Whitegate Investment Counselors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Whitegate Investment Counselors, Inc. reported 66 stock positions worth $281.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.8%) and iShares Russell 1000 Growth (IWF, 6.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 14 and reduced 35. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale iShares Russell 1000 Growth (IWF, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, NH
- CIK
- 0001667102
- Portfolio Value
- $281.8M (Q1 2025)
- SEC Filing
- 0001667102-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 66 stocks · $281.8M
| BRK.B Berkshire Hathaway Inc. Class B | 13.67% | 72,297 | $38.5M | Reduce -6.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.81% | 51,728 | $19.2M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 6.33% | 49,356 | $17.8M | Reduce -6.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.24% | 79,303 | $17.6M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 6.15% | 89,266 | $17.3M | Reduce -3.6% |
| SCHD Schwab US DVD Equity ETF | 5.36% | 540,343 | $15.1M | Reduce -8.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.94% | 80,551 | $13.9M | Reduce -5.7% |
| VEA Vanguard Ftse Developed ETF | 4.47% | 247,753 | $12.6M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 3.28% | 78,613 | $9.2M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.11% | 111,104 | $8.8M | Reduce -1.3% |
| VTIP Vanguard Short-Term Tips | 2.99% | 168,999 | $8.4M | Reduce -2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.82% | 30,774 | $8.0M | Reduce -6.6% |
| EFA iShares MSCI Eafe ETF | 2.75% | 94,743 | $7.7M | Reduce -2.4% |
| SDY SS SPDR S&P Dividend ETF | 2.64% | 54,880 | $7.4M | Reduce -4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.23% | 33,679 | $6.3M | Reduce -5.2% |
| NYF iShares New York Muni Bond E | 2.04% | 109,275 | $5.8M | Reduce -3.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.70% | 6 | $4.8M | Reduce -25.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.56% | 86,215 | $4.4M | Add +3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.45% | 25,400 | $4.1M | Reduce -1.0% |
| IWN iShares Russell 2000 Value E | 1.43% | 26,738 | $4.0M | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 1.43% | 44,389 | $4.0M | Reduce -2.9% |
| IWR iShares Russell Mid-Cap ETF | 1.38% | 45,570 | $3.9M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 1.25% | 33,320 | $3.5M | Reduce -2.1% |
| IYR iShares US Real Estate ETF | 1.22% | 35,831 | $3.4M | Add +0.0% |
| IWS iShares Russell Mid-Cap Valu | 0.89% | 19,817 | $2.5M | No change |
| SCHB Schwab US Broad Market ETF | 0.80% | 104,668 | $2.3M | Add +22.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.79% | 26,756 | $2.2M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.79% | 4,150 | $2.2M | No change |
| IWO iShares Russell 2000 Growth | 0.77% | 8,455 | $2.2M | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.75% | 21,130 | $2.1M | Reduce -14.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 28,898 | $1.8M | Add +44.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.52% | 29,405 | $1.5M | Reduce -7.1% |
| IWD iShares Russell 1000 Value E | 0.44% | 6,629 | $1.2M | Reduce -3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.44% | 4,871 | $1.2M | Add +2.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.40% | 23,427 | $1.1M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.39% | 3,559 | $1.1M | Reduce -0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.39% | 23,098 | $1.1M | New |
| IWM iShares Russell 2000 ETF | 0.36% | 5,038 | $1.0M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.35% | 9,875 | $977K | Reduce -21.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 11,141 | $922K | Reduce -15.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.30% | 3,460 | $847K | Add +10.6% |
| XOM Exxon Mobil Corp. | 0.29% | 6,968 | $829K | Add +0.2% |
| AAPL Apple Inc. | 0.28% | 3,609 | $802K | Add +0.1% |
| ICF iShares Select U.S. REIT ETF | 0.28% | 12,915 | $795K | Reduce -27.1% |
| PG The Procter & Gamble Co. | 0.27% | 4,515 | $769K | No change |
| MPC Marathon Petroleum Corp. | 0.26% | 5,069 | $739K | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,149 | $591K | Add +66.5% |
| MSFT Microsoft Corp. | 0.20% | 1,525 | $573K | Add +11.7% |
| NFLX Netflix Inc. | 0.20% | 600 | $560K | No change |
| TREX Trex Company Inc. | 0.17% | 8,100 | $471K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,405 | $458K | Add +0.2% |
| CBRE CBRE Group Inc. Class A | 0.16% | 3,455 | $452K | No change |
| CMF iShares California Muni Bond | 0.13% | 6,350 | $357K | No change |
| PFE Pfizer Inc. | 0.11% | 12,450 | $315K | No change |
| LMAT Lemaitre Vascular Inc. | 0.10% | 3,283 | $275K | Add +0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.10% | 1,355 | $273K | New |
