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WINGATE WEALTH ADVISORS, INC.
WINGATE WEALTH ADVISORS, INC.
Latest filing: 2026-06-30
WINGATE WEALTH ADVISORS, INC. runs WINGATE WEALTH ADVISORS, INC. and currently holds 127 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $227.06M. Their top holdings are VIG, VTIP, SMLF, FNDF, FNDX. The top five represent 32.7% of reported portfolio weight. WINGATE WEALTH ADVISORS, INC. ranks #912 out of 1000 investors tracked by Alpha Score. They added to 65 existing positions. They trimmed 20 positions. Their current best-performing preview position is DELL with returns of +162.88%.
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127 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VIG VANGUARD SPECIALIZED FUNDS | 12.32% | $219.60 | $243.85 | +11.04% | Added +17.12% |
 VTIP VANGUARD MALVERN FDS | 8.17% | $50.22 | $49.79 | -0.86% | Added +26.70% |
 SMLF ISHARES TR | 4.24% | $75.01 | $89.26 | +18.99% | Added +6.37% |
 FNDF SCHWAB STRATEGIC TR | 4.10% | $41.28 | $55.85 | +35.28% | Added +31.97% |
 FNDX SCHWAB STRATEGIC TR | 3.87% | $24.91 | $32.52 | +30.53% | Added +3.23% |
 FBND FIDELITY MERRIMACK STR TR | 3.65% | $45.54 | $44.89 | -1.44% | Added +162.72% |
 SPHQ INVESCO EXCHANGE TRADED FD T | 3.11% | $83.69 | $85.97 | +2.72% | Added +205.25% |
 DGRW WISDOMTREE TR | 2.58% | $85.32 | $99.29 | +16.37% | Added +37.56% |
 BND VANGUARD BD INDEX FDS | 2.36% | $74.21 | $72.23 | -2.67% | Added +5.22% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.20% | $475.62 | $495.77 | +4.24% | Trimmed -9.07% |
Showing 1-10 of 127