WI

Whitegate Investment Counselors, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$314.5M

Reporting period: 2026-03-31 · Number of holdings: 68

Whitegate Investment Counselors, Inc. disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $314.5M and a quarterly turnover rate of 5.3%.

Personality snowflake

Concentration
18.27
Portfolio Stability
5.33
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
85.38

Recent moves

  • Trim VUG

    -0.7%　-$2.7M

  • Trim IWF

    -1.8%　-$2.6M

  • Add SCHD

    -0.8%　$1.5M

  • Trim BRK-B

    -1.7%　-$2.2M

  • Add VTV

    +1.2%　$696.2K

  • Add VEA

    +0.1%　$484.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other10.43%-0.51%-1.66%
2VUGVanguard Growth ETFETF-Other6.86%-0.72%-0.71%
3VBVanguard Small-cap ETFETF-Other6.56%—-1.55%
4IWFIshares Russell 1000 GrowthETF-Other6.29%-0.69%-1.80%
5VIGVanguard Dividend Apprec ETFETF-Other5.98%-0.09%-1.02%
6VEAVanguard Ftse Developed ETFETF-Other5.80%+0.25%+0.14%
7VTVVanguard Value ETFETF-Other5.75%+0.32%+1.25%
8SCHDSchwab US Dvd Equity ETFETF-Other4.87%+0.56%-0.80%
9VOVanguard Mid-cap ETFETF-Other3.44%+0.02%-0.02%
10IWPIshares Russell Mid-cap GrowETF-Other3.21%-0.17%-0.18%
11VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds2.91%—-1.18%
12JMSTJPM Ultra-short Muni IncomeETF-Other2.82%-0.06%-3.74%
13VTIPVanguard Short-term TipsETF-Other2.80%+0.03%-1.63%
14EFAIshares Msci Eafe ETFETF-Other2.74%—-1.19%
15SDYSs Spdr S&p Dividend ETFETF-Other2.39%+0.08%-2.75%
16JCPBJpmorgan Core Plus Bond ETFETF-Other2.38%+0.18%+7.15%
17VBRVanguard Small-cap Value ETFETF-Other2.23%+0.06%-1.32%
18VOEVanguard Mid-cap Value ETFETF-Other1.68%+0.09%-0.06%
19NYFIshares New York Muni Bond EETF-Other1.59%+0.06%+2.72%
20IWRIshares Russell Mid-cap ETFETF-Other1.50%—-2.35%
21IWNIshares Russell 2000 Value EETF-Small Cap1.48%+0.09%+0.22%
22VNQVanguard Real Estate ETFETF-Other1.44%+0.04%+0.68%
23BRK-ABerkshire Hathaway Inc-cl AStock-Other1.37%-0.05%—
24IYRIshares US Real Estate ETFETF-Other1.05%—-0.27%
25SCHBSchwab US Broad Market ETFETF-Other1.02%+0.03%+6.64%
26IWSIshares Russell Mid-cap ValuETF-Other0.99%+0.05%—
27JMUBJpmorgan Municipal ETFETF-Other0.90%-0.01%-1.71%
28SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.85%+0.05%+0.99%
29MDYState Street Spdr S&p MidcapETF-Other0.81%+0.03%—
30IWOIshares Russell 2000 GrowthETF-Small Cap0.78%-0.01%—
31VEUVanguard Ftse All-world Ex-uETF-Other0.62%—-1.12%
32VTESVanguard Sh Term Tax-ex BondETF-Other0.56%——
33VBKVanguard Small-cap Grwth ETFETF-Other0.46%-0.03%-6.57%
34IWDIshares Russell 1000 Value EETF-Other0.41%-0.01%-5.49%
35MPCMarathon Petroleum CORPStock-Energy0.40%+0.14%+0.45%
36IWBIshares Russell 1000 ETFETF-Other0.40%-0.01%—
37IWMIshares Russell 2000 ETFETF-Small Cap0.40%——
38VOTVanguard Mid-cap Growth ETFETF-Other0.32%-0.02%+0.03%
39VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.30%-0.01%+0.13%
40AAPLApple INCStock-Tech0.28%-0.01%+0.06%
41ICFIshares Select U.s. Reit ETFETF-Other0.25%——
42VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.21%—+1.00%
43NFLXNetflix INCStock-Comm Services0.18%——
44MSFTMicrosoft CORPStock-Tech0.18%-0.05%+0.20%
45AMZNAmazon.com INCStock-Consumer Disc0.16%-0.01%—
46SHMSs Spdr N Ice St Muni ETFETF-Other0.15%——
47CBRECbre Group INC - AStock-Real Estate0.15%-0.02%—
48VGSHVanguard Short-term TreasuryETF-Gov Bonds0.13%+0.05%+62.30%
49AVGOBroadcom Inc.Stock-Tech0.13%-0.01%+0.23%
50LMATLemaitre Vascular INCStock-Other0.12%+0.04%+0.21%
1–50 of 68

Holding changes this quarter

Whitegate Investment Counselors, Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares 1-3 Year Treasury Bo (SHY); New buy: Ishares Esg Aware 1-5 Year U (SUSB); New buy: Csx CORP (CSX); Sold out: Ishares Esg Aware Msci USA S (ESML); Trim: Vanguard Growth ETF (VUG) — shares -0.71%.

