Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whitegate Investment Counselors, Inc. (CIK 1667102) reported $314.5M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($32.8M, 10.43%), VUG ($21.6M, 6.86%), VB ($20.6M, 6.56%), IWF ($19.8M, 6.29%), VIG ($18.8M, 5.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Cl B | $32.8M | 10.43% | 68,470 | Trimmed |
| 2 | VUG | Vanguard Growth | $21.6M | 6.86% | 49,376 | Trimmed |
| 3 | VB | Vanguard Small Cap | $20.6M | 6.56% | 78,768 | Trimmed |
| 4 | IWF | iShares Tr Russell 1000 Growth | $19.8M | 6.29% | 46,377 | Trimmed |
| 5 | VIG | Vanguard Div Appreciation | $18.8M | 5.98% | 87,462 | Trimmed |
| 6 | VEA | Vanguard FTSE Developed Mkts | $18.2M | 5.80% | 284,792 | Added |
| 7 | VTV | Vanguard Value | $18.1M | 5.75% | 92,108 | Added |
| 8 | SCHD | Schwab US Div Equity Etf | $15.3M | 4.87% | 499,215 | Trimmed |
| 9 | VO | Vanguard Mid Cap | $10.8M | 3.44% | 37,715 | Trimmed |
| 10 | IWP | iShares Russell Midcap Growth | $10.1M | 3.21% | 78,872 | Trimmed |
| 11 | VCSH | Vanguard Corp Bond Short Term | $9.2M | 2.91% | 115,485 | Trimmed |
| 12 | JMST | JPMorgan Ultra Short Muni Inco | $8.9M | 2.82% | 174,007 | Trimmed |
| 13 | VTIP | Vanguard Sh-Term Inf | $8.8M | 2.80% | 176,381 | Trimmed |
| 14 | EFA | iShares Tr Msci Eafe Fd | $8.6M | 2.74% | 88,743 | Trimmed |
| 15 | SDY | Spdr SandP Dividend Etf | $7.5M | 2.39% | 51,569 | Trimmed |
| 16 | JCPB | Jpmorgan Core Plus Bond | $7.5M | 2.38% | 159,003 | Added |
| 17 | VBR | Vanguard Small Cap Value | $7.0M | 2.23% | 32,312 | Trimmed |
| 18 | VOE | Vanguard Mid Cap Value | $5.3M | 1.68% | 28,630 | Trimmed |
| 19 | NYF | iShares New York Muni | $5.0M | 1.59% | 94,080 | Added |
| 20 | IWR | iShares Russell Midcap | $4.7M | 1.50% | 48,589 | Trimmed |
| 21 | IWN | iShares Tr Russell 2000 Value | $4.7M | 1.48% | 24,627 | Added |
| 22 | VNQ | Vanguard Reit | $4.5M | 1.44% | 50,934 | Added |
| 23 | BRK/A | Berkshire Hathaway Cl A | $4.3M | 1.37% | 6 | Hold |
| 24 | IYR | iShares US Real Estate | $3.3M | 1.05% | 34,940 | Trimmed |
| 25 | SCHB | Schwab US Broad Market | $3.2M | 1.02% | 128,422 | Added |
Source: SEC Form 13F filings · as of 2026-03-31