B&D White Capital Company, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), B&D White Capital Company, LLC reported 74 stock positions worth $808.8 million. Its top holding was Amazon.com (AMZN) at 19.0% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 10.1%) and Avantis US Large Cap Value (AVLV, 8.2%). Compared with Q4 2025, it opened 12 new positions, sold out of 10, added to 29 and reduced 25. The biggest buy was Avantis US Large Cap Value (AVLV, shares +73%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- Lakeway, TX
- CIK
- 0001752523
- Portfolio Value
- $808.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001804 ↗ filed May 13, 2026
Holdings Value
Holdings 74 stocks · $808.8M
| AMZN Amazon.com Inc. | 18.99% | 737,383 | $153.6M | Add +4.6% |
| AVUS Avantis U.S. Equity ETF | 10.07% | 732,440 | $81.4M | Reduce -2.4% |
| AVLV Avantis US Large Cap Value | 8.17% | 820,112 | $66.1M | Add +72.9% |
| ILCG iShares Morningstar Growth E | 4.10% | 347,434 | $33.2M | Reduce -27.8% |
| DFAC Dimensional US Core Equity 2 | 4.07% | 847,888 | $32.9M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.99% | 100,649 | $32.3M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 3.91% | 74,084 | $31.6M | Reduce -1.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 3.33% | 359,416 | $26.9M | Reduce -3.3% |
| AVDE Avantis International Equity | 3.23% | 307,612 | $26.1M | Add +10.3% |
| AVDV Avantis Intl S/C Value ETF | 2.94% | 238,274 | $23.8M | Add +85.1% |
| DFEV Dimensional Emrg MRKT Val | 2.60% | 587,710 | $21.0M | Add +756.8% |
| AVEM Avantis Emerging Markets Eq | 2.58% | 258,639 | $20.8M | Add +57.1% |
| DFIV Dimensional International Va | 2.13% | 326,700 | $17.2M | Add +27.0% |
| QQQM Invesco Nasdaq 100 ETF | 1.95% | 66,498 | $15.8M | Reduce -35.2% |
| DFAX Dimensional World Ex US Core | 1.79% | 425,376 | $14.5M | Add +29.7% |
| AVUV Avantis US Small Cap Value | 1.77% | 129,604 | $14.3M | Add +119.2% |
| AVES Avantis Emerging Markets Val | 1.71% | 230,797 | $13.8M | Reduce -22.9% |
| DFIC Dimensional International Co. | 1.67% | 381,045 | $13.5M | Add +13.4% |
| DFAS Dimensional US Small Cap ETF | 1.64% | 186,312 | $13.3M | Add +19.1% |
| DFAI Dimensional International Co. | 1.33% | 276,678 | $10.8M | Reduce -1.2% |
| DCOR Dimensional US Core Eq 1 ETF | 1.25% | 140,042 | $10.1M | Reduce -6.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 16,415 | $9.5M | Add +8.0% |
| VXUS Vanguard Total Intl Stock | 1.16% | 121,428 | $9.4M | Add +4.2% |
| AVSC Avantis US Small Cap Equity | 1.08% | 140,853 | $8.8M | Add +39.0% |
| SCHG Schwab US Large-Cap Growth | 1.04% | 288,801 | $8.4M | Reduce -67.8% |
| DFEM Dimensional Emrg MRKT Core | 1.03% | 242,203 | $8.4M | Add +13.2% |
| AVMV Avantis US Mid Cap Val ETF | 1.01% | 110,488 | $8.2M | Add +412.6% |
| AVIG Avantis Core Fixed Income | 0.72% | 140,692 | $5.8M | Add +3.4% |
| DFSV Dimensional US Small Cap Val | 0.72% | 165,274 | $5.8M | Add +5.2% |
| DFAT Dimensional US Target Value | 0.61% | 78,515 | $4.9M | Reduce -18.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.56% | 53,508 | $4.5M | Add +0.4% |
| AVNM Avantis All Intl MKTS Eq ETF | 0.53% | 55,743 | $4.2M | Reduce -60.1% |
| IVV iShares Core S&P 500 ETF | 0.52% | 6,383 | $4.2M | Reduce -80.6% |
| AVGV Avantis All Eq MKTS Val ETF | 0.49% | 51,228 | $4.0M | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.48% | 43,782 | $3.9M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 8,442 | $3.7M | Reduce -81.8% |
| AVSF Avantis Short-Term Fixed Inc. | 0.36% | 63,003 | $2.9M | Add +4.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.32% | 30,765 | $2.6M | No change |
| AAPL Apple Inc. | 0.31% | 9,913 | $2.5M | Add +36.3% |
| IVE iShares S&P 500 Value ETF | 0.31% | 11,691 | $2.5M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 3,752 | $2.4M | Add +28.6% |
| ABT Abbott Laboratories | 0.30% | 23,500 | $2.4M | New |
| QTEC First Trust Nasdq 100 Tech I | 0.30% | 11,147 | $2.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.30% | 24,691 | $2.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 6,266 | $2.1M | New |
| MSFT Microsoft Corp. | 0.24% | 5,237 | $1.9M | Reduce -12.7% |
| AVRE Avantis Real Estate ETF | 0.22% | 40,331 | $1.8M | Add +14.8% |
| IEMG iShares Core MSCI Emerging | 0.21% | 24,447 | $1.7M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.19% | 11,800 | $1.5M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 5,212 | $1.5M | Add +0.3% |
| EEM iShares MSCI Emerging Market | 0.16% | 23,186 | $1.3M | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,013 | $1.2M | Add +17.9% |
| HD Home Depot Inc. | 0.12% | 2,848 | $937K | Reduce -69.5% |
| META Meta Platforms Inc. Class A | 0.11% | 1,569 | $898K | New |
| BX Blackstone Inc. | 0.09% | 6,100 | $701K | New |
| AVMC Avantis US Mid Cap Eq ETF | 0.08% | 8,588 | $620K | Add +39.2% |
| LLY Eli Lilly & Co. | 0.07% | 600 | $552K | Reduce -10.7% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 7,429 | $476K | Reduce -24.5% |
| ABBV Abbvie Inc. | 0.05% | 1,700 | $370K | New |
| LULU Lululemon Athletica Inc. | 0.04% | 2,305 | $353K | New |
| PANW Palo Alto Networks Inc. | 0.04% | 2,200 | $353K | New |
| AVDS Avantis Intl SM Cap Eq ETF | 0.04% | 4,838 | $348K | Add +26.9% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.04% | 5,463 | $347K | Add +10.8% |
| MU Micron Technology Inc. | 0.04% | 1,009 | $341K | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.04% | 1,869 | $326K | Reduce -61.6% |
| CRM Salesforce Inc. | 0.04% | 1,600 | $299K | New |
| GSK GSK PLC-Spon ADR | 0.03% | 4,900 | $270K | No change |
| XLV SS Health Care Select Sector | 0.03% | 1,829 | $268K | New |
| AIQ Global X Art Intel & Tech | 0.03% | 5,478 | $256K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 520 | $249K | Reduce -69.7% |
| XOM Exxon Mobil Corp. | 0.03% | 1,380 | $234K | New |
| KMB Kimberly-Clark Corp. | 0.03% | 2,310 | $223K | New |
| DFCF Dimensional Core Fixed Inc. | 0.03% | 5,211 | $220K | No change |
| CRD.A Crawford & Company Class A | 0.03% | 21,848 | $218K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SCHG Schwab US Large-Cap Growth | Reduce -67.8% | 1.04% | −2.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -81.8% | 0.46% | −2.16 |
| IVV iShares Core S&P 500 ETF | Reduce -80.6% | 0.52% | −2.10 |
| ILCG iShares Morningstar Growth E | Reduce -27.8% | 4.10% | −1.70 |
| GARP iShares MSCI USA Quality Gar | Sold out | 0.00% | −1.60 |
| FELG Fidelity Enh LRG Cap GWTH | Sold out | 0.00% | −1.33 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −1.22 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -35.2% | 1.95% | −1.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.83 |
| AVNM Avantis All Intl MKTS Eq ETF | Reduce -60.1% | 0.53% | −0.67 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.52 |
| AVES Avantis Emerging Markets Val | Reduce -22.9% | 1.71% | −0.31 |
| HD Home Depot Inc. | Reduce -69.5% | 0.12% | −0.26 |
| IWF iShares Russell 1000 Growth | Reduce -1.3% | 3.91% | −0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -12.7% | 0.24% | −0.10 |
| AVNV Avantis All Intl MKT Val ETF | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -69.7% | 0.03% | −0.07 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.07 |
| NVDA Nvidia Corp. | Reduce -61.6% | 0.04% | −0.07 |
| DFAT Dimensional US Target Value | Reduce -18.4% | 0.61% | −0.06 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.05 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -6.7% | 1.25% | −0.03 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -10.7% | 0.07% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.5% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 3.99% | +0.01 |
| MU Micron Technology Inc. | Reduce -2.5% | 0.04% | +0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.7% | 0.31% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 0.21% | +0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -3.1% | 0.48% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.1% | 4.07% | +0.06 |
| DFAI Dimensional International Co. | Reduce -1.2% | 1.33% | +0.10 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -3.3% | 3.33% | +0.26 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.4% | 10.07% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| AVLV Avantis US Large Cap Value | Add +72.9% | 8.17% | +4.01 |
| DFEV Dimensional Emrg MRKT Val | Add +756.8% | 2.60% | +2.33 |
| AVDV Avantis Intl S/C Value ETF | Add +85.1% | 2.94% | +1.54 |
| AVEM Avantis Emerging Markets Eq | Add +57.1% | 2.58% | +1.11 |
| AVUV Avantis US Small Cap Value | Add +119.2% | 1.77% | +1.07 |
| AVMV Avantis US Mid Cap Val ETF | Add +412.6% | 1.01% | +0.84 |
| DFIV Dimensional International Va | Add +27.0% | 2.13% | +0.65 |
| AVDE Avantis International Equity | Add +10.3% | 3.23% | +0.57 |
| DFAX Dimensional World Ex US Core | Add +29.7% | 1.79% | +0.54 |
| AVSC Avantis US Small Cap Equity | Add +39.0% | 1.08% | +0.40 |
| DFAS Dimensional US Small Cap ETF | Add +19.1% | 1.64% | +0.38 |
| DFIC Dimensional International Co. | Add +13.4% | 1.67% | +0.33 |
| ABT Abbott Laboratories | New | 0.30% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.26% | +0.26 |
| DFEM Dimensional Emrg MRKT Core | Add +13.2% | 1.03% | +0.21 |
| QCOM Qualcomm Inc. | New | 0.19% | +0.19 |
| VXUS Vanguard Total Intl Stock | Add +4.2% | 1.16% | +0.14 |
| AMZN Amazon.com Inc. | Add +4.6% | 18.99% | +0.14 |
| DFSV Dimensional US Small Cap Val | Add +5.2% | 0.72% | +0.12 |
| META Meta Platforms Inc. Class A | New | 0.11% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.0% | 1.17% | +0.09 |
| BX Blackstone Inc. | New | 0.09% | +0.09 |
| AAPL Apple Inc. | Add +36.3% | 0.31% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +28.6% | 0.30% | +0.07 |
| AVIG Avantis Core Fixed Income | Add +3.4% | 0.72% | +0.06 |
| ABBV Abbvie Inc. | New | 0.05% | +0.05 |
| LULU Lululemon Athletica Inc. | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| AVRE Avantis Real Estate ETF | Add +14.8% | 0.22% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| AVSF Avantis Short-Term Fixed Inc. | Add +4.5% | 0.36% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | New | 0.03% | +0.03 |
| KMB Kimberly-Clark Corp. | New | 0.03% | +0.03 |
| AVMC Avantis US Mid Cap Eq ETF | Add +39.2% | 0.08% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +17.9% | 0.15% | +0.02 |
| AVDS Avantis Intl SM Cap Eq ETF | Add +26.9% | 0.04% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.19% | +0.01 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +10.8% | 0.04% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +0.1% | 0.03% | −0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +0.4% | 0.56% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 94 | $1.0B | AVUS, AVLV, ILCG, MSFT, IWF |
| Q1 2026 | 74 | $808.8M | AMZN, AVUS, AVLV, ILCG, DFAC |
| Q4 2025 | 72 | $863.2M | AMZN, AVUS, ILCG, AVLV, IWF |
| Q3 2025 | 74 | $780.7M | AMZN, AVUS, ILCG, VTI, IWF |
| Q2 2025 | 77 | $656.7M | AMZN, AVUS, VTI, ILCG, IWF |
| Q1 2025 | 53 | $678.3M | GOOGL, AVUS, AMZN, SCHG, VUG |
| Q4 2024 | 65 | $593.5M | SPY, GOOGL, AVUS, SCHG, VUG |
| Q3 2024 | 73 | $580.2M | SPY, AVUS, GOOGL, SCHG, QQQM |
| Q2 2024 | 46 | $478.6M | SPY, PEP, AVUS, MCD, JNJ |
| Q1 2024 | 59 | $450.1M | SPY, AAPL, JNJ, AVUS, PEP |