Whitegate Investment Counselors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Whitegate Investment Counselors, Inc. disclosed 71 stock positions valued at approximately $351.25M as of quarter-end June 30, 2026. The largest holdings include Berkshire Hathaway Cl B, Vanguard Growth, and Vanguard Small Cap.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $351.25M
Holdings by Sector
Whitegate Investment Counselors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 9.70% | 68,110 | -360 | -0.53% | $34,081,563 |
| Vanguard Growth | VUG | Other | 7.35% | 299,579 | +250,203 | +506.73% | $25,805,700 |
| Vanguard Small Cap | VB | Other | 6.92% | 80,223 | +1,455 | +1.85% | $24,317,336 |
| iShares Tr Russell 1000 Growth | IWF | Other | 6.54% | 185,136 | +138,759 | +299.20% | $22,988,386 |
| Vanguard Div Appreciation | VIG | Other | 6.08% | 90,225 | +2,763 | +3.16% | $21,349,065 |
| Vanguard FTSE Developed Mkts | VEA | Other | 5.88% | 289,753 | +4,961 | +1.74% | $20,644,881 |
| Vanguard Value | VTV | Other | 5.88% | 94,722 | +2,614 | +2.84% | $20,642,660 |
| Schwab US Div Equity Etf | SCHD | Other | 4.49% | 497,459 | -1,756 | -0.35% | $15,774,410 |
| Vanguard Mid Cap | VO | Other | 3.66% | 159,726 | +122,011 | +323.51% | $12,869,091 |
| iShares Russell Midcap Growth | IWP | Other | 3.28% | 78,630 | -242 | -0.31% | $11,512,288 |
| Jpmorgan Core Plus Bond | JCPB | Other | 2.67% | 199,581 | +40,578 | +25.52% | $9,368,331 |
| Vanguard Corp Bond Short Term | VCSH | Other | 2.65% | 117,752 | +2,267 | +1.96% | $9,305,962 |
| iShares Tr Msci Eafe Fd | EFA | Other | 2.65% | 89,573 | +830 | +0.94% | $9,304,843 |
| Vanguard Sh-Term Inf | VTIP | Other | 2.53% | 177,179 | +798 | +0.45% | $8,899,679 |
| JPMorgan Ultra Short Muni Inco | JMST | Other | 2.39% | 164,442 | -9,565 | -5.50% | $8,386,542 |
| Vanguard Small Cap Value | VBR | Other | 2.24% | 32,386 | +74 | +0.23% | $7,869,372 |
| Spdr SandP Dividend Etf | SDY | Other | 2.21% | 51,076 | -493 | -0.96% | $7,772,755 |
| Vanguard Mid Cap Value | VOE | Other | 1.61% | 28,600 | -30 | -0.10% | $5,651,437 |
| iShares Tr Russell 2000 Value | IWN | Other | 1.55% | 24,680 | +53 | +0.22% | $5,459,231 |
| iShares Russell Midcap | IWR | Other | 1.53% | 48,661 | +72 | +0.15% | $5,368,274 |
| Vanguard Reit | VNQ | Other | 1.41% | 51,277 | +343 | +0.67% | $4,944,599 |
| iShares New York Muni | NYF | Other | 1.38% | 90,224 | -3,856 | -4.10% | $4,863,525 |
| Berkshire Hathaway Cl A | BRK-A | Financial Services | 1.28% | 6 | - | - | $4,493,100 |
| Schwab US Broad Market | SCHB | Other | 1.13% | 137,227 | +8,805 | +6.86% | $3,974,103 |
| iShares US Real Estate | IYR | Other | 1.02% | 34,948 | +8 | +0.02% | $3,573,385 |
| iShares Russell Midcap Value | IWS | Other | 1.00% | 21,394 | - | - | $3,521,452 |
| SPDR SandP 600 Sm Cap Gro | SLYG | Other | 0.94% | 27,733 | +178 | +0.65% | $3,303,848 |
| iShares Tr Russell 2000 Growth | IWO | Other | 0.88% | 7,853 | +30 | +0.38% | $3,093,654 |
| SPDR SandP MidCap 400 ETF | MDY | Other | 0.83% | 4,150 | - | - | $2,918,861 |
| JP Morgan Municipal Etf | JMUB | Other | 0.79% | 54,604 | -1,941 | -3.43% | $2,765,966 |
Showing 30 of 71 holdings in the latest reporting period.