Filed: 4/27/2026ACC: 0001667102-26-000002
📋 What this filing means
WHITEGATE INVESTMENT COUNSELORS, INC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $314.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$314.50M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
COMMON$277.38M88.2%
CLASS B$32.81M10.4%
CLASS A$4.31M1.4%
Portfolio Concentration
Top 3$75.01M23.9%
4–10$111.16M35.3%
11–25$92.51M29.4%
Rest$35.83M11.4%
Top 3 weight
23.9%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 3.13M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
Berkshire Hathaway Cl B
SOLEShares68.47K
TypeSH
Market value$32.81M
10.43%
Sole
0.00
Shared
0.00
None
68.47K
Vanguard Growth
SOLEShares49.38K
TypeSH
Market value$21.57M
6.86%
Sole
0.00
Shared
0.00
None
49.38K
Vanguard Small Cap
SOLEShares78.77K
TypeSH
Market value$20.63M
6.56%
Sole
0.00
Shared
0.00
None
78.77K
iShares Tr Russell 1000 Growth
SOLEShares46.38K
TypeSH
Market value$19.78M
6.29%
Sole
0.00
Shared
0.00
None
46.38K
Vanguard Div Appreciation
SOLEShares87.46K
TypeSH
Market value$18.81M
5.98%
Sole
0.00
Shared
0.00
None
87.46K
Vanguard FTSE Developed Mkts
SOLEShares284.79K
TypeSH
Market value$18.25M
5.80%
Sole
0.00
Shared
0.00
None
284.79K
Vanguard Value
SOLEShares92.11K
TypeSH
Market value$18.07M
5.75%
Sole
0.00
Shared
0.00
None
92.11K
Schwab US Div Equity Etf
SOLEShares499.21K
TypeSH
Market value$15.32M
4.87%
Sole
0.00
Shared
0.00
None
499.21K
Vanguard Mid Cap
SOLEShares37.72K
TypeSH
Market value$10.83M
3.44%
Sole
0.00
Shared
0.00
None
37.72K
iShares Russell Midcap Growth
SOLEShares78.87K
TypeSH
Market value$10.11M
3.21%
Sole
0.00
Shared
0.00
None
78.87K
Vanguard Corp Bond Short Term
SOLEShares115.48K
TypeSH
Market value$9.15M
2.91%
Sole
0.00
Shared
0.00
None
115.48K
JPMorgan Ultra Short Muni Inco
SOLEShares174.01K
TypeSH
Market value$8.87M
2.82%
Sole
0.00
Shared
0.00
None
174.01K
Vanguard Sh-Term Inf
SOLEShares176.38K
TypeSH
Market value$8.81M
2.80%
Sole
0.00
Shared
0.00
None
176.38K
iShares Tr Msci Eafe Fd
SOLEShares88.74K
TypeSH
Market value$8.62M
2.74%
Sole
0.00
Shared
0.00
None
88.74K
Spdr SandP Dividend Etf
SOLEShares51.57K
TypeSH
Market value$7.53M
2.39%
Sole
0.00
Shared
0.00
None
51.57K
Jpmorgan Core Plus Bond
SOLEShares159K
TypeSH
Market value$7.49M
2.38%
Sole
0.00
Shared
0.00
None
159K
Vanguard Small Cap Value
SOLEShares32.31K
TypeSH
Market value$7.02M
2.23%
Sole
0.00
Shared
0.00
None
32.31K
Vanguard Mid Cap Value
SOLEShares28.63K
TypeSH
Market value$5.28M
1.68%
Sole
0.00
Shared
0.00
None
28.63K
iShares New York Muni
SOLEShares94.08K
TypeSH
Market value$5.00M
1.59%
Sole
0.00
Shared
0.00
None
94.08K
iShares Russell Midcap
SOLEShares48.59K
TypeSH
Market value$4.72M
1.50%
Sole
0.00
Shared
0.00
None
48.59K
iShares Tr Russell 2000 Value
SOLEShares24.63K
TypeSH
Market value$4.67M
1.48%
Sole
