White & Co Financial Planning Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), White & Co Financial Planning Inc reported 19 stock positions worth $132.8 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, 15.5%) and Schwab US Mid Cap ETF (SCHM, 9.7%). Compared with Q2 2025, it added to 11 and reduced 8. The biggest buy was State Street SPDR S&P Global (GNR, shares +2%) and the biggest sale Schwab Intl Small-Cap Equity (SCHC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $132.8M (Q3 2025)
- SEC Filing
- 0002039300-25-000009 ↗ filed Oct 21, 2025
Holdings Value
Holdings 19 stocks · $132.8M
| SCHX Schwab US Large-Cap ETF | 16.08% | 811,103 | $21.4M | Reduce -2.2% |
| SCHA Schwab US Small-Cap ETF | 15.48% | 737,124 | $20.6M | Reduce -1.4% |
| SCHM Schwab US Mid Cap ETF | 9.65% | 432,570 | $12.8M | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 9.17% | 523,264 | $12.2M | Reduce -1.8% |
| SCHC Schwab Intl Small-Cap Equity | 9.15% | 266,930 | $12.1M | Reduce -4.0% |
| FLXR TCW Flexible Income ETF | 6.95% | 231,992 | $9.2M | Add +6.0% |
| SCHI Schwab 5-10 Year Corporate B | 5.91% | 340,176 | $7.9M | Add +3.7% |
| SPLB SS SPDR P Long Term C ETF | 5.83% | 334,970 | $7.7M | Add +4.3% |
| RWO State Street SPDR Dow Jones | 4.16% | 120,765 | $5.5M | Add +2.7% |
| SCHH Schwab US REIT ETF | 4.10% | 252,648 | $5.4M | Add +1.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.27% | 130,301 | $4.3M | Reduce -1.9% |
| GNR State Street SPDR S&P Global | 2.63% | 58,988 | $3.5M | Add +1.8% |
| JPIB JPMorgan Intl BND ETF | 2.39% | 64,630 | $3.2M | Add +0.4% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.03% | 108,011 | $2.7M | Add +3.5% |
| MUB iShares National Muni Bond E | 1.32% | 16,430 | $1.7M | Add +8.6% |
| MLN Vaneck Long Muni ETF | 1.31% | 99,341 | $1.7M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 0.21% | 424 | $284K | Reduce -8.4% |
| SUB iShares Short-Term National | 0.18% | 2,277 | $243K | Add +0.8% |
| WTPI Wisdomtree Equity Premium Inc. | 0.17% | 6,719 | $224K | Reduce -1.2% |
Portfolio Sells Q2 2025 → Q3 2025
| SCHC Schwab Intl Small-Cap Equity | Reduce -4.0% | 9.15% | −0.25 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 9.17% | −0.22 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.2% | 16.08% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 9.65% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 0.21% | −0.01 |
| WTPI Wisdomtree Equity Premium Inc. | Reduce -1.2% | 0.17% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 3.27% | +0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 15.48% | +0.38 |
Portfolio Buys Q2 2025 → Q3 2025
| GNR State Street SPDR S&P Global | Add +1.8% | 2.63% | +0.12 |
| SPLB SS SPDR P Long Term C ETF | Add +4.3% | 5.83% | +0.09 |
| MLN Vaneck Long Muni ETF | Add +7.1% | 1.31% | +0.06 |
| MUB iShares National Muni Bond E | Add +8.6% | 1.32% | +0.06 |
| FLXR TCW Flexible Income ETF | Add +6.0% | 6.95% | +0.04 |
| RWO State Street SPDR Dow Jones | Add +2.7% | 4.16% | +0.02 |
| SUB iShares Short-Term National | Add +0.8% | 0.18% | −0.01 |
| SCHI Schwab 5-10 Year Corporate B | Add +3.7% | 5.91% | −0.04 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +3.5% | 2.03% | −0.04 |
| SCHH Schwab US REIT ETF | Add +1.7% | 4.10% | −0.07 |
| JPIB JPMorgan Intl BND ETF | Add +0.4% | 2.39% | −0.12 |
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 |