Wingate Wealth Advisors, Inc.
Sector Allocation
- Other72.5%$174.5M
- Financials14.6%$35.2M
- Technology6.8%$16.5M
- Healthcare1.7%$4.0M
- Energy1.4%$3.3M
- Consumer Staples1.1%$2.7M
- Industrials1.1%$2.6M
- Consumer Discretionary0.4%$998,593
- Communication Services0.3%$685,899
- Utilities0.1%$205,788
AUM History
13fpro.ai/research/fund/wingate-wealth-advisors-inc-2041800
Conviction and streaks
Concentrating · top 10 = 48.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$28.5M
- VANGUARD$20.4M
- SCHWAB$16.4M
- SCHWAB$9.6M
- ISHARES$9.1M
- FIDELITY$8.9M
IVZ
$7.3MWT
$5.8M- VANGUARD$5.1M
BRK.B
$4.8M- VANGUARD$4.7M
- DIMENSIONAL$4.6M
- ISHARES$3.9M
GOOGL
$3.9MBAH
$3.8M- VANGUARD$3.7M
- $3.4M
- VANGUARD$3.4M
- GMO$3.3M
- VANGUARD$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wingate-wealth-advisors-inc-2041800
Wingate Wealth Advisors, Inc. 13F holdings — Q3 2026
$240.7M portfolio (+6.0% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
- 1
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$28.5M
11.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD MALVERN FDS - STRM INFPROIDX
$20.4M
8.5% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$16.4M
6.8% of stocks
+73%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$9.6M
4.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - US SML CAP EQT
$9.1M
3.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$8.9M
3.7% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
3.0% of stocks
+10%This quarter0.0%Since filed8+ qtrsHeld$5.8M
2.4% of stocks
-2%This quarter0.0%Since filed8+ qtrsHeld- 9
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$5.1M
2.1% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.8M
2.0% of stocks
-3%This quarter—Since filed8+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $28.5M | 11.8% | +3% | — | — | — | — | |
| 2 | VANGUARD MALVERN FDS - STRM INFPROIDX | $20.4M | 8.5% | +12% | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $16.4M | 6.8% | +73% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $9.6M | 4.0% | +8% | — | — | — | — | |
| 5 | ISHARES TR - US SML CAP EQT | $9.1M | 3.8% | +1% | — | — | — | — | |
| 6 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $8.9M | 3.7% | +13% | — | — | — | — | |
| 7 | $7.3M | 3.0% | +10% | 0.0% | 8+ qtrsAdded 7 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.8M | 2.4% | -2% | 0.0% | 8+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.1M | 2.1% | -0.2% | — | — | — | — | |
| 10 | $4.8M | 2.0% | -3% | — | 8+ qtrsTrimmed 3 qtrs in a row | 73.5#124 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Wingate Wealth Advisors, Inc. (Q3 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $4.7M | 1.9% | 66K | +1.0% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $4.6M | 1.9% | 117K | +3% | — | — | 13F |
| 13 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $3.9M | 1.6% | 79K | +2% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $3.9M | 1.6% | 11K | +0.1% | 8+ qtrs | 77.7 | 13F | |
| 15 | Booz Allen Hamilton Holding Corp | Technology | $3.8M | 1.6% | 90K | -10% | 8+ qtrs | 54.6 | 13F | |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $3.7M | 1.5% | 47K | +3% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $3.4M | 1.4% | 17K | -0.1% | 8+ qtrsAdded 7 qtrs in a row | — | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $3.4M | 1.4% | 38K | -2% | — | — | 13F |
| 19 | — | GMO ETF TRUST - US QUALITY ETFetf/fund | — | $3.3M | 1.4% | 77K | +0.1% | — | — | 13F |
| 20 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $2.8M | 1.2% | 57K | +11% | — | — | 13F |
| 21 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $2.7M | 1.1% | 28K | -3% | — | — | 13F |
| 22 | — | ISHARES TR - ESG AW MSCI EAFEetf/fund | — | $2.6M | 1.1% | 25K | — | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $2.5M | 1.0% | 12K | +19% | — | — | 13F |
| 24 | Apple Inc. | Technology | $2.5M | 1.0% | 7,388 | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $2.2M | 0.9% | 5,954 | -0.8% | — | — | 13F |
| 26 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.2M | 0.9% | 26K | +0.0% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.9% | 2,792 | +0.9% | |||
| 28 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $2.1M | 0.9% | 15K | +0.2% | |||
| 29 | — | ISHARES TR - ESG AWR US AGRGT | — | $2.0M | 0.8% | 43K | +3% | |||
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.9M | 0.8% | 2,738 | -0.3% | |||
| 31 | — | ISHARES TR - EAFE VALUE ETF | — | $1.9M | 0.8% | 24K | +0.0% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.7% | 8,693 | +0.1% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.7% | 82K | +0.6% | |||
| 34 | — | ISHARES TR - MSCI EAFE ETF | — | $1.6M | 0.7% | 16K | +0.3% | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.5M | 0.6% | 5,425 | -0.5% | |||
