Whitegate Investment Counselors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Whitegate Investment Counselors, Inc. held in its portfolio 68 assets valued at $320,046,981 (i.e. $320.05M).
The most valuable assets in the portfolio included: Berkshire Hathaway Cl B ($35.00M), Vanguard Growth ($24.26M), and iShares Tr Russell 1000 Growth ($22.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Whitegate Investment Counselors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Berkshire Hathaway Cl B | 69625 | 34997007 | Class B |
| Vanguard Growth | 49730 | 24261281 | Common |
| iShares Tr Russell 1000 Growth | 47228 | 22352959 | Common |
| Vanguard Small Cap | 80010 | 20638641 | Common |
| Vanguard Div Appreciation | 88363 | 19420389 | Common |
| Vanguard FTSE Developed Mkts | 284384 | 17765465 | Common |
| Vanguard Value | 90975 | 17375324 | Common |
| Schwab US Div Equity Etf | 503228 | 13803557 | Common |
| Vanguard Mid Cap | 37721 | 10947433 | Common |
| iShares Russell Midcap Growth | 79015 | 10820319 | Common |
| Vanguard Corp Bond Short Term | 116868 | 9317878 | Common |
| JPMorgan Ultra Short Muni Inco | 180770 | 9208424 | Common |
| Vanguard Sh-Term Inf | 179299 | 8868144 | Common |
| iShares Tr Msci Eafe Fd | 89813 | 8624743 | Common |
| Spdr SandP Dividend Etf | 53028 | 7379435 | Common |
| Jpmorgan Core Plus Bond | 148394 | 7026453 | Common |
| Vanguard Small Cap Value | 32743 | 6934721 | Common |
| Vanguard Mid Cap Value | 28648 | 5081354 | Common |
| iShares New York Muni | 91590 | 4900981 | Common |
| iShares Russell Midcap | 49759 | 4790266 | Common |
| Berkshire Hathaway Cl A | 6 | 4528800 | Class A |
| Vanguard Reit | 50589 | 4476641 | Common |
| iShares Tr Russell 2000 Value | 24574 | 4453072 | Common |
| iShares US Real Estate | 35036 | 3289524 | Common |
| Schwab US Broad Market | 120424 | 3158732 | Common |
| iShares Russell Midcap Value | 21394 | 3017624 | Common |
| JP Morgan Municipal Etf | 57530 | 2905265 | Common |
| SPDR SandP 600 Sm Cap Gro | 27285 | 2569961 | Common |
| iShares Tr Russell 2000 Growth | 7823 | 2526761 | Common |
| SPDR SandP MidCap 400 ETF | 4150 | 2503612 | Common |
| Vanguard Intl Eqty Index/FTSE | 26269 | 1932321 | Common |
| Vanguard Shrt Tax Exempt | 17380 | 1765374 | Common |
| Vanguard Small Cap Grwth | 5145 | 1554416 | Common |
| iShares Russell 1000 Val | 6380 | 1341871 | Common |
| iShares Tr Russell 1000 Index | 3543 | 1323098 | Common |
| iShares Tr Russell 2000 Index | 5038 | 1240209 | Common |
| Vanguard Mid Cap Growth | 3889 | 1085647 | Common |
| Vanguard SandP 500 Etf | 1589 | 996447 | Common |
| Apple Inc | 3443 | 935977 | Common |
| Marathon Pete Corp | 5151 | 837627 | Common |
| iShares Tr Cohen and Steer | 12825 | 765268 | Common |
| Microsoft Corp | 1531 | 740534 | Common |
| Vanguard Msci Emerging | 12044 | 647476 | Common |
| Netflix Inc | 6000 | 562560 | Common |
| CBRE Group Inc | 3455 | 555530 | Common |
| Amazon Com Inc | 2400 | 553968 | Common |
| SPDR Nuveen Barclays Short Ter | 10030 | 481340 | Common |
| Broadcom Inc | 1304 | 451330 | Common |
| iShares California Muni | 6350 | 364871 | Common |
| iShares National Muni Bond | 2765 | 296160 | Common |
| Vanguard ESSG US Stock | 2369 | 286537 | Common |
| iShares ESG Screened SandP 500 | 5277 | 278117 | Common |
| Jpmorgan Short Duration | 5696 | 270863 | Common |
| Trex Company Inc | 7700 | 270116 | Common |
| Lemaitre Vascular Inc | 3306 | 268114 | Common |
| Exxon Mobil Corporation | 2205 | 265388 | Common |
| Vanguard Short Term | 4350 | 255476 | Common |
| iShares Tr 1-3 Yr Treas Bond | 3020 | 250117 | Common |
| SPDR Portfolio SandP 600 Sm Cap | 5155 | 241564 | Common |
| Merck and Co Inc | 2170 | 228390 | Common |
| Ishares Esg Advnc Ttl | 5179 | 227392 | Common |
| Abbvie Inc | 960 | 219351 | Common |
| Vanguard Long Term | 3630 | 202554 | Common |
| iShares ESG Aware MSCI US Sm C | 4360 | 200471 | Common |
| Orion Marine Group Inc | 14800 | 147112 | Common |
| Newell Brands Inc | 14702 | 54693 | Common |
| Hypersolar Inc | 146833 | 3936 | Common |
| Adelphia Commun Cp Clxxx | 100000 | 0 | Common |
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