0001667102-26-000002.txt : 20260427 0001667102-26-000002.hdr.sgml : 20260427 20260427132256 ACCESSION NUMBER: 0001667102-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Whitegate Investment Counselors, Inc. CENTRAL INDEX KEY: 0001667102 ORGANIZATION NAME: EIN: 020452405 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17427 FILM NUMBER: 26898979 BUSINESS ADDRESS: STREET 1: 143 N. MAIN ST. STREET 2: SUITE 203 CITY: CONCORD STATE: NH ZIP: 03301 BUSINESS PHONE: 6032285471 MAIL ADDRESS: STREET 1: 143 N. MAIN ST. STREET 2: SUITE 203 CITY: CONCORD STATE: NH ZIP: 03301 FORMER COMPANY: FORMER CONFORMED NAME: Taylor, Cottrill, Erickson & Associates, Inc. DATE OF NAME CHANGE: 20160216 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001667102 XXXXXXXX 03-31-2026 03-31-2026 Whitegate Investment Counselors, Inc.

143 N. MAIN ST. SUITE 203 CONCORD NH 03301

13F HOLDINGS REPORT 028-17427 N Paulette W Wolfe 6032285471 Paulette W Wolfe Concord NH 04-27-2026 0 68 314501560 false INFORMATION TABLE 2 wici13f20260331.xml Berkshire Hathaway Cl B Class B 084670702 32810824 68470 SH SOLE 0 0 68470 Vanguard Growth Common 922908736 21566971 49376 SH SOLE 0 0 49376 Vanguard Small Cap Common 922908751 20630868 78768 SH SOLE 0 0 78768 iShares Tr Russell 1000 Growth Common 464287614 19775223 46377 SH SOLE 0 0 46377 Vanguard Div Appreciation Common 921908844 18809596 87462 SH SOLE 0 0 87462 Vanguard FTSE Developed Mkts Common 921943858 18249495 284792 SH SOLE 0 0 284792 Vanguard Value Common 922908744 18071553 92108 SH SOLE 0 0 92108 Schwab US Div Equity Etf Common 808524797 15315928 499215 SH SOLE 0 0 499215 Vanguard Mid Cap Common 922908629 10831066 37715 SH SOLE 0 0 37715 iShares Russell Midcap Growth Common 464287481 10105082 78872 SH SOLE 0 0 78872 Vanguard Corp Bond Short Term Common 92206C409 9154463 115485 SH SOLE 0 0 115485 JPMorgan Ultra Short Muni Inco Common 46641Q654 8870877 174007 SH SOLE 0 0 174007 Vanguard Sh-Term Inf Common 922020805 8810239 176381 SH SOLE 0 0 176381 iShares Tr Msci Eafe Fd Common 464287465 8619608 88743 SH SOLE 0 0 88743 Spdr SandP Dividend Etf Common 78464A763 7526046 51569 SH SOLE 0 0 51569 Jpmorgan Core Plus Bond Common 46641Q670 7485872 159003 SH SOLE 0 0 159003 Vanguard Small Cap Value Common 922908611 7019767 32312 SH SOLE 0 0 32312 Vanguard Mid Cap Value Common 922908512 5275943 28630 SH SOLE 0 0 28630 iShares New York Muni Common 464288323 4997530 94080 SH SOLE 0 0 94080 iShares Russell Midcap Common 464287499 4724340 48589 SH SOLE 0 0 48589 iShares Tr Russell 2000 Value Common 464287630 4668960 24627 SH SOLE 0 0 24627 Vanguard Reit Common 922908553 4517870 50934 SH SOLE 0 0 50934 Berkshire Hathaway Cl A Class A 084670108 4308840 6 SH SOLE 0 0 6 iShares US Real Estate Common 464287739 3303942 34940 SH SOLE 0 0 34940 Schwab US Broad Market Common 808524102 3223392 128422 SH SOLE 0 0 128422 iShares Russell Midcap Value Common 464287473 3117962 21394 SH SOLE 0 0 21394 JP Morgan Municipal Etf Common 46641Q647 2826685 56545 SH SOLE 0 0 56545 SPDR SandP 600 Sm Cap Gro Common 78464A201 2662353 27555 SH SOLE 0 0 27555 SPDR SandP MidCap 400 ETF Common 78467Y107 2559554 4150 SH SOLE 0 0 4150 iShares Tr Russell 2000 Growth Common 464287648 2454802 7823 SH SOLE 0 0 7823 Vanguard Intl Eqty Index/FTSE Common 922042775 1950683 25974 SH SOLE 0 0 25974 Vanguard Shrt Tax Exempt Common 921935870 1757813 17380 SH SOLE 0 0 17380 Vanguard Small Cap Grwth Common 922908595 1452984 4807 SH SOLE 0 0 4807 iShares Russell 1000 Val Common 464287598 1288420 6030 SH SOLE 0 0 6030 Marathon Pete Corp Common 56585A102 1263467 5174 SH SOLE 0 0 5174 iShares Tr Russell 1000 Index Common 464287622 1263292 3543 SH SOLE 0 0 3543 iShares Tr Russell 2000 Index Common 464287655 1249478 5038 SH SOLE 0 0 5038 Vanguard Mid Cap Growth Common 922908538 1001156 3890 SH SOLE 0 0 3890 Vanguard SandP 500 Etf Common 922908363 950876 1591 SH SOLE 0 0 1591 Apple Inc Common 037833100 874393 3445 SH SOLE 0 0 3445 iShares Tr Cohen & Steer Common 464287564 793739 12825 SH SOLE 0 0 12825 Vanguard Msci Emerging Common 922042858 657509 12165 SH SOLE 0 0 12165 Netflix Inc Common 64110L106 576900 6000 SH SOLE 0 0 6000 Microsoft Corp Common 594918104 567756 1534 SH SOLE 0 0 1534 Amazon Com Inc Common 023135106 499848 2400 SH SOLE 0 0 2400 SPDR Nuveen Barclays Short Ter Common 78468R739 479735 10030 SH SOLE 0 0 10030 CBRE Group Inc Common 12504L109 468014 3455 SH SOLE 0 0 3455 Vanguard Short Term Common 92206C102 413292 7060 SH SOLE 0 0 7060 Broadcom Inc Common Y0486S104 404483 1307 SH SOLE 0 0 1307 Lemaitre Vascular Inc Common 525558201 361721 3313 SH SOLE 0 0 3313 iShares California Muni Common 464288356 361061 6350 SH SOLE 0 0 6350 Exxon Mobil Corporation Common 30231G102 356344 2100 SH SOLE 0 0 2100 Jpmorgan Short Duration Common 46641Q274 317299 6708 SH SOLE 0 0 6708 iShares National Muni Bond Common 464288414 293505 2765 SH SOLE 0 0 2765 Merck and Co Inc Common 58933Y105 262994 2186 SH SOLE 0 0 2186 Ishares Esg Advnc Ttl Common 46436E619 261803 6018 SH SOLE 0 0 6018 Trex Company Inc Common 89531P105 258582 7100 SH SOLE 0 0 7100 Vanguard ESSG US Stock Common 921910733 254687 2269 SH SOLE 0 0 2269 SPDR Portfolio SandP 600 Sm Cap Common 78468R853 249090 5155 SH SOLE 0 0 5155 iShares ESG Screened SandP 500 Common 46436E569 248213 5043 SH SOLE 0 0 5043 Abbvie Inc Common 00287Y109 230678 1061 SH SOLE 0 0 1061 Ishares Esg Awr 1-5 Y Common 46435G243 218859 8732 SH SOLE 0 0 8732 Vanguard Long Term Common 92206C847 200939 3630 SH SOLE 0 0 3630 C S X Corp Common 126408103 200512 4885 SH SOLE 0 0 4885 Orion Marine Group Inc Common 68628V308 161320 14800 SH SOLE 0 0 14800 Newell Brands Inc Common 651229106 51278 14950 SH SOLE 0 0 14950 Hypersolar Inc Common 44915H104 3186 146833 SH SOLE 0 0 146833 Adelphia Commun Cp Clxxx Common 006ESC917 0 100000 SH SOLE 0 0 100000