White & Co Financial Planning Inc

Q4 2025 13F-HR Holdings

Location
Sunnyside, WA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$133,759
Net value change ($000)
+931 (0.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SCHX 454 2.1%
SCHA 418 2.0%
SCHWAB STRATEGIC TRUST 391 3.2%
SCHM 180 1.4%
GNR 171 4.9%
MUB 10 0.6%
MLN 6 0.3%
IVV 6 2.1%
SCHC 1 0.0%
Top Reduces (Value $000, Stocks/ETFs)
SPLB -194 -2.5%
SCHH -176 -3.2%
RWO -94 -1.7%
SCHE -82 -1.9%
FLXR -69 -0.7%
SCHI -50 -0.6%
JPIB -26 -0.8%
SCHJ -12 -0.4%
WTPI -3 -1.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type