% 7,339 $361K Add +59.4%
PG The Procter & Gamble Co. 0.18% 2,377 $343K Reduce -8.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 6,753 $329K Reduce -2.7%
DFUS Dimensional US Eq MKT ETF 0.17% 4,557 $323K Add +0.2%
IMTM iShares MSCI Intl Momentum F 0.17% 6,516 $313K No change
DFEV Dimensional Emrg MRKT Val 0.17% 8,661 $310K No change
BSV Vanguard Short-Term Bond ETF 0.16% 3,936 $309K Add +10.0%
WM Waste Management Inc. 0.16% 1,291 $297K Reduce -0.8%
BSCV Invesco Bulletshares 2031 CB 0.16% 17,804 $293K Add +1.1%
ITA iShares U.S. Aerospace & Def 0.16% 1,339 $293K Add +3.2%
GS Goldman Sachs Group Inc. 0.16% 344 $291K Reduce -0.6%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.15% 615 $285K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.15% 477 $275K Reduce -23.2%
DFAC Dimensional US Core Equity 2 0.15% 7,071 $275K No change
IVW iShares S&P 500 Growth ETF 0.14% 2,360 $267K Reduce -5.2%
V Visa Inc. Class A 0.14% 864 $261K Reduce -2.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 1,635 $261K Reduce -3.3%
T AT&T Inc. 0.14% 8,804 $255K New
IWF iShares Russell 1000 Growth 0.14% 595 $254K No change
VAW Vanguard Materials ETF 0.13% 1,045 $235K New
WWD Woodward Inc. 0.12% 638 $228K New
DUK Duke Energy Corp. 0.12% 1,733 $227K No change
SCHG Schwab US Large-Cap Growth 0.12% 7,515 $219K New
XLI SS Industrial Select Sector 0.12% 1,340 $217K New
CAT Caterpillar Inc. 0.11% 300 $213K New
JPM JPMorgan Chase & Co. 0.11% 708 $208K Reduce -7.9%
VTEI Vanguard Int Tax-Exempt Bond 0.11% 2,053 $205K New
SHY iShares 1-3 Year Treasury Bo 0.11% 2,437 $201K Add +0.4%
MDY State Street SPDR S&P Midcap 0.11% 325 $200K New
MCD McDonald's Corp. 0.11% 644 $200K Reduce -13.4%

Portfolio Sells Q4 2025 → Q1 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -22.3% 2.81% −1.15
SCHD Schwab US DVD Equity ETF Reduce -62.2% 0.26% −0.38
XMHQ Invesco S&P Midcap Qual ETF Reduce -40.5% 0.36% −0.26
GOOGL Alphabet Inc. Class A Reduce -0.4% 1.79% −0.25
SPY SS SPDR S&P 500 ETF Trust-US Reduce -12.6% 0.96% −0.24
AAPL Apple Inc. Reduce -3.1% 1.13% −0.17
MSFT Microsoft Corp. Reduce -4.4% 0.40% −0.17
NVDA Nvidia Corp. Sold out 0.00% −0.17
META Meta Platforms Inc. Class A Reduce -9.7% 0.44% −0.15
AMZN Amazon.com Inc. Reduce -8.9% 0.54% −0.15
MCO Moody's Corp. Sold out 0.00% −0.12
TSLA Tesla Inc. Sold out 0.00% −0.12
PRM Perimeter Solutions Inc. Sold out 0.00% −0.12
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.12
AGG iShares Core U.S. Aggregate Reduce -0.5% 1.62% −0.09
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 0.95% −0.09
GLD SPDR Gold Shares Reduce -11.9% 0.81% −0.07
IVV iShares Core S&P 500 ETF Reduce -0.8% 0.68% −0.07
QQQ Invesco QQQ Trust Series 1 Reduce -23.2% 0.15% −0.07
LLY Eli Lilly & Co. Reduce -0.7% 0.28% −0.06
IBM Intl Business Machines Corp. Reduce -0.4% 0.20% −0.06
GE General Electric Reduce -1.6% 0.35% −0.05
AVGO Broadcom Inc. Reduce -5.0% 0.22% −0.05
MRSH Marsh & McLennan Cos Reduce -0.5% 0.37% −0.05
MA Mastercard Inc. Class A Reduce -0.8% 0.22% −0.04
BJUL Innovator U.S. Equity Buffer Reduce -10.8% 0.22% −0.04
BAC Bank of America Corp. Reduce -2.7% 0.18% −0.04
V Visa Inc. Class A Reduce -2.8% 0.14% −0.03
IVW iShares S&P 500 Growth ETF Reduce -5.2% 0.14% −0.03
COST Costco Wholesale Corp. Reduce -19.5% 0.23% −0.03
JPM JPMorgan Chase & Co. Reduce -7.9% 0.11% −0.03
PG The Procter & Gamble Co. Reduce -8.2% 0.18% −0.02
MCD McDonald's Corp. Reduce -13.4% 0.11% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.1% 0.88% −0.02
GS Goldman Sachs Group Inc. Reduce -0.6% 0.16% −0.01
PM Philip Morris International Reduce -0.2% 0.45% −0.01
TJX TJX Companies Inc. Reduce -3.3% 0.14% −0.01
WM Waste Management Inc. Reduce -0.8% 0.16% −0.00
UNP Union Pacific Corp. Reduce -0.3% 0.20% +0.00
PEP Pepsico Inc. Reduce -2.6% 0.25% +0.00
MRK Merck & Co. Inc. Reduce -8.0% 0.39% +0.00
GEV GE Vernova Inc. Reduce -3.2% 0.24% +0.05

