Wingate Wealth Advisors, Inc.
All 13F Filings
- Location
- Lexington, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 240,740
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 128 | 240,740 | 13F-HR | Wingate Wealth Advisors, Inc. |
| Q2 2026 | 7/29/2026 | 127 | 227,058 | 13F-HR | Wingate Wealth Advisors, Inc. |
| Q1 2026 | 5/1/2026 | 121 | 187,128 | 13F-HR | Wingate Wealth Advisors, Inc. |
| Q4 2025 | 1/28/2026 | 117 | 179,226 | 13F-HR | Wingate Wealth Advisors, Inc. |
| Q3 2025 | 10/23/2025 | 109 | 144,364 | 13F-HR | Wingate Wealth Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 101 | 112,286 | 13F-HR | Wingate Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.77 K | 18.2% | 1.261 K | 0 | 1.261 K |
| ETFs | 196.7 K | 81.7% | 12.47 K | 0 | 12.47 K |
| Debt | 310 | 0.1% | 0 | 42 | -42 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
240,740
Holdings
128
QoQ value change ($000)
13,682
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.