Whitegate Investment Counselors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Whitegate Investment Counselors, Inc. reported 76 stock positions worth $351.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.3%) and Vanguard Most SM-Cap ETF-Usd (VB, 6.9%). Compared with Q1 2026, it opened 10 new positions, sold out of 2, added to 37 and reduced 13. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, NH
- CIK
- 0001667102
- Portfolio Value
- $351.3M (Q2 2026)
- SEC Filing
- 0001667102-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 76 stocks · $351.3M
| BRK.B Berkshire Hathaway Inc. Class B | 9.70% | 68,110 | $34.1M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.35% | 299,579 | $25.8M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.92% | 80,223 | $24.3M | Add +1.9% |
| IWF iShares Russell 1000 Growth | 6.54% | 185,136 | $23.0M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 6.08% | 90,225 | $21.3M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 5.88% | 289,753 | $20.6M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.88% | 94,722 | $20.6M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 4.49% | 497,459 | $15.8M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.66% | 159,726 | $12.9M | Add +5.9% |
| IWP iShares Russell Mid-Cap Grow | 3.28% | 78,630 | $11.5M | Reduce -0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 2.67% | 199,581 | $9.4M | Add +25.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.65% | 117,752 | $9.3M | Add +2.0% |
| EFA iShares MSCI Eafe ETF | 2.65% | 89,573 | $9.3M | Add +0.9% |
| VTIP Vanguard Short-Term Tips | 2.53% | 177,179 | $8.9M | Add +0.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.39% | 164,442 | $8.4M | Reduce -5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.24% | 32,386 | $7.9M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 2.21% | 51,076 | $7.8M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.61% | 28,600 | $5.7M | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 1.55% | 24,680 | $5.5M | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 1.53% | 48,661 | $5.4M | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 1.41% | 51,277 | $4.9M | Add +0.7% |
| NYF iShares New York Muni Bond E | 1.38% | 90,224 | $4.9M | Reduce -4.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.28% | 6 | $4.5M | No change |
| SCHB Schwab US Broad Market ETF | 1.13% | 137,227 | $4.0M | Add +6.9% |
| IYR iShares US Real Estate ETF | 1.02% | 34,948 | $3.6M | Add +0.0% |
| IWS iShares Russell Mid-Cap Valu | 1.00% | 21,394 | $3.5M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.94% | 27,733 | $3.3M | Add +0.7% |
| IWO iShares Russell 2000 Growth | 0.88% | 7,853 | $3.1M | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.83% | 4,150 | $2.9M | No change |
| JMUB JPMorgan Municipal ETF | 0.79% | 54,604 | $2.8M | Reduce -3.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.64% | 26,823 | $2.2M | Add +3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.50% | 4,813 | $1.8M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.43% | 5,038 | $1.5M | No change |
| IWD iShares Russell 1000 Value E | 0.42% | 6,030 | $1.5M | No change |
| IWB iShares Russell 1000 ETF | 0.41% | 3,543 | $1.5M | No change |
| MPC Marathon Petroleum Corp. | 0.38% | 5,194 | $1.3M | Add +0.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.36% | 12,330 | $1.2M | Reduce -29.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.34% | 3,851 | $1.2M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,647 | $1.1M | Add +3.5% |
| AAPL Apple Inc. | 0.28% | 3,448 | $998K | Add +0.1% |
| ICF iShares Select U.S. REIT ETF | 0.27% | 13,825 | $935K | Add +7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 15,469 | $923K | Add +27.2% |
| MSFT Microsoft Corp. | 0.21% | 1,982 | $739K | Add +29.2% |
| AMZN Amazon.com Inc. | 0.19% | 2,870 | $684K | Add +19.6% |
| AVAGO TECHNOLOGIES LTD filed as BROADCOM INC | 0.14% | 1,309 | $495K | Add +0.1% |
| CBRE CBRE Group Inc. Class A | 0.13% | 3,455 | $465K | No change |
| VGSH Vanguard Short-Term Treasury | 0.13% | 7,560 | $440K | Add +7.1% |
| NFLX Netflix Inc. | 0.12% | 6,000 | $428K | No change |
| CMF iShares California Muni Bond | 0.10% | 6,350 | $366K | No change |
| TREX Trex Company Inc. filed as TREX INC | 0.10% | 7,100 | $355K | No change |
| LMAT Lemaitre Vascular Inc. | 0.09% | 3,322 | $319K | Add +0.3% |
| ABBV Abbvie Inc. | 0.09% | 1,261 | $317K | Add +18.9% |
| VXUS Vanguard Total Intl Stock | 0.09% | 3,667 | $314K | New |
| MRVL Marvell Technology Inc. | 0.09% | 1,018 | $303K | New |
| MUB iShares National Muni Bond E | 0.08% | 2,765 | $298K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 5,155 | $297K | No change |
| XVV iShares ESG Select Screened | 0.08% | 5,231 | $297K | Add +3.7% |
| ESGV Vanguard ESG US Stock ETF | 0.08% | 2,215 | $293K | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.08% | 2,109 | $288K | Add +0.4% |
| CRWV Coreweave Inc. Class A | 0.08% | 2,865 | $285K | New |
| MRK Merck & Co. Inc. | 0.08% | 2,202 | $283K | Add +0.7% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.08% | 6,379 | $277K | Add +6.0% |
| JSCP JPMorgan Short Duration Core | 0.07% | 5,484 | $259K | Reduce -18.3% |
| ORN Orion Group Holdings Inc. | 0.07% | 14,800 | $249K | No change |
| CSX CSX Corp. | 0.07% | 4,899 | $233K | Add +0.3% |
| INTC Intel Corp. | 0.07% | 1,666 | $233K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 311 | $229K | New |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 4,018 | $225K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.06% | 8,904 | $223K | Add +2.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.06% | 4,200 | $219K | New |
| NVMI Nova Ltd. | 0.06% | 400 | $217K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 627 | $216K | New |
| NVDA Nvidia Corp. | 0.06% | 1,002 | $200K | New |
| VGLT Vanguard Long-Term Treasury | 0.06% | 3,630 | $200K | No change |
| HYPERSOLAR INC | 0.00% | 146,833 | $3K | No change |
| Adelphia Commun Cp Clxxx | 0.00% | 100,000 | $0 | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 9.70% | −0.73 |
| JMST JPM Ultra-Short Muni Income | Reduce -5.5% | 2.39% | −0.43 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 4.49% | −0.38 |
| NYF iShares New York Muni Bond E | Reduce -4.1% | 1.38% | −0.20 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -29.1% | 0.36% | −0.20 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.0% | 2.21% | −0.18 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.15 |
| JMUB JPMorgan Municipal ETF | Reduce -3.4% | 0.79% | −0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.1% | 1.61% | −0.07 |
| JSCP JPMorgan Short Duration Core | Reduce -18.3% | 0.07% | −0.03 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.4% | 0.08% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.0% | 0.34% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.3% | 3.28% | +0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 6.54% | +0.26 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.1% | 7.35% | +0.49 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.9% | 6.92% | +0.36 |
| JCPB JPMorgan Core Plus Bond ETF | Add +25.5% | 2.67% | +0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.9% | 3.66% | +0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.8% | 5.88% | +0.13 |
| SCHB Schwab US Broad Market ETF | Add +6.9% | 1.13% | +0.11 |
| IWO iShares Russell 2000 Growth | Add +0.4% | 0.88% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +3.2% | 6.08% | +0.10 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +0.7% | 0.94% | +0.09 |
| VXUS Vanguard Total Intl Stock | New | 0.09% | +0.09 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| CRWV Coreweave Inc. Class A | New | 0.08% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 5.88% | +0.07 |
| IWN iShares Russell 2000 Value E | Add +0.2% | 1.55% | +0.07 |
| INTC Intel Corp. | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | New | 0.06% | +0.06 |
| XJH Ishare ESG SS S&P Midcap ETF | New | 0.06% | +0.06 |
| NVMI Nova Ltd. | New | 0.06% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +27.2% | 0.26% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.50% | +0.04 |
| AMZN Amazon.com Inc. | Add +19.6% | 0.19% | +0.04 |
| MSFT Microsoft Corp. | Add +29.2% | 0.21% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 1.53% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.32% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.3% | 0.64% | +0.02 |
| ABBV Abbvie Inc. | Add +18.9% | 0.09% | +0.02 |
| ICF iShares Select U.S. REIT ETF | Add +7.8% | 0.27% | +0.01 |
| AVAGO TECHNOLOGIES LTD | Add +0.1% | 0.14% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 2.24% | +0.01 |
| AAPL Apple Inc. | Add +0.1% | 0.28% | +0.01 |
| XVV iShares ESG Select Screened | Add +3.7% | 0.08% | +0.01 |
| CSX CSX Corp. | Add +0.3% | 0.07% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.08% | −0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +6.0% | 0.08% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Add +7.1% | 0.13% | −0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +2.0% | 0.06% | −0.01 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 0.38% | −0.02 |
| LMAT Lemaitre Vascular Inc. | Add +0.3% | 0.09% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 1.41% | −0.03 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.08% | −0.03 |
| IYR iShares US Real Estate ETF | Add +0.0% | 1.02% | −0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.9% | 2.65% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.0% | 2.65% | −0.26 |
| VTIP Vanguard Short-Term Tips | Add +0.5% | 2.53% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $351.3M | BRK.B, VUG, VB, IWF, VIG |
| Q1 2026 | 68 | $314.5M | BRK.B, VUG, VB, IWF, VIG |
| Q4 2025 | 68 | $320.0M | BRK.B, VUG, IWF, VB, VIG |
| Q3 2025 | 66 | $303.8M | BRK.B, VUG, IWF, VB, VIG |
| Q2 2025 | 68 | $294.5M | BRK.B, VUG, IWF, VB, VIG |
| Q1 2025 | 66 | $281.8M | BRK.B, VUG, IWF, VB, VIG |
| Q4 2024 | 66 | $291.7M | BRK.B, VUG, IWF, VB, VIG |
| Q3 2024 | 66 | $376.9M | BRK.B, IWF, VB, VUG, VIG |
| Q2 2024 | 65 | $352.3M | BRK.B, IWF, VUG, VB, VIG |
| Q1 2024 | 62 | $355.0M | BRK.B, IWF, VB, VUG, VIG |