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CIK: 0001667102
Total reported value
$351.3M
$351.3M
66 檔
31.4%
The Q1 2025 SEC filing reveals that Whitegate Investment Counselors, Inc. held a total portfolio value of $351.3M, covering 66 public equity positions.
In Q1 2025, Whitegate Investment Counselors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.67% | -0.73% | -6.83% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.81% | +0.49% | -0.57% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.33% | +0.25% | -6.18% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.24% | +0.36% | -2.71% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.15% | +0.10% | -3.59% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.36% | -0.38% | -8.57% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.94% | +0.13% | -5.73% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.47% | +0.08% | -1.05% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.28% | +0.07% | -0.62% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.11% | -0.26% | -1.33% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.99% | -0.27% | -2.35% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.82% | +0.22% | -6.60% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.75% | -0.09% | -2.42% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.64% | -0.18% | -4.64% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.23% | +0.01% | -5.17% | |
| 16 | NYF | Ishares New York Muni Bond E | ETF-Other | 2.04% | -0.21% | -3.13% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.70% | -0.09% | — | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.56% | -0.43% | +3.54% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.45% | -0.07% | -1.03% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.43% | +0.07% | -0.18% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.43% | -0.03% | -2.85% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.38% | +0.03% | -0.06% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.25% | -0.01% | -2.09% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.22% | -0.03% | +0.02% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.89% | +0.01% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.80% | +0.11% | +22.62% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.79% | +0.09% | -0.53% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.79% | +0.02% | — | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.77% | +0.10% | — | |
| 30 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.75% | -0.20% | -14.95% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | +0.02% | +44.40% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | — | -7.06% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | +0.01% | -3.27% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.44% | +0.04% | +2.25% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.40% | -0.15% | EXIT | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | +0.01% | -0.25% | |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.39% | +0.29% | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.03% | -0.22% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | — | -21.56% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.33% | — | -15.31% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.30% | +0.02% | +10.58% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.03% | +0.17% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | +0.08% | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.28% | +0.02% | -27.10% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | — | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.26% | -0.02% | +0.66% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | +66.52% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.03% | +11.72% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.06% | — | |
| 50 | TREX | Trex Company Inc | Stock-Industrials | 0.17% | +0.02% | — |
According to official SEC Form 13F filings, Whitegate Investment Counselors, Inc. reported a total U.S. public equity portfolio value of $351.3M across 66 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, IWF) accounted for 31.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $38.5M
During Q1 2025, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (13.7%)、VUG (6.8%)、IWF (6.3%). The largest single position, BRK-B, represented 13.7% of total portfolio value.
In Q1 2025, Whitegate Investment Counselors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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