Institutional Fund
Wingate Wealth Advisors, Inc.
Lexington, MACIK 20418005 filings on record
Portfolio Value
$187.13M
Q1 2026
Holdings
121
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+4.4%
from $179.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds11.6%
- Vanguard Malvern Fds7.8%
- Ishares Tr4.1%
- Schwab Strategic Tr4.1%
- Schwab Strategic Tr3.5%
- Berkshire Hathaway Inc Del2.8%
- Other66.1%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 100.9K | $21.70M | 11.6% | +12.5K | Added |
| 2 | Vanguard Malvern Fds | 291.6K | $14.57M | 7.8% | +22.8K | Added |
| 3 | Ishares Tr | 101.4K | $7.66M | 4.1% | +7.8K | Added |
| 4 | Schwab Strategic Tr | 273.6K | $7.62M | 4.1% | +28.3K | Added |
| 5 | Schwab Strategic Tr | 133.7K | $6.54M | 3.5% | +24.5K | Added |
| 6 | Berkshire Hathaway Inc Del | 11.0K | $5.26M | 2.8% | −3.2K | Reduced |
| 7 | Vanguard Bd Index Fds | 69.4K | $5.11M | 2.7% | +1.0K | Added |
| 8 | Dimensional ETF Trust | 119.6K | $4.05M | 2.2% | +7.1K | Added |
| 9 | Vanguard Tax-Managed Fds | 62.2K | $3.99M | 2.1% | +4.0K | Added |
| 10 | Wisdomtree Tr | 44.6K | $3.92M | 2.1% | +2.4K | Added |
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