White & CO Financial Planning Inc Portfolio Holdings

White & CO Financial Planning Inc

  • $125 Billion
  • Q2 2025

White & CO Financial Planning Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 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 $20.2B, Schwab Strategic Tr Us Small C with a value of $18.9B, Schwab Strategic U.S. Mid Cap with a value of $12.1B, Schwab Strategic Tr Intl Small with a value of $11.7B, and Schwab Strategic Tr Intl Eqty with a value of $11.7B.

Examining the 13F form we can see an increase of $8.99B in the current position value, from $116B to 125B.

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 $125 Billion
ETFs: $116 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.2 Billion 16.13% of portfolio
829,155
Q2 2025 Added 1.62%
$0
$18.9 Billion 15.1% of portfolio
747,217
Q2 2025 Added 8.48%
$0
$12.1 Billion 9.69% of portfolio
433,386
Q2 2025 Added 2.48%
$0
$11.7 Billion 9.39% of portfolio
277,996
Q2 2025 Reduced 2.62%
$0
$11.7 Billion 9.39% of portfolio
532,724
Q2 2025 Reduced 2.95%
Tcw ETF Trust
-
$8.64 Billion 6.91% of portfolio
-
Q2 2025 Reduced 0.36%
$0
$7.44 Billion 5.95% of portfolio
328,078
Q2 2025 Added 0.51%
$0
$7.18 Billion 5.74% of portfolio
321,114
Q2 2025 Added 1.17%
$0
$5.22 Billion 4.17% of portfolio
248,468
Q2 2025 Added 0.99%
$0
$5.18 Billion 4.14% of portfolio
117,574
Q2 2025 Added 1.33%
$0
$4 Billion 3.2% of portfolio
132,764
Q2 2025 Added 0.9%
$0
$3.14 Billion 2.51% of portfolio
57,937
Q2 2025 Added 2.13%
$0
$3.13 Billion 2.5% of portfolio
64,356
Q2 2025 Reduced 0.31%
$0
$2.59 Billion 2.07% of portfolio
104,319
Q2 2025 Added 0.34%
$0
$1.58 Billion 1.26% of portfolio
15,128
Q2 2025 Reduced 0.09%
$0
$1.56 Billion 1.25% of portfolio
92,746
Q2 2025 Reduced 3.22%
$0
$240 Million 0.19% of portfolio
2,259
Q2 2025 Reduced 2.25%
$0
$218 Million 0.17% of portfolio
6,801
Q2 2025 Added 5.47%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $125 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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