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CIK: 0001667102
Total reported value
$351.3M
$351.3M
68 檔
32.8%
According to the latest 13F quarterly dataset, Whitegate Investment Counselors, Inc. managed an equity portfolio of $351.3M at the end of Q2 2025, spanning 68 distinct U.S. exchange-listed positions.
Whitegate Investment Counselors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.78% | -0.73% | -1.23% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.55% | +0.49% | -1.92% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.04% | +0.25% | -1.02% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.46% | +0.36% | +1.23% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.24% | +0.10% | +0.55% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.02% | +0.13% | +3.80% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.94% | +0.08% | +2.93% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.85% | -0.38% | -0.17% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.70% | +0.07% | -0.09% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.05% | -0.26% | +1.80% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.95% | +0.22% | +0.93% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.92% | -0.27% | +1.30% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.80% | -0.09% | -2.48% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.46% | -0.18% | -2.91% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.37% | -0.43% | +59.31% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.24% | +0.01% | +0.24% | |
| 17 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.55% | -0.21% | -20.08% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.48% | -0.09% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.47% | -0.07% | +3.75% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.42% | +0.03% | +0.05% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.39% | -0.03% | +3.46% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.32% | +0.07% | -7.93% | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.14% | -0.03% | -1.24% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.10% | -0.11% | +1219.37% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.89% | +0.01% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | +0.11% | -0.49% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.80% | +0.09% | -0.70% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.80% | +0.02% | — | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.76% | +0.10% | -7.10% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.63% | +0.02% | -3.72% | |
| 31 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.60% | -0.20% | -17.75% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | +0.04% | +11.70% | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.47% | +0.29% | +27.44% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | +0.01% | — | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | +0.02% | +22.31% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | +0.01% | -0.45% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.03% | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.01% | -69.81% | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.29% | -0.02% | +0.57% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.28% | +0.02% | +3.87% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.28% | -0.15% | EXIT | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.06% | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -13.72% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | — | -19.55% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.03% | +0.13% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.03% | +0.19% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | — | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | -4.74% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | +7.66% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.03% | -0.21% |
According to official SEC Form 13F filings, Whitegate Investment Counselors, Inc. reported a total U.S. public equity portfolio value of $351.3M across 68 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, IWF) accounted for 32.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
XVV
市值: $254.0K
Top Position Liquidated / Trimmed
VTEB
前期市值: $1.5M
During Q2 2025, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (11.8%)、VUG (7.5%)、IWF (7.0%). The largest single position, BRK-B, represented 11.8% of total portfolio value.
In Q2 2025, Whitegate Investment Counselors, Inc. made 45 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 2 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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