Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. reported 127 holdings worth US$227M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Wingate Wealth Advisors, Inc. reported 127 holdings worth US$227M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 127
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 9,980 | US$4.99M | 2.2% |
| Alphabet Inc (google) Class C | 13,485 | US$4.82M | 2.1% |
| Apple Inc | 7,547 | US$2.18M | 0.96% |
| Chevron Corporation | 8,684 | US$1.44M | 0.63% |
| Dell Technologies Inc. | 2,635 | US$1.14M | 0.50% |
| Exxon Mobil Corporation | 8,156 | US$1.12M | 0.49% |
| Cormedix Inc. | 129K | US$1.01M | 0.44% |
| Amazon.com, Inc. | 3,999 | US$953K | 0.42% |
| Philip Morris International Inc | 5,076 | US$918K | 0.40% |
| Ge Aerospace | 2,298 | US$859K | 0.38% |
| Merck & Company, Inc. | 5,985 | US$769K | 0.34% |
| Microsoft Corp. | 2,010 | US$750K | 0.33% |
| Walmart Inc. | 6,017 | US$681K | 0.30% |
| Eli Lilly And Company | 567 | US$680K | 0.30% |
| Marsh | 4,036 | US$673K | 0.30% |
| Ge Vernova Inc. | 507 | US$596K | 0.26% |
| Meta Platforms, Inc. | 1,027 | US$578K | 0.25% |
| Rtx Corporation | 2,766 | US$525K | 0.23% |
| Broadcom Inc. | 1,315 | US$497K | 0.22% |
| Johnson & Johnson | 1,788 | US$454K | 0.20% |
| Costco Wholesale Corporation | 477 | US$447K | 0.20% |
| Verizon Communications Inc. | 10,204 | US$432K | 0.19% |
| International Business Machines Corporation | 1,522 | US$428K | 0.19% |
| 3m Company | 2,581 | US$418K | 0.18% |
| Pepsico, Inc. | 2,954 | US$400K | 0.18% |
| Bank Of America Corporation | 6,752 | US$385K | 0.17% |
| Procter & Gamble Company (the) | 2,377 | US$349K | 0.15% |
| Goldman Sachs Group, Inc. (the) | 344 | US$348K | 0.15% |
| Union Pacific Corporation | 1,189 | US$323K | 0.14% |
| Caterpillar, Inc. | 300 | US$319K | 0.14% |
| Rocket Lab Corporation | 2,770 | US$282K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 493 | US$235K | 0.10% |
| Waste Management, Inc. | 1,049 | US$234K | 0.10% |
| Jp Morgan Chase & Co. | 708 | US$232K | 0.10% |
| Mastercard Incorporated | 448 | US$230K | 0.10% |
| Carrier Global Corporation | 3,092 | US$227K | 0.10% |
| Analog Devices, Inc. | 570 | US$226K | 0.10% |
| Duke Energy Corporation (holding Company) | 1,733 | US$219K | 0.10% |
| Nvidia Corporation | 1,041 | US$208K | 0.09% |
| Public Storage | 636 | US$202K | 0.09% |
| Emerson Electric Company | 1,400 | US$200K | 0.09% |
| Woodward, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
Source
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