Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. reported 127 positions worth $227.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VIG (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $28.0M | 12.32% | 118,186 | — | — | |
| ▸ 2 | VTIP | SH | $18.6M | 8.17% | 369,500 | — | — | |
| ▸ 3 | SMLF | SH | $9.6M | 4.24% | 107,883 | — | — | |
| ▸ 4 | FNDF | SH | $9.3M | 4.10% | 176,471 | — | — | |
| ▸ 5 | FNDX | SH | $8.8M | 3.87% | 282,455 | — | — | |
| ▸ 6 | FBND | SH | $8.3M | 3.65% | 182,375 | — | — | |
| ▸ 7 | SPHQ | SH | $7.1M | 3.11% | 78,339 | — | — | |
| ▸ 8 | DGRW | SH | $5.9M | 2.58% | 61,319 | — | — | |
| ▸ 9 | BND | SH | $5.4M | 2.36% | 73,017 | — | — | |
| ▸ 10 | BRK-B | SH | $5.0M | 2.20% | 9,980 | — | — |
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Frequently Asked Questions
What stocks does Wingate Wealth Advisors, Inc. hold as of Q2 2026?
Wingate Wealth Advisors, Inc. reported 127 positions worth $227.1M in its Q2 2026 13F filing. Largest positions: VIG (12.3%), VTIP (8.2%), SMLF (4.2%), FNDF (4.1%) and FNDX (3.9%).
What did Wingate Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wingate Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.