Wingate Wealth Advisors, Inc. 13F Holdings
CIK 0002041800
As of Sep 30, 2025, Wingate Wealth Advisors, Inc. reported 109 positions worth
CIK 0002041800
As of Sep 30, 2025, Wingate Wealth Advisors, Inc. reported 109 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 194,023 | $9.8M | 6.80% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,857 | $7.0M | 4.83% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 240,448 | $6.3M | 4.38% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 67,057 | $5.0M | 3.45% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 103,685 | $4.5M | 3.09% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 18,522 | $4.0M | 2.77% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 42,586 | $3.8M | 2.62% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 114,878 | $3.6M | 2.51% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 87,947 | $3.3M | 2.30% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 54,739 | $3.3M | 2.27% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 30,936 | $3.1M | 2.15% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 68,517 | $3.0M | 2.10% |
| ALPHABET INC | GOOGL | Equity | 12,105 | $2.9M | 2.04% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 13,925 | $2.6M | 1.83% |
| 2023 ETF SERIES TRUST II | QLTY | — | 70,395 | $2.5M | 1.76% |
| FIDELITY TOTAL BOND ETF | FBND | — | 54,569 | $2.5M | 1.75% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,012 | $2.4M | 1.67% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 32,525 | $2.2M | 1.53% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 23,426 | $2.2M | 1.51% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 7,406 | $2.2M | 1.51% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,180 | $2.1M | 1.47% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,430 | $2.1M | 1.46% |
| APPLE INC | AAPL | Technology | 8,229 | $2.1M | 1.45% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 27,134 | $2.0M | 1.38% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 37,195 | .9M | 1.29% |