Wingate Wealth Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Wingate Wealth Advisors, Inc. reported 127 stock positions worth $227.1 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 12.3% of the portfolio, followed by Vanguard Short-Term Tips (VTIP, 8.2%) and iShares US Smallcap Equity F (SMLF, 4.2%). Compared with Q1 2026, it opened 11 new positions, sold out of 5, added to 72 and reduced 23. The biggest buy was Invesco S&P 500 Quality ETF (SPHQ, shares +205%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −9%).

Most Recent 13F
Q2 2026
Location
LEXINGTON, MA
CIK
0002041800
Portfolio Value
$227.1M (Q2 2026)
SEC Filing
0002041800-26-000004 ↗ filed Jul 29, 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 Q1 2026 Q2 2026: $227.1M $227.1M Q2 2026

Holdings 127 stocks · $227.1M
VIG Vanguard Dividend Apprec ETF 12.32% 118,186 $28.0M Add +17.1%
VTIP Vanguard Short-Term Tips 8.17% 369,500 $18.6M Add +26.7%
SMLF iShares US Smallcap Equity F 4.24% 107,883 $9.6M Add +6.4%
FNDF Schwab Fndmn Intl LRG Co. ETF 4.10% 176,471 $9.3M Add +32.0%
FNDX Schwab Fndmntl US LRG Co. ETF 3.87% 282,455 $8.8M Add +3.2%
FBND Fidelity Total Bond ETF 3.65% 182,375 $8.3M Add +162.7%
SPHQ Invesco S&P 500 Quality ETF 3.11% 78,339 $7.1M Add +205.3%
DGRW Wisdomtree U.S. Quality Divi 2.58% 61,319 $5.9M Add +37.6%
BND Vanguard Total Bond Market 2.36% 73,017 $5.4M Add +5.2%
BRK.B Berkshire Hathaway Inc. Class B 2.20% 9,980 $5.0M Reduce -9.1%
VEA Vanguard Ftse Developed ETF 2.06% 65,589 $4.7M Add +5.5%
DFAE Dimensional Emerging Core Eq 2.01% 113,262 $4.6M Reduce -5.3%
TCAF T Rowe PRC Cap Appreciation 1.82% 100,561 $4.1M Add +11.4%
GOOGL Alphabet Inc. Class A 1.78% 11,313 $4.0M Reduce -2.7%
IQLT iShares MSCI International Q 1.69% 77,442 $3.8M Add +8.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.62% 45,552 $3.7M Add +24.7%
RSP Invesco S&P 500 Equal Weight 1.55% 16,510 $3.5M Add +1.0%
VUG Vanguard Mrngstar GR ETF-Sui 1.47% 38,766 $3.3M Add +12.9%
QLTY GMO U.S. Quality ETF 1.41% 77,148 $3.2M Add +4.5%
AGG iShares Core U.S. Aggregate 1.26% 28,909 $2.9M Reduce -5.6%
ESGD iShares Trust iShares ESG Aw 1.15% 25,375 $2.6M Add +1.5%
VUSB Vanguard Ultra Short Bond Et 1.14% 51,963 $2.6M Add +15.2%
VXUS Vanguard Total Intl Stock 0.98% 26,113 $2.2M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.98% 6,005 $2.2M Add +8.8%
AAPL Apple Inc. 0.96% 7,547 $2.2M Reduce -9.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.92% 9,634 $2.1M Add +14.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.91% 2,767 $2.1M Reduce -0.2%
ESGV Vanguard ESG US Stock ETF 0.90% 15,464 $2.0M Add +6.3%
EAGG iShares ESG Aware US Aggrega 0.88% 42,264 $2.0M Add +4.2%
VOO Vanguard S&P 500 ETF 0.83% 2,747 $1.9M Reduce -31.4%
EFV iShares MSCI Eafe Value ETF 0.79% 23,553 $1.8M Reduce -29.6%
BSCS Invesco Bulletshares 2028 CB 0.74% 81,973 $1.7M Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.73% 5,451 $1.7M Add +5.0%
EFA iShares MSCI Eafe ETF 0.72% 15,815 $1.6M Add +0.7%
EFG iShares MSCI Eafe Growth ETF 0.68% 12,387 $1.5M Reduce -2.5%
IVV iShares Core S&P 500 ETF 0.65% 1,961 $1.5M Add +0.3%
