White & Co Financial Planning Inc

Q2 2026 13F-HR Holdings

Location
Sunnyside, WA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$161,424
Net value change ($000)
+19,196 (13.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,368 20.6%
SCHX 3,279 15.8%
SCHM 2,687 19.9%
FLXR 1,606 15.8%
SCHWAB STRATEGIC TRUST 1,573 12.4%
SPLB 1,200 14.5%
SCHI 1,107 12.9%
SCHH 661 11.0%
RWO 641 10.9%
SCHC 505 4.1%
Top Reduces (Value $000, Stocks/ETFs)
GNR -419 -9.5%
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