| 36 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $1.5M | 0.6% | 36K | +6% | |||
| 37 | — | ISHARES TR - CORE S&P500 ETF | — | $1.5M | 0.6% | 1,959 | -0.1% | |||
| 38 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 0.6% | 2,831 | +41% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.6% | 73K | +0.6% | |||
| 40 | — | ISHARES TR - EAFE GRWTH ETF | — | $1.4M | 0.6% | 12K | -5% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.6% | 72K | +0.5% | |||
| 42 | $DELL | Dell Technologies Inc. | Technology | $1.4M | 0.6% | 2,553 | -3% | |||
| 43 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.6% | 8,359 | +2% | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.6% | 3,547 | +0.1% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.5% | 71K | +5% | |||
| 46 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.3M | 0.5% | 12K | +0.2% | |||
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.2M | 0.5% | 9,640 | +0.4% | |||
| 48 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.2M | 0.5% | 42K | +7% | |||
| 49 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.1M | 0.5% | 14K | +4% | |||
| 50 | $AMZN | AMAZON COM INC | Consumer Discretionary | $999K | 0.4% | 4,008 | +0.2% | |||
| 51 | $CRMD | CorMedix Inc. | Healthcare | $986K | 0.4% | 128K | -0.4% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $977K | 0.4% | 8,755 | +10% | |||
| 53 | — | ISHARES TR - CORE MSCI EAFE | — | $975K | 0.4% | 10K | +0.5% | |||
| 54 | $PM | Philip Morris International Inc. | Consumer Staples | $971K | 0.4% | 5,086 | +0.2% | |||
| 55 | $GOOG | Alphabet Inc. | Technology | $888K | 0.4% | 2,606 | +19% | |||
| 56 | — | ISHARES TR - NATIONAL MUN ETF | — | $885K | 0.4% | 8,752 | +0.4% | |||
| 57 | $MRK | Merck & Co., Inc. | Healthcare | $884K | 0.4% | 6,084 | +2% | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $835K | 0.3% | 52K | +0.8% | |||
| 59 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $826K | 0.3% | 4,225 | +0.2% | |||
| 60 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $808K | 0.3% | 14K | -11% | |||
| 61 | $GE | GENERAL ELECTRIC CO | Industrials | $770K | 0.3% | 2,466 | +7% | |||
| 62 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $731K | 0.3% | 21K | -2% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $731K | 0.3% | 1,007 | -2% | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $726K | 0.3% | 32K | +32% | |||
| 65 | $LLY | ELI LILLY & Co | Healthcare | $694K | 0.3% | 600 | +6% | |||
| 66 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $689K | 0.3% | 4,036 | — | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $629K | 0.3% | 6,053 | +0.6% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $618K | 0.3% | 2,333 | +30% | |||
| 69 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $589K | 0.2% | 15K | +0.4% | |||
| 70 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $583K | 0.2% | 10K | +0.6% | |||
| 71 | — | ISHARES TR - ISHS 1-5YR INVS | — | $578K | 0.2% | 11K | +1% | |||
| 72 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUL | — | $547K | 0.2% | 9,864 | — | |||
| 73 | — | ISHARES INC - CORE MSCI EMKT | — | $542K | 0.2% | 6,683 | +7% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $527K | 0.2% | 24K | +49% | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $524K | 0.2% | 25K | +50% | |||
| 76 | $GEV | GE Vernova Inc. | Industrials | $522K | 0.2% | 549 | +8% | |||
| 77 | $RTX | RTX Corp | Industrials | $514K | 0.2% | 2,766 | — | |||
| 78 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $509K | 0.2% | 16K | — | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $497K | 0.2% | 21K | +37% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $493K | 0.2% | 21K | +37% | |||
| 81 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $486K | 0.2% | 4,279 | +0.6% | |||
| 82 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $471K | 0.2% | 13K | +0.5% | |||
| 83 | $AVGO | Broadcom Inc. | Technology | $467K | 0.2% | 1,330 | +1% | |||
| 84 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $460K | 0.2% | 10K | -2% | |||
| 85 | — | ISHARES TR - S&P 500 VAL ETF | — | $438K | 0.2% | 1,918 | New | |||
| 86 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $437K | 0.2% | 480 | +0.6% | |||
| 87 | — | ISHARES TR - ESG SELECT SCRE | — | $428K | 0.2% | 7,344 | +0.0% | |||
| 88 | $MMM | 3M CO | Healthcare | $424K | 0.2% | 2,581 | — | |||
| 89 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $417K | 0.2% | 10K | +53% | |||
| 90 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $406K | 0.2% | 2,375 | +12% | |||
| 91 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $390K | 0.2% | 11K | +18% | |||
| 92 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $383K | 0.2% | 518 | +1% | |||
| 93 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $380K | 0.2% | 4,579 | +0.2% | |||
