StockDriftsStockDriftsTop 50 Wingate Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 12.32% | 118.2K | $28.0M | +17.12%(+17.28K) | $216.35(+13.98%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 8.17% | 369.5K | $18.6M | +26.70%(+77.86K) | $50.19(-0.99%) | 2026-06-30 | |
| SMLF | ISHARES TR | 4.24% | 107.9K | $9.6M | +6.37%(+6.46K) | $74.15(+21.29%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.1% | 176.5K | $9.3M | +31.97%(+42.75K) | $41.05(+34.68%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.87% | 282.5K | $8.8M | +3.23%(+8.85K) | $24.60(+32.01%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.65% | 182.4K | $8.3M | +162.72%(+112.96K) | $45.54(-1.35%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.11% | 78.3K | $7.1M | +205.25%(+52.67K) | $77.94(+10.79%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 2.58% | 61.3K | $5.9M | +37.56%(+16.74K) | $84.52(+18.66%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.36% | 73.0K | $5.4M | +5.22%(+3.62K) | $73.91(-2.19%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.2% | 10.0K | $5.0M | -9.07%(-996) | $483.49(+8.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.77% |
Wingate Wealth Advisors, Inc. reports $227.06M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VIG (12.3%), VTIP (8.2%) and SMLF (4.2%). The top 20 holdings account for 63.27% of reported assets. Its disclosed equity book has returned +25.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wingate Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041800). View Wingate Wealth Advisors, Inc.’s 13F filings on SEC