Wingate Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Lexington, MA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$187,128
Net value change ($000)
+7,902 (4.4%)
New positions
9
Sold out positions
5
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,264 11.6%
FNDF 1,603 32.4%
FNDE 1,300 NEW
VTIP 1,272 9.6%
FNDX 945 14.2%
FBND 672 26.9%
RSP 656 26.4%
SMLF 643 9.2%
CVX 485 37.0%
XOM 443 47.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,844 -26.0%
SCHD -655 -57.7%
CRMD -621 -41.6%
XMHQ -443 -39.9%
SPY -360 -16.6%
GOOGL -311 -8.5%
NVDA -300 -100.0%
MSFT -273 -26.8%
META -228 -21.8%
AAPL -223 -9.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type