Whitegate Investment Counselors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Whitegate Investment Counselors, Inc. 13F Holdings
CIK 0001667102
As of Sep 30, 2025, Whitegate Investment Counselors, Inc. reported
66 positions worth $303.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 69,802 | $35.1M | 11.55% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 50,723 | $24.3M | 8.01% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 47,514 | $22.3M | 7.33% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 79,371 | $20.2M | 6.64% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 88,209 |
|
9.0M6.27% |
| VANGUARD VALUE INDEX FUND | VTV | — | 82,550 |
5.4M | 5.07% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 252,669 |
5.1M | 4.98% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 518,695 |
4.2M | 4.66% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 78,676 |
1.2M | 3.69% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 30,489 | $9.0M | 2.95% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 110,661 | $8.8M | 2.91% |
| ISHARES MSCI EAFE ETF | EFA | — | 92,243 | $8.6M | 2.84% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 167,662 | $8.5M | 2.79% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 52,998 | $7.4M | 2.44% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 145,205 | $7.4M | 2.44% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 32,778 | $6.8M | 2.25% |
| ISHARES NEW YORK MUNI BOND ETF | NYF | — | 92,550 | $4.9M | 1.63% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 6 | $4.5M | 1.49% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 25,762 | $4.5M | 1.48% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 45,615 | $4.4M | 1.45% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 24,620 | $4.4M | 1.43% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 44,243 | $4.0M | 1.33% |
| ISHARES US REAL ESTATE ETF | IYR | — | 35,223 | $3.4M | 1.13% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 58,325 | $2.9M | 0.97% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 19,817 | $2.8M | 0.91% |