0.00
Shared
0.00
None
24.63K
Vanguard Reit
SOLEShares50.93K
TypeSH
Market value$4.52M
1.44%
Sole
0.00
Shared
0.00
None
50.93K
Berkshire Hathaway Cl A
SOLEShares6.00
TypeSH
Market value$4.31M
1.37%
Sole
0.00
Shared
0.00
None
6.00
iShares US Real Estate
SOLEShares34.94K
TypeSH
Market value$3.30M
1.05%
Sole
0.00
Shared
0.00
None
34.94K
Schwab US Broad Market
SOLEShares128.42K
TypeSH
Market value$3.22M
1.02%
Sole
0.00
Shared
0.00
None
128.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | Class B | 68.47K | SH | $32.81M 10.43% | 0.00 | 0.00 | 68.47K |
Vanguard GrowthSOLE | Common | 49.38K | SH | $21.57M 6.86% | 0.00 | 0.00 | 49.38K |
Vanguard Small CapSOLE | Common | 78.77K | SH | $20.63M 6.56% | 0.00 | 0.00 | 78.77K |
iShares Tr Russell 1000 GrowthSOLE | Common | 46.38K | SH | $19.78M 6.29% | 0.00 | 0.00 | 46.38K |
Vanguard Div AppreciationSOLE | Common | 87.46K | SH | $18.81M 5.98% | 0.00 | 0.00 | 87.46K |
Vanguard FTSE Developed MktsSOLE | Common | 284.79K | SH | $18.25M 5.80% | 0.00 | 0.00 | 284.79K |
Vanguard ValueSOLE | Common | 92.11K | SH | $18.07M 5.75% | 0.00 | 0.00 | 92.11K |
Schwab US Div Equity EtfSOLE | Common | 499.21K | SH | $15.32M 4.87% | 0.00 | 0.00 | 499.21K |
Vanguard Mid CapSOLE | Common | 37.72K | SH | $10.83M 3.44% | 0.00 | 0.00 | 37.72K |
iShares Russell Midcap GrowthSOLE | Common | 78.87K | SH | $10.11M 3.21% | 0.00 | 0.00 | 78.87K |
Vanguard Corp Bond Short TermSOLE | Common | 115.48K | SH | $9.15M 2.91% | 0.00 | 0.00 | 115.48K |
JPMorgan Ultra Short Muni IncoSOLE | Common | 174.01K | SH | $8.87M 2.82% | 0.00 | 0.00 | 174.01K |
Vanguard Sh-Term InfSOLE | Common | 176.38K | SH | $8.81M 2.80% | 0.00 | 0.00 | 176.38K |
iShares Tr Msci Eafe FdSOLE | Common | 88.74K | SH | $8.62M 2.74% | 0.00 | 0.00 | 88.74K |
Spdr SandP Dividend EtfSOLE | Common | 51.57K | SH | $7.53M 2.39% | 0.00 | 0.00 | 51.57K |
Jpmorgan Core Plus BondSOLE | Common | 159K | SH | $7.49M 2.38% | 0.00 | 0.00 | 159K |
Vanguard Small Cap ValueSOLE | Common | 32.31K | SH | $7.02M 2.23% | 0.00 | 0.00 | 32.31K |
Vanguard Mid Cap ValueSOLE | Common | 28.63K | SH | $5.28M 1.68% | 0.00 | 0.00 | 28.63K |
iShares New York MuniSOLE | Common | 94.08K | SH | $5.00M 1.59% | 0.00 | 0.00 | 94.08K |
iShares Russell MidcapSOLE | Common | 48.59K | SH | $4.72M 1.50% | 0.00 | 0.00 | 48.59K |
iShares Tr Russell 2000 ValueSOLE | Common | 24.63K | SH | $4.67M 1.48% | 0.00 | 0.00 | 24.63K |
Vanguard ReitSOLE | Common | 50.93K | SH | $4.52M 1.44% | 0.00 | 0.00 | 50.93K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.31M 1.37% | 0.00 | 0.00 | 6.00 |
iShares US Real EstateSOLE | Common | 34.94K | SH | $3.30M 1.05% | 0.00 | 0.00 | 34.94K |
Schwab US Broad MarketSOLE | Common | 128.42K | SH | $3.22M 1.02% | 0.00 | 0.00 | 128.42K |
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