Wingate Wealth Advisors, Inc.

RIA/Wealth

Wingate Wealth Advisors, Inc. is a RIA/Wealth based in Lexington, MA led by Richard Carl Byron, reporting $1.3B in AUM as of Q3 2025 with 76% ETF concentration and minimal technology exposure.

COORichard Carl Byron

Portfolio Value: $144.4M
Positions: 109
Top Holding: VTIP at 6.8%
Last Reported: Q3 2025

Address450 Bedford Street, Lexington, MA, 02420-1547, United States

Top Holdings

Largest long holdings in Wingate Wealth Advisors, Inc.'s portfolio (35% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$9.8M	6.80%	+$7.6M Bought	— 194.0K shares	Q4 2024 Held for 11 months
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$7.0M	4.83%	+$919.0K Bought	0.00% 13.9K shares	Q4 2024 Held for 11 months
3 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$6.3M	4.38%	+$804.4K Bought	— 240.4K shares	Q4 2024 Held for 11 months
4 Vanguard Total Bond Market BND	ETF ETF	$5.0M	3.45%	+$4.3M Bought	— 67.1K shares	Q4 2024 Held for 11 months
5 FNDF Schwab Fundamental International Equity FNDF	ETF ETF	$4.5M	3.09%	+$184.0K Bought	— 103.7K shares	Q4 2024 Held for 11 months
6 Vanguard Dividend Appreciation VIG	Unknown Unknown	$4.0M	2.77%	+$1.9M Bought	— 18.5K shares	Q4 2024 Held for 11 months
7 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$3.8M	2.62%	+$13.1K Bought	— 42.6K shares	Q4 2024 Held for 11 months
8 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$3.6M	2.51%	+$341.7K Bought	— 114.9K shares	Q4 2024 Held for 11 months
9 T. Rowe Price Capital Appreciation Equity ETF TCAF	ETF ETF	$3.3M	2.30%	-$31.1K Sold	— 87.9K shares	Q4 2024 Held for 11 months
10 Vanguard FTSE Developed Markets VEA	ETF ETF	$3.3M	2.27%	+$103.1K Bought	— 54.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wingate Wealth Advisors, Inc.'s latest filing

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Market Value

$144.4M

Prior: $112.3M

Q/Q Change

+28.57%

+$32.1M

Net Flows % of MV

+15.6%

Turnover Ratio

10.04%

New Purchases

1 stocks

$214.5K

Added To

77 stocks

+$23.8M

Sold Out Of

4 stocks

$1.2M

Reduced Holdings

8 stocks

-$281.2K

Increased Positions

Position	Shares Δ	Change
1 Duke Energy DUK	New	0 → 1.7K +$214.5K
2 Vanguard Total Bond Market BND	+625.41%	9.2K → 67.1K +$4.3M
3 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	+334.05%	44.7K → 194.0K +$7.6M
4 Verizon Communications VZ	+148.99%	4.7K → 11.7K +$306.8K
5 Amazon AMZN	+117.27%	2.0K → 4.4K +$517.3K

Decreased Positions

Position	Shares Δ	Change
1 Analog Devices ADI	Sold	2.4K → 0 −$562.2K
2 Carrier Global CARR	Sold	3.1K → 0 −$224.8K
3 Walt Disney DIS	Sold	1.8K → 0 −$222.5K
4 AT&T T	Sold	7.5K → 0 −$218.4K
5 Schwab US Dividend Equity SCHD	-14.6%	52.2K → 44.6K −$208.1K