Wingate Wealth Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Lexington, MA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$179,226
Net value change ($000)
+34,862 (24.1%)
New positions
12
Sold out positions
4
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VIG 15,441 386.3%
SMLF 5,877 516.9%
VTIP 3,472 35.3%
SUB 723 124.7%
GOOGL 712 24.2%
BSCU 552 197.1%
FNDF 486 10.9%
GE 439 156.2%
MMM 413 NEW
VOO 388 18.5%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -680 -100.0%
IJH -412 -66.3%
IJR -374 -100.0%
STIP -228 -100.0%
IWD -207 -100.0%
RSP -161 -6.1%
MCD -159 -41.2%
MSFT -134 -11.6%
COST -126 -21.5%
VZ -90 -17.5%
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