Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2026) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $314.50 million in total holdings as of March 31, 2026.Whitegate Investment Counselors, Inc. owns shares of 68 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 0.59% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 68 new stocks and bought additional shares in 22 stocks.Whitegate Investment Counselors, Inc. sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $32,810,824Vanguard Growth ETF $21,566,971Vanguard Small-Cap ETF $20,630,868iShares Russell 1000 Growth ETF $19,775,223Vanguard Dividend Appreciation ETF $18,809,596 Largest New Holdings this Quarter 46435G243 - iShares ESG Aware 1-5 Year USD Corporate Bond ETF $218,859 Holding126408103 - CSX $200,512 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 10,609 shares (about $499.47K)Vanguard Value ETF 1,133 shares (about $222.29K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 8,732 shares (about $218.86K)Schwab US Broad Market ETF 7,998 shares (about $200.75K)CSX 4,885 shares (about $200.51K) Largest Sales this Quarter Berkshire Hathaway 1,155 shares (about $553.48K)iShares Russell 1000 Growth ETF 851 shares (about $362.87K)JPMorgan Ultra-Short Municipal ETF 6,763 shares (about $344.78K)Vanguard Small-Cap ETF 1,242 shares (about $325.30K)SPDR S&P Dividend ETF 1,459 shares (about $212.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitegate Investment Counselors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$32,810,824$553,476 ▼-1.7%68,47010.4%FinanceVUGVanguard Growth ETF$21,566,971$154,624 ▼-0.7%49,3766.9%ETFVBVanguard Small-Cap ETF$20,630,868$325,304 ▼-1.6%78,7686.6%ETFIWFiShares Russell 1000 Growth ETF$19,775,223$362,868 ▼-1.8%46,3776.3%ETFVIGVanguard Dividend Appreciation ETF$18,809,596$193,769 ▼-1.0%87,4626.0%ETFVEAVanguard FTSE Developed Markets ETF$18,249,495$26,145 ▲0.1%284,7925.8%ETFVTVVanguard Value ETF$18,071,553$222,294 ▲1.2%92,1085.7%ETFSCHDSchwab US Dividend Equity ETF$15,315,928$123,119 ▼-0.8%499,2154.9%ETFVOVanguard Mid-Cap ETF$10,831,066$1,723 ▼0.0%37,7153.4%ETFIWPiShares Russell Mid-Cap Growth ETF$10,105,082$18,321 ▼-0.2%78,8723.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,154,463$109,630 ▼-1.2%115,4852.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,870,877$344,778 ▼-3.7%174,0072.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,810,239$145,754 ▼-1.6%176,3812.8%ManufacturingEFAiShares MSCI EAFE ETF$8,619,608$103,929 ▼-1.2%88,7432.7%FinanceSDYSPDR S&P Dividend ETF$7,526,046$212,928 ▼-2.8%51,5692.4%ETFJCPBJPMorgan Core Plus Bond ETF$7,485,872$499,472 ▲7.1%159,0032.4%ETFVBRVanguard Small-Cap Value ETF$7,019,767$93,635 ▼-1.3%32,3122.2%ETFVOEVanguard Mid-Cap Value ETF$5,275,943$3,317 ▼-0.1%28,6301.7%ETFNYFiShares New York Muni Bond ETF$4,997,530$132,269 ▲2.7%94,0801.6%ETFIWRiShares Russell Mid-Cap ETF$4,724,340$113,760 ▼-2.4%48,5891.5%ETFIWNiShares Russell 2000 Value ETF$4,668,960$10,048 ▲0.2%24,6271.5%ETFVNQVanguard Real Estate ETF$4,517,870$30,602 ▲0.7%50,9341.4%ETFBRK.ABerkshire Hathaway$4,308,8400.0%61.4%FinanceIYRiShares U.S. Real Estate ETF$3,303,942$9,078 ▼-0.3%34,9401.1%ETFSCHBSchwab US Broad Market ETF$3,223,392$200,750 ▲6.6%128,4221.0%ETFIWSiShares Russell Mid-Cap Value ETF$3,117,9620.0%21,3941.0%ETFJMUBJPMorgan Municipal ETF$2,826,685$49,240 ▼-1.7%56,5450.