Wingate Wealth Advisors, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $9.82B, Berkshire Hathaway Inc Class B with a value of $6.97B, Schwab Fundamental U S Large C with a value of $6.32B, Vanguard Bd Index Fd Inc Total with a value of $4.99B, and Schwab Fundamental Intl Large with a value of $4.45B.
Examining the 13F form we can see an increase of $32.1B in the current position value, from $112B to 144B.
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.
