Q2 2026 13F · SEC CIK 1667102

Whitegate Investment Counselors, Inc.

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $351.3M
Reported positions: 75
Top holdings a year, 3 yrs: +13.8%
Assets under management: $545.4M

Whitegate Investment Counselors, Inc. is a wealth manager that reported 75 positions worth $351.3M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 9.7%), Vanguard Index Fds (VUG, 7.3%), Vanguard Index Fds (VB, 6.9%). A portfolio copying its top holdings returned 13.8% a year over the last 3 years, against 20.4% for the S&P 500.

Whitegate Investment Counselors, Inc. holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Whitegate Investment Counselors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	9.7%	10.4%	68,110	-0.5%	$34.1M
VUGVanguard Index Fds	7.3%	6.9%	299,579	+506.7%	$25.8M
VBVanguard Index Fds	6.9%	6.6%	80,223	+1.8%	$24.3M
IWFIshares Tr	6.5%	6.3%	185,136	+299.2%	$23.0M
VIGVanguard Specialized Funds	6.1%	6.0%	90,225	+3.2%	$21.3M
VEAVanguard Ftse Developed Markets Index Fu	5.9%	5.8%	289,753	+1.7%	$20.6M
VTVVanguard Index Fds	5.9%	5.7%	94,722	+2.8%	$20.6M
SCHDSchwab Strategic Tr	4.5%	4.9%	497,459	-0.4%	$15.8M
VOVanguard Index Fds	3.7%	3.4%	159,726	+323.5%	$12.9M
IWPIshares Tr	3.3%	3.2%	78,630	-0.3%	$11.5M
JCPBJ P Morgan Exchange Traded F	2.7%	2.4%	199,581	+25.5%	$9.4M
VCSHVanguard Scottsdale Fds	2.6%	2.9%	117,752	+2.0%	$9.3M
EFAIshares Tr	2.6%	2.7%	89,573	+0.9%	$9.3M
VTIPVanguard Malvern Fds	2.5%	2.8%	177,179	+0.5%	$8.9M
JMSTJ P Morgan Exchange Traded F	2.4%	2.8%	164,442	-5.5%	$8.4M
VBRVanguard Index Fds	2.2%	2.2%	32,386	+0.2%	$7.9M
SDYSpdr Ser Tr	2.2%	2.4%	51,076	-1.0%	$7.8M
VOEVanguard Index Fds	1.6%	1.7%	28,600	-0.1%	$5.7M
IWNIshares Tr	1.6%	1.5%	24,680	+0.2%	$5.5M
IWRIshares Tr	1.5%	1.5%	48,661	+0.1%	$5.4M
VNQVanguard Index Fds	1.4%	1.4%	51,277	+0.7%	$4.9M
NYFIshares Tr	1.4%	1.6%	90,224	-4.1%	$4.9M
BRK-ABerkshire Hathaway Inc Del	1.3%	1.4%	6	+0.0%	$4.5M
SCHBSchwab Strategic Tr	1.1%	1.0%	137,227	+6.9%	$4.0M
IYRIshares Tr	1.0%	1.1%	34,948	+0.0%	$3.6M
IWSIshares Tr	1.0%	1.0%	21,394	+0.0%	$3.5M
SLYGSpdr Series Trust	0.9%	0.8%	27,733	+0.6%	$3.3M
IWOIshares Tr	0.9%	0.8%	7,853	+0.4%	$3.1M
MDYState Str Spdr S&p Midcap 40	0.8%	0.8%	4,150	+0.0%	$2.9M
JMUBJ P Morgan Exchange Traded F	0.8%	0.9%	54,604	-3.4%	$2.8M
VEUVanguard Intl Equity Index F	0.6%	0.6%	26,823	+3.3%	$2.2M
VBKVanguard Index Fds	0.5%	0.5%	4,813	+0.1%	$1.8M
IWMIshares Tr	0.4%	0.4%	5,038	+0.0%	$1.5M
IWDIshares Tr	0.4%	0.4%	6,030	+0.0%	$1.5M
IWBIshares Tr	0.4%	0.4%	3,543	+0.0%	$1.5M
MPCMarathon Petroleum	0.4%	0.4%	5,194	+0.4%	$1.3M
VTESVanguard Wellington Fd	0.4%	0.6%	12,330	-29.1%	$1.2M
VOTVanguard Index Fds	0.3%	0.3%	3,851	-1.0%	$1.2M
VOOVanguard Index Fds	0.3%	0.3%	1,647	+3.5%	$1.1M
AAPLApple Inc	0.3%	0.3%	3,448	+0.1%	$998K
ICFIshares Tr	0.3%	0.3%	13,825	+7.8%	$935K
VWOVanguard Intl Equity Index F	0.3%	0.2%	15,469	+27.2%	$923K
MSFTMicrosoft Corp	0.2%	0.2%	1,982	+29.2%	$739K
AMZNAmazon Com Inc	0.2%	0.2%	2,870	+19.6%	$684K
AVGOBroadcom Inc	0.1%	0.1%	1,309	+0.2%	$495K
CBRECbre Group Inc	0.1%	0.1%	3,455	+0.0%	$465K
VGSHVanguard Scottsdale Fds	0.1%	0.1%	7,560	+7.1%	$440K
NFLXNetflix Inc.	0.1%	0.2%	6,000	+0.0%	$428K
CMFIshares Tr	0.1%	—	6,350	—	$366K
TREXTrex Company, Inc.	0.1%	—	7,100	—	$355K

What Whitegate Investment Counselors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.2% /yr; S&P 500 +20.1%
3 years: +13.8% /yr; S&P 500 +20.4%
5 years: +7.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$351.3M	75
Q1 2026	$314.5M	67
Q4 2025	$320.0M	67
Q3 2025	$303.8M	65
Q2 2025	$294.5M	67
Q1 2025	$281.8M	65
Q4 2024	$291.7M	64
Q3 2024	$376.9M	65
Q2 2024	$352.3M	64
Q1 2024	$355.0M	61
Q4 2023	$327.9M	61
Q3 2023	$298.7M	60

Questions about Whitegate Investment Counselors, Inc.'s portfolio

What stocks does Whitegate Investment Counselors, Inc. own?

Whitegate Investment Counselors, Inc.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 75 positions worth $351.3M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 9.7%, Vanguard Index Fds (VUG) at 7.3%, Vanguard Index Fds (VB) at 6.9%, Ishares Tr (IWF) at 6.5% and Vanguard Specialized Funds (VIG) at 6.1%.

What did Whitegate Investment Counselors, Inc. buy last quarter?

In Q2 2026, Whitegate Investment Counselors, Inc. added Vanguard Index Fds (VUG) (+506.7% shares), Vanguard Index Fds (VO) (+323.5% shares) and Ishares Tr (IWF) (+299.2% shares), compared with its Q1 2026 filing.

What did Whitegate Investment Counselors, Inc. sell last quarter?

In Q2 2026, Whitegate Investment Counselors, Inc. cut from its top 50 Spdr Series Trust (SHM), cut from its top 50 Lemaitre Vascular Inc (LMAT), Vanguard Wellington Fd (VTES) (-29.1% shares) and J P Morgan Exchange Traded F (JMST) (-5.5% shares), compared with its Q1 2026 filing.

How has Whitegate Investment Counselors, Inc.'s portfolio performed?

A portfolio copying Whitegate Investment Counselors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.2% against +20.1%. Over 5 years: +7.1% a year against +11.6%.

When is Whitegate Investment Counselors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Whitegate Investment Counselors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Whitegate Investment Counselors, Inc. manage?

Whitegate Investment Counselors, Inc. reported $545.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $351.3M.