Whitegate Investment Counselors, Inc.

Registered adviser

CIK

1667102

Location

CONCORD, NH

Portfolio Value

Small $326,342,384

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,802 / 8,827 ▼ 71 · as of Jun 2026

Top Industry

Insurance - Diversified 85.8%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107732

Roster of Nov 1, 2026

Regulatory AUM

$545,385,675

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$545,385,675	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$545,639,585	Individuals and high net worth (99%)
Jul 2024 to Mar 2025	$674,035,765	Individuals and high net worth (78%)
Feb 2024 to Jun 2024	$647,484,162	Individuals and high net worth (78%)
May 2023 to Jan 2024	$618,358,119	Individuals and high net worth (79%)
Apr 2023	$618,358,119	Individuals and high net worth (79%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.8% of the book (60%+)

Turnover

Low turnover

2.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+), a floor since 68.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.7%; sector active share 73.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

66 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.9%

+2.0 pts

Top 5

75.3%

+4.9 pts

Top 10

95.6%

+2.8 pts

HHI

1,624

Moderately concentrated+167

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.2%	$281,246,527	50
Financial Services	11.9%	$38,687,211	2
Technology	0.8%	$2,677,159	5
Energy	0.4%	$1,454,484	2
Healthcare	0.2%	$652,278	2
Consumer Cyclical	0.2%	$597,960	1
Communication Services	0.1%	$417,480	1
Industrials	0.1%	$355,043	2
Real Estate	0.1%	$254,242	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	+32,690	169,917	$4,980,267
NYF	iShares New York Muni Bond ETF	+9,440	99,664	$5,035,025
VO	VANGUARD MID-CAP INDEX FUND	+8,383	168,109	$13,183,107
SCHD	Schwab U.S. Dividend Equity ETF	+8,203	505,662	$16,449,184
JCPB	JPMorgan Core Plus Bond ETF	+7,895	207,476	$9,290,775
VEA	Vanguard FTSE Developed Markets ETF	+3,432	293,185	$20,701,792
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,767	18,236	$1,081,577
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+1,771	178,950	$8,807,919
VEU	Vanguard International Equity Index Funds	+1,149	27,972	$2,320,836
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+1,019	9,923	$242,418
EFA	iShares MSCI EAFE ETF	+971	90,544	$9,406,616
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+842	118,594	$9,161,386
IWF	iShares Russell 1000 Growth ETF	+707	185,843	$23,278,694
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+666	51,742	$7,579,168
EUSB	iShares ESG Advanced Universal USD Bond ETF	+602	6,981	$290,200
BRK-B	Berkshire Hathaway Inc	+582	68,692	$34,205,181
VB	Vanguard Index Funds	+581	80,804	$22,987,929
JSCP	JPMorgan Short Duration Core Plus ETF	+453	5,937	$272,983
VNQ	VANGUARD REAL ESTATE INDEX FUND	+334	51,611	$4,625,893
VOE	VANGUARD MID-CAP VALUE INDEX FUND	+311	28,911	$5,652,967
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+302	32,688	$7,551,908
VXUS	Vanguard Total International Stock ETF	+226	3,893	$330,749
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+170	7,730	$444,938
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	+170	27,903	$2,984,783
—		+59	78,689	$0
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
JMST	JPMorgan Ultra-Short Municipal Income ETF	−64,908	99,534	$5,032,439
JMUB	JPMorgan Municipal ETF	−11,480	43,124	$2,051,839
MPC	Marathon Petroleum Corp	−2,387	2,807	$1,109,943
CBRE	Cbre Group, Inc.	−1,476	1,979	$254,242
VUG	VANGUARD GROWTH INDEX FUND	−1,402	298,177	$26,868,729
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−1,060	11,270	$1,111,222
VIG	Vanguard Specialized Funds	−706	89,519	$20,885,677
AMZN	Amazon Com Inc	−470	2,400	$597,960
MSFT	Microsoft Corp	−364	1,618	$829,872
XVV	iShares ESG Select Screened S&P 500 ETF	−110	5,121	$298,554
VTV	VANGUARD VALUE INDEX FUND	−98	94,624	$20,446,353
ESGV	VANGUARD ESG U.S. STOCK ETF	−68	2,147	$290,982
IWS	iShares Russell Mid-Cap Value ETF	−35	21,359	$3,433,245
—		−29	24,651	$0
IWM	iShares Russell 2000 ETF	−14	5,024	$1,396,119
VV	VANGUARD LARGE-CAP INDEX FUND	−8	619	$217,795
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
TREX	Trex Co Inc	7,100	$355,284
LMAT	Lemaitre Vascular Inc	3,322	$318,779
MUB	iShares National Muni Bond ETF	2,765	$297,569
CRWV	CoreWeave, Inc.	2,865	$285,182
