Whitegate Investment Counselors, Inc.: 13F holdings
CIK 16671022026Q2
| Positions | 76 |
|---|
| Reported value | $351.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 76 (+8 vs prior quarter) |
|---|
| Reported value | $351.3m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B Berkshire Hathaway Cl B | 68,110 | $34.1m | 9.7% |
| VUG Vanguard Growth | 299,579 | $25.8m | 7.3% |
| VB Vanguard Small Cap | 80,223 | $24.3m | 6.9% |
| IWF iShares Tr Russell 1000 Growth | 185,136 | $23.0m | 6.5% |
| VIG Vanguard Div Appreciation | 90,225 | $21.3m | 6.1% |
| VEA Vanguard FTSE Developed Mkts | 289,753 | $20.6m | 5.9% |
| VTV Vanguard Value | 94,722 | $20.6m | 5.9% |
| SCHD Schwab US Div Equity Etf | 497,459 | $15.8m | 4.5% |
| VO Vanguard Mid Cap | 159,726 | $12.9m | 3.7% |
| IWP iShares Russell Midcap Growth | 78,630 | $11.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1667102")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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