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The Analysis of Wingate Wealth Advisors, Inc.'s Holdings & P&L

Currently, Wingate Wealth Advisors, Inc. holds 121 types of securities in its portfolio with a total value $187.1M. In the most recent quarter, they have increased their positions in VIG (+12.5K shares, valued at $2.7M), FNDE (+34.0K shares, valued at $1.3M), FNDF (+24.5K shares, valued at $1.2M); decreased their positions in N/A (-3.2K shares, valued at $1.5M), SCHD (-25.7K shares, valued at $789.5K), XMHQ (-4.4K shares, valued at $453.7K); initiated new positions in FNDE (+34.0K shares, valued at $1.3M), T (+8.8K shares, valued at $255.2K), VAW (+1.0K shares, valued at $235.5K).

1M P&L

+3.6M+2.02%

3M P&L

-23.5M-11.57%

HY P&L

-13.5M-6.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A150.5M

88.7%

2Oil & Gas Integrated3.2M

1.9%

3Consumer Electronics2.1M

1.2%

Top Industries by Stock Count

1N/A78 stocks

70.3%

2Telecom Services2 stocks

1.8%

3Banks - Diversified2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS100.9K shares14.09%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS291.6K shares8.50%2026-03-312026-05-01

SMLF ISHARES TR101.4K shares8.29%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR273.6K shares11.53%2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR133.7K shares22.38%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.0K shares-22.34%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS69.4K shares1.47%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST119.6K shares6.36%2026-03-312026-05-01

Sponsored

VEA VANGUARD TAX-MANAGED FDS62.2K shares6.96%2026-03-312026-05-01

DGRW WISDOMTREE TR44.6K shares5.76%2026-03-312026-05-01

ALPHABET INC ALPHABET INC11.6K shares-0.41%2026-03-312026-05-01

IQLT ISHARES TR71.4K shares3.20%2026-03-312026-05-01

TCAF T ROWE PRICE ETF INC90.3K shares2.17%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR69.4K shares28.11%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.3K shares26.23%2026-03-312026-05-01

AGG ISHARES TR30.6K shares-0.46%2026-03-312026-05-01

Sponsored

QLTY GMO ETF TRUST73.8K shares0.00%2026-03-312026-05-01

VO VANGUARD INDEX FDS9.1K shares6.32%2026-03-312026-05-01

VUG VANGUARD INDEX FDS5.7K shares10.06%2026-03-312026-05-01

EFV ISHARES TR33.5K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares0.88%2026-03-312026-05-01

ESGD ISHARES TR25.0K shares4.73%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS45.1K shares9.79%2026-03-312026-05-01

AAPL APPLE INC8.3K shares-3.11%2026-03-312026-05-01

Sponsored

VXUS VANGUARD STAR FDS26.1K shares0.00%2026-03-312026-05-01

SPHQ INVESCO EXCHANGE TRADED FD T25.7K shares16.97%2026-03-312026-05-01

EAGG ISHARES TR40.5K shares5.65%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-12.61%2026-03-312026-05-01

CVX CHEVRON CORPORATION8.7K shares0.93%2026-03-312026-05-01

VTI VANGUARD INDEX FDS5.5K shares-0.20%2026-03-312026-05-01

BSCS INVESCO EXCH TRD SLF IDX FD81.4K shares2.64%2026-03-312026-05-01

VTV VANGUARD INDEX FDS8.4K shares-0.15%2026-03-312026-05-01

Sponsored

ESGV VANGUARD WORLD FD14.6K shares0.26%2026-03-312026-05-01

IEFA ISHARES TR17.3K shares0.35%2026-03-312026-05-01

EFA ISHARES TR15.7K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR3.5K shares-11.87%2026-03-312026-05-01

BSCR INVESCO EXCH TRD SLF IDX FD72.6K shares2.95%2026-03-312026-05-01

EFG ISHARES TR12.7K shares12.14%2026-03-312026-05-01

BSCQ INVESCO EXCH TRD SLF IDX FD71.0K shares2.98%2026-03-312026-05-01

XOM EXXON MOBIL CORP8.2K shares4.43%2026-03-312026-05-01

Sponsored

VB VANGUARD INDEX FDS5.2K shares2.33%2026-03-312026-05-01

SUB ISHARES TR12.3K shares0.36%2026-03-312026-05-01

FNDE SCHWAB STRATEGIC TR34.0K sharesnew addition2026-03-312026-05-01

IVV ISHARES TR2.0K shares-0.81%2026-03-312026-05-01

BSCT INVESCO EXCH TRD SLF IDX FD67.5K shares3.15%2026-03-312026-05-01

AMZN AMAZON COM INC4.8K shares-8.92%2026-03-312026-05-01

ALPHABET INC ALPHABET INC3.4K shares1.34%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR37.4K shares14.93%2026-03-312026-05-01

