Notify me when Whitegate Investment Counselors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 67 | $320,046,981 | +$18,243,599 | -$3,170,947 | +$15,072,652 | BRKB, VUG, IWF, VB, VIG | 13F-HR | 10 Feb 2026, 13:56 |
| Q3 2025 | 65 | $303,782,587 | +$1,852,483 | -$7,826,091 | -$5,973,608 | BRKB, VUG, IWF, VB, VIG | 13F-HR | 23 Oct 2025, 08:26 |
| Q2 2025 | 67 | $294,519,117 | +$9,049,724 | -$8,478,647 | +$571,077 | BRKB, VUG, IWF, VB, VIG | 13F-HR | 08 Aug 2025, 10:23 |
| Q1 2025 | 65 | $281,750,887 | +$8,010,050 | -$17,634,568 | -$9,624,518 | BRKB, VUG, IWF, VB, VIG | 13F-HR | 28 Apr 2025, 11:50 |
| Q4 2024 | 64 | $291,696,296 | +$14,269,064 | -$82,948,777 | -$68,679,713 | BRKB, VUG, IWF, VB, VIG | 13F-HR | 10 Feb 2025, 10:29 |
| Q3 2024 | 65 | $376,884,480 | +$4,575,100 | -$6,107,252 | -$1,532,152 | BRKB, IWF, VB, VUG, VIG | 13F-HR | 04 Nov 2024, 12:13 |
| Q2 2024 | 64 | $352,327,576 | +$4,059,512 | -$3,899,429 | +$160,083 | BRKB, IWF, VUG, VB, VIG | 13F-HR | 30 Jul 2024, 13:57 |
| Q1 2024 | 61 | $355,036,603 | +$3,481,946 | -$983,665 | +$2,498,281 | BRKB, IWF, VB, VUG, VIG | 13F-HR | 02 May 2024, 11:53 |
| Q4 2023 | 61 | $327,912,795 | +$4,574,030 | -$2,619,805 | +$1,954,225 | BRKB, VB, IWF, VUG, SCHD | 13F-HR | 06 Feb 2024, 14:06 |
| Q3 2023 | 60 | $298,690,080 | +$6,552,668 | -$2,568,874 | +$3,983,794 | BRKB, VB, IWF, VUG, SCHD | 13F-HR | 03 Nov 2023, 13:05 |
| Q2 2023 | 61 | $304,665,861 | +$5,149,094 | -$24,666,024 | -$19,516,930 | BRKB, VB, IWF, VUG, VIG | 13F-HR | 02 Aug 2023, 13:08 |
| Q1 2023 | 61 | $309,685,412 | +$9,079,311 | -$2,491,017 | +$6,588,294 | BRKB, VB, IWF, SCHD, VUG | 13F-HR | 04 May 2023, 11:13 |
| Q4 2022 | 61 | $292,963,000 | +$21,690,374 | -$13,249,860 | +$8,440,514 | BRKB, VB, SCHD, IWF, VIG | 13F-HR | 31 Jan 2023, 13:57 |
| Q3 2022 | 59 | $264,016,000 | +$15,940,580 | -$4,358,398 | +$11,582,182 | BRKB, VB, SCHD, VIG, VUG | 13F-HR | 04 Nov 2022, 14:13 |
| Q2 2022 | 60 | $273,330,000 | +$29,453,891 | -$24,440,788 | +$5,013,103 | VB, BRKB, SCHD, VIG, VUG | 13F-HR | 28 Jul 2022, 10:54 |
| Q1 2022 | 65 | $313,460,000 | +$6,115,410 | -$9,383,699 | -$3,268,289 | BRKB, VB, VUG, IWF, VIG | 13F-HR | 03 May 2022, 12:21 |
| Q4 2021 | 64 | $331,266,000 | +$35,556,251 | -$439,703,029 | -$404,146,778 | VB, BRKB, VUG, IWF, VIG | 13F-HR | 03 Feb 2022, 14:28 |
| Q3 2021 | 226 | $704,832,000 | +$17,237,042 | -$14,307,700 | +$2,929,342 | VB, BRKB, AAPL, VUG, VIG | 13F-HR | 15 Oct 2021, 09:40 |
| Q2 2021 | 224 | $706,034,000 | +$62,350,208 | -$45,212,176 | +$17,138,032 | VB, BRKB, AAPL, VIG, VUG | 13F-HR | 20 Jul 2021, 10:36 |
| Q1 2021 | 214 | $655,810,000 | +$20,650,270 | -$14,945,885 | +$5,704,385 | VB, BRKB, VIG, AAPL, VUG | 13F-HR | 14 Apr 2021, 12:01 |
