§ 13F · FUND PROFILE
Whitegate Investment Counselors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $294.5T (13F)Positions · 68Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$902.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Cl B | 70K | $35.0T | 10.9% | ±0% |
| 2 | VUG | Vanguard Growth | 50K | $24.3T | 7.6% | −2% |
| 3 | IWF | iShares Tr Russell 1000 Growth | 47K | $22.4T | 7.0% | −1% |
| 4 | VB | Vanguard Small Cap | 80K | $20.6T | 6.4% | +1% |
| 5 | VIG | Vanguard Div Appreciation | 88K | $19.4T | 6.1% | ±0% |
| 6 | VEA | Vanguard FTSE Developed Mkts | 284K | $17.8T | 5.6% | +13% |
| 7 | VTV | Vanguard Value | 91K | $17.4T | 5.4% | +10% |
| 8 | SCHD | Schwab US Div Equity Etf | 503K | $13.8T | 4.3% | −3% |
| 9 | VO | Vanguard Mid Cap | 38K | $10.9T | 3.4% | +24% |
| 10 | IWP | iShares Russell Midcap Growth | 79K | $10.8T | 3.4% | ±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 $294519.1 trillion in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed