Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wingate Wealth Advisors, Inc. (CIK 2041800) reported $187.1M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($21.7M, 11.60%), VTIP ($14.6M, 7.78%), SMLF ($7.7M, 4.09%), FNDX ($7.6M, 4.07%), FNDF ($6.5M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $21.7M | 11.60% | 100,909 | Added |
| 2 | VTIP | VANGUARD MALVERN FDS | $14.6M | 7.78% | 291,639 | Added |
| 3 | SMLF | ISHARES TR | $7.7M | 4.09% | 101,427 | Added |
| 4 | FNDX | SCHWAB STRATEGIC TR | $7.6M | 4.07% | 273,605 | Added |
| 5 | FNDF | SCHWAB STRATEGIC TR | $6.5M | 3.50% | 133,723 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.3M | 2.81% | 10,976 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $5.1M | 2.73% | 69,397 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $4.0M | 2.16% | 119,559 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $4.0M | 2.13% | 62,192 | Added |
| 10 | DGRW | WISDOMTREE TR | $3.9M | 2.09% | 44,575 | Added |
| 11 | GOOGL | ALPHABET INC | $3.3M | 1.79% | 11,628 | Trimmed |
| 12 | IQLT | ISHARES TR | $3.3M | 1.76% | 71,372 | Added |
| 13 | TCAF | T ROWE PRICE ETF INC | $3.2M | 1.72% | 90,302 | Added |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $3.2M | 1.69% | 69,418 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $3.1M | 1.68% | 16,345 | Added |
| 16 | AGG | ISHARES TR | $3.0M | 1.62% | 30,614 | Trimmed |
| 17 | QLTY | GMO ETF TRUST | $2.7M | 1.43% | 73,835 | Hold |
| 18 | VO | VANGUARD INDEX FDS | $2.6M | 1.40% | 9,135 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $2.5M | 1.34% | 5,722 | Added |
| 20 | EFV | ISHARES TR | $2.5M | 1.33% | 33,473 | Hold |
| 21 | ESGD | ISHARES TR | $2.4M | 1.28% | 24,998 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $2.4M | 1.28% | 4,003 | Added |
| 23 | VUSB | VANGUARD BD INDEX FDS | $2.2M | 1.20% | 45,125 | Added |
| 24 | AAPL | APPLE INC | $2.1M | 1.13% | 8,336 | Trimmed |
| 25 | VXUS | VANGUARD STAR FDS | $2.0M | 1.08% | 26,106 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31