Wingate Wealth Advisors, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,415,302,916 | Individuals and high net worth (96%) |
| Apr 2025 to Mar 2026 | $1,324,958,318 | Individuals and high net worth (96%) |
| Apr 2024 to Mar 2025 | $1,213,959,144 | Individuals and high net worth (97%) |
| May 2023 to Mar 2024 | $1,093,379,683 | Individuals and high net worth (97%) |
| Apr 2023 | $1,093,379,683 | Individuals and high net worth (97%) |
| Apr 2022 to Mar 2023 | $1,125,735,193 | Individuals and high net worth (97%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.3%; sector active share 73.2% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
127 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.7% | $190,895,711 |
| Financial Services | 3.1% | $6,861,052 |
| Communication Services | 2.6% | $5,829,727 |
| Technology | 2.5% | $5,665,329 |
| Industrials | 1.8% | $3,982,624 |
| Healthcare | 1.3% | $2,911,986 |
| Consumer Defensive | 1.3% | $2,794,537 |
| Energy | 1.1% | $2,554,547 |
| Consumer Cyclical | 0.4% | $953,121 |
| Utilities | 0.1% | $219,363 |
| Real Estate | 0.1% | $202,445 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | +112,957 | 182,375 | $8,296,238 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +77,861 | 369,500 | $18,559,985 | |
| SPHQ | Invesco S&P 500 Quality ETF | +52,675 | 78,339 | $7,058,343 | |
| FNDF | Schwab Fundamental International Equity ETF | +42,748 | 176,471 | $9,310,609 | |
| VO | VANGUARD MID-CAP INDEX FUND | +36,417 | 45,552 | $3,670,124 | |
| VUG | VANGUARD GROWTH INDEX FUND | +33,044 | 38,766 | $3,339,303 | |
| VIG | Vanguard Specialized Funds | +17,277 | 118,186 | $27,965,171 | |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | +16,744 | 61,319 | $5,863,322 | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | +10,259 | 100,561 | $4,133,057 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | +8,850 | 282,455 | $8,784,350 | |
| BSMS | Invesco BulletShares 2028 Municipal Bond ETF | +8,655 | 24,163 | $566,380 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +8,427 | 9,604 | $1,147,870 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | +6,838 | 51,963 | $2,586,718 | |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | +6,456 | 107,883 | $9,616,690 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +6,070 | 77,442 | $3,837,251 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +3,620 | 73,017 | $5,360,177 | |
| VEA | Vanguard FTSE Developed Markets ETF | +3,397 | 65,589 | $4,673,216 | |
| — | +3,313 | 77,148 | $3,210,899 | ||
| DFAS | Dimensional U.S. Small Cap ETF | +2,620 | 13,371 | $1,100,968 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +2,044 | 16,079 | $948,339 | |
| SCHF | Schwab International Equity ETF | +1,887 | 39,271 | $1,087,806 | |
| IWF | iShares Russell 1000 Growth ETF | +1,785 | 2,380 | $295,524 | |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | +1,719 | 42,264 | $2,003,736 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +1,699 | 9,214 | $311,801 | |
| BJUL | +1,666 | 9,864 | $535,713 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EFV | iShares MSCI EAFE Value ETF | −9,920 | 23,553 | $0 | |
| IEFA | iShares Core MSCI EAFE ETF | −7,335 | 10,013 | $967,055 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | −6,297 | 113,262 | $4,554,265 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −1,705 | 28,909 | $2,861,412 | |
| VOO | VANGUARD 500 INDEX FUND | −1,256 | 2,747 | $1,886,667 | |
| GOOG | Alphabet Inc. | −1,206 | 2,197 | $776,266 | |
| 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 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −644 | 4,215 | $832,884 | |
| 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 | |
| EFG | iShares MSCI EAFE Growth ETF | −322 | 12,387 | $0 | |
| GOOGL | Alphabet Inc. | −315 | 11,313 | $4,042,926 | |
| 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 | −1 | 6,752 | $384,728 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RKLB | Rocket Lab Corp | 2,770 | $281,570 | |
| DFAI | Dimensional International Core Equity Market ETF | 6,577 | $271,301 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 493 | $235,442 | |
| CARR | CARRIER GLOBAL Corp | 3,092 | $226,798 | |
| ADI | Analog Devices Inc | 570 | $226,386 | |
| IWD | iShares Russell 1000 Value ETF | 930 | $225,459 | |
