account_balance

Investment manager · 13F filer · SEC CIK 1667102

Whitegate Investment Counselors, Inc.

Reported value$343Mas of Sep 30, 2026
Positions69 0 new, 7 sold out
Top 10 weight61.2%BRK-B alone is 10%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 10.0% Held
VUG Vanguard Growth 7.8% Held
IWF iShares Tr Russell 1000 Growth 6.8% Held
VB Vanguard Small Cap 6.7% Held
VIG Vanguard Div Appreciation 6.1% Held
VEA Vanguard FTSE Developed Mkts 6.0% Held
VTV Vanguard Value 6.0% Held
SCHD Schwab US Div Equity ETF 4.8% Held
VO Vanguard Mid Cap 3.8% Added +5%
IWP iShares Russell Midcap Growth 3.2% Held
EFA iShares Tr MSCI EAFE Fd 2.7% Held
JCPB Jpmorgan Core Plus Bond 2.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 10, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • SCHB +24%
  • VWO +18%
  • NYF +10%
  • VO +5%
arrow_downwardTrimmed
  • MPC −46%
  • JMST −39%
  • JMUB −21%
  • MSFT −18%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist