Filed: 10/23/2025ACC: 0001667102-25-000006
📋 What this filing means
WHITEGATE INVESTMENT COUNSELORS, INC. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $303.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$303.78M
Total AUM (reported)
2.89M
Total Shares
Allocation by class
COMMON$264.17M87.0%
CLASS B$35.09M11.6%
CLASS A$4.53M1.5%
Portfolio Concentration
Top 3$81.68M26.9%
4–10$104.07M34.3%
11–25$83.51M27.5%
Rest$34.52M11.4%
Top 3 weight
26.9%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
Berkshire Hathaway Cl B
SOLEShares69.80K
TypeSH
Market value$35.09M
11.55%
Sole
0.00
Shared
0.00
None
69.80K
Vanguard Growth
SOLEShares50.72K
TypeSH
Market value$24.33M
8.01%
Sole
0.00
Shared
0.00
None
50.72K
iShares Tr Russell 1000 Growth
SOLEShares47.51K
TypeSH
Market value$22.26M
7.33%
Sole
0.00
Shared
0.00
None
47.51K
Vanguard Small Cap
SOLEShares79.37K
TypeSH
Market value$20.18M
6.64%
Sole
0.00
Shared
0.00
None
79.37K
Vanguard Div Appreciation
SOLEShares88.21K
TypeSH
Market value$19.03M
6.27%
Sole
0.00
Shared
0.00
None
88.21K
Vanguard Value
SOLEShares82.55K
TypeSH
Market value$15.39M
5.07%
Sole
0.00
Shared
0.00
None
82.55K
Vanguard FTSE Developed Mkts
SOLEShares252.67K
TypeSH
Market value$15.14M
4.98%
Sole
0.00
Shared
0.00
None
252.67K
Schwab US Div Equity Etf
SOLEShares518.70K
TypeSH
Market value$14.16M
4.66%
Sole
0.00
Shared
0.00
None
518.70K
iShares Russell Midcap Growth
SOLEShares78.68K
TypeSH
Market value$11.20M
3.69%
Sole
0.00
Shared
0.00
None
78.68K
Vanguard Mid Cap
SOLEShares30.49K
TypeSH
Market value$8.96M
2.95%
Sole
0.00
Shared
0.00
None
30.49K
Vanguard Corp Bond Short Term
SOLEShares110.66K
TypeSH
Market value$8.85M
2.91%
Sole
0.00
Shared
0.00
None
110.66K
iShares Tr Msci Eafe Fd
SOLEShares92.24K
TypeSH
Market value$8.61M
2.84%
Sole
0.00
Shared
0.00
None
92.24K
Vanguard Sh-Term Inf
SOLEShares167.66K
TypeSH
Market value$8.49M
2.79%
Sole
0.00
Shared
0.00
None
167.66K
Spdr S&P Dividend Etf
SOLEShares53K
TypeSH
Market value$7.42M
2.44%
Sole
0.00
Shared
0.00
None
53K
JPMorgan Ultra Short Muni Inco
SOLEShares145.21K
TypeSH
Market value$7.41M
2.44%
Sole
0.00
Shared
0.00
None
145.21K
Vanguard Small Cap Value
SOLEShares32.78K
TypeSH
Market value$6.84M
2.25%
Sole
0.00
Shared
0.00
None
32.78K
iShares New York Muni
SOLEShares92.55K
TypeSH
Market value$4.94M
1.63%
Sole
0.00
Shared
0.00
None
92.55K
Berkshire Hathaway Cl A
SOLEShares6.00
TypeSH
Market value$4.53M
1.49%
Sole
0.00
Shared
0.00
None
6.00
Vanguard Mid Cap Value
SOLEShares25.76K
TypeSH
Market value$4.50M
1.48%
Sole
0.00
Shared
0.00
None
25.76K
iShares Russell Midcap
SOLEShares45.62K
TypeSH
Market value$4.40M
1.45%
Sole
0.00
Shared
0.00
None
45.62K
iShares Tr Russell 2000 Value
SOLEShares24.62K
TypeSH
Market value$4.35M
1.43%
Sole
0.00
Shared
0.00
None
24.62K