| EEM | iShares MSCI Emerging Markets ETF | 3,243 | $221,853 | |
| IJH | iShares Core S&P Mid-Cap ETF | 2,871 | $221,382 | |
| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VIG |
Vanguard Specialized Funds
|
Added | 118,186 | $27,965,171 | 12.55% | |
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
Added | 369,500 | $18,559,985 | 8.33% | |
| SMLF |
iShares U.S. Small-Cap Equity Factor ETF
|
Added | 107,883 | $9,616,690 | 4.31% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Added | 176,471 | $9,310,609 | 4.18% | |
| FNDX |
Schwab Fundamental U.S. Large Company ETF
|
Added | 282,455 | $8,784,350 | 3.94% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 182,375 | $8,296,238 | 3.72% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
Added | 78,339 | $7,058,343 | 3.17% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Added | 61,319 | $5,863,322 | 2.63% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 73,017 | $5,360,177 | 2.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,980 | $4,993,892 | 2.24% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 65,589 | $4,673,216 | 2.10% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Reduced | 113,262 | $4,554,265 | 2.04% | |
| TCAF |
T. Rowe Price Capital Appreciation Equity ETF
|
Added | 100,561 | $4,133,057 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,313 | $4,042,926 | 1.81% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 77,442 | $3,837,251 | 1.72% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 45,552 | $3,670,124 | 1.65% | |
| RSP |
Victory Portfolios II
|
Added | 16,510 | $3,512,832 | 1.58% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 38,766 | $3,339,303 | 1.50% | |
|
|
Added | 77,148 | $3,210,899 | 1.44% | ||
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 28,909 | $2,861,412 | 1.28% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 25,375 | $2,608,803 | 1.17% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Added | 51,963 | $2,586,718 | 1.16% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 26,113 | $2,232,400 | 1.00% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 6,005 | $2,222,090 | 1.00% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,547 | $2,183,799 | 0.98% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 9,634 | $2,099,537 | 0.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,767 | $2,066,312 | 0.93% | |
| ESGV |
VANGUARD ESG U.S. STOCK ETF
|
Added | 15,464 | $2,044,959 | 0.92% | |
| EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
|
Added | 42,264 | $2,003,736 | 0.90% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 2,747 | $1,886,667 | 0.85% | |
| BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
|
Added | 81,973 | $1,669,790 | 0.75% | |
| VB |
Vanguard Index Funds
|
Added | 5,451 | $1,652,307 | 0.74% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 15,815 | $1,642,862 | 0.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,961 | $1,468,573 | 0.66% | |
| CVX |
Chevron Corp
Energy
|
Added | 8,684 | $1,439,459 | 0.65% | |
| BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
|
Added | 73,074 | $1,433,346 | 0.64% | |
| BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
|
Added | 71,513 | $1,396,291 | 0.63% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Added | 34,082 | $1,352,373 | 0.61% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 12,320 | $1,311,710 | 0.59% | |
| GLD |
Spdr Gold Trust
|
Added | 3,545 | $1,305,907 | 0.59% | |
| BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
|
Added | 68,030 | $1,263,657 | 0.57% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 9,604 | $1,147,870 | 0.52% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,635 | $1,136,897 | 0.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,156 | $1,115,088 | 0.50% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
Added | 13,371 | $1,100,968 | 0.49% | |
| SCHF |
Schwab International Equity ETF
|
Added | 39,271 | $1,087,806 | 0.49% | |
| CRMD |
CorMedix Inc.
Healthcare
|
Held | 128,502 | $1,008,740 | 0.45% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 10,013 | $967,055 | 0.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,999 | $953,121 | 0.43% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 16,079 | $948,339 | 0.43% |
Showing the top 50 of 127 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.