StockDriftsStockDriftsTop 50 B&D White Capital Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 9.4% | 737.3K | $94.4M | +0.66%(+4.85K) | $94.15(+40.62%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.2% | 903.7K | $82.4M | +10.19%(+83.60K) | $75.74(+25.47%) | 2026-06-30 | |
| ILCG | ISHARES TR | 5.49% | 471.4K | $55.2M | +35.69%(+124.00K) | $95.45(+23.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.4% | 118.4K | $44.2M | +2161.70%(+113.21K) | $371.58(+30.81%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.86% | 312.6K | $38.8M | +5.50%(+16.31K) | $99.89(+23.53%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.71% | 839.4K | $37.2M | -1.00%(-8.44K) | $34.78(+32.39%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 3.43% | 807.9K | $34.5M | +37.46%(+220.14K) | $35.67(+18.29%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.32% | 59.2K | $33.4M | +3675.91%(+57.67K) | $551.25(+5.27%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.23% | 87.8K | $32.5M | -12.74%(-12.82K) | $288.68(+32.80%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.16% | 587.1K | $31.7M | +79.71%(+260.40K) | $46.20(+25.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.52% | +66.50% | +11.39% | +71.46% |
| Top 20 Holdings Unweighted | +17.82% | +63.56% | +9.34% | +56.28% |
B&D White Capital Company, LLC reports $1.00B in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (9.4%), AVLV (8.2%) and ILCG (5.5%). The top 20 holdings account for 70.8% of reported assets. Its disclosed equity book has returned +66.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from B&D White Capital Company, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1752523). View B&D White Capital Company, LLC’s 13F filings on SEC