White & Co Financial Planning Inc

Q1 2026 13F-HR Holdings

Location
Sunnyside, WA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$142,228
Net value change ($000)
+8,469 (6.3%)
New positions
1
Sold out positions
0
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 3,381 NEW
FLXR 1,029 11.2%
SCHI 768 9.8%
GNR 734 20.0%
SCHH 727 13.8%
SPLB 701 9.3%
SCHM 523 4.0%
RWO 446 8.2%
SCHJ 298 11.1%
JPIB 257 8.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -1,091 -5.0%
IVV -48 -16.6%
WTPI -20 -9.0%
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