QQQ	Invesco Qqq Trust, Series 1	311	$229,020
NVMI	Nova Ltd.	400	$217,176
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	3,630	$200,303
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $326,342,384 total · filing declares 69 positions · $343,074,503 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	68,692	+582	$34,205,181	+0.4%	10.48%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	298,177	-1,402	$26,868,729	+4.1%	8.23%
IWF	iShares Russell 1000 Growth ETF	Added	185,843	+707	$23,278,694	+1.3%	7.13%
VB	Vanguard Index Funds	Added	80,804	+581	$22,987,929	−5.5%	7.04%
VIG	Vanguard Specialized Funds	Reduced	89,519	-706	$20,885,677	−2.2%	6.40%
VEA	Vanguard FTSE Developed Markets ETF	Added	293,185	+3,432	$20,701,792	+0.3%	6.34%
VTV	VANGUARD VALUE INDEX FUND	Reduced	94,624	-98	$20,446,353	−1.0%	6.27%
SCHD	Schwab U.S. Dividend Equity ETF	Added	505,662	+8,203	$16,449,184	+4.3%	5.04%
VO	VANGUARD MID-CAP INDEX FUND	Added	168,109	+8,383	$13,183,107	+2.4%	4.04%
EFA	iShares MSCI EAFE ETF	Added	90,544	+971	$9,406,616	+1.1%	2.88%
JCPB	JPMorgan Core Plus Bond ETF	Added	207,476	+7,895	$9,290,775	−0.8%	2.85%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	118,594	+842	$9,161,386	−1.6%	2.81%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	178,950	+1,771	$8,807,919	−1.0%	2.70%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	51,742	+666	$7,579,168	−2.5%	2.32%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	32,688	+302	$7,551,908	−4.0%	2.31%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	28,911	+311	$5,652,967	+0.0%	1.73%
IWR	iShares Russell Mid-Cap ETF	Added	48,681	+20	$5,194,749	−3.2%	1.59%
NYF	iShares New York Muni Bond ETF	Added	99,664	+9,440	$5,035,025	+3.5%	1.54%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	99,534	-64,908	$5,032,439	−40.0%	1.54%
SCHB	Schwab U.S. Broad Market ETF	Added	169,917	+32,690	$4,980,267	+25.3%	1.53%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	51,611	+334	$4,625,893	−6.4%	1.42%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	6	0	$4,482,030	−0.2%	1.37%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	21,359	-35	$3,433,245	−2.5%	1.05%
IYR	iShares U.S. Real Estate ETF	Added	34,984	+36	$3,324,879	−7.0%	1.02%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	27,903	+170	$2,984,783	−9.7%	0.91%
IWO	iShares Russell 2000 Growth ETF	Held	7,853	0	$2,802,735	−9.4%	0.86%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	4,150	0	$2,725,346	−6.6%	0.84%
VEU	Vanguard International Equity Index Funds	Added	27,972	+1,149	$2,320,836	+3.3%	0.71%
JMUB	JPMorgan Municipal ETF	Reduced	43,124	-11,480	$2,051,839	−25.8%	0.63%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	4,813	0	$1,625,975	−7.6%	0.50%
IWD	iShares Russell 1000 Value ETF	Added	6,031	+1	$1,495,265	+2.3%	0.46%
IWB	iShares Russell 1000 ETF	Held	3,543	0	$1,474,348	+1.6%	0.45%
IWM	iShares Russell 2000 ETF	Reduced	5,024	-14	$1,396,119	−7.8%	0.43%
VOO	VANGUARD 500 INDEX FUND	Added	1,649	+2	$1,155,718	+2.2%	0.35%
AAPL	Apple Inc. Technology	Added	3,450	+2	$1,148,919	+15.2%	0.35%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	3,852	+1	$1,125,169	−4.6%	0.34%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	11,270	-1,060	$1,111,222	−11.0%	0.34%
MPC	Marathon Petroleum Corp Energy	Reduced	2,807	-2,387	$1,109,943	−16.4%	0.34%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	18,236	+2,767	$1,081,577	+17.1%	0.33%
ICF	iShares Select U.S. REIT ETF	Held	13,825	0	$869,592	−7.0%	0.27%
MSFT	Microsoft Corp Technology	Reduced	1,618	-364	$829,872	+12.2%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,400	-470	$597,960	−12.6%	0.18%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	7,730	+170	$444,938	+1.1%	0.14%
NFLX	Netflix Inc Communication Services	Held	6,000	0	$417,480	−2.5%	0.13%
XOM	ExxonMobil Holdings Corp Energy	Added	2,117	+8	$344,541	+19.5%	0.11%
CMF	iShares California Muni Bond ETF	Held	6,350	0	$343,662	−6.1%	0.11%
VXUS	Vanguard Total International Stock ETF	Added	3,893	+226	$330,749	+5.5%	0.10%
ABBV	AbbVie Inc. Healthcare	Added	1,262	+1	$330,126	+4.0%	0.10%
MRK	Merck & Co., Inc. Healthcare	Added	2,217	+15	$322,152	+13.9%	0.10%
XVV	iShares ESG Select Screened S&P 500 ETF	Reduced	5,121	-110	$298,554	+0.5%	0.09%

Showing the top 50 of 66 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.