White & Co Financial Planning Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), White & Co Financial Planning Inc reported 20 stock positions worth $142.2 million. Its top holding was Schwab US Small-Cap ETF (SCHA) at 14.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 14.6%) and Schwab US Mid Cap ETF (SCHM, 9.5%). Compared with Q4 2025, it opened 1 new position, added to 12 and reduced 7. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $142.2M (Q1 2026)
- SEC Filing
- 0002039300-26-000004 ↗ filed May 6, 2026
Holdings Value
Holdings 20 stocks · $142.2M
| SCHA Schwab US Small-Cap ETF | 14.89% | 728,443 | $21.2M | Reduce -1.1% |
| SCHX Schwab US Large-Cap ETF | 14.57% | 808,391 | $20.7M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 9.51% | 436,832 | $13.5M | Add +1.0% |
| SCHF Schwab Intl Equity ETF | 8.89% | 510,668 | $12.6M | Reduce -2.4% |
| SCHC Schwab Intl Small-Cap Equity | 8.63% | 262,492 | $12.3M | Reduce -1.6% |
| FLXR TCW Flexible Income ETF | 7.17% | 259,554 | $10.2M | Add +12.2% |
| SCHI Schwab 5-10 Year Corporate B | 6.02% | 377,803 | $8.6M | Add +11.2% |
| SPLB SS SPDR P Long Term C ETF | 5.80% | 371,370 | $8.3M | Add +11.1% |
| SCHH Schwab US REIT ETF | 4.22% | 279,230 | $6.0M | Add +10.6% |
| RWO State Street SPDR Dow Jones | 4.13% | 128,441 | $5.9M | Add +6.4% |
| GNR State Street SPDR S&P Global | 3.09% | 58,903 | $4.4M | Reduce -0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.07% | 132,615 | $4.4M | Add +1.8% |
| JPIB JPMorgan Intl BND ETF | 2.39% | 71,097 | $3.4M | Add +10.2% |
| PYLD PIMCO Multisector Bond Actv | 2.38% | 129,060 | $3.4M | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.10% | 120,518 | $3.0M | Add +11.9% |
| MUB iShares National Muni Bond E | 1.33% | 17,793 | $1.9M | Add +8.3% |
| MLN Vaneck Long Muni ETF | 1.32% | 107,754 | $1.9M | Add +8.5% |
| SUB iShares Short-Term National | 0.18% | 2,384 | $254K | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 0.17% | 370 | $242K | Reduce -12.7% |
| WTPI Wisdomtree Equity Premium Inc. | 0.14% | 6,291 | $201K | Reduce -6.0% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 14.57% | −1.74 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.1% | 14.89% | −0.79 |
| SCHF Schwab Intl Equity ETF | Reduce -2.4% | 8.89% | −0.51 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.6% | 8.63% | −0.46 |
| IVV iShares Core S&P 500 ETF | Reduce -12.7% | 0.17% | −0.05 |
| WTPI Wisdomtree Equity Premium Inc. | Reduce -6.0% | 0.14% | −0.02 |
| GNR State Street SPDR S&P Global | Reduce -0.1% | 3.09% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| PYLD PIMCO Multisector Bond Actv | New | 2.38% | +2.38 |
| FLXR TCW Flexible Income ETF | Add +12.2% | 7.17% | +0.32 |
| SCHH Schwab US REIT ETF | Add +10.6% | 4.22% | +0.28 |
| SCHI Schwab 5-10 Year Corporate B | Add +11.2% | 6.02% | +0.19 |
| SPLB SS SPDR P Long Term C ETF | Add +11.1% | 5.80% | +0.16 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +11.9% | 2.10% | +0.09 |
| RWO State Street SPDR Dow Jones | Add +6.4% | 4.13% | +0.07 |
| JPIB JPMorgan Intl BND ETF | Add +10.2% | 2.39% | +0.04 |
| MLN Vaneck Long Muni ETF | Add +8.5% | 1.32% | +0.02 |
| MUB iShares National Muni Bond E | Add +8.3% | 1.33% | +0.01 |
| SUB iShares Short-Term National | Add +4.7% | 0.18% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.8% | 3.07% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Add +1.0% | 9.51% | −0.21 |
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 |