White & Co Financial Planning Inc
All 13F Filings
- Location
- Sunnyside, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 142,228
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 20 | 142,228 | 13F-HR | White & Co Financial Planning Inc |
| Q4 2025 | 1/20/2026 | 19 | 133,759 | 13F-HR | White & Co Financial Planning Inc |
| Q3 2025 | 10/21/2025 | 19 | 132,828 | 13F-HR | White & Co Financial Planning Inc |
| Q2 2025 | 7/22/2025 | 19 | 125,048 | 13F-HR | White & Co Financial Planning Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 201 | 0.1% | 0 | 30.88 K | -30.88 K |
| ETFs | 142 K | 99.9% | 39.35 K | 0 | 39.35 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
142,228
Holdings
20
QoQ value change ($000)
8,469
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.