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,662,353$26,087 ▲1.0%27,5550.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,559,5540.0%4,1500.8%ETFIWOiShares Russell 2000 Growth ETF$2,454,8020.0%7,8230.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,950,683$22,155 ▼-1.1%25,9740.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,757,8130.0%17,3800.6%ETFVBKVanguard Small-Cap Growth ETF$1,452,984$102,165 ▼-6.6%4,8070.5%ETFIWDiShares Russell 1000 Value ETF$1,288,420$74,784 ▼-5.5%6,0300.4%ETFMPCMarathon Petroleum$1,263,467$5,616 ▲0.4%5,1740.4%EnergyIWBiShares Russell 1000 ETF$1,263,2920.0%3,5430.4%ETFIWMiShares Russell 2000 ETF$1,249,4780.0%5,0380.4%FinanceVOTVanguard Mid-Cap Growth ETF$1,001,156$257 ▲0.0%3,8900.3%ETFVOOVanguard S&P 500 ETF$950,876$1,195 ▲0.1%1,5910.3%ETFAAPLApple$874,393$508 ▲0.1%3,4450.3%Computer and TechnologyICFiShares Select U.S. REIT ETF$793,7390.0%12,8250.3%ETFVWOVanguard FTSE Emerging Markets ETF$657,509$6,540 ▲1.0%12,1650.2%ETFNFLXNetflix$576,9000.0%6,0000.2%Consumer DiscretionaryMSFTMicrosoft$567,756$1,110 ▲0.2%1,5340.2%Computer and TechnologyAMZNAmazon.com$499,8480.0%2,4000.2%Retail/WholesaleSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$479,7350.0%10,0300.2%FinanceCBRECBRE Group$468,0140.0%3,4550.1%FinanceVGSHVanguard Short-Term Treasury ETF$413,292$158,643 ▲62.3%7,0600.1%ETFBroadcom Inc$404,483$928 ▲0.2%1,3070.1%CommonLMATLeMaitre Vascular$361,721$764 ▲0.2%3,3130.1%MedicalCMFiShares California Muni Bond ETF$361,0610.0%6,3500.1%ETFXOMExxonMobil$356,344$17,817 ▼-4.8%2,1000.1%EnergyJSCPJPMorgan Short Duration Core Plus ETF$317,299$47,869 ▲17.8%6,7080.1%ETFMUBiShares National Muni Bond ETF$293,5050.0%2,7650.1%ETFMRKMerck & Co., Inc.$262,994$1,925 ▲0.7%2,1860.1%MedicalEUSBiShares ESG Advanced Total USD Bond Market ETF$261,803$36,499 ▲16.2%6,0180.1%ETFTREXTrex$258,582$21,852 ▼-7.8%7,1000.1%ConstructionESGVVanguard ESG U.S. Stock ETF$254,687$11,225 ▼-4.2%2,2690.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$249,0900.0%5,1550.1%ETFXVViShares ESG Select Screened S&P 500 ETF$248,213$11,517 ▼-4.4%5,0430.1%ETFABBVAbbVie$230,678$21,959 ▲10.5%1,0610.1%MedicalSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$218,859$218,859 ▲New Holding8,7320.1%ManufacturingVGLTVanguard Long-Term Treasury ETF$200,9390.0%3,6300.1%ETFCSXCSX$200,512$200,512 ▲New Holding4,8850.1%TransportationORNOrion Group$161,3200.0%14,8000.1%ConstructionNWLNewell Brands$51,278$851 ▲1.7%14,9500.0%Consumer StaplesHypersolar Inc$3,1860.0%146,8330.0%CommonAdelphia Commun Cp Clxxx$00.0%100,0000.0%CommonSHYiShares 1-3 Year Treasury Bond ETF$0$250,117 ▼-100.0%00.0%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$200,471 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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