Wingate Wealth Advisors, Inc.

CIK

2041800

Location

LEXINGTON, MA

Portfolio Value

Micro $32,585,927

Diversification

Diversified

Filing Date

Global Rank

#7,317 / 8,603 ▲ 3 · as of Mar 2026

Top Industry

Insurance - Diversified 18.5%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.2%

SPY

+24.0%

Annualised alpha

+0.1%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

−3.3 pts

Top 5

43.9%

−2.3 pts

Top 10

59.5%

−3.4 pts

HHI

579

Diversified−102

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.9%	$7,462,159	7
Communication Services	15.2%	$4,940,344	4
Unclassified	12.5%	$4,087,240	5
Technology	12.4%	$4,051,602	5
Industrials	9.6%	$3,139,682	8
Consumer Defensive	8.7%	$2,845,046	5
Healthcare	7.9%	$2,569,431	4
Energy	5.5%	$1,796,512	1
Consumer Cyclical	4.5%	$1,466,992	3
Utilities	0.7%	$226,919	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+277	6,238	$775,258
CVX	Chevron Corp	+80	8,683	$1,796,512
DELL	Dell Technologies Inc.	+55	2,516	$412,951
VZ	Verizon Communications Inc	+25	10,400	$522,080
JNJ	Johnson & Johnson	+1	1,787	$436,814
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1	615	$284,861
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−3,157	10,976	$5,259,699
MRK	Merck & Co., Inc.	−537	6,140	$738,580
GLD	Spdr Gold Trust	−477	3,540	$1,523,226
AMZN	Amazon Com Inc	−473	4,829	$1,005,735
SPY	Spdr S&P 500 ETF Trust	−400	2,773	$1,803,392
AAPL	Apple Inc.	−268	8,336	$2,115,593
PG	PROCTER & GAMBLE Co	−211	2,377	$343,333
BAC	Bank Of America Corp /De/	−190	6,753	$329,208
META	Meta Platforms, Inc.	−154	1,432	$819,290
QQQ	Invesco Qqq Trust, Series 1	−144	477	$275,314
COST	Costco Wholesale Corp /New	−104	430	$428,464
MCD	Mcdonalds Corp	−100	644	$200,148
MSFT	Microsoft Corp	−93	2,010	$744,041
PEP	Pepsico Inc	−80	2,954	$458,726
AVGO	Broadcom Inc.	−70	1,325	$410,100
JPM	Jpmorgan Chase & Co	−61	708	$208,265
TJX	Tjx Companies Inc /De/	−55	1,635	$261,109
GOOGL	Alphabet Inc.	−48	11,628	$3,343,747
GE	General Electric Co	−38	2,298	$652,103
V	Visa Inc.	−25	864	$261,135
MRSH	Marsh & Mclennan Companies, Inc.	−18	4,022	$697,615
GEV	GE Vernova Inc.	−17	507	$442,560
PM	Philip Morris International Inc.	−12	5,076	$839,265
WM	Waste Management Inc	−10	1,291	$296,658
MA	Mastercard Inc	−7	831	$415,217
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
T	At&T Inc.	8,804	$255,227
WWD	Woodward, Inc.	638	$228,352
CAT	Caterpillar Inc	300	$212,538
MDY	Spdr S&P Midcap 400 ETF Trust	325	$200,447
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,609	$300,078
MCO	Moodys Corp /De/	421	$215,067
TSLA	Tesla, Inc.	471	$211,818
PRM	Perimeter Solutions, Inc.	7,654	$210,714
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $32,585,927 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,976	-3,157	$5,259,699	−26.0%	16.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,628	-48	$3,343,747	−8.5%	10.26%
AAPL	Apple Inc. Technology	Reduced	8,336	-268	$2,115,593	−9.6%	6.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,773	-400	$1,803,392	−16.7%	5.53%
CVX	Chevron Corp Energy	Added	8,683	+80	$1,796,512	+37.0%	5.51%
GLD	Spdr Gold Trust	Reduced	3,540	-477	$1,523,226	−4.3%	4.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,829	-473	$1,005,735	−17.8%	3.09%
CRMD	CorMedix Inc. Healthcare	Held	128,502	0	$872,528	−41.6%	2.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,076	-12	$839,265	+2.8%	2.58%
META	Meta Platforms, Inc. Communication Services	Reduced	1,432	-154	$819,290	−21.7%	2.51%
WMT	Walmart Inc. Consumer Defensive	Added	6,238	+277	$775,258	+16.7%	2.38%
MSFT	Microsoft Corp Technology	Reduced	2,010	-93	$744,041	−26.8%	2.28%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,140	-537	$738,580	+5.1%	2.27%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	4,022	-18	$697,615	−6.9%	2.14%
GE	General Electric Co Industrials	Reduced	2,298	-38	$652,103	−9.4%	2.00%
RTX	RTX Corp Industrials	Held	2,879	0	$555,359	+5.2%	1.70%
VZ	Verizon Communications Inc Communication Services	Added	10,400	+25	$522,080	+23.5%	1.60%
LLY	ELI LILLY & Co Healthcare	Reduced	567	-4	$521,509	−15.0%	1.60%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,954	-80	$458,726	+5.3%	1.41%
GEV	GE Vernova Inc. Industrials	Reduced	507	-17	$442,560	+29.2%	1.36%
JNJ	Johnson & Johnson Healthcare	Added	1,787	+1	$436,814	+18.2%	1.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	430	-104	$428,464	−7.0%	1.31%
MA	Mastercard Inc Financial Services	Reduced	831	-7	$415,217	−13.2%	1.27%
DELL	Dell Technologies Inc. Technology	Added	2,516	+55	$412,951	+33.3%	1.27%
AVGO	Broadcom Inc. Technology	Reduced	1,325	-70	$410,100	−15.1%	1.26%
UNP	Union Pacific Corp Industrials	Reduced	1,555	-5	$377,274	+4.5%	1.16%
MMM	3M Co Industrials	Held	2,581	0	$374,838	−9.3%	1.15%
IBM	International Business Machines Corp Technology	Reduced	1,522	-6	$368,917	−18.5%	1.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,377	-211	$343,333	−7.4%	1.05%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,753	-190	$329,208	−13.8%	1.01%
WM	Waste Management Inc Industrials	Reduced	1,291	-10	$296,658	+3.8%	0.91%
GS	Goldman Sachs Group Inc Financial Services	Reduced	344	-2	$291,020	−4.3%	0.89%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	615	+1	$284,861	−3.5%	0.87%
QQQ	Invesco Qqq Trust, Series 1	Reduced	477	-144	$275,314	−27.8%	0.84%
V	Visa Inc. Financial Services	Reduced	864	-25	$261,135	−16.2%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,635	-55	$261,109	+0.6%	0.80%
T	At&T Inc. Communication Services	NEW	8,804	NEW	$255,227	NEW	0.78%
WWD	Woodward, Inc. Industrials	NEW	638	NEW	$228,352	NEW	0.70%
DUK	Duke Energy CORP Utilities	Held	1,733	0	$226,919	+11.7%	0.70%
CAT	Caterpillar Inc Industrials	NEW	300	NEW	$212,538	NEW	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	708	-61	$208,265	−15.9%	0.64%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	325	NEW	$200,447	NEW	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	644	-100	$200,148	−12.0%	0.61%