White & Co Financial Planning Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), White & Co Financial Planning Inc reported 20 stock positions worth $161.4 million. Its top holding was Schwab US Small-Cap ETF (SCHA) at 15.8% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 14.9%) and Schwab US Mid Cap ETF (SCHM, 10.0%). Compared with Q1 2026, it added to 18 and reduced 1. The biggest buy was Schwab US Mid Cap ETF (SCHM, shares +1%) and the biggest sale Schwab US Small-Cap ETF (SCHA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $161.4M (Q2 2026)
- SEC Filing
- 0002039300-26-000006 ↗ filed Jul 16, 2026
Holdings Value
Holdings 20 stocks · $161.4M
| SCHA Schwab US Small-Cap ETF | 15.83% | 707,188 | $25.6M | Reduce -2.9% |
| SCHX Schwab US Large-Cap ETF | 14.87% | 815,684 | $24.0M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 10.04% | 439,692 | $16.2M | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 8.80% | 513,065 | $14.2M | Add +0.5% |
| SCHC Schwab Intl Small-Cap Equity | 7.91% | 265,459 | $12.8M | Add +1.1% |
| FLXR TCW Flexible Income ETF | 7.31% | 300,921 | $11.8M | Add +15.9% |
| SCHI Schwab 5-10 Year Corporate B | 5.99% | 427,382 | $9.7M | Add +13.1% |
| SPLB SS SPDR P Long Term C ETF | 5.86% | 421,974 | $9.5M | Add +13.6% |
| SCHH Schwab US REIT ETF | 4.13% | 281,314 | $6.7M | Add +0.8% |
| RWO State Street SPDR Dow Jones | 4.04% | 131,163 | $6.5M | Add +2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.00% | 133,457 | $4.8M | Add +0.6% |
| GNR State Street SPDR S&P Global | 2.46% | 59,116 | $4.0M | Add +0.4% |
| JPIB JPMorgan Intl BND ETF | 2.33% | 77,901 | $3.8M | Add +9.6% |
| PYLD PIMCO Multisector Bond Actv | 2.29% | 139,566 | $3.7M | Add +8.1% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.16% | 141,293 | $3.5M | Add +17.2% |
| MLN Vaneck Long Muni ETF | 1.26% | 114,023 | $2.0M | Add +5.8% |
| MUB iShares National Muni Bond E | 1.25% | 18,700 | $2.0M | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 0.17% | 370 | $277K | No change |
| SUB iShares Short-Term National | 0.16% | 2,406 | $256K | Add +0.9% |
| WTPI Wisdomtree Equity Premium Inc. | 0.13% | 6,638 | $218K | Add +5.5% |
Portfolio Sells Q1 2026 → Q2 2026
| SCHA Schwab US Small-Cap ETF | Reduce -2.9% | 15.83% | +0.93 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHM Schwab US Mid Cap ETF | Add +0.7% | 10.04% | +0.53 |
| SCHX Schwab US Large-Cap ETF | Add +0.9% | 14.87% | +0.30 |
| FLXR TCW Flexible Income ETF | Add +15.9% | 7.31% | +0.14 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +17.2% | 2.16% | +0.06 |
| SPLB SS SPDR P Long Term C ETF | Add +13.6% | 5.86% | +0.05 |
| WTPI Wisdomtree Equity Premium Inc. | Add +5.5% | 0.13% | −0.01 |
| SUB iShares Short-Term National | Add +0.9% | 0.16% | −0.02 |
| SCHI Schwab 5-10 Year Corporate B | Add +13.1% | 5.99% | −0.03 |
| JPIB JPMorgan Intl BND ETF | Add +9.6% | 2.33% | −0.06 |
| MLN Vaneck Long Muni ETF | Add +5.8% | 1.26% | −0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.6% | 3.00% | −0.07 |
| MUB iShares National Muni Bond E | Add +5.1% | 1.25% | −0.08 |
| SCHF Schwab Intl Equity ETF | Add +0.5% | 8.80% | −0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +8.1% | 2.29% | −0.08 |
| SCHH Schwab US REIT ETF | Add +0.8% | 4.13% | −0.09 |
| RWO State Street SPDR Dow Jones | Add +2.1% | 4.04% | −0.09 |
| GNR State Street SPDR S&P Global | Add +0.4% | 2.46% | −0.63 |
| SCHC Schwab Intl Small-Cap Equity | Add +1.1% | 7.91% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $161.4M | SCHA, SCHX, SCHM, SCHF, SCHC |
| Q1 2026 | 20 | $142.2M | SCHA, SCHX, SCHM, SCHF, SCHC |
| Q4 2025 | 19 | $133.8M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q3 2025 | 19 | $132.8M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q2 2025 | 19 | $125.0M | SCHX, SCHA, SCHM, SCHC, SCHF |
| Q1 2025 | 19 | $116.1M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q4 2024Amended | 19 | $117.9M | SCHX, SCHA, SCHM, SCHF, SCHC |