Wingate Wealth Advisors, Inc.

CIK 0002041800 • 6 13F filings • Apr 24, 2025 – Jul 29, 2026

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Filer information

Filed by: Wingate Wealth Advisors, Inc., Chief Compliance Officer
Address: 450 BEDFORD STREET, LEXINGTON, MA, 02420
Phone: 781-862-7100
AUM: $179.2M

AUM over time

$227.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $179.2M117 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$413K	0.2%	2,581 SH	New
ALPHABET INC	CAP STK CL A	$3.7M	2.0%Prev: 2.0%	11,676 SH	Increased-429 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.6%Prev: 0.5%	3,358 SH	Increased+501 SH
AMAZON COM INC	COM	$1.2M	0.7%Prev: 0.7%	5,302 SH	Increased+937 SH
APPLE INC	COM	$2.3M	1.3%Prev: 1.5%	8,604 SH	Increased+375 SH
BANK AMERICA CORP	COM	$382K	0.2%Prev: 0.2%	6,943 SH	Increased+2,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	4.0%Prev: 4.8%	14,133 SH	Increased+276 SH
BROADCOM INC	COM	$483K	0.3%Prev: 0.3%	1,395 SH	Increased
CHEVRON CORP NEW	COM	$1.3M	0.7%Prev: 0.9%	8,603 SH	Increased+549 SH
CORMEDIX INC	COM	$1.5M	0.8%Prev: 1.0%	128,502 SH	Decreased-1,035 SH
COSTCO WHSL CORP NEW	COM	$461K	0.3%Prev: 0.4%	534 SH	Decreased-100 SH
DELL TECHNOLOGIES INC	CL C	$310K	0.2%Prev: 0.2%	2,461 SH	Decreased
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$292K	0.2%Prev: 0.2%	8,661 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.7M	2.0%Prev: 2.5%	112,415 SH	Increased-2,463 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$424K	0.2%Prev: 0.3%	12,299 SH	Increased+86 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$280K	0.2%Prev: 0.2%	7,071 SH	Increased
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$337K	0.2%Prev: 0.2%	4,546 SH	Increased+10 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$496K	0.3%Prev: 0.3%	14,497 SH	Increased+57 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$747K	0.4%Prev: 0.5%	10,727 SH	Increased+29 SH
DUKE ENERGY CORP NEW	COM NEW	$203K	0.1%Prev: 0.1%	1,733 SH	Decreased
ELI LILLY & CO	COM	$614K	0.3%Prev: 0.3%	571 SH	Increased-5 SH
EXXON MOBIL CORP	COM	$940K	0.5%Prev: 0.5%	7,808 SH	Increased+1,583 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.5M	1.4%Prev: 1.7%	54,185 SH	Decreased-384 SH
GE AEROSPACE	COM NEW	$720K	0.4%Prev: 0.2%	2,336 SH	Increased+1,403 SH
GE VERNOVA INC	COM	$342K	0.2%	524 SH	New
GMO ETF TRUST	GMO US QUALITY E	$2.8M	1.6%	73,835 SH	New
GOLDMAN SACHS GROUP INC	COM	$304K	0.2%Prev: 0.2%	346 SH	Increased-16 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$466K	0.3%Prev: 0.3%	9,189 SH	Increased+1,499 SH
INTERNATIONAL BUSINESS MACHS	COM	$453K	0.3%Prev: 0.2%	1,528 SH	Increased+292 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.2M	0.7%Prev: 0.8%	65,486 SH	Increased+3,126 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$294K	0.2%	17,605 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.4M	0.8%Prev: 0.9%	68,981 SH	Increased+509 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$360K	0.2%Prev: 0.2%	15,239 SH	Increased+99 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.4M	0.8%Prev: 1.0%	70,542 SH	Increased+545 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$360K	0.2%Prev: 0.2%	15,220 SH	Increased+100 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$362K	0.2%Prev: 0.2%	15,403 SH	Increased+104 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$362K	0.2%Prev: 0.2%	