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: 0002039300
Total reported value
$151.3M
$151.3M
21 檔
61.3%
In Q2 2026, White & Co Financial Planning Inc's U.S. equity holdings reached a combined market value of $151.3M, distributed across 21 disclosed stock positions.
In Q2 2026, White & Co Financial Planning Inc displayed an active expansion posture, initiating 0 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | ETF-Other | 15.83% | -2.50% | -2.92% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.87% | -1.38% | +0.90% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 10.04% | -1.15% | +0.65% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.80% | -0.58% | +0.47% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 7.91% | +0.34% | +1.13% | |
| 6 | FLXR | Tcw Flexible Income ETF | ETF-Other | 7.31% | +1.40% | +15.94% | |
| 7 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 5.99% | +1.03% | +13.12% | |
| 8 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.86% | +1.15% | +13.63% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 4.13% | -0.15% | +0.75% | |
| 10 | RWO | State Street Spdr Dow Jones | ETF-Other | 4.04% | -0.07% | +2.12% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.00% | -0.12% | +0.63% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-Other | 2.47% | +0.45% | +0.36% | |
| 13 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.33% | +0.35% | +9.57% | |
| 14 | ✓ | Stock-Other | 2.29% | — | +8.14% | ||
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.29% | +0.31% | +8.14% | |
| 16 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 2.16% | +0.48% | +17.24% | |
| 17 | MLN | Vaneck Long Muni ETF | ETF-Other | 1.26% | +0.07% | +5.82% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.25% | +0.08% | +5.10% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 0.16% | +0.02% | +0.92% | |
| 21 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 0.13% | +0.02% | +5.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +0.9% | -2.92% | Trim |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.5% | +0.65% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.3% | +0.90% | Add |
| 4 | FLXR | Tcw Flexible Income ETF | +0.1% | +15.94% | Add |
| 5 | SPLB | Ss Spdr P Long Term C ETF | +0.1% | +13.63% | Add |
| 6 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | +0.1% | +17.24% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 8 | WTPI | Wisdomtree Equity Premium In | 0% | +5.52% | Add |
| 9 | SUB | Ishares Short-term National | 0% | +0.92% | Add |
| 10 | SCHI | Schwab 5-10 Year Corporate B | 0% | +13.12% | Add |
| 11 | JPIB | Jpmorgan Intl Bnd ETF | -0.1% | +9.57% | Add |
| 12 | MLN | Vaneck Long Muni ETF | -0.1% | +5.82% | Add |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +0.63% | Add |
| 14 | MUB | Ishares National Muni Bond E | -0.1% | +5.10% | Add |
| 15 | SCHF | Schwab Intl Equity ETF | -0.1% | +0.47% | Add |
| 16 | SCHH | Schwab US Reit ETF | -0.1% | +0.75% | Add |
| 17 | RWO | State Street Spdr Dow Jones | -0.1% | +2.12% | Add |
| 18 | ✓ | -0.1% | +8.14% | Add | |
| 19 | GNR | State Street Spdr S&p Global | -0.6% | +0.36% | Add |
| 20 | SCHC | Schwab Intl Small-cap Equity | -0.7% | +1.13% | Add |
According to official SEC Form 13F filings, White & Co Financial Planning Inc reported a total U.S. public equity portfolio value of $151.3M across 21 disclosed positions in Q2 2026.
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 SCHA, SCHX, SCHM) accounted for 61.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
SCHA
前期市值: $21.2M
During Q2 2026, White & Co Financial Planning Inc's top holdings by market value included SCHA (15.8%)、SCHX (14.9%)、SCHM (10.0%). The largest single position, SCHA, represented 15.8% of total portfolio value.
In Q2 2026, White & Co Financial Planning Inc made 19 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 1 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.