13F Filings History of Wingate Wealth Advisors, Inc.

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$144,364,380
Signature - Title
Jeffrey White - Chief Compliance Officer
Location
Lexington, MA
Summary
This page shows a list of all the recent 13F filings made by Wingate Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wingate Wealth Advisors, Inc. reported 109 stock holdings with total value $144,364,380 as of Q3 2025. Top holdings included VTIP, BRKB, FNDX, BND, and FNDF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 109 $144,364,380 +$27,481,207 -$1,509,046 +$25,972,161 VTIP, BRKB, FNDX, BND, FNDF 13F-HR 23 Oct 2025, 14:59
Q2 2025 101 $112,286,028 +$22,562,595 -$2,681,797 +$19,880,798 BRKB, FNDX, FNDF, DGRW, TCAF 13F-HR 29 Jul 2025, 16:23
Q1 2025 92 $86,880,098 +$8,120,963 -$23,080,670 -$14,959,707 FNDF, FNDX, DGRW, BRKB, TCAF 13F-HR 23 Apr 2025, 18:27
Q4 2024 476 $101,812,528 $0 $0 $0 RSP, TCAF, DGRW, FNDX, FNDF 13F-HR 28 Jan 2025, 18:26