Whitegate Investment Counselors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Whitegate Investment Counselors, Inc. reported 68 stock positions worth $320.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.6%) and iShares Russell 1000 Growth (IWF, 7.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 32 and reduced 16. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +266%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, NH
- CIK
- 0001667102
- Portfolio Value
- $320.0M (Q4 2025)
- SEC Filing
- 0001667102-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 68 stocks · $320.0M
| BRK.B Berkshire Hathaway Inc. Class B | 10.94% | 69,625 | $35.0M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.58% | 49,730 | $24.3M | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 6.98% | 47,228 | $22.4M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.45% | 80,010 | $20.6M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 6.07% | 88,363 | $19.4M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 5.55% | 284,384 | $17.8M | Add +12.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.43% | 90,975 | $17.4M | Add +10.2% |
| SCHD Schwab US DVD Equity ETF | 4.31% | 503,228 | $13.8M | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.42% | 37,721 | $10.9M | Add +23.7% |
| IWP iShares Russell Mid-Cap Grow | 3.38% | 79,015 | $10.8M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.91% | 116,868 | $9.3M | Add +5.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.88% | 180,770 | $9.2M | Add +24.5% |
| VTIP Vanguard Short-Term Tips | 2.77% | 179,299 | $8.9M | Add +6.9% |
| EFA iShares MSCI Eafe ETF | 2.69% | 89,813 | $8.6M | Reduce -2.6% |
| SDY SS SPDR S&P Dividend ETF | 2.31% | 53,028 | $7.4M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 2.20% | 148,394 | $7.0M | Add +265.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.17% | 32,743 | $6.9M | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.59% | 28,648 | $5.1M | Add +11.2% |
| NYF iShares New York Muni Bond E | 1.53% | 91,590 | $4.9M | Reduce -1.0% |
| IWR iShares Russell Mid-Cap ETF | 1.50% | 49,759 | $4.8M | Add +9.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.42% | 6 | $4.5M | No change |
| VNQ Vanguard Real Estate ETF | 1.40% | 50,589 | $4.5M | Add +14.3% |
| IWN iShares Russell 2000 Value E | 1.39% | 24,574 | $4.5M | Reduce -0.2% |
| IYR iShares US Real Estate ETF | 1.03% | 35,036 | $3.3M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.99% | 120,424 | $3.2M | Add +14.6% |
| IWS iShares Russell Mid-Cap Valu | 0.94% | 21,394 | $3.0M | Add +8.0% |
| JMUB JPMorgan Municipal ETF | 0.91% | 57,530 | $2.9M | Reduce -1.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.80% | 27,285 | $2.6M | Reduce -2.7% |
| IWO iShares Russell 2000 Growth | 0.79% | 7,823 | $2.5M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.78% | 4,150 | $2.5M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 26,269 | $1.9M | Add +0.9% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.55% | 17,380 | $1.8M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.49% | 5,145 | $1.6M | Add +6.3% |
| IWD iShares Russell 1000 Value E | 0.42% | 6,380 | $1.3M | Reduce -1.5% |
| IWB iShares Russell 1000 ETF | 0.41% | 3,543 | $1.3M | No change |
| IWM iShares Russell 2000 ETF | 0.39% | 5,038 | $1.2M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.34% | 3,889 | $1.1M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,589 | $996K | Add +30.4% |
| AAPL Apple Inc. | 0.29% | 3,443 | $936K | Add +0.1% |
| MPC Marathon Petroleum Corp. | 0.26% | 5,151 | $838K | Add +0.5% |
| ICF iShares Select U.S. REIT ETF | 0.24% | 12,825 | $765K | No change |
| MSFT Microsoft Corp. | 0.23% | 1,531 | $741K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 12,044 | $647K | Add +200.1% |
| NFLX Netflix Inc. | 0.18% | 6,000 | $563K | No change |
| CBRE CBRE Group Inc. Class A | 0.17% | 3,455 | $556K | No change |
| AMZN Amazon.com Inc. | 0.17% | 2,400 | $554K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 10,030 | $481K | Reduce -23.0% |
| AVAGO TECHNOLOGIES LTD filed as BROADCOM INC | 0.14% | 1,304 | $451K | Add +0.1% |
| CMF iShares California Muni Bond | 0.11% | 6,350 | $365K | No change |
| MUB iShares National Muni Bond E | 0.09% | 2,765 | $296K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 2,369 | $287K | Add +0.1% |
| XVV iShares ESG Select Screened | 0.09% | 5,277 | $278K | Add +0.3% |
| JSCP JPMorgan Short Duration Core | 0.08% | 5,696 | $271K | New |