CVX Chevron Corp. 0.63% 8,684 $1.4M Add +0.0%
BSCR Invesco Bulletshares 2027 CB 0.63% 73,074 $1.4M Add +0.6%
BSCQ Invesco Bulletshares 2026 CB 0.61% 71,513 $1.4M Add +0.7%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.60% 34,082 $1.4M Add +0.3%
SUB iShares Short-Term National 0.58% 12,320 $1.3M Add +0.5%
GLD SPDR Gold Shares 0.58% 3,545 $1.3M Add +0.1%
BSCT Invesco Bulletshares 2029 CB 0.56% 68,030 $1.3M Add +0.7%
VGT Vanguard Info Tech ETF 0.51% 9,604 $1.1M Add +2.0%
DELL Dell Technologies -C 0.50% 2,635 $1.1M Add +4.7%
XOM Exxon Mobil Corp. 0.49% 8,156 $1.1M Add +0.0%
DFAS Dimensional US Small Cap ETF 0.48% 13,371 $1.1M Add +24.4%
SCHF Schwab Intl Equity ETF 0.48% 39,271 $1.1M Add +5.0%
CRMD Cormedix Inc. 0.44% 128,502 $1.0M No change
IEFA iShares Core MSCI Eafe ETF 0.43% 10,013 $967K Reduce -42.3%
AMZN Amazon.com Inc. 0.42% 3,999 $953K Reduce -17.2%
VGIT Vanguard Intermediate-Term T 0.42% 16,079 $948K Add +14.6%
MUB iShares National Muni Bond E 0.41% 8,714 $938K Add +0.4%
PM Philip Morris International 0.40% 5,076 $918K No change
XMHQ Invesco S&P Midcap Qual ETF 0.40% 7,987 $902K Add +23.9%
GE General Electric filed as GE AEROSPACE 0.38% 2,298 $859K No change
BSCU Invesco Bulletshares 2030 CB 0.38% 51,308 $854K Add +0.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.37% 4,215 $833K Reduce -13.3%
FNDA Schwab Fndmntl US SM Co. ETF 0.36% 21,234 $808K Add +0.8%
GOOG Alphabet Inc. Class C 0.34% 2,197 $776K Reduce -35.4%
MRK Merck & Co. Inc. 0.34% 5,985 $769K Reduce -2.5%
MSFT Microsoft Corp. 0.33% 2,010 $750K No change
WMT Walmart Inc. 0.30% 6,017 $681K Reduce -3.5%
LLY Eli Lilly & Co. 0.30% 567 $680K No change
MRSH Marsh & McLennan Cos 0.30% 4,036 $673K Add +0.3%
GEV GE Vernova Inc. 0.26% 507 $596K No change
VGSH Vanguard Short-Term Treasury 0.26% 10,069 $586K Add +0.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.26% 11,154 $585K Add +1.1%
META Meta Platforms Inc. Class A 0.25% 1,027 $578K Reduce -28.3%
DFLV Dim US Large Cap Value ETF 0.25% 14,603 $577K Add +0.4%
BSMS Invesco Bulletshares 2028 MB 0.25% 24,163 $566K Add +55.8%
BJUL Innovator U.S. Equity Buffer 0.24% 9,864 $536K Add +20.3%
RTX RTX Corp. 0.23% 2,766 $525K Reduce -3.9%
IEMG iShares Core MSCI Emerging 0.23% 6,234 $516K Add +10.1%
NULG Nuveen ESG LRG-Cap GRW ETF 0.22% 4,254 $498K No change
AVGO Broadcom Inc. 0.22% 1,315 $497K Reduce -0.8%
SCHD Schwab US DVD Equity ETF 0.22% 15,650 $496K No change
DFIC Dimensional International Co. 0.20% 12,476 $465K Add +1.2%
JNJ Johnson & Johnson 0.20% 1,788 $454K Add +0.1%
COST Costco Wholesale Corp. 0.20% 477 $447K Add +10.9%
VZ Verizon Communications Inc. 0.19% 10,204 $432K Reduce -1.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,522 $428K No change
MMM 3M Co. 0.18% 2,581 $418K No change
XVV iShares ESG Select Screened 0.18% 7,342 $417K Add +0.0%
VPU Vanguard Utilities ETF 0.18% 2,112 $413K Add +0.5%
PEP Pepsico Inc. 0.18% 2,954 $400K No change
BAC Bank of America Corp. 0.17% 6,752 $385K Reduce -0.0%
QQQ Invesco QQQ Trust Series 1 0.17% 511 $376K Add +7.1%
DFUS Dimensional US Eq MKT ETF 0.16% 4,568 $374K Add +0.2%
DFEV Dimensional Emrg MRKT Val 0.16% 8,661 $370K No change