| 94 | $PEP | PEPSICO INC | Consumer Staples | $374K | 0.2% | 2,955 | +0.0% | |||
| 95 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $368K | 0.1% | 6,752 | — | |||
| 96 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $367K | 0.1% | 8,661 | — | |||
| 97 | — | ISHARES TR - MSCI INTL MOMENT | — | $343K | 0.1% | 6,516 | — | |||
| 98 | — | ISHARES TR - S&P 500 GRWT ETF | — | $339K | 0.1% | 2,382 | +0.5% | |||
| 99 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $336K | 0.1% | 1,527 | +0.3% | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $334K | 0.1% | 2,302 | -3% | |||
| 101 | — | ISHARES TR - 1 3 YR TREAS BD | — | $320K | 0.1% | 3,946 | +6% | |||
| 102 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $314K | 0.1% | 7,071 | — | |||
| 103 | $META | Meta Platforms, Inc. | Technology | $310K | 0.1% | 4,062 | -10% | |||
| 104 | $UNP | UNION PACIFIC CORP | Industrials | $310K | 0.1% | 1,139 | -4% | |||
| 105 | $GS | GOLDMAN SACHS GROUP INC | Financials | $304K | 0.1% | 338 | -2% | |||
| 106 | — | ISHARES TR - RUS 1000 GRW ETF | — | $298K | 0.1% | 2,380 | — | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $288K | 0.1% | 18K | +1% | |||
| 108 | — | ISHARES TR - US AER DEF ETF | — | $279K | 0.1% | 1,347 | +0.1% | |||
| 109 | $NVDA | NVIDIA CORP | Technology | $276K | 0.1% | 1,210 | +16% | |||
| 110 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $274K | 0.1% | 539 | -13% | |||
| 111 | $CAT | CATERPILLAR INC | Industrials | $247K | 0.1% | 305 | +2% | |||
| 112 | $JPM | JPMORGAN CHASE & CO | Financials | $245K | 0.1% | 740 | +5% | |||
| 113 | — | ISHARES TR - RUS 1000 VAL ETF | — | $231K | 0.1% | 930 | — | |||
| 114 | $ADI | ANALOG DEVICES INC | Technology | $229K | 0.1% | 577 | +1% | |||
| 115 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $228K | 0.1% | 1,047 | +0.1% | |||
| 116 | — | ISHARES TR - MSCI EMG MKT ETF | — | $227K | 0.1% | 3,400 | +5% | |||
| 117 | $T | AT&T INC. | Communication Services | $225K | 0.1% | 9,242 | New | |||
| 118 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $225K | 0.1% | 493 | — | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $225K | 0.1% | 1,346 | +0.2% | |||
| 120 | $MA | Mastercard Inc | Financials | $224K | 0.1% | 406 | -9% | |||
| 121 | $EMR | EMERSON ELECTRIC CO | Industrials | $217K | 0.1% | 1,400 | — | |||
| 122 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $214K | 0.1% | 325 | — | |||
| 123 | $ILMN | ILLUMINA, INC. | Healthcare | $212K | 0.1% | 775 | New | |||
| 124 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | — | $207K | 0.1% | 1,161 | New | |||
| 125 | — | ISHARES TR - CORE S&P MCP ETF | — | $207K | 0.1% | 2,871 | — | |||
| 126 | $WM | WASTE MANAGEMENT INC | Utilities | $206K | 0.1% | 1,009 | -4% | |||
| 127 | $RVMD | Revolution Medicines, Inc. | Healthcare | $205K | 0.1% | 1,000 | New | |||
| 128 | $MPC | Marathon Petroleum Corp | Energy | $202K | 0.1% | 511 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 80 added to, 26 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- ISHARES TR - S&P 500 VAL ETF$438K
first bought this quarter
$TAT&T INC.$225K
first bought this quarter
$ILMNILLUMINA, INC.$212K
first bought this quarter
- VANGUARD WELLINGTON FD - US MULTIFACTOR$207K
first bought this quarter
$RVMDRevolution Medicines, Inc.$205K
first bought this quarter
$MPCMarathon Petroleum Corp$202K
first bought this quarter
Added to (80)
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL+73%
now $16.4M
- VANGUARD MALVERN FDS - STRM INFPROIDX+12%
now $20.4M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+13%
now $8.9M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+3%
now $28.5M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+8%
now $9.6M
now $7.3M · held 8+ qtrs, 7 adds in a row
+74 more in the Excel export
Trimmed (26)
now $3.8M · held 8+ qtrs
now $5.8M · held 8+ qtrs
now $4.8M · held 8+ qtrs, 3 trims in a row
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS-11%
now $808K
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF-2%
now $3.4M
- ISHARES TR - CORE US AGGBD ET-3%
now $2.7M
+20 more in the Excel export
Holdings by quarter
Every 13F Wingate Wealth Advisors, Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wingate Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wingate Wealth Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 9% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wingate Wealth Advisors, Inc. disclosed 128 positions worth $240.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 5 and a full exit from $RKLB. The portfolio is most concentrated in Other (72.5% of disclosed assets). All figures are sourced directly from Wingate Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2041800.
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