StockDriftsStockDriftsTop 19 White & Co Financial Planning Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 15.83% | 707.2K | $25.6M | -2.92%(-21.25K) | $25.69(+35.48%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 14.87% | 815.7K | $24.0M | +0.90%(+7.29K) | $22.94(+33.10%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 10.04% | 439.7K | $16.2M | +0.65%(+2.86K) | $27.76(+29.80%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.8% | 513.1K | $14.2M | +0.47%(+2.40K) | $19.56(+44.56%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 7.91% | 265.5K | $12.8M | +1.13%(+2.97K) | $36.53(+39.24%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 7.31% | 300.9K | $11.8M | +15.94%(+41.37K) | $39.26(-1.00%) | 2026-06-30 | |
| SCHI | SCHWAB STRATEGIC TR | 5.99% | 427.4K | $9.7M | +13.12%(+49.58K) | $22.61(-1.68%) | 2026-06-30 | |
| SPLB | SPDR SER TR | 5.86% | 422.0K | $9.5M | +13.63%(+50.60K) | $22.98(-6.90%) | 2026-06-30 | |
| SCHH | SCHWAB STRATEGIC TR | 4.13% | 281.3K | $6.7M | +0.75%(+2.08K) | $22.01(+7.61%) | 2026-06-30 | |
| RWO | SPDR INDEX SHS FDS | 4.04% | 131.2K | $6.5M | +2.12%(+2.72K) | $45.24(+10.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.47% |
White & Co Financial Planning Inc reports $161.42M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are SCHA (15.8%), SCHX (14.9%) and SCHM (10.0%). The top 20 holdings account for 97.71% of reported assets. Its disclosed equity book has returned +24.47% cumulatively over 6 quarters. 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 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