15,634 SH	Increased+102 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$363K	0.2%Prev: 0.2%	16,486 SH	Increased+110 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$832K	0.5%Prev: 0.2%	49,158 SH	Increased+32,609 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.6M	0.9%Prev: 1.1%	79,331 SH	Increased+613 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.1M	0.6%Prev: 0.8%	10,837 SH	Decreased+18 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.5M	1.4%Prev: 1.8%	12,949 SH	Decreased-976 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.6M	0.9%Prev: 1.0%	21,940 SH	Increased+3,075 SH
INVESCO QQQ TR	UNIT SER 1	$382K	0.2%Prev: 0.2%	621 SH	Increased+36 SH
ISHARES INC	CORE MSCI EMKT	$372K	0.2%Prev: 0.2%	5,537 SH	Increased+521 SH
ISHARES TR	1 3 YR TREAS BD	$201K	0.1%Prev: 0.1%	2,428 SH	Decreased-51 SH
ISHARES TR	CORE MSCI EAFE	$1.5M	0.9%Prev: 1.1%	17,288 SH	Increased-374 SH
ISHARES TR	CORE S&P MCP ETF	$209K	0.1%Prev: 0.4%	3,171 SH	Decreased-6,346 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.8%Prev: 1.0%	1,971 SH	Decreased-143 SH
ISHARES TR	CORE US AGGBD ET	$3.1M	1.7%Prev: 2.1%	30,756 SH	Decreased-180 SH
ISHARES TR	EAFE GRWTH ETF	$1.3M	0.7%Prev: 0.8%	11,333 SH	Increased+733 SH
ISHARES TR	EAFE VALUE ETF	$2.4M	1.3%Prev: 1.5%	33,473 SH	Increased+948 SH
ISHARES TR	ESG AW MSCI EAFE	$2.3M	1.3%Prev: 1.5%	23,870 SH	Increased+444 SH
ISHARES TR	ESG AWR US AGRGT	$1.8M	1.0%Prev: 1.3%	38,376 SH	Increased+506 SH
ISHARES TR	ESG SELECT SCRE	$243K	0.1%	4,603 SH	New
ISHARES TR	ISHS 1-5YR INVS	$579K	0.3%Prev: 0.4%	10,948 SH	Increased+162 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.8%Prev: 1.0%	15,709 SH	Increased+144 SH
ISHARES TR	MSCI INTL MOMENT	$313K	0.2%Prev: 0.2%	6,516 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$3.1M	1.8%Prev: 2.1%	69,157 SH	Increased+640 SH
ISHARES TR	NATIONAL MUN ETF	$927K	0.5%Prev: 0.6%	8,654 SH	Increased+47 SH
ISHARES TR	RUS 1000 GRW ETF	$282K	0.2%	595 SH	New
ISHARES TR	S&P 500 GRWT ETF	$307K	0.2%Prev: 0.2%	2,489 SH	Increased+1 SH
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.7%Prev: 0.4%	12,210 SH	Increased+6,776 SH
ISHARES TR	US AER DEF ETF	$278K	0.2%	1,297 SH	New
ISHARES TR	US SML CAP EQT	$7.0M	3.9%Prev: 0.8%	93,665 SH	Increased+78,369 SH
JOHNSON & JOHNSON	COM	$370K	0.2%Prev: 0.3%	1,786 SH	Increased-198 SH
JPMORGAN CHASE & CO.	COM	$248K	0.1%Prev: 0.2%	769 SH	Increased-2 SH
MARSH & MCLENNAN COS INC	COM	$750K	0.4%Prev: 0.6%	4,040 SH	Decreased
MASTERCARD INCORPORATED	CL A	$478K	0.3%Prev: 0.2%	838 SH	Increased+252 SH
MCDONALDS CORP	COM	$227K	0.1%Prev: 0.3%	744 SH	Decreased-525 SH
MERCK & CO INC	COM	$703K	0.4%Prev: 0.3%	6,677 SH	Increased+1,599 SH
META PLATFORMS INC	CL A	$1.0M	0.6%Prev: 0.6%	1,586 SH	Increased+333 SH
MICROSOFT CORP	COM	$1.0M	0.6%Prev: 0.8%	2,103 SH	Decreased-119 SH
MOODYS CORP	COM	$215K	0.1%	421 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$213K	0.1%Prev: 0.2%	2,177 SH	Decreased-8 SH
NVIDIA CORPORATION	COM	$300K	0.2%Prev: 0.2%	1,609 SH	Decreased-154 SH
PEPSICO INC	COM	$435K	0.2%Prev: 0.2%	3,034 SH	Increased+606 SH
PERIMETER SOLUTIONS INC	COMMON STOCK	$211K	0.1%	7,654 SH	New
PHILIP MORRIS INTL INC	COM	$816K	0.5%Prev: 0.6%	5,088 SH	Decreased
PROCTER AND GAMBLE CO	COM	$371K	0.2%Prev: 0.2%	2,588 SH	Increased+252 SH
