Whitegate Investment Counselors, Inc.

Est. AUM

$314.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Berkshire Hathaway Cl B	Class B	$32.8M	68470	10.43%	SOLE
2	Vanguard Growth	Common	$21.6M	49376	6.86%	SOLE
3	Vanguard Small Cap	Common	$20.6M	78768	6.56%	SOLE
4	iShares Tr Russell 1000 Growth	Common	$19.8M	46377	6.29%	SOLE
5	Vanguard Div Appreciation	Common	$18.8M	87462	5.98%	SOLE
6	Vanguard FTSE Developed Mkts	Common	$18.2M	284792	5.80%	SOLE
7	Vanguard Value	Common	$18.1M	92108	5.75%	SOLE
8	Schwab US Div Equity Etf	Common	$15.3M	499215	4.87%	SOLE
9	Vanguard Mid Cap	Common	$10.8M	37715	3.44%	SOLE
10	iShares Russell Midcap Growth	Common	$10.1M	78872	3.21%	SOLE
11	Vanguard Corp Bond Short Term	Common	$9.2M	115485	2.91%	SOLE
12	JPMorgan Ultra Short Muni Inco	Common	$8.9M	174007	2.82%	SOLE
13	Vanguard Sh-Term Inf	Common	$8.8M	176381	2.80%	SOLE
14	iShares Tr Msci Eafe Fd	Common	$8.6M	88743	2.74%	SOLE
15	Spdr SandP Dividend Etf	Common	$7.5M	51569	2.39%	SOLE
16	Jpmorgan Core Plus Bond	Common	$7.5M	159003	2.38%	SOLE
17	Vanguard Small Cap Value	Common	$7.0M	32312	2.23%	SOLE
18	Vanguard Mid Cap Value	Common	$5.3M	28630	1.68%	SOLE
19	iShares New York Muni	Common	$5.0M	94080	1.59%	SOLE
20	iShares Russell Midcap	Common	$4.7M	48589	1.50%	SOLE
21	iShares Tr Russell 2000 Value	Common	$4.7M	24627	1.48%	SOLE
22	Vanguard Reit	Common	$4.5M	50934	1.44%	SOLE
23	Berkshire Hathaway Cl A	Class A	$4.3M	6	1.37%	SOLE
24	iShares US Real Estate	Common	$3.3M	34940	1.05%	SOLE
25	Schwab US Broad Market	Common	$3.2M	128422	1.02%	SOLE
26	iShares Russell Midcap Value	Common	$3.1M	21394	0.99%	SOLE
27	JP Morgan Municipal Etf	Common	$2.8M	56545	0.90%	SOLE
28	SPDR SandP 600 Sm Cap Gro	Common	$2.7M	27555	0.85%	SOLE
29	SPDR SandP MidCap 400 ETF	Common	$2.6M	4150	0.81%	SOLE
30	iShares Tr Russell 2000 Growth	Common	$2.5M	7823	0.78%	SOLE
31	Vanguard Intl Eqty Index/FTSE	Common	$2.0M	25974	0.62%	SOLE
32	Vanguard Shrt Tax Exempt	Common	$1.8M	17380	0.56%	SOLE
33	Vanguard Small Cap Grwth	Common	$1.5M	4807	0.46%	SOLE
34	iShares Russell 1000 Val	Common	$1.3M	6030	0.41%	SOLE
35	Marathon Pete Corp	Common	$1.3M	5174	0.40%	SOLE
36	iShares Tr Russell 1000 Index	Common	$1.3M	3543	0.40%	SOLE
37	iShares Tr Russell 2000 Index	Common	$1.2M	5038	0.40%	SOLE
38	Vanguard Mid Cap Growth	Common	$1.0M	3890	0.32%	SOLE
39	Vanguard SandP 500 Etf	Common	$951K	1591	0.30%	SOLE
40	Apple Inc	Common	$874K	3445	0.28%	SOLE
41	iShares Tr Cohen & Steer	Common	$794K	12825	0.25%	SOLE
42	Vanguard Msci Emerging	Common	$658K	12165	0.21%	SOLE
43	Netflix Inc	Common	$577K	6000	0.18%	SOLE
44	Microsoft Corp	Common	$568K	1534	0.18%	SOLE
45	Amazon Com Inc	Common	$500K	2400	0.16%	SOLE
46	SPDR Nuveen Barclays Short Ter	Common	$480K	10030	0.15%	SOLE
47	CBRE Group Inc	Common	$468K	3455	0.15%	SOLE
48	Vanguard Short Term	Common	$413K	7060	0.13%	SOLE
49	Broadcom Inc	Common	$404K	1307	0.13%	SOLE
50	Lemaitre Vascular Inc	Common	$362K	3313	0.12%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.