| TREX Trex Company Inc. | 0.08% | 7,700 | $270K | Reduce -4.9% |
| LMAT Lemaitre Vascular Inc. | 0.08% | 3,306 | $268K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.08% | 2,205 | $265K | Add +0.6% |
| VGSH Vanguard Short-Term Treasury | 0.08% | 4,350 | $255K | Add +11.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 3,020 | $250K | Reduce -66.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 5,155 | $242K | No change |
| MRK Merck & Co. Inc. | 0.07% | 2,170 | $228K | New |
| EUSB Ishr ESG Advn Universal BD-$ | 0.07% | 5,179 | $227K | Add +0.6% |
| ABBV Abbvie Inc. | 0.07% | 960 | $219K | No change |
| VGLT Vanguard Long-Term Treasury | 0.06% | 3,630 | $203K | New |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 4,360 | $200K | New |
| ORN Orion Group Holdings Inc. | 0.05% | 14,800 | $147K | No change |
| NWL Newell Brands Inc. | 0.02% | 14,702 | $55K | Add +1.9% |
| HYPERSOLAR INC | 0.00% | 146,833 | $4K | No change |
| Adelphia Commun Cp Clxxx | 0.00% | 100,000 | $0 | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 10.94% | −0.62 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 7.58% | −0.43 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.0% | 4.31% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 6.98% | −0.34 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.19 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -66.8% | 0.08% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -2.6% | 2.69% | −0.14 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.11 |
| IYR iShares US Real Estate ETF | Reduce -0.5% | 1.03% | −0.10 |
| NYF iShares New York Muni Bond E | Reduce -1.0% | 1.53% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 2.17% | −0.09 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -2.7% | 0.80% | −0.07 |
| JMUB JPMorgan Municipal ETF | Reduce -1.4% | 0.91% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -23.0% | 0.15% | −0.06 |
| TREX Trex Company Inc. | Reduce -4.9% | 0.08% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 1.39% | −0.04 |
| IWO iShares Russell 2000 Growth | Reduce -0.4% | 0.79% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -1.5% | 0.42% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JCPB JPMorgan Core Plus Bond ETF | Add +265.7% | 2.20% | +1.56 |
| VEA Vanguard Ftse Developed ETF | Add +12.6% | 5.55% | +0.57 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +23.7% | 3.42% | +0.47 |
| JMST JPM Ultra-Short Muni Income | Add +24.5% | 2.88% | +0.44 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.2% | 5.43% | +0.36 |
| VWO Vanguard Ftse Emerging Marke | Add +200.1% | 0.20% | +0.13 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +11.2% | 1.59% | +0.11 |
| SCHB Schwab US Broad Market ETF | Add +14.6% | 0.99% | +0.10 |
| JSCP JPMorgan Short Duration Core | New | 0.08% | +0.08 |
| MRK Merck & Co. Inc. | New | 0.07% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +14.3% | 1.40% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +30.4% | 0.31% | +0.07 |
| VGLT Vanguard Long-Term Treasury | New | 0.06% | +0.06 |
| ESML iShares ESG Aware MSCI USA S | New | 0.06% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +9.1% | 1.50% | +0.05 |
| IWS iShares Russell Mid-Cap Valu | Add +8.0% | 0.94% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +6.3% | 0.49% | +0.01 |
| AAPL Apple Inc. | Add +0.1% | 0.29% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +11.1% | 0.08% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.08% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.6% | 2.91% | −0.00 |
| AVAGO TECHNOLOGIES LTD | Add +0.1% | 0.14% | −0.00 |
| XVV iShares ESG Select Screened | Add +0.3% | 0.09% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.09% | −0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +0.6% | 0.07% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 0.60% | −0.01 |
| NWL Newell Brands Inc. | Add +1.9% | 0.02% | −0.01 |
| LMAT Lemaitre Vascular Inc. | Add +0.2% | 0.08% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +6.9% | 2.77% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.23% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.0% | 0.34% | −0.04 |
| MPC Marathon Petroleum Corp. | Add +0.5% | 0.26% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 2.31% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.8% | 6.45% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 6.07% | −0.20 |
| IWP iShares Russell Mid-Cap Grow | Add +0.4% | 3.38% | −0.31 |
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 |