Wingate Wealth Advisors, Inc.
Filing Date
Global Rank
#7,315
/ 8,517
▼ 434
Top Industry
Insurance - Diversified
16.0%
3Y Alpha vs SPY
-0.1%
Period ended 46 days ago
Filed Jul 29, 2026 · 17d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+26.6%
SPY
+27.3%
Annualised alpha
-0.5%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.1%
−19.5 pts
Top 5
41.5%
−16.3 pts
Top 10
57.0%
−13.9 pts
HHI
527
Diversified−821
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 19.3% | $6,861,052 |
| Technology | 16.0% | $5,665,329 |
| Communication Services | 14.2% | $5,053,461 |
| Unclassified | 12.1% | $4,298,896 |
| Industrials | 11.2% | $3,982,624 |
| Healthcare | 8.2% | $2,911,986 |
| Consumer Defensive | 7.9% | $2,794,537 |
| Energy | 7.2% | $2,554,547 |
| Consumer Cyclical | 2.7% | $953,121 |
| Utilities | 0.6% | $219,363 |
| Real Estate | 0.6% | $202,445 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | +119 | 2,635 | $1,136,897 | |
| COST | Costco Wholesale Corp /New | +47 | 477 | $446,219 | |
| QQQ | Invesco Qqq Trust, Series 1 | +34 | 511 | $376,300 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +14 | 4,036 | $672,680 | |
| GLD | Spdr Gold Trust | +5 | 3,545 | $1,305,907 | |
| XOM | ExxonMobil Holdings Corp | +2 | 8,156 | $1,115,088 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +1 | 616 | $321,792 | |
| JNJ | Johnson & Johnson | +1 | 1,788 | $454,098 | |
| CVX | Chevron Corp | +1 | 8,684 | $1,439,459 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −3,718 | 11,313 | $4,042,926 | |
| BRK-B | Berkshire Hathaway Inc | −996 | 9,980 | $4,993,892 | |
| AMZN | Amazon Com Inc | −830 | 3,999 | $953,121 | |
| AAPL | Apple Inc. | −789 | 7,547 | $2,183,799 | |
| META | Meta Platforms, Inc. | −405 | 1,027 | $578,498 | |
| MA | Mastercard Inc | −383 | 448 | $230,092 | |
| UNP | Union Pacific Corp | −366 | 1,189 | $323,408 | |
| WM | Waste Management Inc | −242 | 1,049 | $233,801 | |
| WMT | Walmart Inc. | −221 | 6,017 | $681,485 | |
| VZ | Verizon Communications Inc | −196 | 10,204 | $432,037 | |
| MRK | Merck & Co., Inc. | −155 | 5,985 | $769,072 | |
| RTX | RTX Corp | −113 | 2,766 | $524,793 | |
| AVGO | Broadcom Inc. | −10 | 1,315 | $496,741 | |
| SPY | Spdr S&P 500 ETF Trust | −6 | 2,767 | $2,066,312 | |
| BAC | Bank Of America Corp /De/ | −1 | 6,752 | $384,728 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RKLB | Rocket Lab Corp | 2,770 | $281,570 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 493 | $235,442 | |
| CARR | CARRIER GLOBAL Corp | 3,092 | $226,798 | |
| ADI | Analog Devices Inc | 570 | $226,386 | |
| NVDA | Nvidia Corp | 1,041 | $208,293 | |
| PSA | Public Storage | 636 | $202,445 | |
| EMR | Emerson Electric Co | 1,400 | $200,410 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 100,909 | $21,701,489 | |
| VEA | Vanguard FTSE Developed Markets ETF | 62,192 | $3,985,263 | |
| VXUS | Vanguard Total International Stock ETF | 26,106 | $2,013,033 | |
| VB | Vanguard Morningstar Small-Cap ETF | 5,189 | $1,359,102 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 21,059 | $682,943 | |
| V | Visa Inc. | 864 | $261,135 | |
| TJX | Tjx Companies Inc /De/ | 1,635 | $261,109 | |
| T | At&T Inc. | 8,804 | $255,227 | |
| WWD | Woodward, Inc. | 638 | $228,352 | |
| MCD | Mcdonalds Corp | 644 | $200,148 | |
| No positions match the current search. | ||||
46 tracked positions ·
$35,497,361 total
· filing declares
127 positions · $227,057,847
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,980 | $4,993,892 | 14.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,313 | $4,042,926 | 11.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,547 | $2,183,799 | 6.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,767 | $2,066,312 | 5.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 8,684 | $1,439,459 | 4.06% | |
| GLD |
Spdr Gold Trust
|
Added | 3,545 | $1,305,907 | 3.68% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,635 | $1,136,897 | 3.20% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,156 | $1,115,088 | 3.14% | |
| CRMD |
CorMedix Inc.
Healthcare
|
Held | 128,502 | $1,008,740 | 2.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,999 | $953,121 | 2.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 5,076 | $918,299 | 2.59% | |
| GE |
General Electric Co
Industrials
|
Held | 2,298 | $858,831 | 2.42% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,985 | $769,072 | 2.17% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,010 | $749,770 | 2.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,017 | $681,485 | 1.92% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 567 | $680,076 | 1.92% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 4,036 | $672,680 | 1.90% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 507 | $595,654 | 1.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,027 | $578,498 | 1.63% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,766 | $524,793 | 1.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,315 | $496,741 | 1.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,788 | $454,098 | 1.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 477 | $446,219 | 1.26% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 10,204 | $432,037 | 1.22% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,522 | $428,001 | 1.21% | |
| MMM |
3M Co
Industrials
|
Held | 2,581 | $417,889 | 1.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,954 | $399,971 | 1.13% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 6,752 | $384,728 | 1.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 511 | $376,300 | 1.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,377 | $348,563 | 0.98% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 344 | $347,911 | 0.98% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,189 | $323,408 | 0.91% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 616 | $321,792 | 0.91% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 300 | $319,470 | 0.90% | |
| RKLB |
Rocket Lab Corp
Industrials
|
NEW | 2,770 | $281,570 | 0.79% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 493 | $235,442 | 0.66% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,049 | $233,801 | 0.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 708 | $231,749 | 0.65% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 448 | $230,092 | 0.65% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 325 | $228,585 | 0.64% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
NEW | 3,092 | $226,798 | 0.64% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 570 | $226,386 | 0.64% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,733 | $219,363 | 0.62% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,041 | $208,293 | 0.59% | |
| PSA |
Public Storage
Real Estate
|
NEW | 636 | $202,445 | 0.57% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 1,400 | $200,410 | 0.56% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.