StockDriftsStockDriftsTop 20 White & CO Financial Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.49% | 796.3K | $20.4M | -2.38%(-19.43K) | $22.94(+31.38%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 13.33% | 693.5K | $20.2M | -1.94%(-13.70K) | $25.69(+24.81%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 8.89% | 434.5K | $13.5M | -1.17%(-5.15K) | $27.76(+23.08%) | 2026-09-30 | |
| FLXR | TCW ETF TRUST | 8.71% | 335.7K | $13.2M | +11.54%(+34.73K) | $39.19(-3.27%) | 2026-09-30 | |
| SCHC | SCHWAB STRATEGIC TR | 8.25% | 267.2K | $12.5M | +0.64%(+1.69K) | $36.61(+32.87%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.22% | 502.7K | $12.4M | -2.01%(-10.33K) | $19.56(+37.60%) | 2026-09-30 | |
| SCHI | SCHWAB STRATEGIC TR | 7.02% | 468.7K | $10.6M | +9.66%(+41.30K) | $22.56(-4.47%) | 2026-09-30 | |
| SPLB | SPDR SER TR | 7.01% | 477.5K | $10.6M | +13.15%(+55.50K) | $22.79(-9.58%) | 2026-09-30 | |
| SCHH | SCHWAB STRATEGIC TR | 3.98% | 280.1K | $6.0M | -0.43%(-1.21K) | $22.01(+1.11%) | 2026-09-30 | |
| RWO | SPDR INDEX SHS FDS | 3.97% | 131.4K | $6.0M | +0.18%(+236) | $45.25(+2.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.13% |
White & CO Financial Planning INC reports $151.34M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (13.5%), SCHA (13.3%) and SCHM (8.9%). The top 20 holdings account for 97.42% of reported assets. Its disclosed equity book has returned +19.97% cumulatively over 7 quarters. Figures reflect the Q3 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 White & CO Financial Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039300). View White & CO Financial Planning INC’s 13F filings on SEC