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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002041800

Wingate Wealth Advisors, Inc.

LEXINGTON, MA · File #028-24644

Latest AUM
$179.2M
Positions
117
Top-10 Concentration
49.8%
Filings
5

Sector Allocation

Financials
10.9%$19.6M
Technology
2.5%$4.4M
Healthcare
1.8%$3.2M
Energy
1.3%$2.3M
Industrials
0.9%$1.6M
Materials
0.4%$677,175

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SPECIALIZED FUNDS92190884488,444$19.4M12.96%
2VANGUARD MALVERN FDS922020805268,795$13.3M8.87%
3BERKSHIRE HATHAWAY INC DELBRK-A14,133$7.1M4.74%
4ISHARES TR46434V29093,665$7.0M4.68%
5SCHWAB STRATEGIC TR808524771245,329$6.7M4.45%
6VANGUARD BD INDEX FDS92193783568,389$5.1M3.38%
7SCHWAB STRATEGIC TR808524755109,272$4.9M3.29%
8WISDOMTREE TRWT42,148$3.8M2.51%
9DIMENSIONAL ETF TRUST25434V302112,415$3.7M2.44%
10ALPHABET INCGOOG11,676$3.7M2.44%
11VANGUARD TAX-MANAGED FDS92194385858,143$3.6M2.42%
12T ROWE PRICE ETF INC87283Q86788,385$3.4M2.25%
13ISHARES TR46434V45669,157$3.1M2.10%
14ISHARES TR46428722630,756$3.1M2.05%
15GMO ETF TRUST90139K10073,835$2.8M1.89%
16VANGUARD INDEX FDS9229087365,199$2.5M1.69%
17FIDELITY MERRIMACK STR TR31618830954,185$2.5M1.66%
18VANGUARD INDEX FDS9229086298,592$2.5M1.66%
19VANGUARD INDEX FDS9229083633,968$2.5M1.66%
20INVESCO EXCHANGE TRADED FD TIVZ12,949$2.5M1.65%