Whitegate Investment Counselors, Inc.
CIK: 0001667102SEC EDGAR →
Portfolio Value
$320.0B
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Cl B | 69,625 | $35.0B | 10.93% |
| 2 | Vanguard Growth | 49,730 | $24.3B | 7.58% |
| 3 | iShares Tr Russell 1000 Growth | 47,228 | $22.4B | 6.98% |
| 4 | Vanguard Small Cap | 80,010 | $20.6B | 6.45% |
| 5 | Vanguard Div Appreciation | 88,363 | $19.4B | 6.07% |
| 6 | Vanguard FTSE Developed Mkts | 284,384 | $17.8B | 5.55% |
| 7 | Vanguard Value | 90,975 | $17.4B | 5.43% |
| 8 | Schwab US Div Equity Etf | 503,228 | $13.8B | 4.31% |
| 9 | Vanguard Mid Cap | 37,721 | $10.9B | 3.42% |
| 10 | iShares Russell Midcap Growth | 79,015 | $10.8B | 3.38% |
Quarterly Changes
New Positions (68)
$35.0B · 70K shares
$24.3B · 50K shares
$22.4B · 47K shares
$20.6B · 80K shares
$19.4B · 88K shares
$17.8B · 284K shares
$17.4B · 91K shares
$13.8B · 503K shares
$10.9B · 38K shares
$10.8B · 79K shares
$9.3B · 117K shares
$9.2B · 181K shares
$8.9B · 179K shares
$8.6B · 90K shares
$7.4B · 53K shares
$7.0B · 148K shares
$6.9B · 33K shares
$5.1B · 29K shares
$4.9B · 92K shares
$4.8B · 50K shares
$4.5B · 6 shares
$4.5B · 51K shares
$4.5B · 25K shares
$3.3B · 35K shares
$3.2B · 120K shares
$3.0B · 21K shares
$2.9B · 58K shares
$2.6B · 27K shares
$2.5B · 8K shares
$2.5B · 4K shares
$1.9B · 26K shares
$1.8B · 17K shares
$1.6B · 5K shares
$1.3B · 6K shares
$1.3B · 4K shares
$1.2B · 5K shares
$1.1B · 4K shares
$996.0M · 2K shares
$935.0M · 3K shares
$837.0M · 5K shares
$765.0M · 13K shares
$740.0M · 2K shares
$647.0M · 12K shares
$562.0M · 6K shares
$555.0M · 3K shares
$553.0M · 2K shares
$481.0M · 10K shares
$451.0M · 1K shares
$364.0M · 6K shares
$296.0M · 3K shares
$286.0M · 2K shares
$278.0M · 5K shares
$270.0M · 6K shares
$270.0M · 8K shares
$268.0M · 3K shares
$265.0M · 2K shares
$255.0M · 4K shares
$250.0M · 3K shares
$241.0M · 5K shares
$228.0M · 2K shares
$227.0M · 5K shares
$219.0M · 960 shares
$202.0M · 4K shares
$200.0M · 4K shares
$147.0M · 15K shares
$54.0M · 15K shares
$3.0M · 147K shares
Adelphia Commun Cp Clxxx
$0 · 100K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $274.4B | 85.7% |
| Unknown | 4 | $39.5B | 12.4% |
| Technology | 3 | $2.1B | 0.7% |
| Energy | 2 | $1.1B | 0.3% |
| Healthcare | 3 | $715.0M | 0.2% |
| Communication Services | 1 | $562.0M | 0.2% |
| Real Estate | 1 | $555.0M | 0.2% |
| Consumer Cyclical | 1 | $553.0M | 0.2% |
| Industrials | 2 | $417.0M | 0.1% |
| Consumer Defensive | 1 | $54.0M | 0.0% |