White & Co Financial Planning Inc
CIK 2039300 · View on SEC EDGAR ↗
- Portfolio value
- $161.4M
- Positions
- 20
- As of
- June 30, 2026
#7,151 of 9,443 by 13F value · top 75.7%
Portfolio value QoQ: +13.5% 13F does not disclose cash
- Top 10 holdings weight
- 84.78%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 17
- Effective number of positions
- 11.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.51% Est. buys $5,979,480 · sells $767,944
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 18
- Decreased
- 1
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 20 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHA | $25,550,715 | 15.83% | 707,188 | $4,367,579 | Down ×4 | ||
| SCHX | $24,005,565 | 14.87% | 815,684 | $3,278,408 | Up ×1 | ||
| SCHM | $16,211,451 | 10.04% | 439,692 | $2,687,146 | Up ×2 | ||
| SCHF | $14,211,899 | 8.80% | 513,065 | $1,572,859 | Up ×1 | ||
| SCHC | $12,773,881 | 7.91% | 265,459 | $505,008 | Up ×1 | ||
| FLXR TCW Flexible Income ETF | $11,799,123 | 7.31% | 300,921 | $1,606,424 | Up ×2 | ||
| SCHI | $9,675,936 | 5.99% | 427,382 | $1,107,357 | Up ×2 | ||
| SPLB | $9,452,226 | 5.86% | 421,974 | $1,200,389 | Up ×2 | ||
| SCHH | $6,661,507 | 4.13% | 281,314 | $660,848 | Up ×2 | ||
| RWO | $6,520,124 | 4.04% | 131,163 | $641,380 | Up ×2 | ||
| SCHE | $4,839,134 | 3.00% | 133,457 | $469,473 | Up ×2 | ||
| GNR | $3,979,097 | 2.47% | 59,116 | $-419,190 | Up ×1 | ||
| JPIB | $3,766,534 | 2.33% | 77,901 | $366,687 | Up ×2 | ||
| Unknown issuer (CUSIP: 72201r585) | $3,701,290 | 2.29% | 139,566 | $319,918 | Up ×1 | ||
| SCHJ | $3,484,284 | 2.16% | 141,293 | $504,482 | Up ×2 | ||
| MLN | $2,027,329 | 1.26% | 114,023 | $148,099 | Up ×2 | ||
| MUB | $2,012,494 | 1.25% | 18,700 | $123,767 | Up ×2 | ||
| IVV | $277,089 | 0.17% | 370 | $35,401 | |||
| SUB | $256,167 | 0.16% | 2,406 | $2,271 | Up ×2 | ||
| WTPI | $217,660 | 0.13% | 6,638 | $16,914 | Up ×1 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHA | Trimmed | -21K | +$4.4M |
| SCHX | Bought more | +7K | +$3.3M |
| SCHM | Bought more | +3K | +$2.7M |
| FLXR | Bought more | +41K | +$1.6M |
| SCHF | Bought more | +2K | +$1.6M |
| SPLB | Bought more | +51K | +$1.2M |
| SCHI | Bought more | +50K | +$1.1M |
| SCHH | Bought more | +2K | +$661K |
| RWO | Bought more | +3K | +$641K |
| SCHC | Bought more | +3K | +$505K |