# EDGAR Filing Document

**Accession Number:** 0001667102
**File Stem:** 0001667102-25-000006
**Filing Date:** 2025-10
**Character Count:** 10513
**Document Hash:** 12940f5b355606d557ac070a51f6f442
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667102-25-000006.hdr.sgml**: 20251023

**ACCESSION NUMBER**: 0001667102-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251023

**DATE AS OF CHANGE**: 20251023

**EFFECTIVENESS DATE**: 20251023

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Whitegate Investment Counselors, Inc.
- **CENTRAL INDEX KEY:** 0001667102

**ORGANIZATION NAME:**
- **EIN:** 020452405
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17427
- **FILM NUMBER:** 251411478

**BUSINESS ADDRESS:**
- **STREET 1:** 143 N. MAIN ST.
- **STREET 2:** SUITE 203
- **CITY:** CONCORD
- **STATE:** NH
- **ZIP:** 03301
- **BUSINESS PHONE:** 6032285471

**MAIL ADDRESS:**
- **STREET 1:** 143 N. MAIN ST.
- **STREET 2:** SUITE 203
- **CITY:** CONCORD
- **STATE:** NH
- **ZIP:** 03301

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Taylor, Cottrill, Erickson & Associates, Inc.
- **DATE OF NAME CHANGE:** 20160216

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Whitegate Investment Counselors Inc.<br>**Address:** 143 N. MAIN ST.<br>SUITE 203<br>CONCORD, NH 03301

**Form 13F File Number:** 028-17427

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Paulette W Wolfe<br>**Title:** President<br>**Phone:** 6032285471

**Signature, Place, and Date of Signing:**

Paulette W Wolfe  Concord, NH  10-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $303782587

