White & Co Financial Planning Inc
All 13F Filings
- Location
- Sunnyside, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 151,337
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 21 | 151,337 | 13F-HR | White & Co Financial Planning Inc |
| Q2 2026 | 7/15/2026 | 20 | 161,424 | 13F-HR | White & Co Financial Planning Inc |
| 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 | 221 | 0.1% | 3 | 0 | 3 |
| ETFs | 151.1 K | 99.9% | 0 | 10.09 K | -10.09 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
151,337
Holdings
21
QoQ value change ($000)
-10,087
(-6.2%)
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.