B&D White Capital Company, LLC — 13F Holdings & Portfolio
CIK 1752523 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$808.8M
Long-equity book
Holdings
74
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+12 / −10 / ↑25 / ↓22
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$30.2M +84.0%
- DIMENSIONAL ETF TRUST$18.7M +808.6%
- AMERICAN CENTY ETF TR$11.7M +96.7%
- AMERICAN CENTY ETF TR$8.3M +137.5%
- AMERICAN CENTY ETF TR$8.2M +64.4%
Top Trims
- SCHWAB STRATEGIC TR-$20.9M -71.3%
- VANGUARD INDEX FDS-$18.9M -83.7%
- ISHARES TR-$18.4M -81.5%
- ISHARES TR-$16.9M -33.7%
- INVESCO EXCH TRADED FD TR II-$10.2M -39.1%
New Positions
- ABBOTT LABORATORIES$2.4M
- TAIWAN SEMICONDUCTOR MANUFAC$2.1M
- QUALCOMM INC$1.5M
- META PLATFORMS INC$897.7K
- BLACKSTONE INC$701.4K
Exited Positions
- ISHARES TR$13.8M
- FIDELITY COVINGTON TRUST$11.5M
- BERKSHIRE HATHAWAY INC DEL$10.6M
- BLACKROCK ETF TRUST$7.1M
- LOCKHEED MARTIN CORP$4.5M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $153.6M | 18.99% | 737,383 | SH |
| 2 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $81.4M | 10.07% | 732,440 | SH |
| 3 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $66.1M | 8.17% | 820,112 | SH |
| 4 | ISHARES TR | ILCG | 464287119 | $33.2M | 4.10% | 347,434 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $32.9M | 4.07% | 847,888 | SH |
| 6 | VANGUARD INDEX FDS | VTI | 922908769 | $32.3M | 3.99% | 100,649 | SH |
| 7 | ISHARES TR | IWF | 464287614 | $31.6M | 3.91% | 74,084 | SH |
| 8 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $26.9M | 3.33% | 359,416 | SH |
| 9 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $26.1M | 3.23% | 307,612 | SH |
| 10 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $23.8M | 2.94% | 238,274 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $21.0M | 2.60% | 587,710 | SH |
| 12 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $20.8M | 2.58% | 258,639 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $17.2M | 2.13% | 326,700 | SH |
| 14 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $15.8M | 1.95% | 66,498 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $14.5M | 1.79% | 425,376 | SH |
| 16 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $14.3M | 1.77% | 129,604 | SH |
| 17 | AMERICAN CENTY ETF TR | AVES | 025072372 | $13.8M | 1.71% | 230,797 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $13.5M | 1.67% | 381,045 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $13.3M | 1.64% | 186,312 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $10.8M | 1.33% | 276,678 | SH |
| 21 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $10.1M | 1.25% | 140,042 | SH |
| 22 | INVESCO QQQ TR | QQQ | 46090E103 | $9.5M | 1.17% | 16,415 | SH |
| 23 | VANGUARD STAR FDS | VXUS | 921909768 | $9.4M | 1.16% | 121,428 | SH |
| 24 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $8.8M | 1.08% | 140,853 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.4M | 1.04% | 288,801 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $8.4M | 1.03% | 242,203 | SH |
| 27 | AMERICAN CENTY ETF TR | AVMV | 025072133 | $8.2M | 1.01% | 110,488 | SH |
| 28 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $5.8M | 0.72% | 140,692 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $5.8M | 0.72% | 165,274 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $4.9M | 0.61% | 78,515 | SH |
| 31 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $4.5M | 0.56% | 53,508 | SH |
| 32 | AMERICAN CENTY ETF TR | AVNM | 025072174 | $4.2M | 0.52% | 55,743 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $4.2M | 0.52% | 6,383 | SH |
| 34 | AMERICAN CENTY ETF TR | AVGV | 025072216 | $4.0M | 0.49% | 51,228 | SH |
| 35 | AMERICAN CENTY ETF TR | AVGE | 025072232 | $3.9M | 0.48% | 43,782 | SH |
| 36 | VANGUARD INDEX FDS | VUG | 922908736 | $3.7M | 0.46% | 8,442 | SH |
| 37 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $2.9M | 0.36% | 63,003 | SH |
| 38 | ISHARES TR | IDEV | 46435G326 | $2.6M | 0.32% | 30,765 | SH |
| 39 | APPLE INC | AAPL | 037833100 | $2.5M | 0.31% | 9,913 | SH |
| 40 | ISHARES TR | IVE | 464287408 | $2.5M | 0.31% | 11,691 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.4M | 0.30% | 3,752 | SH |
| 42 | ABBOTT LABORATORIES | ABT | 002824100 | $2.4M | 0.30% | 23,500 | SH |
| 43 | FIRST TR EXCHANGE-TRADED FD | QTEC | 337345102 | $2.4M | 0.30% | 11,147 | SH |
| 44 | ISHARES TR | EFA | 464287465 | $2.4M | 0.30% | 24,691 | SH |
| 45 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.1M | 0.26% | 6,266 | SH |
| 46 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 0.24% | 5,237 | SH |
| 47 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $1.8M | 0.22% | 40,331 | SH |
| 48 | ISHARES INC | IEMG | 46434G103 | $1.7M | 0.21% | 24,447 | SH |
| 49 | QUALCOMM INC | QCOM | 747525103 | $1.5M | 0.19% | 11,800 | SH |
| 50 | VANGUARD INDEX FDS | VO | 922908629 | $1.5M | 0.19% | 5,212 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $808.8M | 74 | 0001172661-26-001804 |
| 2025-12-31 | 2026-02-13 | $863.2M | 72 | 0001172661-26-000786 |
| 2025-09-30 | 2025-10-23 | $780.7M | 74 | 0001172661-25-004402 |