BSMU Invesco Bulletshares 2030 MB 0.16% 16,716 $366K Add +0.7%
BSMT Invesco Bulletshares 2029 MB 0.16% 15,847 $365K Add +0.7%
BSMR Invesco Bulletshares 2027 MB 0.16% 15,426 $365K Add +0.7%
BSMQ Invesco Bulletshares 2026 MB 0.16% 15,452 $364K Add +0.7%
BSV Vanguard Short-Term Bond ETF 0.15% 4,514 $352K Add +14.7%
PG The Procter & Gamble Co. 0.15% 2,377 $349K No change
GS Goldman Sachs Group Inc. 0.15% 344 $348K No change
IMTM iShares MSCI Intl Momentum F 0.15% 6,516 $347K No change
ITA iShares U.S. Aerospace & Def 0.14% 1,346 $326K Add +0.5%
IVW iShares S&P 500 Growth ETF 0.14% 2,371 $326K Add +0.5%
UNP Union Pacific Corp. 0.14% 1,189 $323K Reduce -23.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.14% 616 $322K Add +0.2%
CAT Caterpillar Inc. 0.14% 300 $319K No change
DFAC Dimensional US Core Equity 2 0.14% 7,071 $314K No change
SCHG Schwab US Large-Cap Growth 0.14% 9,214 $312K Add +22.6%
SHY iShares 1-3 Year Treasury Bo 0.13% 3,730 $306K Add +53.1%
IWF iShares Russell 1000 Growth 0.13% 2,380 $296K No change
BSCV Invesco Bulletshares 2031 CB 0.13% 18,015 $295K Add +1.2%
RKLB Rocket Lab Corp. 0.12% 2,770 $282K New
DFAI Dimensional International Co. 0.12% 6,577 $271K New
XLI SS Industrial Select Sector 0.11% 1,343 $249K Add +0.2%
VAW Vanguard Materials ETF 0.11% 1,046 $239K Add +0.1%
TSM Taiwan Semiconductor-SP ADR 0.10% 493 $235K New
WM Waste Management Inc. 0.10% 1,049 $234K Reduce -18.8%
JPM JPMorgan Chase & Co. 0.10% 708 $232K No change
MA Mastercard Inc. Class A 0.10% 448 $230K Reduce -46.1%
MDY State Street SPDR S&P Midcap 0.10% 325 $229K No change
CARR Carrier Global Corp. 0.10% 3,092 $227K New
ADI Analog Devices Inc. 0.10% 570 $226K New
IWD iShares Russell 1000 Value E 0.10% 930 $225K New
EEM iShares MSCI Emerging Market 0.10% 3,243 $222K New
IJH iShares Core S&P Midcap ETF 0.10% 2,871 $221K New
DUK Duke Energy Corp. 0.10% 1,733 $219K No change
VTEI Vanguard Int Tax-Exempt Bond 0.09% 2,063 $208K Add +0.5%
NVDA Nvidia Corp. 0.09% 1,041 $208K New
PSA Public Storage 0.09% 636 $202K New
EMR Emerson Electric Co. 0.09% 1,400 $200K New

Portfolio Sells Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.1% 2.20% −0.61
EFV iShares MSCI Eafe Value ETF Reduce -29.6% 0.79% −0.54
VOO Vanguard S&P 500 ETF Reduce -31.4% 0.83% −0.45
IEFA iShares Core MSCI Eafe ETF Reduce -42.3% 0.43% −0.41
AGG iShares Core U.S. Aggregate Reduce -5.6% 1.26% −0.36
META Meta Platforms Inc. Class A Reduce -28.3% 0.25% −0.18
GOOG Alphabet Inc. Class C Reduce -35.4% 0.34% −0.18
AAPL Apple Inc. Reduce -9.5% 0.96% −0.17
DFAE Dimensional Emerging Core Eq Reduce -5.3% 2.01% −0.16
TJX TJX Companies Inc. Sold out 0.00% −0.14
V Visa Inc. Class A Sold out 0.00% −0.14
T AT&T Inc. Sold out 0.00% −0.14
WWD Woodward Inc. Sold out 0.00% −0.12
MA Mastercard Inc. Class A Reduce -46.1% 0.10% −0.12
AMZN Amazon.com Inc. Reduce -17.2% 0.42% −0.12
WMT Walmart Inc. Reduce -3.5% 0.30% −0.11
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -13.3% 0.37% −0.11
MCD McDonald's Corp. Sold out 0.00% −0.11
VZ Verizon Communications Inc. Reduce -1.9% 0.19% −0.09
EFG iShares MSCI Eafe Growth ETF Reduce -2.5% 0.68% −0.08
