Whitegate Investment Counselors, Inc. — 13F holdings

Whitegate Investment Counselors, Inc. reported 76 holdings worth $351M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $34.1M (9.7%)
2. VUG VANGUARD INDEX FDS — $25.8M (7.3%)
3. VB VANGUARD INDEX FDS — $24.3M (6.9%)
4. IWF ISHARES TR — $23.0M (6.5%)
5. VIG VANGUARD SPECIALIZED FUNDS — $21.3M (6.1%)
6. VEA VANGUARD TAX-MANAGED FDS — $20.6M (5.9%)
7. VTV VANGUARD INDEX FDS — $20.6M (5.9%)
8. SCHD SCHWAB STRATEGIC TR — $15.8M (4.5%)
9. VO VANGUARD INDEX FDS — $12.9M (3.7%)
10. IWP ISHARES TR — $11.5M (3.3%)