Wingate Wealth Advisors, Inc.
122 holdingsFiling period: 2026-03-31Current AUM: $204.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 100.9K | $21.7M | $24.1M | 11.79% | +12.5K | 2026-03-31 |
| 2 | VTIP | VANGUARD MALVERN FDS | 291.6K | $14.6M | $14.5M | 7.08% | +22.8K | 2026-03-31 |
| 3 | SMLF | ISHARES TR | 101.4K | $7.7M | $8.7M | 4.27% | +7.8K | 2026-03-31 |
| 4 | FNDX | SCHWAB STRATEGIC TR | 273.6K | $7.6M | $8.7M | 4.24% | +28.3K | 2026-03-31 |
| 5 | FNDF | SCHWAB STRATEGIC TR | 133.7K | $6.5M | $7.2M | 3.53% | +24.5K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.0K | $5.3M | $5.3M | 2.57% | -3,157 | 2026-03-31 |
| 7 | BND | VANGUARD BD INDEX FDS | 69.4K | $5.1M | $5.0M | 2.45% | +1.0K | 2026-03-31 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 119.6K | $4.0M | $4.5M | 2.19% | +7.1K | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 62.2K | $4.0M | $4.4M | 2.15% | +4.0K | 2026-03-31 |
| 10 | DGRW | WISDOMTREE TR | 44.6K | $3.9M | $4.3M | 2.10% | +2.4K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 11.6K | $3.3M | $4.1M | 2.02% | -48 | 2026-03-31 |
| 12 | IQLT | ISHARES TR | 71.4K | $3.3M | $3.6M | 1.75% | +2.2K | 2026-03-31 |
| 13 | TCAF | T ROWE PRICE ETF INC | 90.3K | $3.2M | $3.7M | 1.83% | +1.9K | 2026-03-31 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | 69.4K | $3.2M | $3.1M | 1.52% | +15.2K | 2026-03-31 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | 16.3K | $3.1M | $3.5M | 1.72% | +3.4K | 2026-03-31 |
| 16 | AGG | ISHARES TR | 30.6K | $3.0M | $3.0M | 1.46% | -142 | 2026-03-31 |
| 17 | QLTY | GMO ETF TRUST | 73.8K | $2.7M | $3.1M | 1.51% | -- | 2026-03-31 |
| 18 | VO | VANGUARD INDEX FDS | 9.1K | $2.6M | $3.0M | 1.45% | +543 | 2026-03-31 |
| 19 | VUG | VANGUARD INDEX FDS | 5.7K | $2.5M | $2.9M | 1.43% | +523 | 2026-03-31 |
| 20 | EFV | ISHARES TR | 33.5K | $2.5M | $2.7M | 1.32% | -- | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 4.0K | $2.4M | $2.7M | 1.34% | +35 | 2026-03-31 |
| 22 | ESGD | ISHARES TR | 25.0K | $2.4M | $2.6M | 1.28% | +1.1K | 2026-03-31 |
| 23 | VUSB | VANGUARD BD INDEX FDS | 45.1K | $2.2M | $2.2M | 1.10% | +4.0K | 2026-03-31 |
| 24 | AAPL | APPLE INC | 8.3K | $2.1M | $2.6M | 1.26% | -268 | 2026-03-31 |
| 25 | VXUS | VANGUARD STAR FDS | 26.1K | $2.0M | $2.2M | 1.08% | -- | 2026-03-31 |
← Scroll →
Page 1 of 5