RTX RTX Corp. Reduce -3.9% 0.23% −0.07
UNP Union Pacific Corp. Reduce -23.5% 0.14% −0.06
MRK Merck & Co. Inc. Reduce -2.5% 0.34% −0.06
WM Waste Management Inc. Reduce -18.8% 0.10% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.91% −0.05
BAC Bank of America Corp. Reduce -0.0% 0.17% −0.01
GOOGL Alphabet Inc. Class A Reduce -2.7% 1.78% −0.01
AVGO Broadcom Inc. Reduce -0.8% 0.22% −0.00

Portfolio Buys Q1 2026 → Q2 2026
SPHQ Invesco S&P 500 Quality ETF Add +205.3% 3.11% +2.08
FBND Fidelity Total Bond ETF Add +162.7% 3.65% +1.96
VIG Vanguard Dividend Apprec ETF Add +17.1% 12.32% +0.72
FNDF Schwab Fndmn Intl LRG Co. ETF Add +32.0% 4.10% +0.60
DGRW Wisdomtree U.S. Quality Divi Add +37.6% 2.58% +0.49
VTIP Vanguard Short-Term Tips Add +26.7% 8.17% +0.39
DELL Dell Technologies -C Add +4.7% 0.50% +0.28
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +24.7% 1.62% +0.21
SMLF iShares US Smallcap Equity F Add +6.4% 4.24% +0.14
VUG Vanguard Mrngstar GR ETF-Sui Add +12.9% 1.47% +0.14
RKLB Rocket Lab Corp. New 0.12% +0.12
DFAI Dimensional International Co. New 0.12% +0.12
TSM Taiwan Semiconductor-SP ADR New 0.10% +0.10
TCAF T Rowe PRC Cap Appreciation Add +11.4% 1.82% +0.10
CARR Carrier Global Corp. New 0.10% +0.10
ADI Analog Devices Inc. New 0.10% +0.10
IWD iShares Russell 1000 Value E New 0.10% +0.10
EEM iShares MSCI Emerging Market New 0.10% +0.10
IJH iShares Core S&P Midcap ETF New 0.10% +0.10
NVDA Nvidia Corp. New 0.09% +0.09
PSA Public Storage New 0.09% +0.09
EMR Emerson Electric Co. New 0.09% +0.09
DFAS Dimensional US Small Cap ETF Add +24.4% 0.48% +0.08
VGT Vanguard Info Tech ETF Add +2.0% 0.51% +0.07
BSMS Invesco Bulletshares 2028 MB Add +55.8% 0.25% +0.06
VTV Vanguard Mrngstr Val ETF-Aui Add +14.8% 0.92% +0.05
XMHQ Invesco S&P Midcap Qual ETF Add +23.9% 0.40% +0.04
VTI VG Morningstar TS MKT ETF-US Add +8.8% 0.98% +0.03
ESGV Vanguard ESG US Stock ETF Add +6.3% 0.90% +0.03
SHY iShares 1-3 Year Treasury Bo Add +53.1% 0.13% +0.03
SCHG Schwab US Large-Cap Growth Add +22.6% 0.14% +0.02
QQQ Invesco QQQ Trust Series 1 Add +7.1% 0.17% +0.02
BJUL Innovator U.S. Equity Buffer Add +20.3% 0.24% +0.02
IEMG iShares Core MSCI Emerging Add +10.1% 0.23% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +5.0% 0.73% +0.00
IVW iShares S&P 500 Growth ETF Add +0.5% 0.14% +0.00
XLI SS Industrial Select Sector Add +0.2% 0.11% −0.01
DFUS Dimensional US Eq MKT ETF Add +0.2% 0.16% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +0.8% 0.36% −0.01
XVV iShares ESG Select Screened Add +0.0% 0.18% −0.01
BSV Vanguard Short-Term Bond ETF Add +14.7% 0.15% −0.01
DIA SS SPDR Dow Jones Indus Avg Add +0.2% 0.14% −0.01
ITA iShares U.S. Aerospace & Def Add +0.5% 0.14% −0.01
QLTY GMO U.S. Quality ETF Add +4.5% 1.41% −0.01
SCHF Schwab Intl Equity ETF Add +5.0% 0.48% −0.02
VTEI Vanguard Int Tax-Exempt Bond Add +0.5% 0.09% −0.02
VAW Vanguard Materials ETF Add +0.1% 0.11% −0.02
DFLV Dim US Large Cap Value ETF Add +0.4% 0.25% −0.02
BSCV Invesco Bulletshares 2031 CB Add +1.2% 0.13% −0.03
VGIT Vanguard Intermediate-Term T Add +14.6% 0.42% −0.03

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