Position changes disclosed by Whitegate Investment Counselors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHDSchwab US Dvd Equity ETF+0.6%-0.80%Trim
2VTVVanguard Value ETF+0.3%+1.25%Add
3VEAVanguard Ftse Developed ETF+0.3%+0.14%Add
4JCPBJpmorgan Core Plus Bond ETF+0.2%+7.15%Add
5MPCMarathon Petroleum CORP+0.1%+0.45%Add
6IWNIshares Russell 2000 Value E+0.1%+0.22%Add
7VOEVanguard Mid-cap Value ETF+0.1%-0.06%Trim
8SDYSs Spdr S&p Dividend ETF+0.1%-2.75%Trim
9NYFIshares New York Muni Bond E+0.1%+2.72%Add
10VBRVanguard Small-cap Value ETF+0.1%-1.32%Trim
11VGSHVanguard Short-term Treasury+0.1%+62.30%Add
12IWSIshares Russell Mid-cap Valu+0.1%—Unchanged
13SLYGSs Spdr S&p 600 Sc Gr ETF+0.1%+0.99%Add
14LMATLemaitre Vascular INC0%+0.21%Add
15VNQVanguard Real Estate ETF0%+0.68%Add
16XOMExxon Mobil CORP0%-4.76%Trim
17SCHBSchwab US Broad Market ETF0%+6.64%Add
18VTIPVanguard Short-term Tips0%-1.63%Trim
19MDYState Street Spdr S&p Midcap0%—Unchanged
20VOVanguard Mid-cap ETF0%-0.02%Trim
21JSCPJpmorgan Short Duration Core0%+17.77%Add
22MRKMerck & Co. INC.0%+0.74%Add
23EUSBIshr Esg Advn Universal Bd-$0%+16.20%Add
24VCSHVanguard S/t CORP Bond ETF—-1.18%Trim
25IWRIshares Russell Mid-cap ETF—-2.35%Trim
26JMUBJpmorgan Municipal ETF0%-1.71%Trim
27IWOIshares Russell 2000 Growth0%—Unchanged
28AAPLApple INC0%+0.06%Add
29IWBIshares Russell 1000 ETF0%—Unchanged
30AMZNAmazon.com INC0%—Unchanged
31IWDIshares Russell 1000 Value E0%-5.49%Trim
32AVGOBroadcom Inc.0%+0.23%Add
33VOOVanguard S&p 500 ETF0%+0.13%Add
34ESGVVanguard Esg US Stock ETF0%-4.22%Trim
35XVVIshares Esg Select Screened0%-4.43%Trim
36CBRECbre Group INC - A0%—Unchanged
37VOTVanguard Mid-cap Growth ETF0%+0.03%Add
38VBKVanguard Small-cap Grwth ETF0%-6.57%Trim
39BRK-ABerkshire Hathaway Inc-cl A-0.1%—Unchanged
40MSFTMicrosoft CORP-0.1%+0.20%Add
41JMSTJPM Ultra-short Muni Income-0.1%-3.74%Trim
42VIGVanguard Dividend Apprec ETF-0.1%-1.02%Trim
43IWPIshares Russell Mid-cap Grow-0.2%-0.18%Trim
44BRK-BBerkshire Hathaway Inc-cl B-0.5%-1.66%Trim
45IWFIshares Russell 1000 Growth-0.7%-1.80%Trim
46VUGVanguard Growth ETF-0.7%-0.71%Trim
47SHYIshares 1-3 Year Treasury Bo—EXITSold out
48SUSBIshares Esg Aware 1-5 Year U—NEWNew buy
49CSXCsx CORP—NEWNew buy
50ESMLIshares Esg Aware Msci USA S—EXITSold out

FAQ

What is Whitegate Investment Counselors, Inc. and what type of investor is it?
Whitegate Investment Counselors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $314.5M, spread across 68 disclosed positions.
What are Whitegate Investment Counselors, Inc.'s largest equity positions?
Based on the latest 13F filing, Whitegate Investment Counselors, Inc.'s top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $32.8M (10.4%) 2. Vanguard Growth ETF (VUG) — $21.6M (6.9%) 3. Vanguard Small-cap ETF (VB) — $20.6M (6.6%) 4. Ishares Russell 1000 Growth (IWF) — $19.8M (6.3%) 5. Vanguard Dividend Apprec ETF (VIG) — $18.8M (6.0%)
What changes did Whitegate Investment Counselors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Whitegate Investment Counselors, Inc. made 43 notable position adjustments: 2 new positions were initiated, 19 existing holdings were added to, 20 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares 1-3 Year Treasury Bo (SHY); New buy: Ishares Esg Aware 1-5 Year U (SUSB); New buy: Csx CORP (CSX); Sold out: Ishares Esg Aware Msci USA S (ESML); Trim: Vanguard Growth ETF (VUG) — shares -0.71%
What sectors does Whitegate Investment Counselors, Inc. focus on?
Whitegate Investment Counselors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 86.7% • Information Technology: 4.9% • Energy: 4.3% • Communication Services: 1.5% • Consumer Discretionary: 1.3% • Health Care: 1.3%