§ 13F · FUND PROFILE
Wingate Wealth Advisors, Inc..
AUM · $227M (13F)Positions · 127Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 118K | $28M | 12.3% | +17% |
| 2 | VTIP | VANGUARD MALVERN FDS | 370K | $19M | 8.2% | +27% |
| 3 | SMLF | ISHARES TR | 108K | $10M | 4.2% | +6% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 176K | $9M | 4.1% | +32% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 282K | $9M | 3.9% | +3% |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 182K | $8M | 3.7% | +163% |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD T | 78K | $7M | 3.1% | +205% |
| 8 | DGRW | WISDOMTREE TR | 61K | $6M | 2.6% | +38% |
| 9 | BND | VANGUARD BD INDEX FDS | 73K | $5M | 2.4% | +5% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 2.2% | −9% |
§ 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 $227 million in assets. The fund runs a portfolio of 127 positions.
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