§ 13F · FUND PROFILE
White & Co Financial Planning Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.0T (13F)Positions · 19Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 811K | $21.8T | 16.3% | ±0% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 737K | $21.0T | 15.7% | ±0% |
| 3 | SCHM | SCHWAB STRATEGIC TR | 432K | $13.0T | 9.7% | ±0% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 523K | $12.6T | 9.4% | ±0% |
| 5 | SCHC | SCHWAB STRATEGIC TR | 267K | $12.1T | 9.1% | ±0% |
| 6 | FLXR | TCW ETF TRUST | 231K | $9.2T | 6.9% | ±0% |
| 7 | SCHI | SCHWAB STRATEGIC TR | 340K | $7.8T | 5.8% | ±0% |
| 8 | SPLB | SPDR SER TR | 334K | $7.6T | 5.6% | ±0% |
| 9 | RWO | SPDR INDEX SHS FDS | 121K | $5.4T | 4.1% | ±0% |
| 10 | SCHH | SCHWAB STRATEGIC TR | 252K | $5.3T | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITE SIGNAL
AC read
White & Co Financial Planning Inc is a Other fund managing $125047.6 trillion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed