Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2026)

About Whitegate Investment Counselors, Inc.

Investment Activity

Whitegate Investment Counselors, Inc. has $351.25 million in total holdings as of June 30, 2026.
Whitegate Investment Counselors, Inc. owns shares of 76 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 16.06% of the portfolio was purchased this quarter.
About 0.65% of the portfolio was sold this quarter.
This quarter, Whitegate Investment Counselors, Inc. has purchased 68 new stocks and bought additional shares in 38 stocks.
Whitegate Investment Counselors, Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $34,081,563
Vanguard Growth ETF: $25,805,700
Vanguard Small-Cap ETF: $24,317,336
iShares Russell 1000 Growth ETF: $22,988,386
Vanguard Dividend Appreciation ETF: $21,349,065

Largest New Holdings this Quarter

921909768 - Vanguard Total International Stock ETF: $313,509 Holding
573874104 - Marvell Technology: $303,325 Holding
21873S108 - Coreweave Inc: $285,182 Holding
458140100 - Intel: $232,607 Holding
46090E103 - Invesco QQQ: $228,723 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 250,203 shares (about $21.55M)
iShares Russell 1000 Growth ETF: 138,759 shares (about $17.23M)
Vanguard Mid-Cap ETF: 122,011 shares (about $9.83M)
JPMorgan Core Plus Bond ETF: 40,578 shares (about $1.90M)
Vanguard Dividend Appreciation ETF: 2,763 shares (about $653.78K)

