§ 13F · FUND PROFILE
White & Co Financial Planning Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 19Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB STRATEGIC TR | 728K | $21M | 14.9% | −1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 808K | $21M | 14.6% | ±0% |
| 3 | SCHM | SCHWAB STRATEGIC TR | 437K | $14M | 9.5% | +1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 511K | $13M | 8.9% | −2% |
| 5 | SCHC | SCHWAB STRATEGIC TR | 262K | $12M | 8.6% | −2% |
| 6 | FLXR | TCW ETF TRUST | 260K | $10M | 7.2% | +12% |
| 7 | SCHI | SCHWAB STRATEGIC TR | 378K | $9M | 6.0% | +11% |
| 8 | SPLB | SPDR SER TR | 371K | $8M | 5.8% | +11% |
| 9 | SCHH | SCHWAB STRATEGIC TR | 279K | $6M | 4.2% | +11% |
| 10 | RWO | SPDR INDEX SHS FDS | 128K | $6M | 4.1% | +6% |
§ 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 $133 million in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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