StockDriftsStockDriftsTop 50 Wingate Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 11.6% | 100.9K | $21.7M | +14.09%(+12.46K) | $215.10(+6.31%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.78% | 291.6K | $14.6M | +8.50%(+22.84K) | $50.21(+0.49%) | 2026-03-31 | |
| SMLF | ISHARES TR | 4.09% | 101.4K | $7.7M | +8.29%(+7.76K) | $73.70(+12.40%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.07% | 273.6K | $7.6M | +11.53%(+28.28K) | $24.45(+24.69%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.5% | 133.7K | $6.5M | +22.38%(+24.45K) | $38.15(+40.41%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.81% | 11.0K | $5.3M | -22.34%(-3.16K) | $483.49(+0.42%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.73% | 69.4K | $5.1M | +1.47%(+1.01K) | $73.94(-1.03%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.16% | 119.6K | $4.0M | +6.36%(+7.14K) | $27.06(+46.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.13% | 62.2K | $4.0M | +6.96%(+4.05K) | $54.74(+29.02%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 2.09% | 44.6K | $3.9M | +5.76%(+2.43K) | $82.23(+16.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.35% |
| Top 20 Holdings Unweighted | +13.00% | +44.27% |
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