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CIK: 0001667102
Total reported value
$351.3M
$351.3M
68 檔
34.6%
According to the latest 13F quarterly dataset, Whitegate Investment Counselors, Inc. managed an equity portfolio of $351.3M at the end of Q4 2025, spanning 68 distinct U.S. exchange-listed positions.
In Q4 2025, Whitegate Investment Counselors, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 26 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 | 10.93% | -0.73% | -0.25% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.58% | +0.49% | -1.96% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.98% | +0.25% | -0.60% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.45% | +0.36% | +0.81% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.07% | +0.10% | +0.17% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.55% | +0.08% | +12.55% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.43% | +0.13% | +10.21% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.31% | -0.38% | -2.98% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.42% | +0.22% | +23.72% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.38% | +0.07% | +0.43% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.91% | -0.26% | +5.61% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.88% | -0.43% | +24.49% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.77% | -0.27% | +6.94% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.69% | -0.09% | -2.63% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.31% | -0.18% | +0.06% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.20% | +0.29% | +265.74% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.17% | +0.01% | -0.11% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.59% | -0.07% | +11.20% | |
| 19 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.53% | -0.21% | -1.04% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.50% | +0.03% | +9.08% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.42% | -0.09% | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.03% | +14.34% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.39% | +0.07% | -0.19% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.03% | -0.03% | -0.53% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.99% | +0.11% | +14.57% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.94% | +0.01% | +7.96% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.91% | -0.11% | -1.36% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.80% | +0.09% | -2.66% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.79% | +0.10% | -0.41% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.78% | +0.02% | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | +0.02% | +0.94% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.55% | -0.20% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | +0.04% | +6.35% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | +0.01% | -1.53% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | +0.01% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.03% | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.34% | +0.02% | +0.03% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | +30.35% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | +0.09% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.26% | -0.02% | +0.53% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.24% | +0.02% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.03% | +0.13% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | +0.05% | +200.05% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.06% | +900.00% | |
| 45 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.17% | -0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.03% | — | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.15% | -0.15% | EXIT | |
| 48 | AVGO | Broadcom Inc. | Stock-Tech | 0.14% | +0.01% | +0.15% | |
| 49 | CMF | Ishares California Muni Bond | ETF-Other | 0.11% | -0.01% | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.09% | -0.01% | — |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, IWF) accounted for 34.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
JSCP
市值: $270.9K
Top Position Liquidated / Trimmed
AGG
前期市值: $586.3K
During Q4 2025, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (10.9%)、VUG (7.6%)、IWF (7.0%). The largest single position, BRK-B, represented 10.9% of total portfolio value.
In Q4 2025, Whitegate Investment Counselors, Inc. made 45 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 13 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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