Wingate Wealth Advisors, Inc. reported 43 positions worth $34.93M for the quarter ended Sep 30, 2026, up 5.0% on the prior quarter. It opened 4 new positions, added to 22, trimmed 11 and exited 4. Its largest holding is Berkshire Hathaway Inc at 13.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +821 | +40.8% | $421.15K | 4.16% |
| T At&T Inc. | +9,242 | – | $225.50K | 0.646% |
| ILMN Illumina, Inc. | +775 | – | $212.10K | 0.607% |
| RVMD Revolution Medicines, Inc. | +1,000 | – | $205.26K | 0.588% |
| MPC Marathon Petroleum Corp | +511 | – | $202.13K | 0.579% |
| JNJ Johnson & Johnson | +545 | +30.5% | $144.29K | 1.77% |
| GOOG Alphabet Inc. | +409 | +18.6% | $139.37K | 2.54% |
| GE General Electric Co | +168 | +7.3% | $52.47K | 2.2% |
| GEV GE Vernova Inc. | +42 | +8.3% | $39.92K | 1.49% |
| NVDA Nvidia Corp | +169 | +16.2% | $38.60K | 0.791% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RKLB Rocket Lab Corp | -2,770 | -100.0% | $281.57K | Exited |
| CARR CARRIER GLOBAL Corp | -3,092 | -100.0% | $226.80K | Exited |
| DUK Duke Energy CORP | -1,733 | -100.0% | $219.36K | Exited |
| PSA Public Storage | -636 | -100.0% | $202.33K | Exited |
| BRK-B Berkshire Hathaway Inc | -256 | -2.6% | $127.48K | 13.86% |
| AAPL Apple Inc. | -159 | -2.1% | $52.95K | 7.04% |
| DELL Dell Technologies Inc. | -82 | -3.1% | $44.11K | 3.93% |
| MA Mastercard Inc | -42 | -9.4% | $23.16K | 0.641% |
| META Meta Platforms, Inc. | -20 | -1.9% | $14.51K | 2.09% |
| UNP Union Pacific Corp | -50 | -4.2% | $13.61K | 0.887% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 9,724 | $4.84M | 13.86% | -256 | -2.6% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 11.3K | $3.90M | 11.15% | +12 | +0.1% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 7,388 | $2.46M | 7.04% | -159 | -2.1% | Reduced | 0% |
| 4 | CVX Chevron Corp | Energy | 8,693 | $1.78M | 5.08% | +9 | +0.1% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,831 | $1.45M | 4.16% | +821 | +40.8% | Added | 0% |
| 6 | DELL Dell Technologies Inc. | Technology | 2,553 | $1.37M | 3.93% | -82 | -3.1% | Reduced | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 8,359 | $1.36M | 3.89% | +203 | +2.5% | Added | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 3,547 | $1.35M | 3.87% | +2 | +0.1% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 4,008 | $998.59K | 2.86% | +9 | +0.2% | Added | 0% |
| 10 | CRMD CorMedix Inc. | Healthcare | 128.0K | $985.62K | 2.82% | -500 | -0.4% | Reduced | 0.16% |
| 11 | PM Philip Morris International Inc. | Consumer Staples | 5,086 | $970.51K | 2.78% | +10 | +0.2% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 2,606 | $888.03K | 2.54% | +409 | +18.6% | Added | 0% |
| 13 | MRK Merck & Co., Inc. | Healthcare | 6,084 | $884.05K | 2.53% | +99 | +1.7% | Added | 0% |
| 14 | GE General Electric Co | Industrials | 2,466 | $770.24K | 2.2% | +168 | +7.3% | Added | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 1,007 | $730.52K | 2.09% | -20 | -1.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Wingate Wealth Advisors.
As of its Q3 2026 13F filing, Wingate Wealth Advisors, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 13.9%, Alphabet Inc. (GOOGL) at 11.2%, Apple Inc. (AAPL) at 7.0%, Chevron Corp (CVX) at 5.1%, Microsoft Corp (MSFT) at 4.2% of the reported portfolio.
Wingate Wealth Advisors, Inc. reported a 13F portfolio worth $34.93M across 43 positions for Q3 2026. That is up 5.0% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($421.15K), At&T Inc. ($225.50K), Illumina, Inc. ($212.10K). It opened 4 new positions.
Its largest sales by value were Rocket Lab Corp ($281.57K), CARRIER GLOBAL Corp ($226.80K), Duke Energy CORP ($219.36K). It exited 4 positions entirely.
From the Form 13F-HR reports Wingate Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.