Whitegate Investment Counselors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Whitegate Investment Counselors, Inc. disclosed 67 stock positions valued at approximately $343.07M as of quarter-end September 30, 2026. The largest holdings include Berkshire Hathaway Cl B, Vanguard Growth, and iShares Tr Russell 1000 Growth.
- Report Period
- September 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $343.07M
Holdings by Sector
Whitegate Investment Counselors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 9.97% | 68,692 | +582 | +0.85% | $34,205,182 |
| Vanguard Growth | VUG | Other | 7.83% | 298,177 | -1,402 | -0.47% | $26,868,691 |
| iShares Tr Russell 1000 Growth | IWF | Other | 6.79% | 185,843 | +707 | +0.38% | $23,278,638 |
| Vanguard Small Cap | VB | Other | 6.70% | 80,804 | +581 | +0.72% | $22,988,047 |
| Vanguard Div Appreciation | VIG | Other | 6.09% | 89,519 | -706 | -0.78% | $20,885,731 |
| Vanguard FTSE Developed Mkts | VEA | Other | 6.03% | 293,185 | +3,432 | +1.18% | $20,701,797 |
| Vanguard Value | VTV | Other | 5.96% | 94,624 | -98 | -0.10% | $20,446,358 |
| Schwab US Div Equity Etf | SCHD | Other | 4.79% | 505,662 | +8,203 | +1.65% | $16,449,171 |
| Vanguard Mid Cap | VO | Other | 3.84% | 168,109 | +8,383 | +5.25% | $13,183,140 |
| iShares Russell Midcap Growth | IWP | Other | 3.16% | 78,689 | +59 | +0.08% | $10,833,889 |
| iShares Tr Msci Eafe Fd | EFA | Other | 2.74% | 90,544 | +971 | +1.08% | $9,406,617 |
| Jpmorgan Core Plus Bond | JCPB | Other | 2.71% | 207,476 | +7,895 | +3.96% | $9,290,790 |
| Vanguard Corp Bond Short Term | VCSH | Other | 2.67% | 118,594 | +842 | +0.72% | $9,161,354 |
| Vanguard Sh-Term Inf | VTIP | Other | 2.57% | 178,950 | +1,771 | +1.00% | $8,807,907 |
| Spdr S&P Dividend Etf | SDY | Other | 2.21% | 51,742 | +666 | +1.30% | $7,579,176 |
| Vanguard Small Cap Value | VBR | Other | 2.20% | 32,688 | +302 | +0.93% | $7,551,843 |
| Vanguard Mid Cap Value | VOE | Other | 1.65% | 28,911 | +311 | +1.09% | $5,652,934 |
| iShares Russell Midcap | IWR | Other | 1.51% | 48,681 | +20 | +0.04% | $5,194,747 |
| iShares Tr Russell 2000 Value | IWN | Other | 1.50% | 24,651 | -29 | -0.12% | $5,163,122 |
| iShares New York Muni | NYF | Other | 1.47% | 99,664 | +9,440 | +10.46% | $5,035,026 |
| JPMorgan Ultra Short Muni Inco | JMST | Other | 1.47% | 99,534 | -64,908 | -39.47% | $5,032,440 |
| Schwab US Broad Market | SCHB | Other | 1.45% | 169,917 | +32,690 | +23.82% | $4,980,271 |
| Vanguard Reit | VNQ | Other | 1.35% | 51,611 | +334 | +0.65% | $4,625,919 |
| Berkshire Hathaway Cl A | BRK-A | Financial Services | 1.31% | 6 | - | - | $4,482,030 |
| iShares Russell Midcap Value | IWS | Other | 1.00% | 21,359 | -35 | -0.16% | $3,433,246 |
| iShares US Real Estate | IYR | Other | 0.97% | 34,984 | +36 | +0.10% | $3,324,855 |
| SPDR S&P 600 Sm Cap Gro | SLYG | Other | 0.87% | 27,903 | +170 | +0.61% | $2,984,755 |
| iShares Tr Russell 2000 Growth | IWO | Other | 0.82% | 7,853 | - | - | $2,802,681 |
| SPDR S&P MidCap 400 ETF | MDY | Other | 0.79% | 4,150 | - | - | $2,725,347 |
| Vanguard Intl Eqty Index/FTSE | VEU | Other | 0.68% | 27,972 | +1,149 | +4.28% | $2,320,834 |
Showing 30 of 67 holdings in the latest reporting period.