Largest Sales this Quarter

Vanguard Short-Term Tax-Exempt Bond ETF: 5,050 shares (about $511.62K)
JPMorgan Ultra-Short Municipal ETF: 9,565 shares (about $487.82K)
iShares New York Muni Bond ETF: 3,856 shares (about $207.86K)
Berkshire Hathaway: 360 shares (about $180.14K)
JPMorgan Municipal ETF: 1,941 shares (about $98.32K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$34,081,563	$180,140 â–¼	-0.5%	68,110	9.7%	Finance
VUG Vanguard Growth ETF	$25,805,700	$21,552,457 â–²	506.7%	299,579	7.3%	ETF
VB Vanguard Small-Cap ETF	$24,317,336	$441,042 â–²	1.8%	80,223	6.9%	ETF
IWF iShares Russell 1000 Growth ETF	$22,988,386	$17,229,742 â–²	299.2%	185,136	6.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$21,349,065	$653,782 â–²	3.2%	90,225	6.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$20,644,881	$353,471 â–²	1.7%	289,753	5.9%	ETF
VTV Vanguard Value ETF	$20,642,660	$569,666 â–²	2.8%	94,722	5.9%	ETF
SCHD Schwab US Dividend Equity ETF	$15,774,410	$55,683 â–¼	-0.4%	497,459	4.5%	ETF
VO Vanguard Mid-Cap ETF	$12,869,091	$9,830,401 â–²	323.5%	159,726	3.7%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$11,512,288	$35,431 â–¼	-0.3%	78,630	3.3%	ETF
JCPB JPMorgan Core Plus Bond ETF	$9,368,331	$1,904,731 â–²	25.5%	199,581	2.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$9,305,962	$179,161 â–²	2.0%	117,752	2.6%	ETF
EFA iShares MSCI EAFE ETF	$9,304,843	$86,220 â–²	0.9%	89,573	2.6%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$8,899,679	$40,083 â–²	0.5%	177,179	2.5%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$8,386,542	$487,815 â–¼	-5.5%	164,442	2.4%	ETF
VBR Vanguard Small-Cap Value ETF	$7,869,372	$17,981 â–²	0.2%	32,386	2.2%	ETF
SDY SPDR S&P Dividend ETF	$7,772,755	$75,025 â–¼	-1.0%	51,076	2.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$5,651,437	$5,928 â–¼	-0.1%	28,600	1.6%	ETF
IWN iShares Russell 2000 Value ETF	$5,459,231	$11,724 â–²	0.2%	24,680	1.6%	ETF
IWR iShares Russell Mid-Cap ETF	$5,368,274	$7,943 â–²	0.1%	48,661	1.5%	ETF
VNQ Vanguard Real Estate ETF	$4,944,599	$33,075 â–²	0.7%	51,277	1.4%	ETF
NYF iShares New York Muni Bond ETF	$4,863,525	$207,858 â–¼	-4.1%	90,224	1.4%	ETF
BRK.A Berkshire Hathaway	$4,493,100		0.0%	6	1.3%	Finance
SCHB Schwab US Broad Market ETF	$3,974,103	$254,993 â–²	6.9%	137,227	1.1%	ETF
IYR iShares U.S. Real Estate ETF	$3,573,385	$818 â–²	0.0%	34,948	1.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$3,521,452		0.0%	21,394	1.0%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$3,303,848	$21,205 â–²	0.6%	27,733	0.9%	ETF
IWO iShares Russell 2000 Growth ETF	$3,093,654	$11,818 â–²	0.4%	7,853	0.9%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,918,861		0.0%	4,150	0.8%	ETF
JMUB JPMorgan Municipal ETF	$2,765,966	$98,321 â–¼	-3.4%	54,604	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,246,432	$71,104 â–²	3.3%	26,823	0.6%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,760,007	$2,194 â–²	0.1%	4,813	0.5%	ETF
IWM iShares Russell 2000 ETF	$1,513,733		0.0%	5,038	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$1,461,925		0.0%	6,030	0.4%	ETF
IWB iShares Russell 1000 ETF	$1,450,859		0.0%	3,543	0.4%	ETF
MPC Marathon Petroleum	$1,327,967	$5,113 â–²	0.4%	5,194	0.4%	Energy
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$1,249,152	$511,615 â–¼	-29.1%	12,330	0.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$1,179,529	$11,945 â–¼	-1.0%	3,851	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,131,138	$38,460 â–²	3.5%	1,647	0.3%	ETF
AAPL Apple	$997,620	$868 â–²	0.1%	3,448	0.3%	Technology
ICF iShares Select U.S. REIT ETF	$934,985	$67,630 â–²	7.8%	13,825	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$923,367	$197,221 â–²	27.2%	15,469	0.3%	ETF
MSFT Microsoft	$739,166	$167,077 â–²	29.2%	1,982	0.2%	Technology
AMZN Amazon.com	$684,036	$112,020 â–²	19.6%	2,870	0.2%	Consumer Discretionary
Broadcom Inc	$494,515	$756 â–²	0.2%	1,309	0.1%	Common
CBRE CBRE Group	$465,354		0.0%	3,455	0.1%	Real Estate
VGSH Vanguard Short-Term Treasury ETF	$439,992	$29,100 â–²	7.1%	7,560	0.1%	ETF
NFLX Netflix	$428,400		0.0%	6,000	0.1%	Communication Services
CMF iShares California Muni Bond ETF	$366,014		0.0%	6,350	0.1%	ETF
TREX Trex	$355,284		0.0%	7,100	0.1%	Industrials
LMAT LeMaitre Vascular	$318,793	$864 â–²	0.3%	3,322	0.1%	Healthcare
ABBV AbbVie	$317,407	$50,342 â–²	18.9%	1,261	0.1%	Healthcare
VXUS Vanguard Total International Stock ETF	$313,509	$313,509 â–²	New Holding	3,667	0.1%	ETF
MRVL Marvell Technology	$303,325	$303,325 â–²	New Holding	1,018	0.1%	Technology
MUB iShares National Muni Bond ETF	$297,569		0.0%	2,765	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$297,289		0.0%	5,155	0.1%	ETF
XVV iShares ESG Select Screened S&P 500 ETF	$297,066	$10,676 â–²	3.7%	5,231	0.1%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$292,961	$7,142 â–¼	-2.4%	2,215	0.1%	ETF
XOM ExxonMobil	$288,365	$1,231 â–²	0.4%	2,109	0.1%	Energy
Coreweave Inc	$285,182	$285,182 â–²	New Holding	2,865	0.1%	Common
MRK Merck & Co., Inc.	$282,966	$2,056 â–²	0.7%	2,202	0.1%	Healthcare
EUSB iShares ESG Advanced Total USD Bond Market ETF	$277,185	$15,686 â–²	6.0%	6,379	0.1%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$258,521	$57,701 â–¼	-18.2%	5,484	0.1%	ETF
ORN Orion Group	$248,936		0.0%	14,800	0.1%	Industrials
CSX CSX	$232,853	$665 â–²	0.3%	4,899	0.1%	Industrials
INTC Intel	$232,607	$232,607 â–²	New Holding	1,666	0.1%	Technology
QQQ Invesco QQQ	$228,723	$228,723 â–²	New Holding	311	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$224,747	$224,747 â–²	New Holding	4,018	0.1%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$222,514	$4,298 â–²	2.0%	8,904	0.1%	ETF
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$219,053	$219,053 â–²	New Holding	4,200	0.1%	ETF
NVMI Nova	$217,176	$217,176 â–²	New Holding	400	0.1%	Technology
VV Vanguard Large-Cap ETF	$215,669	$215,669 â–²	New Holding	627	0.1%	ETF
NVDA NVIDIA	$200,466	$200,466 â–²	New Holding	1,002	0.1%	Technology
VGLT Vanguard Long-Term Treasury ETF	$200,303		0.0%	3,630	0.1%	ETF
Hypersolar Inc	$3,086		0.0%	146,833	0.0%	Common
Adelphia Commun Cp Clxxx	$0		0.0%	100,000	0.0%	Common
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$0	$479,735 â–¼	-100.0%	0	0.0%	ETF
NWL Newell Brands	$0	$51,278 â–¼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2026)

About Whitegate Investment Counselors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2026)

About Whitegate Investment Counselors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitegate Investment Counselors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools