Wingate Wealth Advisors, Inc.: 13F holdings
CIK 20418002026Q2
| Positions | 127 |
|---|
| Reported value | $227.1m |
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| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 127 (+6 vs prior quarter) |
|---|
| Reported value | $227.1m (+21.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD SPECIALIZED FUNDS | 118,186 | $28.0m | 12.3% |
| VTIP VANGUARD MALVERN FDS | 369,500 | $18.6m | 8.2% |
| SMLF ISHARES TR | 107,883 | $9.6m | 4.2% |
| EWU SCHWAB STRATEGIC TR | 176,471 | $9.3m | 4.1% |
| FNDX SCHWAB STRATEGIC TR | 282,455 | $8.8m | 3.9% |
| FBND FIDELITY MERRIMACK STR TR | 182,375 | $8.3m | 3.7% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 78,339 | $7.1m | 3.1% |
| DGRW WISDOMTREE TR | 61,319 | $5.9m | 2.6% |
| BND VANGUARD BD INDEX FDS | 73,017 | $5.4m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,980 | $5.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041800")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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