White & Co Financial Planning Inc

Q3 2026 13F-HR Holdings

Location
Sunnyside, WA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$151,337
Net value change ($000)
-10,087 (-6.2%)
New positions
1
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FLXR 1,382 11.7%
SPLB 1,157 12.2%
SCHI 954 9.9%
SCHJ 504 14.5%
VO 437 NEW
GNR 420 10.6%
JPIB 290 7.7%
PYLD 233 6.3%
SUB 13 5.1%
WTPI 3 1.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHA -5,384 -21.1%
SCHX -3,590 -15.0%
SCHM -2,758 -17.0%
SCHWAB STRATEGIC TRUST -1,769 -12.4%
SCHH -643 -9.7%
RWO -506 -7.8%
SCHE -486 -10.0%
SCHC -287 -2.2%
IVV -35 -12.6%
MLN -15 -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