White & Co Financial Planning Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), White & Co Financial Planning Inc reported 19 stock positions worth $125.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.1% of the portfolio, followed by Schwab US Small-Cap ETF (SCHA, 15.1%) and Schwab US Mid Cap ETF (SCHM, 9.7%). Compared with Q1 2025, it added to 11 and reduced 8. The biggest buy was Schwab US Small-Cap ETF (SCHA, shares +8%) and the biggest sale TCW Flexible Income ETF (FLXR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $125.0M (Q2 2025)
- SEC Filing
- 0002039300-25-000006 ↗ filed Jul 22, 2025
Holdings Value
Holdings 19 stocks · $125.0M
| SCHX Schwab US Large-Cap ETF | 16.13% | 829,155 | $20.2M | Add +1.6% |
| SCHA Schwab US Small-Cap ETF | 15.10% | 747,217 | $18.9M | Add +8.5% |
| SCHM Schwab US Mid Cap ETF | 9.69% | 433,386 | $12.1M | Add +2.5% |
| SCHC Schwab Intl Small-Cap Equity | 9.39% | 277,996 | $11.7M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 9.39% | 532,724 | $11.7M | Reduce -3.0% |
| FLXR TCW Flexible Income ETF | 6.91% | 218,783 | $8.6M | Reduce -0.4% |
| SCHI Schwab 5-10 Year Corporate B | 5.95% | 328,078 | $7.4M | Add +0.5% |
| SPLB SS SPDR P Long Term C ETF | 5.74% | 321,114 | $7.2M | Add +1.2% |
| SCHH Schwab US REIT ETF | 4.17% | 248,468 | $5.2M | Add +1.0% |
| RWO State Street SPDR Dow Jones | 4.14% | 117,574 | $5.2M | Add +1.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.20% | 132,764 | $4.0M | Add +0.9% |
| GNR State Street SPDR S&P Global | 2.51% | 57,937 | $3.1M | Add +2.1% |
| JPIB JPMorgan Intl BND ETF | 2.50% | 64,356 | $3.1M | Reduce -0.3% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.07% | 104,319 | $2.6M | Add +0.3% |
| MUB iShares National Muni Bond E | 1.26% | 15,128 | $1.6M | Reduce -0.1% |
| MLN Vaneck Long Muni ETF | 1.25% | 92,746 | $1.6M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 0.23% | 463 | $286K | Reduce -12.1% |
| SUB iShares Short-Term National | 0.19% | 2,259 | $240K | Reduce -2.3% |
| WTPI Wisdomtree Equity Premium Inc. | 0.17% | 6,801 | $218K | Add +5.5% |
Portfolio Sells Q1 2025 → Q2 2025
| FLXR TCW Flexible Income ETF | Reduce -0.4% | 6.91% | −0.50 |
| MLN Vaneck Long Muni ETF | Reduce -3.2% | 1.25% | −0.18 |
| JPIB JPMorgan Intl BND ETF | Reduce -0.3% | 2.50% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 1.26% | −0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -3.0% | 9.39% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -12.1% | 0.23% | −0.02 |
| SUB iShares Short-Term National | Reduce -2.3% | 0.19% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.6% | 9.39% | +0.50 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHA Schwab US Small-Cap ETF | Add +8.5% | 15.10% | +1.16 |
| SCHX Schwab US Large-Cap ETF | Add +1.6% | 16.13% | +0.69 |
| SCHM Schwab US Mid Cap ETF | Add +2.5% | 9.69% | +0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.9% | 3.20% | +0.07 |
| WTPI Wisdomtree Equity Premium Inc. | Add +5.5% | 0.17% | +0.00 |
| GNR State Street SPDR S&P Global | Add +2.1% | 2.51% | −0.10 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +0.3% | 2.07% | −0.14 |
| RWO State Street SPDR Dow Jones | Add +1.3% | 4.14% | −0.19 |
| SCHH Schwab US REIT ETF | Add +1.0% | 4.17% | −0.34 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.5% | 5.95% | −0.36 |
| SPLB SS SPDR P Long Term C ETF | Add +1.2% | 5.74% | −0.40 |
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 |