13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001752523
Total reported value
$1.0B
$1.0B
53 檔
33.3%
As reported in its official Q1 2025 Form 13F filing, B&D White Capital Company, LLC's tracked investment portfolio stood at $1.0B with 53 total positions.
In Q1 2025, B&D White Capital Company, LLC displayed an active expansion posture, initiating 53 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 15.65% | — | +68.26% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.87% | -0.67% | +44.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.35% | -18.84% | +7357.17% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.97% | +0.36% | +33.52% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.53% | +0.60% | +20.30% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.50% | +0.03% | +16.75% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.11% | +0.03% | +83.11% | |
| 8 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 2.99% | — | — | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.47% | +0.02% | NEW | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.40% | -0.13% | — | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.35% | — | — | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 2.33% | — | +509.36% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 2.33% | -0.43% | +216.31% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.20% | +0.65% | +27.82% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.20% | — | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 2.17% | — | +124.97% | |
| 17 | SLV | Ishares Silver Trust | ETF-Commodities | 2.03% | — | +122.17% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.56% | +1.03% | — | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.54% | -0.21% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | — | +102.10% | |
| 21 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.20% | — | — | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.20% | -0.23% | — | |
| 23 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.20% | — | — | |
| 24 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.18% | -0.09% | +12.77% | |
| 25 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.17% | +0.20% | +119.43% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.15% | -0.97% | +213.98% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.00% | -0.08% | +218.24% | |
| 28 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.77% | -0.12% | +17.44% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.04% | +239.94% | |
| 30 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.67% | -0.55% | +228.31% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | — | +1465.67% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.54% | — | +1251.55% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.52% | -0.41% | +241.43% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.51% | -0.01% | +0.13% | |
| 35 | AVNV | Avantis All Intl Mkt Val ETF | ETF-Other | 0.41% | — | — | |
| 36 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.38% | -0.06% | +19.38% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +4.16% | +162.89% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.02% | -67.01% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.29% | +0.07% | +0.01% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +1.11% | -99.25% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.23% | — | +173.95% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | — | -5.45% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.20% | +0.46% | NEW | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.04% | EXIT | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | — | +21.80% | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.08% | — | -72.73% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.07% | — | -72.59% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.07% | — | -58.72% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | +0.11% | NEW |
According to official SEC Form 13F filings, B&D White Capital Company, LLC reported a total U.S. public equity portfolio value of $1.0B across 53 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AVUS, AMZN) accounted for 33.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOGL
市值: $106.2M
During Q1 2025, B&D White Capital Company, LLC's top holdings by market value included GOOGL (15.7%)、AVUS (11.9%)、AMZN (11.3%). The largest single position, GOOGL, represented 15.7% of total portfolio value.
In Q1 2025, B&D White Capital Company, LLC made 53 total portfolio adjustments, initiating 53 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.