White & Co Financial Planning Inc 13F Holdings · Q2 2026
White & Co Financial Planning Inc reported 20 securities worth $161.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHA (15.83%), SCHX (14.87%), SCHM (10.04%). Among its top 25 positions this quarter: 18 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB STRATEGIC TR | $25.6M | 15.83% | 707,188 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $24.0M | 14.87% | 815,684 | Added |
| 3 | SCHM | SCHWAB STRATEGIC TR | $16.2M | 10.04% | 439,692 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $14.2M | 8.80% | 513,065 | Added |
| 5 | SCHC | SCHWAB STRATEGIC TR | $12.8M | 7.91% | 265,459 | Added |
| 6 | FLXR | TCW ETF TRUST | $11.8M | 7.31% | 300,921 | Added |
| 7 | SCHI | SCHWAB STRATEGIC TR | $9.7M | 5.99% | 427,382 | Added |
| 8 | SPLB | SPDR SER TR | $9.5M | 5.86% | 421,974 | Added |
| 9 | SCHH | SCHWAB STRATEGIC TR | $6.7M | 4.13% | 281,314 | Added |
| 10 | RWO | SPDR INDEX SHS FDS | $6.5M | 4.04% | 131,163 | Added |
| 11 | SCHE | SCHWAB STRATEGIC TR | $4.8M | 3.00% | 133,457 | Added |
| 12 | GNR | SPDR INDEX SHS FDS | $4.0M | 2.47% | 59,116 | Added |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | $3.8M | 2.33% | 77,901 | Added |
| 14 | PYLD | PIMCO ETF TR | $3.7M | 2.29% | 139,566 | Added |
| 15 | SCHJ | SCHWAB STRATEGIC TR | $3.5M | 2.16% | 141,293 | Added |
| 16 | MLN | VANECK ETF TRUST | $2.0M | 1.26% | 114,023 | Added |
| 17 | MUB | ISHARES TR | $2.0M | 1.25% | 18,700 | Added |
| 18 | IVV | ISHARES TR | $277,089 | 0.17% | 370 | Hold |
| 19 | SUB | ISHARES TR | $256,167 | 0.16% | 2,406 | Added |
| 20 | WTPI | WISDOMTREE TR | $217,660 | 0.13% | 6,638 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR