Wingate Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Lexington, MA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$227,058
Net value change ($000)
+39,930 (21.3%)
New positions
11
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,263 28.9%
FBND 5,129 162.0%
SPHQ 5,128 265.7%
VTIP 3,993 27.4%
FNDF 2,768 42.3%
SMLF 1,960 25.6%
DGRW 1,948 49.8%
FNDX 1,164 15.3%
VO 1,047 39.9%
TCAF 919 28.6%
Top Reduces (Value $000, Stocks/ETFs)
EFV -686 -27.6%
IEFA -604 -38.4%
VOO -505 -21.1%
CVX -357 -19.9%
XOM -268 -19.4%
BRK-B -266 -5.1%
V -261 -100.0%
TJX -261 -100.0%
T -255 -100.0%
META -241 -29.4%
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