§ 13F · FUND PROFILE
Whitegate Investment Counselors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $304M (13F)Positions · 66Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$419K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Cl B | 68K | $33M | 10.4% | −2% |
| 2 | VUG | Vanguard Growth | 49K | $22M | 6.9% | −1% |
| 3 | VB | Vanguard Small Cap | 79K | $21M | 6.6% | −2% |
| 4 | IWF | iShares Tr Russell 1000 Growth | 46K | $20M | 6.3% | −2% |
| 5 | VIG | Vanguard Div Appreciation | 87K | $19M | 6.0% | −1% |
| 6 | VEA | Vanguard FTSE Developed Mkts | 285K | $18M | 5.8% | ±0% |
| 7 | VTV | Vanguard Value | 92K | $18M | 5.7% | +1% |
| 8 | SCHD | Schwab US Div Equity Etf | 499K | $15M | 4.9% | −1% |
| 9 | VO | Vanguard Mid Cap | 38K | $11M | 3.4% | ±0% |
| 10 | IWP | iShares Russell Midcap Growth | 79K | $10M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITEGATE SIGNAL
AC read
Whitegate Investment Counselors, Inc. is a Other fund managing $304 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed