B&D White Capital Company, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), B&D White Capital Company, LLC reported 94 stock positions worth $1.0 billion. Its top holding was Avantis U.S. Equity ETF (AVUS) at 9.4% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 8.2%) and iShares Morningstar Growth E (ILCG, 5.5%). Compared with Q1 2026, it opened 28 new positions, sold out of 8, added to 31 and reduced 22. The biggest buy was Microsoft (MSFT, shares +2162%) and the biggest sale Amazon.com (AMZN, shares −99%).

Most Recent 13F
Q2 2026
Location
Lakeway, TX
CIK
0001752523
Portfolio Value
$1.0B (Q2 2026)
SEC Filing
0001172661-26-002977 ↗ filed Jul 31, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $450.1M Q1 2024 Q2 2024: $478.6M Q2 2024 Q3 2024: $580.2M Q3 2024 Q4 2024: $593.5M Q4 2024 Q1 2025: $678.3M Q1 2025 Q2 2025: $656.7M Q2 2025 Q3 2025: $780.7M Q3 2025 Q4 2025: $863.2M Q4 2025 Q1 2026: $808.8M Q1 2026 Q2 2026: $1.0B $1.0B Q2 2026

Holdings 94 stocks · $1.0B
AVUS Avantis U.S. Equity ETF 9.40% 737,291 $94.4M Add +0.7%
AVLV Avantis US Large Cap Value 8.20% 903,710 $82.4M Add +10.2%
ILCG iShares Morningstar Growth E 5.49% 471,430 $55.2M Add +35.7%
MSFT Microsoft Corp. 4.40% 118,445 $44.2M Add +2161.7%
IWF iShares Russell 1000 Growth 3.86% 312,645 $38.8M Add +5.5%
DFAC Dimensional US Core Equity 2 3.71% 839,446 $37.2M Reduce -1.0%
DFEV Dimensional Emrg MRKT Val 3.43% 807,853 $34.5M Add +37.5%
META Meta Platforms Inc. Class A 3.32% 59,244 $33.4M Add +3675.9%
VTI VG Morningstar TS MKT ETF-US 3.23% 87,825 $32.5M Reduce -12.7%
DFIV Dimensional International Va 3.16% 587,103 $31.7M Add +79.7%
AVDE Avantis International Equity 2.80% 315,797 $28.2M Add +2.7%
AVDV Avantis Intl S/C Value ETF 2.53% 246,676 $25.4M Add +3.5%
AVEM Avantis Emerging Markets Eq 2.50% 259,850 $25.1M Add +0.5%
AVUV Avantis US Small Cap Value 2.42% 194,744 $24.3M Add +50.3%
AVIV Avantis Intl LRG Cap Val ETF 2.36% 305,866 $23.7M Reduce -14.9%
ABT Abbott Laboratories 2.19% 242,730 $22.0M Add +932.9%
MCD McDonald's Corp. 2.14% 79,510 $21.5M New
AVUQ Avantis US Quality Eq ETF 2.12% 322,988 $21.3M New
QQQM Invesco Nasdaq 100 ETF 1.98% 65,674 $19.9M Reduce -1.2%
DFAX Dimensional World Ex US Core 1.56% 425,052 $15.7M Reduce -0.1%
DFAS Dimensional US Small Cap ETF 1.52% 185,231 $15.3M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.41% 18,946 $14.1M Add +405.0%
DFIC Dimensional International Co. 1.40% 377,439 $14.1M Reduce -0.9%
SCHG Schwab US Large-Cap Growth 1.40% 415,502 $14.1M Add +43.9%
AVSC Avantis US Small Cap Equity 1.28% 176,009 $12.9M Add +25.0%
QQQ Invesco QQQ Trust Series 1 1.21% 16,471 $12.1M Add +0.3%
AVES Avantis Emerging Markets Val 1.16% 178,419 $11.7M Reduce -22.7%
PEP Pepsico Inc. 1.14% 84,950 $11.5M New
DCOR Dimensional US Core Eq 1 ETF 1.14% 140,042 $11.5M No change
AVLC Avantis US LG Cap Eq ETF 1.13% 126,616 $11.4M New
DFAI Dimensional International Co. 1.12% 273,656 $11.3M Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.06% 123,821 $10.7M Add +144.4%
VXUS Vanguard Total Intl Stock 1.03% 121,428 $10.4M No change
DFEM Dimensional Emrg MRKT Core 0.97% 240,097 $9.8M Reduce -0.9%
SCHD Schwab US DVD Equity ETF 0.94% 296,287 $9.4M New
AVMV Avantis US Mid Cap Val ETF 0.78% 96,924 $7.8M Reduce -12.3%
DFSV Dimensional US Small Cap Val 0.73% 190,336 $7.4M Add +15.2%
AVIG Avantis Core Fixed Income 0.60% 144,961 $6.0M Add +3.0%
ONEQ Fidelity Nasdaq Comp Indx 0.55% 53,460 $5.5M Reduce -0.1%
DFAT Dimensional US Target Value 0.54% 77,213 $5.4M Reduce -1.7%
IVV iShares Core S&P 500 ETF 0.48% 6,406 $4.8M Add +0.4%
LMT Lockheed Martin Corp. 0.46% 9,100 $4.6M New
AVGV Avantis All Eq MKTS Val ETF 0.43% 51,228 $4.4M No change
AVGE Avantis All Eqty Mrkts ETF 0.43% 43,782 $4.3M No change
AVNM Avantis All Intl MKTS Eq ETF 0.43% 51,999 $4.3M Reduce -6.7%
QTEC First Trust Nasdq 100 Tech I 0.37% 11,149 $3.7M Add +0.0%
NKE Nike Inc. Class B 0.35% 86,450 $3.5M New
LOW Lowe's Cos Inc. 0.30% 13,707 $3.0M New
AVSF Avantis Short-Term Fixed Inc. 0.30% 64,876 $3.0M Add +3.0%
AAPL Apple Inc. 0.29% 10,129 $2.9M Add +2.2%
IDEV iShares Core MSCI Dev MKTS 0.27% 30,765 $2.7M No change
IVE iShares S&P 500 Value ETF 0.26% 11,691 $2.7M No change
EFA iShares MSCI Eafe ETF 0.26% 24,691 $2.6M No change
IEMG iShares Core MSCI Emerging 0.20% 24,835 $2.1M Add +1.6%
SCHV Schwab US Large-Cap Value 0.20% 58,998 $2.1M New
DFLV Dim US Large Cap Value ETF 0.20% 50,366 $2.0M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 19,891 $1.6M Reduce -4.6%
EEM iShares MSCI Emerging Market 0.16% 23,186 $1.6M No change
LULU Lululemon Athletica Inc. 0.15% 13,500 $1.5M Add +485.7%
ORCL Oracle Corp. 0.15% 10,351 $1.5M New
AMZN Amazon.com Inc. 0.15% 6,229 $1.5M Reduce -99.2%
NFLX Netflix Inc. 0.14% 20,100 $1.4M New
VOO Vanguard S&P 500 ETF 0.14% 1,978 $1.4M Reduce -1.7%
SPCX Space Exploration Techn Class A 0.13% 7,700 $1.3M New
CRM Salesforce Inc. 0.12% 7,800 $1.2M Add +387.5%
RTX RTX Corp. 0.12% 6,250 $1.2M New
MU Micron Technology Inc. 0.12% 1,010 $1.2M Add +0.1%
AVRE Avantis Real Estate ETF 0.11% 24,079 $1.1M Reduce -40.3%
AVAV Aerovironment Inc. 0.11% 6,900 $1.1M New
TSLA Tesla Inc. 0.11% 2,689 $1.1M New
NOC Northrop Grumman Corp. 0.11% 2,100 $1.1M New
AMGN Amgen Inc. 0.09% 2,600 $942K New
LLY Eli Lilly & Co. 0.07% 600 $720K No change
PLTR Palantir Technologies Inc. Class A 0.06% 5,564 $649K New
VEA Vanguard Ftse Developed ETF 0.05% 7,417 $528K Reduce -0.2%
AVMC Avantis US Mid Cap Eq ETF 0.05% 6,155 $494K Reduce -28.3%
KTOS Kratos Defense & Security 0.04% 8,500 $424K New
BSX Boston Scientific Corp. 0.04% 9,800 $418K New
TAP Molson Coors Beverage Co. Class B 0.04% 10,100 $393K New
AVEE Avantis Em MKT SM Cap Eq ETF 0.04% 5,474 $379K Add +0.2%
AVDS Avantis Intl SM Cap Eq ETF 0.04% 4,891 $368K Add +1.1%
AIQ Global X Art Intel & Tech 0.04% 5,479 $359K Add +0.0%
BX Blackstone Inc. 0.03% 2,900 $341K Reduce -52.5%
AVMU Avantis Core Municipal Fixed 0.03% 5,614 $262K New
BRK.B Berkshire Hathaway Inc. Class B 0.03% 520 $260K No change
GSK GSK PLC-Spon ADR 0.03% 4,900 $257K No change
CRD.A Crawford & Company Class A 0.02% 21,848 $246K No change
KMB Kimberly-Clark Corp. 0.02% 2,200 $241K Reduce -4.8%
GIS General Mills Inc. 0.02% 6,400 $223K New
DFCF Dimensional Core Fixed Inc. 0.02% 5,211 $220K No change
COST Costco Wholesale Corp. 0.02% 223 $209K New
WHR Whirlpool Corp. 0.02% 5,200 $205K New
DEM Wisdomtree Emerging Markets 0.02% 3,760 $202K New
DYNF Ishrs US E F R A ETF-Usd Inc. 0.02% 2,956 $201K New

Portfolio Sells Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Reduce -99.2% 0.15% −18.84
AVIV Avantis Intl LRG Cap Val ETF Reduce -14.9% 2.36% −0.97
VTI VG Morningstar TS MKT ETF-US Reduce -12.7% 3.23% −0.76
AVES Avantis Emerging Markets Val Reduce -22.7% 1.16% −0.55
DFAC Dimensional US Core Equity 2 Reduce -1.0% 3.71% −0.37
DFIC Dimensional International Co. Reduce -0.9% 1.40% −0.27
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.26
AVMV Avantis US Mid Cap Val ETF Reduce -12.3% 0.78% −0.24
DFAX Dimensional World Ex US Core Reduce -0.1% 1.56% −0.23
DFAI Dimensional International Co. Reduce -1.1% 1.12% −0.21
QCOM Qualcomm Inc. Sold out 0.00% −0.19
DFAS Dimensional US Small Cap ETF Reduce -0.6% 1.52% −0.12
HD Home Depot Inc. Sold out 0.00% −0.12
AVRE Avantis Real Estate ETF Reduce -40.3% 0.11% −0.11
AVNM Avantis All Intl MKTS Eq ETF Reduce -6.7% 0.43% −0.10
DFAT Dimensional US Target Value Reduce -1.7% 0.54% −0.07
DFEM Dimensional Emrg MRKT Core Reduce -0.9% 0.97% −0.06
BX Blackstone Inc. Reduce -52.5% 0.03% −0.05
ABBV Abbvie Inc. Sold out 0.00% −0.05
PANW Palo Alto Networks Inc. Sold out 0.00% −0.04
NVDA Nvidia Corp. Sold out 0.00% −0.04
XLV SS Health Care Select Sector Sold out 0.00% −0.03
XOM Exxon Mobil Corp. Sold out 0.00% −0.03
AVMC Avantis US Mid Cap Eq ETF Reduce -28.3% 0.05% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.6% 0.16% −0.03
VOO Vanguard S&P 500 ETF Reduce -1.7% 0.14% −0.01
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.1% 0.55% −0.01
VEA Vanguard Ftse Developed ETF Reduce -0.2% 0.05% −0.01
KMB Kimberly-Clark Corp. Reduce -4.8% 0.02% −0.00
QQQM Invesco Nasdaq 100 ETF Reduce -1.2% 1.98% +0.03

Portfolio Buys Q1 2026 → Q2 2026
MSFT Microsoft Corp. Add +2161.7% 4.40% +4.16
META Meta Platforms Inc. Class A Add +3675.9% 3.32% +3.21
MCD McDonald's Corp. New 2.14% +2.14
AVUQ Avantis US Quality Eq ETF New 2.12% +2.12
ABT Abbott Laboratories Add +932.9% 2.19% +1.89
ILCG iShares Morningstar Growth E Add +35.7% 5.49% +1.39
PEP Pepsico Inc. New 1.14% +1.14
AVLC Avantis US LG Cap Eq ETF New 1.13% +1.13
SPY SS SPDR S&P 500 ETF Trust-US Add +405.0% 1.41% +1.11
DFIV Dimensional International Va Add +79.7% 3.16% +1.02
SCHD Schwab US DVD Equity ETF New 0.94% +0.94
DFEV Dimensional Emrg MRKT Val Add +37.5% 3.43% +0.83
AVUV Avantis US Small Cap Value Add +50.3% 2.42% +0.65
VUG Vanguard Mrngstar GR ETF-Sui Add +144.4% 1.06% +0.61
LMT Lockheed Martin Corp. New 0.46% +0.46
SCHG Schwab US Large-Cap Growth Add +43.9% 1.40% +0.36
NKE Nike Inc. Class B New 0.35% +0.35
LOW Lowe's Cos Inc. New 0.30% +0.30
SCHV Schwab US Large-Cap Value New 0.20% +0.20
AVSC Avantis US Small Cap Equity Add +25.0% 1.28% +0.20
DFLV Dim US Large Cap Value ETF New 0.20% +0.20
ORCL Oracle Corp. New 0.15% +0.15
NFLX Netflix Inc. New 0.14% +0.14
SPCX Space Exploration Techn Class A New 0.13% +0.13
RTX RTX Corp. New 0.12% +0.12
AVAV Aerovironment Inc. New 0.11% +0.11
TSLA Tesla Inc. New 0.11% +0.11
LULU Lululemon Athletica Inc. Add +485.7% 0.15% +0.11
NOC Northrop Grumman Corp. New 0.11% +0.11
AMGN Amgen Inc. New 0.09% +0.09
CRM Salesforce Inc. Add +387.5% 0.12% +0.08
MU Micron Technology Inc. Add +0.1% 0.12% +0.07
QTEC First Trust Nasdq 100 Tech I Add +0.0% 0.37% +0.07
PLTR Palantir Technologies Inc. Class A New 0.06% +0.06
KTOS Kratos Defense & Security New 0.04% +0.04
BSX Boston Scientific Corp. New 0.04% +0.04
TAP Molson Coors Beverage Co. Class B New 0.04% +0.04
QQQ Invesco QQQ Trust Series 1 Add +0.3% 1.21% +0.04
AVLV Avantis US Large Cap Value Add +10.2% 8.20% +0.03
AVMU Avantis Core Municipal Fixed New 0.03% +0.03
GIS General Mills Inc. New 0.02% +0.02
COST Costco Wholesale Corp. New 0.02% +0.02
WHR Whirlpool Corp. New 0.02% +0.02
DEM Wisdomtree Emerging Markets New 0.02% +0.02
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.02% +0.02
DFSV Dimensional US Small Cap Val Add +15.2% 0.73% +0.02
AIQ Global X Art Intel & Tech Add +0.0% 0.04% +0.00
AVEE Avantis Em MKT SM Cap Eq ETF Add +0.2% 0.04% −0.01
IEMG iShares Core MSCI Emerging Add +1.6% 0.20% −0.01
AVDS Avantis Intl SM Cap Eq ETF Add +1.1% 0.04% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 94$1.0BAVUS, AVLV, ILCG, MSFT, IWF
Q1 2026 74$808.8MAMZN, AVUS, AVLV, ILCG, DFAC
Q4 2025 72$863.2MAMZN, AVUS, ILCG, AVLV, IWF
Q3 2025 74$780.7MAMZN, AVUS, ILCG, VTI, IWF
Q2 2025 77$656.7MAMZN, AVUS, VTI, ILCG, IWF
Q1 2025 53$678.3MGOOGL, AVUS, AMZN, SCHG, VUG
Q4 2024 65$593.5MSPY, GOOGL, AVUS, SCHG, VUG
Q3 2024 73$580.2MSPY, AVUS, GOOGL, SCHG, QQQM
Q2 2024 46$478.6MSPY, PEP, AVUS, MCD, JNJ
Q1 2024 59$450.1MSPY, AAPL, JNJ, AVUS, PEP