Whitegate Investment Counselors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 69 separate positions held by the firm.
The largest position disclosed in the portfolio is Berkshire Hathaway Class B, with 68,692 shares. The firm also holds significant stakes in several Vanguard ETFs, including Vanguard Growth (298,177 shares), Vanguard Small Cap (80,804 shares), and Vanguard Dividend Appreciation (89,519 shares). Other notable equity holdings include iShares Russell 1000 Growth (185,843 shares), Schwab US Dividend Equity ETF (505,662 shares), and Vanguard Mid Cap (168,109 shares).
The filing also lists individual company stocks, including Apple Inc. (3,450 shares), Microsoft Corp. (1,618 shares), Amazon.com Inc. (2,400 shares), and Broadcom Inc. (1,312 shares). The firm holds a small position in Berkshire Hathaway Class A (6 shares) and Marathon Petroleum Corp (2,807 shares).
Whitegate Investment Counselors, Inc. is based in Concord, New Hampshire, and is represented by Paulette W. Wolfe, President.
