Wingate Wealth Advisors
Wingate Wealth Advisors reported 128 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VIG (11.8%), VTIP (8.5%) and FNDF (6.8%). Compared with Q2 2026, the fund opened new positions in XOM and IVE, added to VIG, VTIP and FNDF, trimmed DGRW, BND and BRK.B and sold out of XOM, RKLB and CARR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $28.5M | 11.8% | 122K | +3,845 (+3%) | 8 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $20.4M | 8.5% | 415K | +45K (+12%) | 7 of 8 | |
| 3 |  FNDF Schwab Fundamental International Equity ETF | $16.4M | 6.8% | 305K | +128K (+73%) | 8 of 8 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $9.6M | 4.0% | 305K | +23K (+8%) | 8 of 8 | |
| 5 |  SMLF Ishares TR | $9.1M | 3.8% | 109K | +1,610 (+1%) | 8 of 8 | |
| 6 |  FBND Fidelity Total Bond ETF | $8.9M | 3.7% | 207K | +24K (+13%) | 8 of 8 | |
| 7 |  SPHQ Invesco Exchange Traded FD T | $7.3M | 3.0% | 86K | +8,154 (+10%) | 8 of 8 | |
| 8 |  DGRW Wisdomtree TR | $5.8M | 2.4% | 60K | −1,477 (−2%) | 8 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $5.1M | 2.1% | 73K | −112 (−0%) | 7 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $4.8M | 2.0% | 9,724 | −256 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.1M | 8,156 |
 RKLB Rocket Lab Corp | $282K | 2,770 |
 CARR Carrier Global Corporation | $227K | 3,092 |
 DUK Duke Energy Corp New | $219K | 1,733 |
 VTEI Vanguard Mun BD Fds | $208K | 2,063 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wingate Wealth Advisors 13F FAQ
What does Wingate Wealth Advisors own?
Wingate Wealth Advisors reported 128 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VIG (11.8%), VTIP (8.5%) and FNDF (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wingate Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 72 added to, 25 trimmed and 6 sold out. New positions include XOM and IVE. It sold all of XOM, RKLB and CARR.
When will Wingate Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wingate Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $241M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.