§ 13F · FUND PROFILE
Wingate Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144M (13F)Positions · 109Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 101K | $22M | 11.6% | +14% |
| 2 | VTIP | VANGUARD MALVERN FDS | 292K | $15M | 7.8% | +9% |
| 3 | SMLF | ISHARES TR | 101K | $8M | 4.1% | +8% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 274K | $8M | 4.1% | +12% |
| 5 | FNDF | SCHWAB STRATEGIC TR | 134K | $7M | 3.5% | +22% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5M | 2.8% | −22% |
| 7 | BND | VANGUARD BD INDEX FDS | 69K | $5M | 2.7% | +1% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 120K | $4M | 2.2% | +6% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 62K | $4M | 2.1% | +7% |
| 10 | DGRW | WISDOMTREE TR | 45K | $4M | 2.1% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINGATE SIGNAL
AC read
Wingate Wealth Advisors, Inc. is a Other fund managing $144 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed