Whitegate Investment Counselors, Inc. - Portfolio overview

Whitegate Investment Counselors, Inc. has 71 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - Berkshire Hathaway Cl B, 10.36%
2. VUG - Vanguard Growth, 6.81%
3. VB - Vanguard Small Cap, 6.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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