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 $351.3M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($34.1M, 9.70%), VUG ($25.8M, 7.35%), VB ($24.3M, 6.92%), IWF ($23.0M, 6.54%), VIG ($21.3M, 6.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | Berkshire Hathaway Cl B | $34.1M | 9.70% | 68,110 | Trimmed |
| 2 | VUG | Vanguard Growth | $25.8M | 7.35% | 299,579 | Added |
| 3 | VB | Vanguard Small Cap | $24.3M | 6.92% | 80,223 | Added |
| 4 | IWF | iShares Tr Russell 1000 Growth | $23.0M | 6.54% | 185,136 | Added |
| 5 | VIG | Vanguard Div Appreciation | $21.3M | 6.08% | 90,225 | Added |
| 6 | VEA | Vanguard FTSE Developed Mkts | $20.6M | 5.88% | 289,753 | Added |
| 7 | VTV | Vanguard Value | $20.6M | 5.88% | 94,722 | Added |
| 8 | SCHD | Schwab US Div Equity Etf | $15.8M | 4.49% | 497,459 | Trimmed |
| 9 | VO | Vanguard Mid Cap | $12.9M | 3.66% | 159,726 | Added |
| 10 | IWP | iShares Russell Midcap Growth | $11.5M | 3.28% | 78,630 | Trimmed |
| 11 | JCPB | Jpmorgan Core Plus Bond | $9.4M | 2.67% | 199,581 | Added |
| 12 | EFA | iShares Tr Msci Eafe Fd | $9.3M | 2.65% | 89,573 | Added |
| 13 | VCSH | Vanguard Corp Bond Short Term | $9.3M | 2.65% | 117,752 | Added |
| 14 | VTIP | Vanguard Sh-Term Inf | $8.9M | 2.53% | 177,179 | Added |
| 15 | JMST | JPMorgan Ultra Short Muni Inco | $8.4M | 2.39% | 164,442 | Trimmed |
| 16 | VBR | Vanguard Small Cap Value | $7.9M | 2.24% | 32,386 | Added |
| 17 | SDY | Spdr SandP Dividend Etf | $7.8M | 2.21% | 51,076 | Trimmed |
| 18 | VOE | Vanguard Mid Cap Value | $5.7M | 1.61% | 28,600 | Trimmed |
| 19 | IWN | iShares Tr Russell 2000 Value | $5.5M | 1.55% | 24,680 | Added |
| 20 | IWR | iShares Russell Midcap | $5.4M | 1.53% | 48,661 | Added |
| 21 | VNQ | Vanguard Reit | $4.9M | 1.41% | 51,277 | Added |
| 22 | NYF | iShares New York Muni | $4.9M | 1.38% | 90,224 | Trimmed |
| 23 | BRK/A | Berkshire Hathaway Cl A | $4.5M | 1.28% | 6 | Hold |
| 24 | SCHB | Schwab US Broad Market | $4.0M | 1.13% | 137,227 | Added |
| 25 | IYR | iShares US Real Estate | $3.6M | 1.02% | 34,948 | Added |
Source: SEC Form 13F filings · as of 2026-06-30