Wingate Wealth Advisors, Inc. - Portfolio Stock Holdings
Wingate Wealth Advisors, Inc. disclosed 133 stock positions in a recent SEC 13F filing. $240,738,899 of stock holdings were filed, with the largest holdings including VIG, VTIP, and FNDF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,415,302,916 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
133Est. Stock Holding Value:
$240,738,899Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wingate Wealth Advisors, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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