Whitegate Investment Counselors
Whitegate Investment Counselors reported 69 stocks worth $343M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BRK.B (10.0%), VUG (7.8%) and IWF (6.8%). Compared with Q2 2026, the fund added to BRK.B, IWF and VB, trimmed VUG, VIG and VTV and sold out of TREX, LMAT and MUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $34.2M | 10.0% | 69K | +582 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $26.9M | 7.8% | 298K | −1,402 (−0%) | 8 of 8 | |
| 3 |  IWF Ishares TR | $23.3M | 6.8% | 186K | +707 (+0%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $23M | 6.7% | 81K | +581 (+1%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $20.9M | 6.1% | 90K | −706 (−1%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $20.7M | 6.0% | 293K | +3,432 (+1%) | 8 of 8 | |
| 7 |  VTV Vanguard Index Fds | $20.4M | 6.0% | 95K | −98 (−0%) | 8 of 8 | |
| 8 |  SCHD Schwab US Dividend Equity ETF | $16.4M | 4.8% | 506K | +8,203 (+2%) | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $13.2M | 3.8% | 168K | +8,383 (+5%) | 8 of 8 | |
| 10 |  IWP Ishares TR | $10.8M | 3.2% | 79K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TREX Trex Co Inc | $355K | 7,100 |
 LMAT Lemaitre Vascular Inc | $319K | 3,322 |
 MUB Ishares TR | $298K | 2,765 |
 CRWV Coreweave Inc | $285K | 2,865 |
 QQQ Invesco Qqq TR | $229K | 311 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Whitegate Investment Counselors 13F FAQ
What does Whitegate Investment Counselors own?
Whitegate Investment Counselors reported 69 stocks worth $343M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BRK.B (10.0%), VUG (7.8%) and IWF (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Whitegate Investment Counselors buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 32 added to, 16 trimmed and 7 sold out. It sold all of TREX, LMAT and MUB.
When will Whitegate Investment Counselors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Whitegate Investment Counselors's portfolio worth?
The Q3 2026 filing reports $343M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.