Wingate Wealth Advisors, Inc.

**Wingate Wealth Advisors, Inc.** manages $179M across a diversified portfolio of 117 holdings. The strategy shows a notable allocation to income and fixed income, highlighted by the $19.4M position in VIG and $5.1M in BND. Key concentrations include $13.3M in VTIP and $7.1M in BRK/B, suggesting a focus on quality dividend payers and defensive assets. The fund maintains exposure to growth technology via GOOGL ($3.7M) alongside broader market exposure through VTIP.

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