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White & Co Financial Planning Inc — 13F Holdings & Portfolio

CIK 2039300 · latest 13F-HR filed 2026-05-06

Backtest portfolio

White & Co Financial Planning Inc manages $142.2M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHA (14.89%), SCHX (14.57%), SCHM (9.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 10, and trimmed 2.

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

$142.2M

Long-equity book

Holdings

20

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+1 / −0 / ↑10 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TCW ETF TRUST$1.0M +11.2%
  • SCHWAB STRATEGIC TR$767.5K +9.8%
  • SPDR INDEX SHS FDS$734.1K +20.0%
  • SCHWAB STRATEGIC TR$726.5K +13.8%
  • SPDR SER TR$701.0K +9.3%
Show all 10 →

Top Trims

  • ISHARES TR-$48.7K -16.8%
  • WISDOMTREE TR-$20.2K -9.1%
Show all 2 →

New Positions

  • PIMCO ETF TR$3.4M
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 SCHWAB STRATEGIC TR SCHA 808524607 $21.2M 14.89% 728,443 SH
2 SCHWAB STRATEGIC TR SCHX 808524201 $20.7M 14.57% 808,391 SH
3 SCHWAB STRATEGIC TR SCHM 808524508 $13.5M 9.51% 436,832 SH
4 SCHWAB STRATEGIC TR SCHF 808524805 $12.6M 8.89% 510,668 SH
5 SCHWAB STRATEGIC TR SCHC 808524888 $12.3M 8.63% 262,492 SH
6 TCW ETF TRUST FLXR 29287L700 $10.2M 7.17% 259,554 SH
7 SCHWAB STRATEGIC TR SCHI 808524698 $8.6M 6.02% 377,803 SH
8 SPDR SER TR SPLB 78464A367 $8.3M 5.80% 371,370 SH
9 SCHWAB STRATEGIC TR SCHH 808524847 $6.0M 4.22% 279,230 SH
10 SPDR INDEX SHS FDS RWO 78463X749 $5.9M 4.13% 128,441 SH
11 SPDR INDEX SHS FDS GNR 78463X541 $4.4M 3.09% 58,903 SH
12 SCHWAB STRATEGIC TR SCHE 808524706 $4.4M 3.07% 132,615 SH
13 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $3.4M 2.39% 71,097 SH
14 PIMCO ETF TR PYLD 72201R585 $3.4M 2.38% 129,060 SH
15 SCHWAB STRATEGIC TR SCHJ 808524714 $3.0M 2.10% 120,518 SH
16 ISHARES TR MUB 464288414 $1.9M 1.33% 17,793 SH
17 VANECK ETF TRUST MLN 92189F536 $1.9M 1.32% 107,754 SH
18 ISHARES TR SUB 464288158 $253.9K 0.18% 2,384 SH
19 ISHARES TR IVV 464287200 $241.7K 0.17% 370 SH
20 WISDOMTREE TR WTPI 97717X560 $200.7K 0.14% 6,291 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $142.2M 20 0002039300-26-000004
2025-12-31 2026-01-20 $133.8M 19 0002039300-26-000002