Wingate Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Lexington, MA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$144,364
Net value change ($000)
+32,078 (28.6%)
New positions
11
Sold out positions
4
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTIP 7,576 337.2%
BND 4,306 632.3%
VIG 2,036 103.8%
FNDX 1,174 22.8%
BRK-B 1,123 19.2%
GOOGL 924 45.8%
AAPL 863 70.0%
GOOGL 696 NEW
VOO 621 42.0%
DFAE 610 20.3%
Top Reduces (Value $000, Stocks/ETFs)
ADI -562 -100.0%
CARR -225 -100.0%
DIS -222 -100.0%
T -218 -100.0%
SCHD -166 -12.0%
CRMD -89 -5.6%
MRSH -65 -7.4%
COST -41 -6.5%
STIP -8 -3.4%
SUB -2 -0.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type