Whitegate Investment Counselors, Inc.
CIK 1667102 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- BRK.B9.70%
- VUG7.35%
- VB6.92%
- IWF6.54%
- VIG6.08%
- VEA5.88%
- VTV5.88%
- SCHD4.49%
- VO3.66%
- IWP3.28%
Share classes counted separately59.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -0.73 pp10.43% → 9.70%Shares -360 (-0.53%)
- VUGWeight increased · +0.49 pp6.86% → 7.35%Shares +250.20K (+506.73%)
- JMSTWeight decreased · -0.43 pp2.82% → 2.39%Shares -9.56K (-5.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BClass B View history and evidence | $34.08M | 9.70% | 68.11K shares | 10.43% → 9.70%-0.73 pp -360 (-0.53%) | Reduced | ▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUICommon View history and evidence | $25.81M | 7.35% | 299.58K shares | 6.86% → 7.35%+0.49 pp +250.20K (+506.73%) | Added | ▾ |
| 03 | VBVANGUARD MOST SM-CAP ETF-USDCommon View history and evidence | $24.32M | 6.92% | 80.22K shares | 6.56% → 6.92%+0.36 pp +1.46K (+1.85%) | Added | ▾ |
| 04 | IWFISHARES RUSSELL 1000 GROWTHCommon View history and evidence | $22.99M | 6.54% | 185.14K shares | 6.29% → 6.54%+0.25 pp +138.76K (+299.20%) | Added | ▾ |
| 05 | VIGVANGUARD DIVIDEND APPREC ETFCommon View history and evidence | $21.35M | 6.08% | 90.22K shares | 5.98% → 6.08%+0.10 pp +2.76K (+3.16%) | Added | ▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFCommon View history and evidence | $20.64M | 5.88% | 289.75K shares | 5.80% → 5.88%+0.08 pp +4.96K (+1.74%) | Added | ▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUICommon View history and evidence | $20.64M | 5.88% | 94.72K shares | 5.75% → 5.88%+0.13 pp +2.61K (+2.84%) | Added | ▾ |
| 08 | SCHDSCHWAB US DVD EQUITY ETFCommon View history and evidence | $15.77M | 4.49% | 497.46K shares | 4.87% → 4.49%-0.38 pp -1.76K (-0.35%) | Reduced | ▾ |
| 09 | VOVNGRD MRNGSTR MD-CAP ETF-USDCommon View history and evidence | $12.87M | 3.66% | 159.73K shares | 3.44% → 3.66%+0.22 pp +122.01K (+323.51%) | Added | ▾ |
| 10 | IWPISHARES RUSSELL MID-CAP GROWCommon View history and evidence | $11.51M | 3.28% | 78.63K shares | 3.21% → 3.28%+0.07 pp -242 (-0.31%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHM SS SPDR N ICE ST MUNI ETF | Non-derivative | -10,030 | -$479.74K | SEC filing ↗ | SEC filing ↗ |
| NWL NEWELL BRANDS INC | Non-derivative | -14,950 | -$51.28K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1667102 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 351250045
}Research all 76 reported holdings.
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