Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2025) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $303.78 million in total holdings as of September 30, 2025.Whitegate Investment Counselors, Inc. owns shares of 66 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 0.61% of the portfolio was purchased this quarter.About 2.58% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 68 new stocks and bought additional shares in 14 stocks.Whitegate Investment Counselors, Inc. sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $35,092,257Vanguard Growth ETF $24,327,340iShares Russell 1000 Growth ETF $22,256,093Vanguard Small-Cap ETF $20,182,469Vanguard Dividend Appreciation ETF $19,034,625 Largest New Holdings this Quarter 00287Y109 - AbbVie $222,278 Holding922042858 - Vanguard FTSE Emerging Markets ETF $217,454 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 11,138 shares (about $529.61K)JPMorgan Ultra-Short Municipal ETF 7,855 shares (about $400.92K)iShares New York Muni Bond ETF 5,220 shares (about $278.49K)AbbVie 960 shares (about $222.28K)Vanguard FTSE Emerging Markets ETF 4,014 shares (about $217.45K) Largest Sales this Quarter Berkshire Hathaway 1,604 shares (about $806.39K)iShares National Muni Bond ETF 7,295 shares (about $776.84K)iShares Russell 1000 Growth ETF 1,338 shares (about $626.73K)Schwab US Dividend Equity ETF 20,727 shares (about $565.85K)Exxon Mobil 4,788 shares (about $539.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitegate Investment Counselors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$35,092,257$806,395 ▼-2.2%69,80211.6%FinanceVUGVanguard Growth ETF$24,327,340$5,276 ▼0.0%50,7238.0%ETFIWFiShares Russell 1000 Growth ETF$22,256,093$626,734 ▼-2.7%47,5147.3%ETFVBVanguard Small-Cap ETF$20,182,469$229,869 ▼-1.1%79,3716.6%ETFVIGVanguard Dividend Appreciation ETF$19,034,625$333,611 ▼-1.7%88,2096.3%ETFVTVVanguard Value ETF$15,394,839$198,054 ▼-1.3%82,5505.1%ETFVEAVanguard FTSE Developed Markets ETF$15,139,961$139,794 ▼-0.9%252,6695.0%ETFSCHDSchwab US Dividend Equity ETF$14,160,375$565,847 ▼-3.8%518,6954.7%ETFIWPiShares Russell Mid-Cap Growth ETF$11,204,371$19,510 ▲0.2%78,6763.7%ETFVOVanguard Mid-Cap ETF$8,955,736$167,724 ▼-1.8%30,4892.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,845,201$195,670 ▼-2.2%110,6612.9%ETFEFAiShares MSCI EAFE ETF$8,612,729$14,006 ▼-0.2%92,2432.8%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,488,750$178,674 ▼-2.1%167,6622.8%ManufacturingSDYSPDR S&P Dividend ETF$7,422,506$39,915 ▼-0.5%52,9982.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$7,411,263$400,919 ▲5.7%145,2052.4%ETFVBRVanguard Small-Cap Value ETF$6,841,190$204,747 ▼-2.9%32,7782.3%ETFNYFiShares New York Muni Bond ETF$4,937,543$278,487 ▲6.0%92,5501.6%ETFBRK.ABerkshire Hathaway$4,525,2000.0%61.5%FinanceVOEVanguard Mid-Cap Value ETF$4,497,548$103,177 ▼-2.2%25,7621.5%ETFIWRiShares Russell Mid-Cap ETF$4,404,124$2,317 ▲0.1%45,6151.4%ETFIWNiShares Russell 2000 Value ETF$4,352,984$177 ▲0.0%24,6201.4%ETFVNQVanguard Real Estate ETF$4,044,703$153,677 ▼-3.7%44,2431.3%ETFIYRiShares U.S. Real Estate ETF$3,419,410$16,018 ▼-0.5%35,2231.1%ETFJMUBJPMorgan Municipal ETF$2,943,663$339,158 ▼-10.3%58,3251.0%ETFIWSiShares Russell Mid-Cap Value ETF$2,767,8400.0%19,8170.9%ETFSCHBSchwab US Broad Market ETF$2,702,323$24,373 ▲0.9%105,1070.