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CIK: 0001752523
Total reported value
$1.0B
$1.0B
74 檔
36.6%
At the close of Q1 2026, B&D White Capital Company, LLC disclosed equity holdings valued at approximately $1.0B, spread across 74 reported holdings.
B&D White Capital Company, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 10 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 18.99% | -18.84% | +4.60% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.07% | -0.67% | -2.41% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.17% | +0.03% | +72.91% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 4.10% | +1.39% | -27.81% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.07% | -0.36% | -3.11% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.99% | -0.76% | -1.95% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.91% | -0.05% | -1.25% | |
| 8 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 3.33% | -0.97% | -3.32% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 3.23% | -0.43% | +10.35% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.94% | -0.41% | +85.09% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.60% | +0.83% | +756.83% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.58% | -0.08% | +57.11% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.13% | +1.03% | +27.03% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.95% | +0.03% | -35.19% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.79% | -0.23% | +29.69% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.77% | +0.65% | +119.23% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.71% | -0.55% | -22.85% | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 1.67% | -0.27% | +13.41% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.64% | -0.12% | +19.14% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 1.33% | -0.21% | -1.21% | |
| 21 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.25% | -0.11% | -6.65% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.04% | +7.99% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.16% | -0.13% | +4.23% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.08% | +0.20% | +38.95% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.04% | +0.36% | -67.85% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | -0.06% | +13.17% | |
| 27 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.01% | -0.23% | +412.59% | |
| 28 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.72% | -0.12% | +3.37% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.72% | +0.01% | +5.17% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.61% | -0.07% | -18.41% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.56% | -0.01% | +0.36% | |
| 32 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.52% | -0.09% | -60.15% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.04% | -80.63% | |
| 34 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 0.49% | -0.06% | — | |
| 35 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.48% | -0.05% | -3.06% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.60% | -81.75% | |
| 37 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.36% | -0.06% | +4.52% | |
| 38 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.32% | -0.05% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.31% | -0.02% | +36.26% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | -0.05% | -2.74% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +1.11% | +28.63% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | +1.89% | — | |
| 43 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.30% | +0.07% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.04% | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | -0.26% | EXIT | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +4.16% | -12.70% | |
| 47 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.22% | -0.11% | +14.85% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | -0.01% | -1.58% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | -0.19% | EXIT | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | -0.03% | +0.29% |
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 74 disclosed positions in Q1 2026.
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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 AMZN, AVUS, AVLV) accounted for 36.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
ABT
市值: $2.4M
Top Position Liquidated / Trimmed
GARP
前期市值: $13.8M
During Q1 2026, B&D White Capital Company, LLC's top holdings by market value included AMZN (19.0%)、AVUS (10.1%)、AVLV (8.2%). The largest single position, AMZN, represented 19.0% of total portfolio value.
In Q1 2026, B&D White Capital Company, LLC made 76 total portfolio adjustments, initiating 12 new buys, adding to 29 positions, trimming 25 holdings, and fully liquidating 10 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.
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