Portfolio Buys Q4 2025 → Q1 2026
VIG Vanguard Dividend Apprec ETF Add +14.1% 11.60% +0.75
FNDF Schwab Fndmn Intl LRG Co. ETF Add +22.4% 3.50% +0.74
FNDE Schwab Fndmntl Em MRK Eq ETF New 0.69% +0.69
VTIP Vanguard Short-Term Tips Add +8.5% 7.78% +0.37
FNDX Schwab Fndmntl US LRG Co. ETF Add +11.5% 4.07% +0.35
FBND Fidelity Total Bond ETF Add +28.1% 1.69% +0.30
RSP Invesco S&P 500 Equal Weight Add +26.2% 1.68% +0.29
CVX Chevron Corp. Add +0.9% 0.96% +0.23
XOM Exxon Mobil Corp. Add +4.4% 0.74% +0.21
SMLF iShares US Smallcap Equity F Add +8.3% 4.09% +0.18
T AT&T Inc. New 0.14% +0.14
VAW Vanguard Materials ETF New 0.13% +0.13
WWD Woodward Inc. New 0.12% +0.12
DFAE Dimensional Emerging Core Eq Add +6.4% 2.16% +0.12
SCHG Schwab US Large-Cap Growth New 0.12% +0.12
XLI SS Industrial Select Sector New 0.12% +0.12
CAT Caterpillar Inc. New 0.11% +0.11
SPHQ Invesco S&P 500 Quality ETF Add +17.0% 1.03% +0.11
VTEI Vanguard Int Tax-Exempt Bond New 0.11% +0.11
MDY State Street SPDR S&P Midcap New 0.11% +0.11
VEA Vanguard Ftse Developed ETF Add +7.0% 2.13% +0.10
VGSH Vanguard Short-Term Treasury Add +53.4% 0.31% +0.10
NULG Nuveen ESG LRG-Cap GRW ETF Add +95.4% 0.21% +0.09
SCHF Schwab Intl Equity ETF Add +14.9% 0.49% +0.06
XVV iShares ESG Select Screened Add +59.4% 0.19% +0.06
VUSB Vanguard Ultra Short Bond Et Add +9.8% 1.20% +0.06
VPU Vanguard Utilities ETF Add +27.8% 0.22% +0.05
DELL Dell Technologies -C Add +2.2% 0.22% +0.05
WMT Walmart Inc. Add +4.7% 0.41% +0.04
VZ Verizon Communications Inc. Add +0.2% 0.28% +0.04
EFG iShares MSCI Eafe Growth ETF Add +12.1% 0.76% +0.04
JNJ Johnson & Johnson Add +0.1% 0.23% +0.03
FNDA Schwab Fndmntl US SM Co. ETF Add +6.0% 0.36% +0.02
ESGD iShares Trust iShares ESG Aw Add +4.7% 1.28% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.3% 1.40% +0.01
IQLT iShares MSCI International Q Add +3.2% 1.76% +0.01
BSV Vanguard Short-Term Bond ETF Add +10.0% 0.16% +0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.7% 0.48% +0.01
EAGG iShares ESG Aware US Aggrega Add +5.7% 1.03% +0.01
VGIT Vanguard Intermediate-Term T Add +6.2% 0.45% +0.00
IEMG iShares Core MSCI Emerging Add +2.3% 0.21% +0.00
ITA iShares U.S. Aerospace & Def Add +3.2% 0.16% +0.00
DFLV Dim US Large Cap Value ETF Add +0.4% 0.28% +0.00
DFIC Dimensional International Co. Add +0.2% 0.23% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +2.3% 0.73% −0.00
SHY iShares 1-3 Year Treasury Bo Add +0.4% 0.11% −0.00
BSMR Invesco Bulletshares 2027 MB Add +0.7% 0.19% −0.01
BSMQ Invesco Bulletshares 2026 MB Add +0.7% 0.19% −0.01
BSCV Invesco Bulletshares 2031 CB Add +1.1% 0.16% −0.01
BSMS Invesco Bulletshares 2028 MB Add +0.7% 0.19% −0.01

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