Wingate Wealth Advisors, Inc. holds a focused book of 127 stocks worth $227.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +22% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2041800/holdings"
Use Arkolith to show Wingate Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.0%, a 2.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wingate Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Wingate Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $499.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $169.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $104.9B |
| LPL Financial LLC | 80 / 80 | $91.0B |
| HighTower Advisors, LLC | 80 / 80 | $32.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.1B |
| Kestra Advisory Services, LLC | 80 / 80 | $8.1B |
Ranked by how many of Wingate Wealth Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 127 | $227.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 121 | $187.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 117 | $179.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 109 | $144.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 101 | $112.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 92 | $86.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 477 | $101.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.