White & Co Financial Planning Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), White & Co Financial Planning Inc reported 19 stock positions worth $133.8 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.3% of the portfolio, followed by Schwab US Small-Cap ETF (SCHA, 15.7%) and Schwab US Mid Cap ETF (SCHM, 9.7%). Compared with Q3 2025, it reduced 15. The biggest sale was SS SPDR P Long Term C ETF (SPLB, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $133.8M (Q4 2025)
- SEC Filing
- 0002039300-26-000002 ↗ filed Jan 20, 2026
Holdings Value
Holdings 19 stocks · $133.8M
| SCHX Schwab US Large-Cap ETF | 16.31% | 810,769 | $21.8M | Reduce -0.0% |
| SCHA Schwab US Small-Cap ETF | 15.69% | 736,798 | $21.0M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 9.72% | 432,356 | $13.0M | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 9.40% | 523,022 | $12.6M | Reduce -0.1% |
| SCHC Schwab Intl Small-Cap Equity | 9.08% | 266,842 | $12.1M | Reduce -0.0% |
| FLXR TCW Flexible Income ETF | 6.85% | 231,422 | $9.2M | Reduce -0.3% |
| SCHI Schwab 5-10 Year Corporate B | 5.83% | 339,620 | $7.8M | Reduce -0.2% |
| SPLB SS SPDR P Long Term C ETF | 5.65% | 334,403 | $7.6M | Reduce -0.2% |
| RWO State Street SPDR Dow Jones | 4.06% | 120,678 | $5.4M | Reduce -0.1% |
| SCHH Schwab US REIT ETF | 3.94% | 252,471 | $5.3M | Reduce -0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.19% | 130,252 | $4.3M | Reduce -0.0% |
| GNR State Street SPDR S&P Global | 2.74% | 58,966 | $3.7M | Reduce -0.0% |
| JPIB JPMorgan Intl BND ETF | 2.35% | 64,536 | $3.1M | Reduce -0.1% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.01% | 107,724 | $2.7M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 1.32% | 16,430 | $1.8M | No change |
| MLN Vaneck Long Muni ETF | 1.30% | 99,341 | $1.7M | No change |
| IVV iShares Core S&P 500 ETF | 0.22% | 424 | $290K | No change |
| SUB iShares Short-Term National | 0.18% | 2,277 | $243K | No change |
| WTPI Wisdomtree Equity Premium Inc. | 0.17% | 6,690 | $221K | Reduce -0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SPLB SS SPDR P Long Term C ETF | Reduce -0.2% | 5.65% | −0.19 |
| SCHH Schwab US REIT ETF | Reduce -0.1% | 3.94% | −0.16 |
| FLXR TCW Flexible Income ETF | Reduce -0.3% | 6.85% | −0.10 |
| RWO State Street SPDR Dow Jones | Reduce -0.1% | 4.06% | −0.10 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.0% | 3.19% | −0.08 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -0.2% | 5.83% | −0.08 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.0% | 9.08% | −0.06 |
| JPIB JPMorgan Intl BND ETF | Reduce -0.1% | 2.35% | −0.04 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -0.3% | 2.01% | −0.02 |
| WTPI Wisdomtree Equity Premium Inc. | Reduce -0.4% | 0.17% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 9.72% | +0.07 |
| GNR State Street SPDR S&P Global | Reduce -0.0% | 2.74% | +0.11 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.0% | 15.69% | +0.20 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.0% | 16.31% | +0.23 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 9.40% | +0.23 |
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |