Wingate Wealth Advisors, Inc.
All 13F Filings
- Location
- Lexington, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 187,128
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 35.18 K | 18.8% | 0 | 95.03 K | -95.03 K |
| ETFs | 151.6 K | 81.0% | 102.9 K | 0 | 102.9 K |
| Debt | 309 | 0.2% | 27 | 0 | 27 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
187,128
Holdings
121
QoQ value change ($000)
7,902
(4.4%)
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.