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Berkshire Hathaway Cl B | Class B | 084670702 |  | 35092257 | 69802 | SH |  | SOLE |  | 0 | 0 | 69802 |
| Vanguard Growth | Common | 922908736 |  | 24327340 | 50723 | SH |  | SOLE |  | 0 | 0 | 50723 |
| iShares Tr Russell 1000 Growth | Common | 464287614 |  | 22256093 | 47514 | SH |  | SOLE |  | 0 | 0 | 47514 |
| Vanguard Small Cap | Common | 922908751 |  | 20182469 | 79371 | SH |  | SOLE |  | 0 | 0 | 79371 |
| Vanguard Div Appreciation | Common | 921908844 |  | 19034625 | 88209 | SH |  | SOLE |  | 0 | 0 | 88209 |
| Vanguard Value | Common | 922908744 |  | 15394839 | 82550 | SH |  | SOLE |  | 0 | 0 | 82550 |
| Vanguard FTSE Developed Mkts | Common | 921943858 |  | 15139961 | 252669 | SH |  | SOLE |  | 0 | 0 | 252669 |
| Schwab US Div Equity Etf | Common | 808524797 |  | 14160375 | 518695 | SH |  | SOLE |  | 0 | 0 | 518695 |
| iShares Russell Midcap Growth | Common | 464287481 |  | 11204371 | 78676 | SH |  | SOLE |  | 0 | 0 | 78676 |
| Vanguard Mid Cap | Common | 922908629 |  | 8955736 | 30489 | SH |  | SOLE |  | 0 | 0 | 30489 |
| Vanguard Corp Bond  Short Term | Common | 92206C409 |  | 8845201 | 110661 | SH |  | SOLE |  | 0 | 0 | 110661 |
| iShares Tr Msci Eafe Fd | Common | 464287465 |  | 8612729 | 92243 | SH |  | SOLE |  | 0 | 0 | 92243 |
| Vanguard Sh-Term Inf | Common | 922020805 |  | 8488750 | 167662 | SH |  | SOLE |  | 0 | 0 | 167662 |
| Spdr S Dividend Etf | Common | 78464A763 |  | 7422506 | 52998 | SH |  | SOLE |  | 0 | 0 | 52998 |
| JPMorgan Ultra Short Muni Inco | Common | 46641Q654 |  | 7411263 | 145205 | SH |  | SOLE |  | 0 | 0 | 145205 |
| Vanguard Small Cap Value | Common | 922908611 |  | 6841190 | 32778 | SH |  | SOLE |  | 0 | 0 | 32778 |
| iShares New York Muni | Common | 464288323 |  | 4937543 | 92550 | SH |  | SOLE |  | 0 | 0 | 92550 |
| Berkshire Hathaway Cl A | Class A | 084670108 |  | 4525200 | 6 | SH |  | SOLE |  | 0 | 0 | 6 |
| Vanguard Mid Cap Value | Common | 922908512 |  | 4497548 | 25762 | SH |  | SOLE |  | 0 | 0 | 25762 |
| iShares Russell Midcap | Common | 464287499 |  | 4404124 | 45615 | SH |  | SOLE |  | 0 | 0 | 45615 |
| iShares Tr Russell 2000 Value | Common | 464287630 |  | 4352984 | 24620 | SH |  | SOLE |  | 0 | 0 | 24620 |
| Vanguard Reit | Common | 922908553 |  | 4044703 | 44243 | SH |  | SOLE |  | 0 | 0 | 44243 |
| iShares US Real Estate | Common | 464287739 |  | 3419410 | 35223 | SH |  | SOLE |  | 0 | 0 | 35223 |
| Jpmorgan Municipal Etf | Common | 46641Q647 |  | 2943663 | 58325 | SH |  | SOLE |  | 0 | 0 | 58325 |
| iShares Russell Midcap Value | Common | 464287473 |  | 2767840 | 19817 | SH |  | SOLE |  | 0 | 0 | 19817 |
| Schwab US Broad Market | Common | 808524102 |  | 2702323 | 105107 | SH |  | SOLE |  | 0 | 0 | 105107 |
| SPDR S 600 Sm Cap Gro | Common | 78464A201 |  | 2643656 | 28032 | SH |  | SOLE |  | 0 | 0 | 28032 |
| iShares Tr Russell 2000 Growth | Common | 464287648 |  | 2514027 | 7855 | SH |  | SOLE |  | 0 | 0 | 7855 |
| SPDR S MidCap 400 ETF | Common | 78467Y107 |  | 2473525 | 4150 | SH |  | SOLE |  | 0 | 0 | 4150 |
| Jpmorgan Core Plus Bond | Common | 46641Q670 |  | 1929275 | 40574 | SH |  | SOLE |  | 0 | 0 | 40574 |
| Vanguard Intl Eqty Index/FTSE | Common | 922042775 |  | 1857392 | 26025 | SH |  | SOLE |  | 0 | 0 | 26025 |
| Vanguard Shrt Tax Exempt | Common | 921935870 |  | 1771457 | 17380 | SH |  | SOLE |  | 0 | 0 | 17380 |
| Vanguard Small Cap Grwth | Common | 922908595 |  | 1439896 | 4838 | SH |  | SOLE |  | 0 | 0 | 4838 |
| iShares Russell 1000 Val | Common | 464287598 |  | 1319060 | 6479 | SH |  | SOLE |  | 0 | 0 | 6479 |
| iShares Tr Russell 1000 Index | Common | 464287622 |  | 1294896 | 3543 | SH |  | SOLE |  | 0 | 0 | 3543 |
| iShares Tr Russell 2000 Index | Common | 464287655 |  | 1219048 | 5038 | SH |  | SOLE |  | 0 | 0 | 5038 |
| Vanguard Mid Cap Growth | Common | 922908538 |  | 1142251 | 3888 | SH |  | SOLE |  | 0 | 0 | 3888 |
| Marathon Pete Corp | Common | 56585A102 |  | 987530 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| Apple Inc | Common | 037833100 |  | 876032 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| Microsoft Corp | Common | 594918104 |  | 791998 | 1529 | SH |  | SOLE |  | 0 | 0 | 1529 |
| iShares Tr Cohen  Steer | Common | 464287564 |  | 790277 | 12825 | SH |  | SOLE |  | 0 | 0 | 12825 |
| iShares Tr 1-3 Yr Treas Bond | Common | 464287457 |  | 754601 | 9096 | SH |  | SOLE |  | 0 | 0 | 9096 |
| Vanguard S 500 Etf | Common | 922908363 |  | 746289 | 1219 | SH |  | SOLE |  | 0 | 0 | 1219 |
| Netflix Inc | Common | 64110L106 |  | 719352 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| SPDR Nuveen Barclays Short Ter | Common | 78468R739 |  | 628307 | 13030 | SH |  | SOLE |  | 0 | 0 | 13030 |
| iShares Core US Aggregate | Common | 464287226 |  | 586255 | 5848 | SH |  | SOLE |  | 0 | 0 | 5848 |
| Cbre Group Inc | Common | 12504L109 |  | 544370 | 3455 | SH |  | SOLE |  | 0 | 0 | 3455 |
| Amazon Com Inc | Common | 023135106 |  | 526968 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| Broadcom Inc | Common | Y0486S104 |  | 429413 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| Trex Company Inc | Common | 89531P105 |  | 418527 | 8100 | SH |  | SOLE |  | 0 | 0 | 8100 |
| iShares California Muni | Common | 464288356 |  | 362204 | 6350 | SH |  | SOLE |  | 0 | 0 | 6350 |
| Vanguard Mega Cap Etf | Common | 921910873 |  | 330742 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| iShares National Muni Bond | Common | 464288414 |  | 294445 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| Lemaitre Vascular Inc | Common | 525558201 |  | 288622 | 3298 | SH |  | SOLE |  | 0 | 0 | 3298 |
| Vanguard ESSG US Stock | Common | 921910733 |  | 280273 | 2366 | SH |  | SOLE |  | 0 | 0 | 2366 |
| iShares ESG Screened S 500 | Common | 46436E569 |  | 271217 | 5264 | SH |  | SOLE |  | 0 | 0 | 5264 |
| Exxon Mobil Corporation | Common | 30231G102 |  | 247298 | 2193 | SH |  | SOLE |  | 0 | 0 | 2193 |
| SPDR Portfolio S 600 Sm Cap | Common | 78468R853 |  | 238780 | 5155 | SH |  | SOLE |  | 0 | 0 | 5155 |
| Vanguard Short Term | Common | 92206C102 |  | 230398 | 3915 | SH |  | SOLE |  | 0 | 0 | 3915 |
| Ishares Esg Advnc Ttl | Common | 46436E619 |  | 226188 | 5150 | SH |  | SOLE |  | 0 | 0 | 5150 |
| Abbvie Inc | Common | 00287Y109 |  | 222278 | 960 | SH |  | SOLE |  | 0 | 0 | 960 |
| Vanguard Msci Emerging | Common | 922042858 |  | 217454 | 4014 | SH |  | SOLE |  | 0 | 0 | 4014 |
| Orion Marine Group Inc | Common | 68628V308 |  | 123136 | 14800 | SH |  | SOLE |  | 0 | 0 | 14800 |
| Newell Brands Inc | Common | 651229106 |  | 75614 | 14430 | SH |  | SOLE |  | 0 | 0 | 14430 |
| Hypersolar Inc | Common | 44915H104 |  | 4493 | 146833 | SH |  | SOLE |  | 0 | 0 | 146833 |
| Adelphia Commun Cp Clxxx | Common | 006ESC917 |  | 0 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |

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