13F Insight
DOSSIER · 13F-HR · Q2 2026

Whitegate Investment Counselors, Inc.

$351M in tracked AUM across 76 positions as of Q2 2026.

WI
CIK 0001667102 · last filed Jun 30, 2026
Total AUM
$351M
as of Q2 2026
Holdings
76
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Whitegate Investment Counselors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
Berkshire Hathaway Cl B
$34M68K9.7%02
VUG
Vanguard Growth
$26M300K7.3%03
VB
Vanguard Small Cap
$24M80K6.9%04
IWF
iShares Tr Russell 1000 Growth
$23M185K6.5%05
VIG
Vanguard Div Appreciation
$21M90K6.1%06
VEA
Vanguard FTSE Developed Mkts
$21M290K5.9%07
VTV
Vanguard Value
$21M95K5.9%08
SCHD
Schwab US Div Equity Etf
$16M497K4.5%09
VO
Vanguard Mid Cap
$13M160K3.7%10
IWP
iShares Russell Midcap Growth
$12M79K3.3%

Filing history

2026Q2Jun 30
$351M▲ 11.7%
76 positionsView →2026Q1Mar 31
$315M▼ 1.7%
68 positionsView →2025Q4Dec 31
$320M▲ 5.4%
68 positionsView →2025Q3Sep 30
$304M▲ 3.1%
66 positionsView →2025Q2Jun 30
$295M▲ 4.5%
68 positionsLocked2025Q1Mar 31
$282M▼ 3.4%
66 positionsLocked2024Q4Dec 31
$292M▼ 22.6%
66 positionsLocked2024Q3Sep 30
$377M▲ 7.0%
66 positionsLocked2024Q2Jun 30
$352M▼ 0.8%
65 positionsLocked2024Q1Mar 31
$355M▲ 8.3%
62 positionsLocked2023Q4Dec 31
$328M▲ 9.8%
61 positionsLocked2023Q3Sep 30
$299M▼ 2.0%
60 positionsLocked
Showing 12 of 38