| JMUB JPMorgan Municipal ETF | 0.09% | 4,930 | $247K | New |
| MRK Merck & Co. Inc. | 0.09% | 2,708 | $243K | Add +0.7% |
| AVAGO TECHNOLOGIES LTD filed as BROADCOM INC | 0.08% | 1,296 | $217K | Reduce -31.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 5,258 | $214K | Reduce -45.7% |
| VGSH Vanguard Short-Term Treasury | 0.08% | 3,640 | $214K | No change |
| ABBV Abbvie Inc. | 0.07% | 960 | $201K | Reduce -42.2% |
| NWL Newell Brands Inc. | 0.03% | 15,158 | $94K | New |
| ORN Orion Group Holdings Inc. | 0.03% | 14,800 | $77K | No change |
| FPAYQ Flexshopper Inc. | 0.01% | 13,000 | $17K | No change |
| Adelphia Commun Cp Clxxx | 0.00% | 100,000 | $0 | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IWF iShares Russell 1000 Growth | Reduce -6.2% | 6.33% | −0.92 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 6.81% | −0.51 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.7% | 6.24% | −0.47 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.2% | 2.23% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.6% | 5.36% | −0.17 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -25.0% | 1.70% | −0.17 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.6% | 3.28% | −0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.6% | 2.82% | −0.16 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.10 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -14.9% | 0.75% | −0.10 |
| PRMY Primary BK | Sold out | 0.00% | −0.09 |
| ICF iShares Select U.S. REIT ETF | Reduce -27.1% | 0.28% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 1.43% | −0.07 |
| AVAGO TECHNOLOGIES LTD | Reduce -31.5% | 0.08% | −0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -45.7% | 0.08% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -21.6% | 0.35% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 6.15% | −0.07 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.5% | 0.79% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -15.3% | 0.33% | −0.04 |
| ABBV Abbvie Inc. | Reduce -42.2% | 0.07% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.1% | 0.52% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.36% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.7% | 4.94% | −0.02 |
| NYF iShares New York Muni Bond E | Reduce -3.1% | 2.04% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.3% | 0.39% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 1.38% | −0.01 |
| HYPERSOLAR INC | Sold out | 0.00% | −0.00 |
| Flexshopper Inc Rts | Sold out | 0.00% | 0.00 |
| MUB iShares National Muni Bond E | Reduce -2.1% | 1.25% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.3% | 0.44% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.7% | 0.40% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.0% | 1.45% | +0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.9% | 1.43% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.6% | 2.64% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.3% | 3.11% | +0.10 |
| VTIP Vanguard Short-Term Tips | Reduce -2.4% | 2.99% | +0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 2.75% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.1% | 4.47% | +0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 13.67% | +1.61 |
Portfolio Buys Q4 2024 → Q1 2025
| JCPB JPMorgan Core Plus Bond ETF | New | 0.39% | +0.39 |
| VEU Vanguard Ftse All-World Ex-U | Add +44.4% | 0.62% | +0.23 |
| SCHB Schwab US Broad Market ETF | Add +22.6% | 0.80% | +0.14 |
| JMST JPM Ultra-Short Muni Income | Add +3.5% | 1.56% | +0.11 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.10% | +0.10 |
| JMUB JPMorgan Municipal ETF | New | 0.09% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +66.5% | 0.21% | +0.08 |
| IYR iShares US Real Estate ETF | Add +0.0% | 1.22% | +0.07 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.29% | +0.04 |
| NWL Newell Brands Inc. | New | 0.03% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +10.6% | 0.30% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +0.7% | 0.26% | +0.02 |
| MSFT Microsoft Corp. | Add +11.7% | 0.20% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.09% | −0.01 |
| LMAT Lemaitre Vascular Inc. | Add +0.2% | 0.10% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.16% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.3% | 0.44% | −0.02 |
| AAPL Apple Inc. | Add +0.1% | 0.28% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $351.3M | BRK.B, VUG, VB, IWF, VIG |
| Q1 2026 | 68 | $314.5M | BRK.B, VUG, VB, IWF, VIG |
| Q4 2025 | 68 | $320.0M | BRK.B, VUG, IWF, VB, VIG |
| Q3 2025 | 66 | $303.8M | BRK.B, VUG, IWF, VB, VIG |
| Q2 2025 | 68 | $294.5M | BRK.B, VUG, IWF, VB, VIG |
| Q1 2025 | 66 | $281.8M | BRK.B, VUG, IWF, VB, VIG |
| Q4 2024 | 66 | $291.7M | BRK.B, VUG, IWF, VB, VIG |
| Q3 2024 | 66 | $376.9M | BRK.B, IWF, VB, VUG, VIG |
| Q2 2024 | 65 | $352.3M | BRK.B, IWF, VUG, VB, VIG |
| Q1 2024 | 62 | $355.0M | BRK.B, IWF, VB, VUG, VIG |