§ 13F · FUND PROFILE
Wingate Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112.3T (13F)Positions · 101Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 88K | $19.4T | 10.8% | +378% |
| 2 | VTIP | VANGUARD MALVERN FDS | 269K | $13.3T | 7.4% | +39% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7.1T | 4.0% | +2% |
| 4 | SMLF | ISHARES TR | 94K | $7.0T | 3.9% | +512% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 245K | $6.7T | 3.7% | +2% |
| 6 | BND | VANGUARD BD INDEX FDS | 68K | $5.1T | 2.8% | +2% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 109K | $4.9T | 2.8% | +5% |
| 8 | DGRW | WISDOMTREE TR | 42K | $3.8T | 2.1% | −1% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 112K | $3.7T | 2.0% | −2% |
| 10 | GOOGL | ALPHABET INC | 12K | $3.7T | 2.0% | −4% |
§ 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 $112286.0 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed