Universe · entity
Whitegate Investment Counselors, Inc.
Institutional manager (13F) · CIK 1667102
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $311M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Berkshire Hathaway Cl B | $33M | 68,470 |
| 2 | Vanguard Growth | $22M | 49,376 |
| 3 | Vanguard Small Cap | $21M | 78,768 |
| 4 | iShares Tr Russell 1000 Growth | $20M | 46,377 |
| 5 | Vanguard Div Appreciation | $19M | 87,462 |
| 6 | Vanguard FTSE Developed Mkts | $18M | 284,792 |
| 7 | Vanguard Value | $18M | 92,108 |
| 8 | Schwab US Div Equity Etf | $15M | 499,215 |
| 9 | Vanguard Mid Cap | $11M | 37,715 |
| 10 | iShares Russell Midcap Growth | $10M | 78,872 |
| 11 | Vanguard Corp Bond Short Term | $9M | 115,485 |
| 12 | JPMorgan Ultra Short Muni Inco | $9M | 174,007 |
| 13 | Vanguard Sh-Term Inf | $9M | 176,381 |
| 14 | iShares Tr Msci Eafe Fd | $9M | 88,743 |
| 15 | Spdr SandP Dividend Etf | $8M | 51,569 |
| 16 | Jpmorgan Core Plus Bond | $7M | 159,003 |
| 17 | Vanguard Small Cap Value | $7M | 32,312 |
| 18 | Vanguard Mid Cap Value | $5M | 28,630 |
| 19 | iShares New York Muni | $5M | 94,080 |
| 20 | iShares Russell Midcap | $5M | 48,589 |
| 21 | iShares Tr Russell 2000 Value | $5M | 24,627 |
| 22 | Vanguard Reit | $5M | 50,934 |
| 23 | Berkshire Hathaway Cl A | $4M | 6 |
| 24 | iShares US Real Estate | $3M | 34,940 |
| 25 | Schwab US Broad Market | $3M | 128,422 |
| 26 | iShares Russell Midcap Value | $3M | 21,394 |
| 27 | JP Morgan Municipal Etf | $3M | 56,545 |
| 28 | SPDR SandP 600 Sm Cap Gro | $3M | 27,555 |
| 29 | SPDR SandP MidCap 400 ETF | $3M | 4,150 |
| 30 | iShares Tr Russell 2000 Growth | $2M | 7,823 |
| 31 | Vanguard Intl Eqty Index/FTSE | $2M | 25,974 |
| 32 | Vanguard Shrt Tax Exempt | $2M | 17,380 |
| 33 | Vanguard Small Cap Grwth | $1M | 4,807 |
| 34 | iShares Russell 1000 Val | $1M | 6,030 |
| 35 | Marathon Pete Corp | $1M | 5,174 |
| 36 | iShares Tr Russell 1000 Index | $1M | 3,543 |
| 37 | iShares Tr Russell 2000 Index | $1M | 5,038 |
| 38 | Vanguard Mid Cap Growth | $1M | 3,890 |
| 39 | Vanguard SandP 500 Etf | $951k | 1,591 |
| 40 | Apple Inc | $874k | 3,445 |
| 41 | iShares Tr Cohen & Steer | $794k | 12,825 |
| 42 | Vanguard Msci Emerging | $658k | 12,165 |
| 43 | Netflix Inc | $577k | 6,000 |
| 44 | Microsoft Corp | $568k | 1,534 |
| 45 | Amazon Com Inc | $500k | 2,400 |
| 46 | SPDR Nuveen Barclays Short Ter | $480k | 10,030 |
| 47 | CBRE Group Inc | $468k | 3,455 |
| 48 | Vanguard Short Term | $413k | 7,060 |
| 49 | Broadcom Inc | $404k | 1,307 |
| 50 | Lemaitre Vascular Inc | $362k | 3,313 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.