| Q4 2020 | 211 | $617,589,000 | +$65,197,162 | -$45,290,380 | +$19,906,782 | VB, BRKB, AAPL, VIG, VUG | 13F-HR | 25 Jan 2021, 10:02 |
| Q3 2020 | 200 | $548,350,000 | +$40,763,465 | -$12,844,648 | +$27,918,817 | BRKB, AAPL, AGG, VIG, VB | 13F-HR | 09 Oct 2020, 13:15 |
| Q2 2020 | 194 | $500,165,000 | +$54,328,130 | -$35,724,097 | +$18,604,033 | BRKB, AAPL, VB, VIG, AGG | 13F-HR | 14 Jul 2020, 14:00 |
| Q1 2020 | 179 | $412,247,000 | +$40,967,242 | -$80,277,339 | -$39,310,097 | BRKB, VIG, AAPL, SCHD, SHY | 13F-HR | 15 Apr 2020, 15:03 |
| Q4 2019 | 203 | $551,086,000 | +$48,755,444 | -$39,612,364 | +$9,143,080 | BRKB, VCSH, VIG, AAPL, SCHD | 13F-HR | 13 Jan 2020, 19:57 |
| Q3 2019 | 197 | $509,543,000 | +$25,141,685 | -$9,767,798 | +$15,373,887 | BRKB, VCSH, VIG, SCHD, SDY | 13F-HR | 25 Oct 2019, 11:57 |
| Q2 2019 | 197 | $490,120,000 | +$6,352,366 | -$14,133,344 | -$7,780,978 | BRKB, VCSH, VIG, SCHD, SDY | 13F-HR | 26 Jul 2019, 14:41 |
| Q1 2019 | 198 | $483,067,000 | +$18,003,052 | -$9,842,073 | +$8,160,979 | BRKB, VCSH, VIG, SDY, SCHD | 13F-HR | 29 Apr 2019, 15:16 |
| Q4 2018 | 194 | $432,494,000 | +$23,039,787 | -$21,074,361 | +$1,965,426 | BRKB, VCSH, VIG, SDY, SCHD | 13F-HR | 29 Jan 2019, 16:05 |
| Q3 2018 | 174 | $490,105,000 | +$8,141,851 | -$39,948,242 | -$31,806,391 | BRKB, VCSH, VIG, ARA, AAPL | 13F-HR | 24 Oct 2018, 11:16 |
| Q2 2018 | 197 | $489,382,000 | +$36,818,704 | -$19,793,086 | +$17,025,618 | VCSH, BRKB, IWP, SCHH, VIG | 13F-HR | 30 Jul 2018, 14:50 |
| Q1 2018 | 195 | $469,032,000 | +$15,503,647 | -$17,761,012 | -$2,257,365 | VCSH, BRKB, VIG, SDY, ARA | 13F-HR | 23 Apr 2018, 10:01 |
| Q4 2017 | 179 | $478,993,000 | +$11,452,977 | -$7,226,535 | +$4,226,442 | VCSH, BRKB, SDY, VIG, AGG | 13F-HR | 24 Jan 2018, 15:53 |
| Q3 2017 | 178 | $453,232,000 | +$16,017,754 | -$16,279,302 | -$261,548 | VCSH, BRKB, SDY, VIG, AGG | 13F-HR | 19 Oct 2017, 16:32 |
| Q2 2017 | 174 | $442,431,000 | +$25,639,698 | -$11,024,715 | +$14,614,983 | VCSH, BRKB, SDY, ARA, AGG | 13F-HR | 27 Jul 2017, 10:30 |
| Q1 2017 | 172 | $416,287,000 | +$41,410,324 | -$14,792,939 | +$26,617,385 | BRKB, VCSH, SDY, VIG, AGG | 13F-HR | 26 Apr 2017, 15:27 |
| Q4 2016 | 159 | $373,742,000 | +$12,737,164 | -$11,682,263 | +$1,054,901 | BRKB, VCSH, SDY, AGG, VIG | 13F-HR | 09 Feb 2017, 15:03 |
| Q3 2016 | 155 | $367,879,000 | +$18,076,264 | -$15,551,989 | +$2,524,275 | VCSH, BRKB, SDY, AGG, VIG | 13F-HR | 25 Oct 2016, 11:31 |
| Q2 2016 | 153 | $360,104,000 | $0 | $0 | $0 | VCSH, BRKB, SDY, AGG, VIG | 13F-HR | 09 Aug 2016, 15:38 |
| Q1 2014 | 149 | $268,579,000 | $0 | $0 | $0 | BRKB, VCSH, SDY, VIG, VUG | 13F-HR | 05 May 2016, 11:23 |