White & Co Financial Planning Inc

Q3 2025 13F-HR Holdings

Location
Sunnyside, WA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
19
Total value ($000)
$132,828
Net value change ($000)
+7,780 (6.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHA 1,684 8.9%
SCHX 1,191 5.9%
SCHM 708 5.8%
FLXR 595 6.9%
SPLB 565 7.9%
SCHWAB STRATEGIC TRUST 435 3.7%
SCHI 413 5.6%
SCHC 400 3.4%
GNR 351 11.2%
SCHE 350 8.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -2 -0.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type