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CIK: 0001667102
Total reported value
$351.3M
$351.3M
68 檔
32.3%
As reported in its official Q1 2026 Form 13F filing, Whitegate Investment Counselors, Inc.'s tracked investment portfolio stood at $351.3M with 68 total positions.
Whitegate Investment Counselors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.43% | -0.73% | -1.66% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.86% | +0.49% | -0.71% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 6.56% | +0.36% | -1.55% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.29% | +0.25% | -1.80% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.98% | +0.10% | -1.02% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.80% | +0.08% | +0.14% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.75% | +0.13% | +1.25% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.87% | -0.38% | -0.80% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.44% | +0.22% | -0.02% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.21% | +0.07% | -0.18% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.91% | -0.26% | -1.18% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.82% | -0.43% | -3.74% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.80% | -0.27% | -1.63% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.74% | -0.09% | -1.19% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.39% | -0.18% | -2.75% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.38% | +0.29% | +7.15% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.23% | +0.01% | -1.32% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.68% | -0.07% | -0.06% | |
| 19 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.59% | -0.21% | +2.72% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.50% | +0.03% | -2.35% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.48% | +0.07% | +0.22% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | -0.03% | +0.68% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.37% | -0.09% | — | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.05% | -0.03% | -0.27% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.02% | +0.11% | +6.64% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.99% | +0.01% | — | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.90% | -0.11% | -1.71% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.85% | +0.09% | +0.99% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.81% | +0.02% | — | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.78% | +0.10% | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | +0.02% | -1.12% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.56% | -0.20% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.46% | +0.04% | -6.57% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | +0.01% | -5.49% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.40% | -0.02% | +0.45% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | +0.01% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | — | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.32% | +0.02% | +0.03% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | +0.13% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | +0.06% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.25% | +0.02% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | +0.05% | +1.00% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.06% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.03% | +0.20% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.03% | — | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.15% | -0.15% | EXIT | |
| 47 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.15% | -0.02% | — | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | — | +62.30% | |
| 49 | AVGO | Broadcom Inc. | Stock-Tech | 0.13% | +0.01% | +0.23% | |
| 50 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.12% | -0.03% | +0.21% |
According to official SEC Form 13F filings, Whitegate Investment Counselors, Inc. reported a total U.S. public equity portfolio value of $351.3M across 68 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, VB) accounted for 32.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUSB
市值: $218.9K
Top Position Liquidated / Trimmed
SHY
前期市值: $250.1K
During Q1 2026, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (10.4%)、VUG (6.9%)、VB (6.6%). The largest single position, BRK-B, represented 10.4% of total portfolio value.
In Q1 2026, Whitegate Investment Counselors, Inc. made 51 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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