Wingate Wealth Advisors, Inc. holds a focused book of 127 reported positions worth $227.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Rocket Lab Corp and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Vanguard Dividend Apprec ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Wingate Wealth Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Wingate Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wingate Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 21 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Kearns & Associates LLC | 16 / 80 | $189.0M |
| Emerald Advisors, LLC | 29 / 80 | $691.7M |
| Ardent Capital Management, Inc. | 17 / 80 | $204.9M |
| Roth Financial Partners LLC | 21 / 80 | $285.5M |
| Hirtle & Co., LLC | 32 / 80 | $2.5B |
| Ashford Advisors, LLC | 9 / 80 | $397.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Wingate Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds DIV APP ETF | $28.0M | 118.2K | 12.3% | ▲+17% Added · +17K sh | |
| 2 | Vanguard Malvern FDS STRM INFPROIDX | $18.6M | 369.5K | 8.2% | ▲+27% Added · +78K sh | |
| 3 | Ishares TR US SML CAP EQT | $9.6M | 107.9K | 4.2% | ▲+6.4% Added · +6K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL INTL | $9.3M | 176.5K | 4.1% | ▲+32% Added · +43K sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL US L | $8.8M | 282.5K | 3.9% | ▲+3.2% Added · +9K sh | |
| 6 | Fidelity Merrimack STR TR TOTAL BD ETF | $8.3M | 182.4K | 3.7% | ▲+163% Added · +113K sh | |
| 7 | Invesco Exchange Traded FD T S&P500 QUALITY | $7.1M | 78.3K | 3.1% | ▲+205% Added · +53K sh | |
| 8 | Wisdomtree TR US QTLY DIV GRT | $5.9M | 61.3K | 2.6% | ▲+38% Added · +17K sh | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $5.4M | 73.0K | 2.4% | ▲+5.2% Added · +4K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.0K | 2.2% | ▼−9.1% Reduced · −996 sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.7M | 65.6K | 2.1% | ▲+5.5% Added · +3K sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $4.6M | 113.3K | 2.0% | ▼−5.3% Reduced · −6K sh | |
| 13 | T Rowe Price Exchange-Traded CAP APPRECIATION | $4.1M | 100.6K | 1.8% | ▲+11% Added · +10K sh | |
| 14 | Alphabet Inc CAP STK CL A | $4.0M | 11.3K | 1.8% | ▼−2.7% Reduced · −315 sh | |
| 15 | Ishares TR MSCI INTL QUALTY | $3.8M | 77.4K | 1.7% | ▲+8.5% Added · +6K sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $3.7M | 45.6K | 1.6% | ▲+399% Added · +36K sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.5M | 16.5K | 1.5% | ▲+1.0% Added · +165 sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $3.3M | 38.8K | 1.5% | ▲+577% Added · +33K sh | |
| 19 | GMO ETF Trust US QUALITY ETF | $3.2M | 77.1K | 1.4% | ▲+4.5% Added · +3K sh | |
| 20 | Ishares TR CORE US AGGBD ET | $2.9M | 28.9K | 1.3% | ▼−5.6% Reduced · −2K sh | |
| 21 | Ishares TR ESG AW MSCI EAFE | $2.6M | 25.4K | 1.1% | ▲+1.5% Added · +377 sh | |
| 22 | Vanguard BD Index FDS VANGUARD ULTRA | $2.6M | 52.0K | 1.1% | ▲+15% Added · +7K sh | |
| 23 | Vanguard Star FDS VG TL INTL STK F | $2.2M | 26.1K | 1.0% | ▲~0% Added · +7 sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 6.0K | 1.0% | ▲+8.8% Added · +488 sh | |
| 25 | Apple Inc COM | $2.2M | 7.5K | 1.0% | ▼−9.5% Reduced · −789 sh | |
| 26 | Vanguard Index FDS VALUE ETF | $2.1M | 9.6K | 0.9% | ▲+15% Added · +1K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.8K | 0.9% | ▼−0.2% Reduced · −6 sh | |
| 28 | Vanguard World FD ESG US STK ETF | $2.0M | 15.5K | 0.9% | ▲+6.3% Added · +911 sh | |
| 29 | Ishares TR ESG AWR US AGRGT | $2.0M | 42.3K | 0.9% | ▲+4.2% Added · +2K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $1.9M | 2.7K | 0.8% | ▼−31% Reduced · −1K sh | |
| 31 | Ishares TR EAFE VALUE ETF | $1.8M | 23.6K | 0.8% | ▼−30% Reduced · −10K sh | |
| 32 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.7M | 82.0K | 0.7% | ▲+0.7% Added · +548 sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.5K | 0.7% | ▲+5.0% Added · +262 sh | |
| 34 | Ishares TR MSCI EAFE ETF | $1.6M | 15.8K | 0.7% | ▲+0.7% Added · +106 sh | |
| 35 | Ishares TR EAFE GRWTH ETF | $1.5M | 12.4K | 0.7% | ▼−2.5% Reduced · −322 sh | |
| 36 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.6% | ▲+0.3% Added · +6 sh | |
| 37 | Chevron Corporation COM | $1.4M | 8.7K | 0.6% | ▲~0% Added · +1 sh | |
| 38 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.4M | 73.1K | 0.6% | ▲+0.6% Added · +452 sh | |
| 39 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $1.4M | 71.5K | 0.6% | ▲+0.7% Added · +475 sh | |
| 40 | Schwab Strategic TR FUND EM EQUI ETF | $1.4M | 34.1K | 0.6% | ▲+0.3% Added · +93 sh | |
| 41 | Ishares TR SHRT NAT MUN ETF | $1.3M | 12.3K | 0.6% | ▲+0.5% Added · +66 sh | |
| 42 | SPDR Gold TR GOLD SHS | $1.3M | 3.5K | 0.6% | ▲+0.1% Added · +5 sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.3M | 68.0K | 0.6% | ▲+0.7% Added · +483 sh | |
| 44 | Vanguard World FD INF TECH ETF | $1.1M | 9.6K | 0.5% | ▲+716% Added · +8K sh | |
| 45 | Dell Technologies Inc CL C | $1.1M | 2.6K | 0.5% | ▲+4.7% Added · +119 sh | |
| 46 | Exxon Mobil Corp COM | $1.1M | 8.2K | 0.5% | ▲~0% Added · +2 sh | |
| 47 | Dimensional ETF Trust US SMALL CAP ETF | $1.1M | 13.4K | 0.5% | ▲+24% Added · +3K sh | |
| 48 | Schwab Strategic TR INTL EQTY ETF | $1.1M | 39.3K | 0.5% | ▲+5.0% Added · +2K sh | |
| 49 | Cormedix Inc COM | $1.0M | 128.5K | 0.4% | —Held | |
| 50 | Ishares TR CORE MSCI EAFE | $967K | 10.0K | 0.4% | ▼−42% Reduced · −7K sh |
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Use Arkolith to show Wingate Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 127 | $227.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 121 | $187.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 117 | $179.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 109 | $144.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 101 | $112.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 92 | $86.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 477 | $101.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.