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,643,656$138,068 ▲5.5%28,0320.9%ETFIWOiShares Russell 2000 Growth ETF$2,514,0270.0%7,8550.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,473,5250.0%4,1500.8%ETFJCPBJPMorgan Core Plus Bond ETF$1,929,275$529,607 ▲37.8%40,5740.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,857,392$128,251 ▼-6.5%26,0250.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,771,4570.0%17,3800.6%ETFVBKVanguard Small-Cap Growth ETF$1,439,896$179,466 ▼-11.1%4,8380.5%ETFIWDiShares Russell 1000 Value ETF$1,319,060$30,539 ▼-2.3%6,4790.4%ETFIWBiShares Russell 1000 ETF$1,294,8960.0%3,5430.4%ETFIWMiShares Russell 2000 ETF$1,219,0480.0%5,0380.4%FinanceVOTVanguard Mid-Cap Growth ETF$1,142,251$101,063 ▼-8.1%3,8880.4%ETFMPCMarathon Petroleum$987,530$5,011 ▲0.5%5,1240.3%EnergyAAPLApple$876,032$509 ▲0.1%3,4400.3%Computer and TechnologyMSFTMicrosoft$791,998$1,036 ▲0.1%1,5290.3%Computer and TechnologyICFiShares Select U.S. REIT ETF$790,277$36,356 ▼-4.4%12,8250.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$754,601$42,807 ▼-5.4%9,0960.2%ManufacturingVOOVanguard S&P 500 ETF$746,289$11,020 ▼-1.5%1,2190.2%ETFNFLXNetflix$719,3520.0%6000.2%Consumer DiscretionarySHMSPDR Nuveen ICE Short Term Municipal Bond ETF$628,307$190,566 ▼-23.3%13,0300.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$586,255$210,121 ▼-26.4%5,8480.2%FinanceCBRECBRE Group$544,3700.0%3,4550.2%FinanceAMZNAmazon.com$526,9680.0%2,4000.2%Retail/WholesaleBroadcom Inc$429,413$989 ▲0.2%1,3020.1%CommonTREXTrex$418,5270.0%8,1000.1%ConstructionCMFiShares California Muni Bond ETF$362,2040.0%6,3500.1%ETFMGCVanguard Mega Cap ETF$330,7420.0%1,3550.1%ETFMUBiShares National Muni Bond ETF$294,445$776,845 ▼-72.5%2,7650.1%ETFLMATLeMaitre Vascular$288,622$613 ▲0.2%3,2980.1%MedicalESGVVanguard ESG U.S. Stock ETF$280,273$11,135 ▲4.1%2,3660.1%ETFXVViShares ESG Select Screened S&P 500 ETF$271,217$3,194 ▼-1.2%5,2640.1%ETFXOMExxon Mobil$247,298$539,928 ▼-68.6%2,1930.1%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$238,7800.0%5,1550.1%ETFVGSHVanguard Short-Term Treasury ETF$230,3980.0%3,9150.1%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$226,1880.0%5,1500.1%ETFABBVAbbVie$222,278$222,278 ▲New Holding9600.1%MedicalVWOVanguard FTSE Emerging Markets ETF$217,454$217,454 ▲New Holding4,0140.1%ETFORNOrion Group$123,1360.0%14,8000.0%ConstructionNWLNewell Brands$75,614$4,852 ▼-6.0%14,4300.0%Consumer StaplesHypersolar Inc$4,4930.0%146,8330.0%CommonAdelphia Commun Cp Clxxx$00.0%100,0000.0%CommonPGProcter & Gamble$0$719,330 ▼-100.0%00.0%Consumer StaplesPFEPfizer$0$301,788 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$216,019 ▼-100.0%00.0%MedicalFPAYFlexShopper$0$15,600 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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