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WINGATE WEALTH ADVISORS, INC. 13F portfolio summary

WINGATE WEALTH ADVISORS, INC. of WINGATE WEALTH ADVISORS, INC. has 119 current stock holdings with a reported portfolio value of $187.1M. The portfolio 1 year return is +13.86%. Top holdings include QQQ (0.00%), BSV (0.00%), SPY (0.00%), VIG (11.80%), VTIP (7.92%).

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WINGATE WEALTH ADVISORS, INC.

WINGATE WEALTH ADVISORS, INC.
Latest filing: 2026-03-31

WINGATE WEALTH ADVISORS, INC. runs WINGATE WEALTH ADVISORS, INC. and currently holds 119 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $187.13M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WINGATE WEALTH ADVISORS, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WINGATE WEALTH ADVISORS, INC.'s portfolio at WINGATE WEALTH ADVISORS, INC. has delivered returns of +13.86%. Their 3-year annualized return is +13.89%. Looking at the 5-year horizon, WINGATE WEALTH ADVISORS, INC. has achieved +13.89% annualized returns at WINGATE WEALTH ADVISORS, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.86%
#0/1000
3 Year
+13.89%
#0/1000
5 Year
+13.89%
#0/1000

Portfolio Value

$187.13M

Alpha Score

12.4

#0 of 1000

Holdings

119

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change