Wingate Wealth Advisors, Inc. - Portfolio overview

Wingate Wealth Advisors, Inc. has 128 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 11.40%
2. VTIP - VANGUARD MALVERN FDS, 7.65%
3. SMLF - ISHARES TR, 4.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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