Whitegate Investment Counselors, Inc. holds a focused book of 76 reported positions worth $351.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vanguard Total Intl Stock and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Whitegate Investment Counselors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
+8 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Whitegate Investment Counselors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 35 / 76 | $274.0B |
| Stephens Group Asset Management, LLC | 13 / 76 | $1.5B |
| Golden Road Advisors LLC | 21 / 76 | $167.2M |
| Latigo Investments, LLC | 11 / 76 | $180.9M |
| Nicholas Hoffman & Company, LLC. | 34 / 76 | $3.8B |
| Angeles Investment Advisors, LLC | 10 / 76 | $1.3B |
| Johnson Financial Group, LLC | 31 / 76 | $1.4B |
| BCK Partners, Inc. | 10 / 76 | $160.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Whitegate Investment Counselors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Cl B Class B | $34.1M | 68.1K | 9.7% | ▼−0.5% Reduced · −360 sh | |
| 2 | Vanguard Growth Common | $25.8M | 299.6K | 7.3% | ▲+507% Added · +250K sh | |
| 3 | Vanguard Small Cap Common | $24.3M | 80.2K | 6.9% | ▲+1.8% Added · +1K sh | |
| 4 | iShares Tr Russell 1000 Growth Common | $23.0M | 185.1K | 6.5% | ▲+299% Added · +139K sh | |
| 5 | Vanguard Div Appreciation Common | $21.3M | 90.2K | 6.1% | ▲+3.1% Added · +3K sh | |
| 6 | Vanguard FTSE Developed Mkts Common | $20.6M | 289.8K | 5.9% | ▲+1.7% Added · +5K sh | |
| 7 | Vanguard Value Common | $20.6M | 94.7K | 5.9% | ▲+2.8% Added · +3K sh | |
| 8 | Schwab US Div Equity Etf Common | $15.8M | 497.5K | 4.5% | ▼−0.3% Reduced · −2K sh | |
| 9 | Vanguard Mid Cap Common | $12.9M | 159.7K | 3.7% | ▲+324% Added · +122K sh | |
| 10 | iShares Russell Midcap Growth Common | $11.5M | 78.6K | 3.3% | ▼−0.3% Reduced · −242 sh | |
| 11 | Jpmorgan Core Plus Bond Common | $9.4M | 199.6K | 2.7% | ▲+26% Added · +41K sh | |
| 12 | Vanguard Corp Bond Short Term Common | $9.3M | 117.8K | 2.6% | ▲+2.0% Added · +2K sh | |
| 13 | iShares Tr Msci Eafe Fd Common | $9.3M | 89.6K | 2.6% | ▲+0.9% Added · +830 sh | |
| 14 | Vanguard Sh-Term Inf Common | $8.9M | 177.2K | 2.5% | ▲+0.5% Added · +798 sh | |
| 15 | JPMorgan Ultra Short Muni Inco Common | $8.4M | 164.4K | 2.4% | ▼−5.5% Reduced · −10K sh | |
| 16 | Vanguard Small Cap Value Common | $7.9M | 32.4K | 2.2% | ▲+0.2% Added · +74 sh | |
| 17 | Spdr SandP Dividend Etf Common | $7.8M | 51.1K | 2.2% | ▼−0.9% Reduced · −493 sh | |
| 18 | Vanguard Mid Cap Value Common | $5.7M | 28.6K | 1.6% | ▼−0.1% Reduced · −30 sh | |
| 19 | iShares Tr Russell 2000 Value Common | $5.5M | 24.7K | 1.6% | ▲+0.2% Added · +53 sh | |
| 20 | iShares Russell Midcap Common | $5.4M | 48.7K | 1.5% | ▲+0.1% Added · +72 sh | |
| 21 | Vanguard Reit Common | $4.9M | 51.3K | 1.4% | ▲+0.7% Added · +343 sh | |
| 22 | iShares New York Muni Common | $4.9M | 90.2K | 1.4% | ▼−4.1% Reduced · −4K sh | |
| 23 | Berkshire Hathaway Cl A Class A | $4.5M | 6 | 1.3% | —Held | |
| 24 | Schwab US Broad Market Common | $4.0M | 137.2K | 1.1% | ▲+6.8% Added · +9K sh | |
| 25 | iShares US Real Estate Common | $3.6M | 34.9K | 1.0% | ▲~0% Added · +8 sh | |
| 26 | iShares Russell Midcap Value Common | $3.5M | 21.4K | 1.0% | —Held | |
| 27 | SPDR SandP 600 Sm Cap Gro Common | $3.3M | 27.7K | 0.9% | ▲+0.6% Added · +178 sh | |
| 28 | iShares Tr Russell 2000 Growth Common | $3.1M | 7.9K | 0.9% | ▲+0.4% Added · +30 sh | |
| 29 | SPDR SandP MidCap 400 ETF Common | $2.9M | 4.2K | 0.8% | —Held | |
| 30 | JP Morgan Municipal Etf Common | $2.8M | 54.6K | 0.8% | ▼−3.4% Reduced · −2K sh | |
| 31 | Vanguard Intl Eqty Index/FTSE Common | $2.2M | 26.8K | 0.6% | ▲+3.3% Added · +849 sh | |
| 32 | Vanguard Small Cap Grwth Common | $1.8M | 4.8K | 0.5% | ▲+0.1% Added · +6 sh | |
| 33 | iShares Tr Russell 2000 Index Common | $1.5M | 5.0K | 0.4% | —Held | |
| 34 | iShares Russell 1000 Val Common | $1.5M | 6.0K | 0.4% | —Held | |
| 35 | iShares Tr Russell 1000 Index Common | $1.5M | 3.5K | 0.4% | —Held | |
| 36 | Marathon Pete Corp Common | $1.3M | 5.2K | 0.4% | ▲+0.4% Added · +20 sh | |
| 37 | Vanguard Shrt Tax Exempt Common | $1.2M | 12.3K | 0.4% | ▼−29% Reduced · −5K sh | |
| 38 | Vanguard Mid Cap Growth Common | $1.2M | 3.9K | 0.3% | ▼−1.0% Reduced · −39 sh | |
| 39 | Vanguard SandP 500 Etf Common | $1.1M | 1.6K | 0.3% | ▲+3.5% Added · +56 sh | |
| 40 | Apple Inc Common | $998K | 3.4K | 0.3% | ▲+0.1% Added · +3 sh | |
| 41 | iShares Tr Cohen and Steer Common | $935K | 13.8K | 0.3% | ▲+7.8% Added · +1K sh | |
| 42 | Vanguard Msci Emerging Common | $923K | 15.5K | 0.3% | ▲+27% Added · +3K sh | |
| 43 | Microsoft Corp Common | $739K | 2.0K | 0.2% | ▲+29% Added · +448 sh | |
| 44 | Amazon Com Inc Common | $684K | 2.9K | 0.2% | ▲+20% Added · +470 sh | |
| 45 | Broadcom Inc Common | $495K | 1.3K | 0.1% | ▲+0.1% Added · +2 sh | |
| 46 | CBRE Group Inc Common | $465K | 3.5K | 0.1% | —Held | |
| 47 | Vanguard Short Term Common | $440K | 7.6K | 0.1% | ▲+7.1% Added · +500 sh | |
| 48 | Netflix Inc Common | $428K | 6.0K | 0.1% | —Held | |
| 49 | iShares California Muni Common | $366K | 6.3K | 0.1% | —Held | |
| 50 | Trex Company Inc Common | $355K | 7.1K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1667102/holdings"
Use Arkolith to show Whitegate Investment Counselors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.