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CIK: 0001667102
Total reported value
$351.3M
$351.3M
66 檔
34.4%
During the Q3 2025 filing period, Whitegate Investment Counselors, Inc. (CIK: 0001667102) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $351.3M across 66 reported positions.
Whitegate Investment Counselors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.55% | -0.73% | -2.25% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.01% | +0.49% | -0.02% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.33% | +0.25% | -2.74% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.64% | +0.36% | -1.13% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.27% | +0.10% | -1.72% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.07% | +0.13% | -1.27% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.98% | +0.08% | -0.91% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.66% | -0.38% | -3.84% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.69% | +0.07% | +0.17% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.95% | +0.22% | -1.84% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.91% | -0.26% | -2.16% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.84% | -0.09% | -0.16% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.79% | -0.27% | -2.06% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.44% | -0.18% | -0.53% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.44% | -0.43% | +5.72% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.25% | +0.01% | -2.91% | |
| 17 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.63% | -0.21% | +5.98% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.49% | -0.09% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.48% | -0.07% | -2.24% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.45% | +0.03% | +0.05% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.43% | +0.07% | +0.00% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.33% | -0.03% | -3.66% | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.13% | -0.03% | -0.47% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.97% | -0.11% | -10.33% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | +0.01% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | +0.11% | +0.91% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.87% | +0.09% | +5.51% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.83% | +0.10% | — | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.81% | +0.02% | — | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.64% | +0.29% | +37.84% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | +0.02% | -6.46% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.58% | -0.20% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | +0.04% | -11.08% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | +0.01% | -2.26% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | +0.01% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.38% | +0.02% | -8.13% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.33% | -0.02% | +0.51% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | +0.06% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.03% | +0.13% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.26% | +0.02% | -4.40% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.25% | — | -5.37% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | -1.46% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.06% | — | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.21% | -0.15% | EXIT | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | — | -26.38% | |
| 47 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.18% | -0.02% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.03% | — | |
| 49 | AVGO | Broadcom Inc. | Stock-Tech | 0.14% | +0.01% | +0.23% | |
| 50 | TREX | Trex Company Inc | Stock-Industrials | 0.14% | +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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, IWF) accounted for 34.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ESGV
市值: $280.3K
Top Position Liquidated / Trimmed
VTEB
前期市值: $1.5M
During Q3 2025, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (11.6%)、VUG (8.0%)、IWF (7.3%). The largest single position, BRK-B, represented 11.6% of total portfolio value.
In Q3 2025, Whitegate Investment Counselors, Inc. made 44 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 4 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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