White & CO Financial Planning Inc Portfolio Holdings

White & CO Financial Planning Inc

  • $134 Billion
  • Q4 2025

White & CO Financial Planning Inc has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $21.8B, Schwab Strategic Tr Us Small C with a value of $21B, Schwab Strategic U.S. Mid Cap with a value of $13B, Schwab Strategic Tr Intl Eqty with a value of $12.6B, and Schwab Strategic Tr Intl Small with a value of $12.1B.

Examining the 13F form we can see an increase of $932M in the current position value, from $133B to 134B.

White & CO Financial Planning Inc is based out at Sunnyside, WA

Below you can find more details about White & CO Financial Planning Inc portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $125 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $134 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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