White & CO Financial Planning Inc Portfolio Holdings

White & CO Financial Planning Inc

  • $133 Billion
  • Q3 2025

White & CO Financial Planning Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 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 $21.4B, Schwab Strategic Tr Us Small C with a value of $20.6B, Schwab Strategic U.S. Mid Cap with a value of $12.8B, Schwab Strategic Tr Intl Eqty with a value of $12.2B, and Schwab Strategic Tr Intl Small with a value of $12.1B.

Examining the 13F form we can see an increase of $7.78B in the current position value, from $125B to 133B.

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 $133 Billion
ETFs: $124 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.4 Billion 16.08% of portfolio
811,103
Q3 2025 Reduced 2.18%
$0
$20.6 Billion 15.48% of portfolio
737,124
Q3 2025 Reduced 1.35%
$0
$12.8 Billion 9.65% of portfolio
432,570
Q3 2025 Reduced 0.19%
$0
$12.2 Billion 9.17% of portfolio
523,264
Q3 2025 Reduced 1.78%
$0
$12.1 Billion 9.15% of portfolio
266,930
Q3 2025 Reduced 3.98%
Tcw ETF Trust
-
$9.23 Billion 6.95% of portfolio
-
Q3 2025 Added 6.04%
$0
$7.85 Billion 5.91% of portfolio
340,176
Q3 2025 Added 3.69%
$0
$7.74 Billion 5.83% of portfolio
334,970
Q3 2025 Added 4.31%
$0
$5.53 Billion 4.16% of portfolio
120,765
Q3 2025 Added 2.71%
$0
$5.45 Billion 4.1% of portfolio
252,648
Q3 2025 Added 1.68%
$0
$4.35 Billion 3.27% of portfolio
130,301
Q3 2025 Reduced 1.86%
$0
$3.49 Billion 2.63% of portfolio
58,988
Q3 2025 Added 1.81%
$0
$3.17 Billion 2.39% of portfolio
64,630
Q3 2025 Added 0.43%
$0
$2.69 Billion 2.03% of portfolio
108,011
Q3 2025 Added 3.54%
$0
$1.75 Billion 1.32% of portfolio
16,430
Q3 2025 Added 8.61%
$0
$1.74 Billion 1.31% of portfolio
99,341
Q3 2025 Added 7.11%
$0
$243 Million 0.18% of portfolio
2,277
Q3 2025 Added 0.8%
$0
$224 Million 0.17% of portfolio
6,719
Q3 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $133 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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