Whitegate Investment Counselors, Inc. - Portfolio Stock Holdings
Whitegate Investment Counselors, Inc. disclosed 73 stock positions in a recent SEC 13F filing. $342,270,120 of stock holdings were filed, with the largest holdings including BRK.B, VUG, and IWF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $545,385,675 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$342,270,120Top Stock Holdings By Sector
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Portfolio Stock Holdings - Whitegate Investment Counselors, Inc.
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