Whitegate Investment Counselors, Inc.
Q3 2026 13F filing
Updated 3 days ago69 disclosed positions worth $343.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B Berkshire Hathaway Cl B | $34.2M | 68.7K | 9.97% | — |
| 2 | V Vanguard Growth | $26.9M | 298.2K | 7.83% | — |
| 3 | E iShares Tr Russell 1000 Growth | $23.3M | 185.8K | 6.79% | — |
| 4 | V Vanguard Small Cap | $23M | 80.8K | 6.70% | — |
| 5 | B Vanguard Div Appreciation | $20.9M | 89.5K | 6.09% | — |
| 6 | V Vanguard FTSE Developed Mkts | $20.7M | 293.2K | 6.03% | — |
| 7 | V Vanguard Value | $20.4M | 94.6K | 5.96% | — |
| 8 | S Schwab US Div Equity Etf | $16.4M | 505.7K | 4.79% | — |
| 9 | V Vanguard Mid Cap | $13.2M | 168.1K | 3.84% | — |
| 10 | E iShares Russell Midcap Growth | $10.8M | 78.7K | 3.16% | — |
| 11 | E iShares Tr Msci Eafe Fd | $9.4M | 90.5K | 2.74% | — |
| 12 | J Jpmorgan Core Plus Bond | $9.3M | 207.5K | 2.71% | — |
| 13 | V Vanguard Corp Bond Short Term | $9.2M | 118.6K | 2.67% | — |
| 14 | V Vanguard Sh-Term Inf | $8.8M | 178.9K | 2.57% | — |
| 15 | S Spdr S&P Dividend Etf | $7.6M | 51.7K | 2.21% | — |
| 16 | V Vanguard Small Cap Value | $7.6M | 32.7K | 2.20% | — |
| 17 | V Vanguard Mid Cap Value | $5.7M | 28.9K | 1.65% | — |
| 18 | E iShares Russell Midcap | $5.2M | 48.7K | 1.51% | — |
| 19 | E iShares Tr Russell 2000 Value | $5.2M | 24.7K | 1.50% | — |
| 20 | ? N/A iShares New York Muni | $5M | 99.7K | 1.47% | — |
| 21 | J JPMorgan Ultra Short Muni Inco | $5M | 99.5K | 1.47% | — |
| 22 | S Schwab US Broad Market | $5M | 169.9K | 1.45% | — |
| 23 | V Vanguard Reit | $4.6M | 51.6K | 1.35% | — |
| 24 | B Berkshire Hathaway Cl A | $4.5M | 6 | 1.31% | — |
| 25 | E iShares Russell Midcap Value | $3.4M | 21.4K | 1.00% | — |
| 26 | P iShares US Real Estate | $3.3M | 35.0K | 0.97% | — |
| 27 | S SPDR S&P 600 Sm Cap Gro | $3M | 27.9K | 0.87% | — |
| 28 | E iShares Tr Russell 2000 Growth | $2.8M | 7.9K | 0.82% | — |
| 29 | M SPDR S&P MidCap 400 ETF | $2.7M | 4.2K | 0.79% | — |
| 30 | V Vanguard Intl Eqty Index/FTSE | $2.3M | 28.0K | 0.68% | — |
| 31 | J JP Morgan Municipal Etf | $2.1M | 43.1K | 0.60% | — |
| 32 | T Vanguard Small Cap Grwth | $1.6M | 4.8K | 0.47% | — |
| 33 | E iShares Russell 1000 Val | $1.5M | 6.0K | 0.44% | — |
| 34 | E iShares Tr Russell 1000 Index | $1.5M | 3.5K | 0.43% | — |
| 35 | E iShares Tr Russell 2000 Index | $1.4M | 5.0K | 0.41% | — |
| 36 | V Vanguard S&P 500 Etf | $1.2M | 1.6K | 0.34% | — |
| 37 | A Apple Inc | $1.1M | 3.5K | 0.33% | — |
| 38 | V Vanguard Mid Cap Growth | $1.1M | 3.9K | 0.33% | — |
| 39 | V Vanguard Shrt Tax Exempt | $1.1M | 11.3K | 0.32% | — |
| 40 | M Marathon Pete Corp | $1.1M | 2.8K | 0.32% | — |
| 41 | V Vanguard Msci Emerging | $1.1M | 18.2K | 0.32% | — |
| 42 | E iShares Tr Cohen & Steer | $870K | 13.8K | 0.25% | — |
| 43 | M Microsoft Corp | $830K | 1.6K | 0.24% | — |
| 44 | A Amazon Com Inc | $598K | 2.4K | 0.17% | — |
| 45 | A Broadcom Inc | $461K | 1.3K | 0.13% | — |
| 46 | V Vanguard Short Term | $445K | 7.7K | 0.13% | — |
| 47 | N Netflix Inc | $417K | 6.0K | 0.12% | — |
| 48 | X Exxon Mobil Holdings Corp | $345K | 2.1K | 0.10% | — |
| 49 | E iShares California Muni | $344K | 6.3K | 0.10% | — |
| 50 | V Vanguard Total Intl Stock Inde | $331K | 3.9K | 0.10% | — |