Wingate Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm held 128 separate equity positions during this period.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including Dimensional ETF Trust funds such as the Emerging Markets Value ETF, the U.S. Large Value ETF, and the U.S. Small Cap ETF. The firm also holds significant positions in Vanguard ETFs, including the Morningstar Large Cap Growth ETF, the Morningstar Small Cap ETF, and the Total Bond Market ETF.
Among individual common stocks, Berkshire Hathaway Inc. Class B is listed as the largest holding with 9,724 shares. Other notable individual stock positions include Costco Wholesale Corporation (4,808 shares), Apple Inc. (7,388 shares), Exxon Mobil Holdings Corp. (8,359 shares), and Chevron Corporation (8,693 shares).
The filing lists Jeffrey H. White, the Chief Compliance Officer, as the authorized signatory for the report.