Sponsored

MUB ISHARES TR8.7K shares0.28%2026-03-312026-05-01

VOE VANGUARD INDEX FDS4.9K shares1.74%2026-03-312026-05-01

CRMD CORMEDIX INC128.5K shares0.00%2026-03-312026-05-01

BSCU INVESCO EXCH TRD SLF IDX FD50.8K shares3.40%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC5.1K shares-0.24%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS14.0K shares6.18%2026-03-312026-05-01

VGT VANGUARD WORLD FD1.2K shares0.09%2026-03-312026-05-01

META META PLATFORMS INC1.4K shares-9.71%2026-03-312026-05-01

Sponsored

WMT WALMART INC6.2K shares4.65%2026-03-312026-05-01

DFAS DIMENSIONAL ETF TRUST10.8K shares0.22%2026-03-312026-05-01

MSFT MICROSOFT CORP2.0K shares-4.42%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC6.1K shares-8.04%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC4.0K shares-0.45%2026-03-312026-05-01

FNDA SCHWAB STRATEGIC TR21.1K shares6.01%2026-03-312026-05-01

XMHQ INVESCO EXCHANGE TRADED FD T6.4K shares-40.50%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE2.3K shares-1.63%2026-03-312026-05-01

Sponsored

VGSH VANGUARD SCOTTSDALE FDS10.0K shares53.42%2026-03-312026-05-01

IGSB ISHARES TR11.0K shares0.74%2026-03-312026-05-01

RTX RTX CORPORATION2.9K shares0.00%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC10.4K shares0.24%2026-03-312026-05-01

LLY ELI LILLY & CO567 shares-0.70%2026-03-312026-05-01

DFLV DIMENSIONAL ETF TRUST14.6K shares0.37%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR15.7K shares-62.18%2026-03-312026-05-01

PEP PEPSICO INC3.0K shares-2.64%2026-03-312026-05-01

Sponsored

GEV GE VERNOVA INC507 shares-3.24%2026-03-312026-05-01

DFIC DIMENSIONAL ETF TRUST12.3K shares0.20%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON1.8K shares0.06%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION430 shares-19.48%2026-03-312026-05-01

VPU VANGUARD WORLD FD2.1K shares27.78%2026-03-312026-05-01

MA MASTERCARD INCORPORATED831 shares-0.84%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC2.5K shares2.23%2026-03-312026-05-01

BROADCOM INC BROADCOM INC1.3K shares-5.02%2026-03-312026-05-01

Sponsored

BJUL INNOVATOR ETFS TRUST8.2K shares-10.78%2026-03-312026-05-01

IEMG ISHARES INC5.7K shares2.28%2026-03-312026-05-01

NULG NUSHARES ETF TR4.3K shares95.41%2026-03-312026-05-01

UNP UNION PAC CORP1.6K shares-0.32%2026-03-312026-05-01

MMM 3M CO2.6K shares0.00%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-0.39%2026-03-312026-05-01

BSMS INVESCO EXCH TRD SLF IDX FD15.5K shares0.68%2026-03-312026-05-01

BSMQ INVESCO EXCH TRD SLF IDX FD15.3K shares0.71%2026-03-312026-05-01

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD15.3K shares0.67%2026-03-312026-05-01

BSMT INVESCO EXCH TRD SLF IDX FD15.7K shares0.66%2026-03-312026-05-01

BSMU INVESCO EXCH TRD SLF IDX FD16.6K shares0.67%2026-03-312026-05-01

XVV ISHARES TR7.3K shares59.44%2026-03-312026-05-01

PG PROCTER & GAMBLE CO2.4K shares-8.15%2026-03-312026-05-01

BAC BANK AMERICA CORP6.8K shares-2.74%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST4.6K shares0.24%2026-03-312026-05-01

IMTM ISHARES TR6.5K shares0.00%2026-03-312026-05-01

Sponsored

DFEV DIMENSIONAL ETF TRUST8.7K shares0.00%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS3.9K shares10.04%2026-03-312026-05-01

WM WASTE MGMT INC DEL1.3K shares-0.77%2026-03-312026-05-01

BSCV INVESCO EXCH TRD SLF IDX FD17.8K shares1.13%2026-03-312026-05-01

ITA ISHARES TR1.3K shares3.24%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC344 shares-0.58%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND615 shares0.16%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR477 shares-23.19%2026-03-312026-05-01

Sponsored

DFAC DIMENSIONAL ETF TRUST7.1K shares0.00%2026-03-312026-05-01

IVW ISHARES TR2.4K shares-5.18%2026-03-312026-05-01

V VISA INC864 shares-2.81%2026-03-312026-05-01

TJX TJX COS INC NEW1.6K shares-3.25%2026-03-312026-05-01

T AT&T INC8.8K sharesnew addition2026-03-312026-05-01

IWF ISHARES TR595 shares0.00%2026-03-312026-05-01

VAW VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-05-01

WWD WOODWARD INC638 sharesnew addition2026-03-312026-05-01

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR1.3K sharesnew addition2026-03-312026-05-01