Vanguard Reit
SOLEShares44.24K
TypeSH
Market value$4.04M
1.33%
Sole
0.00
Shared
0.00
None
44.24K
iShares US Real Estate
SOLEShares35.22K
TypeSH
Market value$3.42M
1.13%
Sole
0.00
Shared
0.00
None
35.22K
Jpmorgan Municipal Etf
SOLEShares58.33K
TypeSH
Market value$2.94M
0.97%
Sole
0.00
Shared
0.00
None
58.33K
iShares Russell Midcap Value
SOLEShares19.82K
TypeSH
Market value$2.77M
0.91%
Sole
0.00
Shared
0.00
None
19.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | Class B | 69.80K | SH | $35.09M 11.55% | 0.00 | 0.00 | 69.80K |
Vanguard GrowthSOLE | Common | 50.72K | SH | $24.33M 8.01% | 0.00 | 0.00 | 50.72K |
iShares Tr Russell 1000 GrowthSOLE | Common | 47.51K | SH | $22.26M 7.33% | 0.00 | 0.00 | 47.51K |
Vanguard Small CapSOLE | Common | 79.37K | SH | $20.18M 6.64% | 0.00 | 0.00 | 79.37K |
Vanguard Div AppreciationSOLE | Common | 88.21K | SH | $19.03M 6.27% | 0.00 | 0.00 | 88.21K |
Vanguard ValueSOLE | Common | 82.55K | SH | $15.39M 5.07% | 0.00 | 0.00 | 82.55K |
Vanguard FTSE Developed MktsSOLE | Common | 252.67K | SH | $15.14M 4.98% | 0.00 | 0.00 | 252.67K |
Schwab US Div Equity EtfSOLE | Common | 518.70K | SH | $14.16M 4.66% | 0.00 | 0.00 | 518.70K |
iShares Russell Midcap GrowthSOLE | Common | 78.68K | SH | $11.20M 3.69% | 0.00 | 0.00 | 78.68K |
Vanguard Mid CapSOLE | Common | 30.49K | SH | $8.96M 2.95% | 0.00 | 0.00 | 30.49K |
Vanguard Corp Bond Short TermSOLE | Common | 110.66K | SH | $8.85M 2.91% | 0.00 | 0.00 | 110.66K |
iShares Tr Msci Eafe FdSOLE | Common | 92.24K | SH | $8.61M 2.84% | 0.00 | 0.00 | 92.24K |
Vanguard Sh-Term InfSOLE | Common | 167.66K | SH | $8.49M 2.79% | 0.00 | 0.00 | 167.66K |
Spdr S&P Dividend EtfSOLE | Common | 53K | SH | $7.42M 2.44% | 0.00 | 0.00 | 53K |
JPMorgan Ultra Short Muni IncoSOLE | Common | 145.21K | SH | $7.41M 2.44% | 0.00 | 0.00 | 145.21K |
Vanguard Small Cap ValueSOLE | Common | 32.78K | SH | $6.84M 2.25% | 0.00 | 0.00 | 32.78K |
iShares New York MuniSOLE | Common | 92.55K | SH | $4.94M 1.63% | 0.00 | 0.00 | 92.55K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.53M 1.49% | 0.00 | 0.00 | 6.00 |
Vanguard Mid Cap ValueSOLE | Common | 25.76K | SH | $4.50M 1.48% | 0.00 | 0.00 | 25.76K |
iShares Russell MidcapSOLE | Common | 45.62K | SH | $4.40M 1.45% | 0.00 | 0.00 | 45.62K |
iShares Tr Russell 2000 ValueSOLE | Common | 24.62K | SH | $4.35M 1.43% | 0.00 | 0.00 | 24.62K |
Vanguard ReitSOLE | Common | 44.24K | SH | $4.04M 1.33% | 0.00 | 0.00 | 44.24K |
iShares US Real EstateSOLE | Common | 35.22K | SH | $3.42M 1.13% | 0.00 | 0.00 | 35.22K |
Jpmorgan Municipal EtfSOLE | Common | 58.33K | SH | $2.94M 0.97% | 0.00 | 0.00 | 58.33K |
iShares Russell Midcap ValueSOLE | Common | 19.82K | SH | $2.77M 0.91% | 0.00 | 0.00 | 19.82K |
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