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Jeffrey White

Wingate Wealth Advisors, Inc.

Assets Managed
$187.128M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
2mo 22d ago
Growth Rate
4.41%(2Q avg: 14.28%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wingate Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Wingate Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.128M in assets, with a quarterly growth rate of 4.41% and a 2-quarter average growth rate of 14.28%. The portfolio is managed by Jeffrey White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 14.1%
11.6%
$21.702M
100,909 shares@ $215.07 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 8.5%
7.79%
$14.567M
291,639 shares@ $49.96 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 8.29%
4.1%
$7.657M
101,427 shares@ $75.49 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 11.53%
4.08%
$7.62M
273,605 shares@ $27.85 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 22.38%
3.5%
$6.543M
133,723 shares@ $48.94 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -22.33%
2.82%
$5.26M
10,976 shares@ $479.2 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.48%
2.74%
$5.11M
69,397 shares@ $73.65 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 6.36%
2.17%
$4.048M
119,559 shares@ $33.87 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.97%
2.13%
$3.985M
62,192 shares@ $64.08 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 5.76%
2.1%
$3.915M
44,575 shares@ $87.85 avg price

1-10 of 121