CAT CATERPILLAR INC300 sharesnew addition2026-03-312026-05-01

JPM JPMORGAN CHASE & CO708 shares-7.93%2026-03-312026-05-01

VTEI VANGUARD MUN BD FDS2.1K sharesnew addition2026-03-312026-05-01

SHY ISHARES TR2.4K shares0.37%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 40325 sharesnew addition2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP644 shares-13.44%2026-03-312026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

14.09%

Shares100.9K

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD MALVERN FDS

8.50%

Shares291.6K

Event2026-03-31

Filed2026-05-01

SMLF

ISHARES TR

8.29%

Shares101.4K

Event2026-03-31

Filed2026-05-01

FNDX

SCHWAB STRATEGIC TR

11.53%

Shares273.6K

Event2026-03-31

Filed2026-05-01

FNDF

SCHWAB STRATEGIC TR

22.38%

Shares133.7K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-22.34%

Shares11.0K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

1.47%

Shares69.4K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL ETF TRUST

6.36%

Shares119.6K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

6.96%

Shares62.2K

Event2026-03-31

Filed2026-05-01

DGRW

WISDOMTREE TR

5.76%

Shares44.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-0.41%

Shares11.6K

Event2026-03-31

Filed2026-05-01

IQLT

ISHARES TR

3.20%

Shares71.4K

Event2026-03-31

Filed2026-05-01

TCAF

T ROWE PRICE ETF INC

2.17%

Shares90.3K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

28.11%

Shares69.4K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

26.23%

Shares16.3K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

-0.46%

Shares30.6K

Event2026-03-31

Filed2026-05-01

QLTY

GMO ETF TRUST

0.00%

Shares73.8K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

6.32%

Shares9.1K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

10.06%

Shares5.7K

Event2026-03-31

Filed2026-05-01

EFV

ISHARES TR

0.00%

Shares33.5K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.88%

Shares4.0K

Event2026-03-31

Filed2026-05-01

ESGD

ISHARES TR

4.73%

Shares25.0K

Event2026-03-31

Filed2026-05-01

VUSB

VANGUARD BD INDEX FDS

9.79%

Shares45.1K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-3.11%

Shares8.3K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

0.00%

Shares26.1K

Event2026-03-31

Filed2026-05-01

SPHQ

INVESCO EXCHANGE TRADED FD T

16.97%

Shares25.7K

Event2026-03-31

Filed2026-05-01

EAGG

ISHARES TR

5.65%

Shares40.5K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-12.61%

Shares2.8K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

0.93%

Shares8.7K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-0.20%

Shares5.5K

Event2026-03-31

Filed2026-05-01

BSCS

INVESCO EXCH TRD SLF IDX FD

2.64%

Shares81.4K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-0.15%

Shares8.4K

Event2026-03-31

Filed2026-05-01

ESGV

VANGUARD WORLD FD

0.26%

Shares14.6K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

0.35%

Shares17.3K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

-11.87%

Shares3.5K

Event2026-03-31

Filed2026-05-01

BSCR

INVESCO EXCH TRD SLF IDX FD

2.95%

Shares72.6K

Event2026-03-31

Filed2026-05-01

EFG

ISHARES TR

12.14%

Shares12.7K

Event2026-03-31

Filed2026-05-01

BSCQ

INVESCO EXCH TRD SLF IDX FD

2.98%

Shares71.0K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

4.43%

Shares8.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

2.33%

Shares5.2K

Event2026-03-31

Filed2026-05-01

SUB

ISHARES TR

0.36%

Shares12.3K

Event2026-03-31

Filed2026-05-01

FNDE

SCHWAB STRATEGIC TR

New

Shares34.0K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-0.81%

Shares2.0K

Event2026-03-31

Filed2026-05-01

BSCT

INVESCO EXCH TRD SLF IDX FD

3.15%

Shares67.5K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-8.92%

Shares4.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

1.34%

Shares3.4K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

14.93%

Shares37.4K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

0.28%

Shares8.7K

Event2026-03-31

Filed2026-05-01

VOE

VANGUARD INDEX FDS

1.74%

Shares4.9K

Event2026-03-31

Filed2026-05-01

CRMD

CORMEDIX INC

0.00%

Shares128.5K

Event2026-03-31

Filed2026-05-01

BSCU

INVESCO EXCH TRD SLF IDX FD

3.40%

Shares50.8K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

-0.24%

Shares5.1K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

6.18%

Shares14.0K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

0.09%

Shares1.2K

Event2026-03-31

Filed2026-05-01