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

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
Track This Portfolio

Track White & CO Financial Planning Inc Portfolio

Follow White & CO Financial Planning Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White & CO Financial Planning Inc, based on Form 13F filings with the SEC.

News

Stay updated on White & CO Financial Planning Inc with notifications on news.