Wingate Wealth Advisors, Inc. Portfolio Holdings

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

Wingate Wealth Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $5.84B, Schwab Fundamental U S Large C with a value of $5.15B, Schwab Fundamental Intl Large with a value of $3.98B, Wisdomtree Tr Us Quality Divid with a value of $3.55B, and T Rowe Price ETF Inc with a value of $3.13B.

Examining the 13F form we can see an increase of $25.4B in the current position value, from $86.9B to 112B.

Wingate Wealth Advisors, Inc. is based out at Lexington, MA

Below you can find more details about Wingate Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $82.1 Billion
Financial Services: $6.93 Billion
Technology: $3.57 Billion
Communication Services: $3.14 Billion
Healthcare: $2.7 Billion
Consumer Defensive: $2.42 Billion
Energy: $1.82 Billion
Industrials: $1.24 Billion
Other: $762 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $112 Billion
  • Prior Value $86.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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