Wingate Wealth Advisors, Inc. ETF holdings
Lexington, MA
Reported $195.1M in 85 ETFs in its Form 13F for June 30, 2026.
ETF value
$195.1M
ETFs held
85
Change from prior quarter
+24.8%
With price moves
ETFs as a share of its 13F
85.9%
of $227.1M
Top 10 of 85 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | $28.0M | 118,186 | +17,277 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $18.6M | 369,500 | +77,861 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $9.6M | 107,883 | +6,456 shares |
| FNDF | Schwab Fundamental International Equity ETF | $9.3M | 176,471 | +42,748 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $8.8M | 282,455 | +8,850 shares |
| FBND | Fidelity Total Bond ETF | $8.3M | 182,375 | +112,957 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $7.1M | 78,339 | +52,675 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $5.9M | 61,319 | +16,744 shares |
| BND | Vanguard Total Bond Market ETF | $5.4M | 73,017 | +3,620 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $4.7M | 65,589 | +3,397 shares |
75 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002041800. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wingate Wealth Advisors, Inc. own?
Wingate Wealth Advisors, Inc. reported 85 ETF positions worth $195.1M in its Form 13F for June 30, 2026. The largest was VIG, at $28.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.