§ 13F · FUND PROFILE
Whitegate Investment Counselors, Inc..
AUM · $351M (13F)Positions · 76Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Cl B | 68K | $34M | 9.7% | −1% |
| 2 | VUG | Vanguard Growth | 300K | $26M | 7.3% | +507% |
| 3 | VB | Vanguard Small Cap | 80K | $24M | 6.9% | +2% |
| 4 | IWF | iShares Tr Russell 1000 Growth | 185K | $23M | 6.5% | +299% |
| 5 | VIG | Vanguard Div Appreciation | 90K | $21M | 6.1% | +3% |
| 6 | VEA | Vanguard FTSE Developed Mkts | 290K | $21M | 5.9% | +2% |
| 7 | VTV | Vanguard Value | 95K | $21M | 5.9% | +3% |
| 8 | SCHD | Schwab US Div Equity Etf | 497K | $16M | 4.5% | ±0% |
| 9 | VO | Vanguard Mid Cap | 160K | $13M | 3.7% | +324% |
| 10 | IWP | iShares Russell Midcap Growth | 79K | $12M | 3.3% | ±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 $351 million in assets. The fund runs a portfolio of 76 positions.
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