RTX CORPORATION	COM	$528K	0.3%Prev: 0.4%	2,879 SH	Decreased-718 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.9M	2.8%Prev: 3.1%	109,272 SH	Increased+5,587 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$6.7M	3.7%Prev: 4.4%	245,329 SH	Increased+4,881 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$626K	0.3%Prev: 0.4%	19,866 SH	Increased+28 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$782K	0.4%Prev: 0.5%	32,528 SH	Increased+3,694 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.6%Prev: 0.8%	41,382 SH	Decreased-3,184 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$295K	0.2%Prev: 0.2%	614 SH	Increased+2 SH
SPDR GOLD TR	GOLD SHS	$1.6M	0.9%Prev: 1.0%	4,017 SH	Increased+141 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	1.2%Prev: 1.5%	3,173 SH	Increased-7 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$3.4M	1.9%Prev: 2.3%	88,385 SH	Increased+438 SH
TESLA INC	COM	$212K	0.1%	471 SH	New
TJX COS INC NEW	COM	$260K	0.1%	1,690 SH	New
UNION PAC CORP	COM	$361K	0.2%Prev: 0.2%	1,560 SH	Increased+253 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$282K	0.2%Prev: 0.2%	3,577 SH	Decreased-262 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.1M	2.8%Prev: 3.5%	68,389 SH	Increased+1,332 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.0M	1.1%Prev: 1.3%	41,102 SH	Increased+3,907 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.5M	1.4%Prev: 1.7%	5,199 SH	Increased+187 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$847K	0.5%Prev: 0.6%	4,776 SH	Increased+51 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.5M	1.4%Prev: 1.5%	8,592 SH	Increased+1,186 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	1.4%Prev: 1.5%	3,968 SH	Increased+538 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.7%Prev: 0.8%	5,071 SH	Increased+544 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	1.0%Prev: 1.2%	5,528 SH	Increased+230 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	0.9%Prev: 1.1%	8,401 SH	Increased-42 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$13.3M	7.4%Prev: 6.8%	268,795 SH	Increased+74,772 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$792K	0.4%Prev: 0.5%	13,218 SH	Increased+1,288 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$382K	0.2%	6,512 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$19.4M	10.8%Prev: 2.8%	88,444 SH	Increased+69,922 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	1.1%Prev: 1.4%	26,106 SH	Decreased-1,028 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	2.0%Prev: 2.3%	58,143 SH	Increased+3,404 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.8M	1.0%Prev: 1.2%	14,515 SH	Increased+35 SH
VANGUARD WORLD FD	INF TECH ETF	$887K	0.5%Prev: 0.6%	1,176 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$304K	0.2%	1,645 SH	New
VERIZON COMMUNICATIONS INC	COM	$423K	0.2%Prev: 0.4%	10,375 SH	Decreased-1,290 SH
VISA INC	COM CL A	$312K	0.2%Prev: 0.2%	889 SH	Increased+234 SH
WALMART INC	COM	$664K	0.4%Prev: 0.4%	5,961 SH	Increased-260 SH
WASTE MGMT INC DEL	COM	$286K	0.2%Prev: 0.2%	1,301 SH	Increased+97 SH
WISDOMTREE TR	US QTLY DIV GRT	$3.8M	2.1%Prev: 2.6%	42,148 SH	Decreased-438 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $2.5M
INVESCO EXCH TRD SLF IDX FD — $680K
ISHARES TR — $228K
ISHARES TR — $374K
ISHARES TR — $207K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0002041800-26-000001	$179.2M	View
Oct 23, 2025	Q3 2025	13F-HR	0002041800-25-000005	$144.4M	View
Jul 29, 2026	Q2 2026