Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. reported 76 positions worth $351.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: BRK-B (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $34.1M | 9.70% | 68,110 | — | — | |
| ▸ 2 | VUG | SH | $25.8M | 7.35% | 299,579 | — | — | |
| ▸ 3 | VB | SH | $24.3M | 6.92% | 80,223 | — | — | |
| ▸ 4 | IWF | SH | $23.0M | 6.54% | 185,136 | — | — | |
| ▸ 5 | VIG | SH | $21.3M | 6.08% | 90,225 | — | — | |
| ▸ 6 | VEA | SH | $20.6M | 5.88% | 289,753 | — | — | |
| ▸ 7 | VTV | SH | $20.6M | 5.88% | 94,722 | — | — | |
| ▸ 8 | SCHD | SH | $15.8M | 4.49% | 497,459 | — | — | |
| ▸ 9 | VO | SH | $12.9M | 3.66% | 159,726 | — | — | |
| ▸ 10 | IWP | SH | $11.5M | 3.28% | 78,630 | — | — |
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Frequently Asked Questions
What stocks does Whitegate Investment Counselors, Inc. hold as of Q2 2026?
Whitegate Investment Counselors, Inc. reported 76 positions worth $351.3M in its Q2 2026 13F filing. Largest positions: BRK-B (9.7%), VUG (7.3%), VB (6.9%), IWF (6.5%) and VIG (6.1%).
What did Whitegate Investment Counselors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Whitegate Investment Counselors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.