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White & Co Financial Planning - Q1 2026 13F Filings

WH

White & Co Financial Planning INC

CIK: 0002039300
Address: Washington Sunnyside 910 Franklin Ave Ste 3
$142.23 M
Portfolio Value
20
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$3.38 M
2. FLXR Tcw Flexible Income Etf
+$1.1 M
3. SCHI Schwab 5-10 Year Corporate Bond Etf
+$865,991.14
4. SPLB Spdr Portfolio Long Term Corporate Bond Etf
+$821,406.3
5. SCHH Schwab Us Reit Etf
+$575,051.51

Top Sells

Q1 2026
1. SCHF Schwab International Equity Etf
−$305,761.67
2. SCHA Schwab Us Small-Cap Etf
−$242,963.56
3. SCHC Schwab International Small-Cap Equity Etf
−$203,318.95
4. SCHX Schwab Us Large-Cap Etf
−$60,971.95
5. IVV Ishares Core S&P 500 Etf
−$35,273.38

Asset Allocation

Stocks/ETFs
+6.33%
$142.23 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

White & Co Financial Planning Q1 2026 Filing Summary

White & Co Financial Planning INC filed its 13F report for Q1 2026 on May 06, 2026. The portfolio totaled 142.23 M reflecting a +6.33% change from the prior quarter, spanning 20 assets. The top 10 holdings comprised 83.8% of the portfolio. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for White & Co Financial Planning’s Q1 2026 Filing

White & Co Financial Planning submitted their Form 13F-HR for the Q1 2026 period on 05/06/2026. This was the only submission for the quarter.

In the Q1 2026 filing, White & Co Financial Planning reported a managed portfolio value of 142.23 M, consisting of 20 individual positions.

This page displays the raw filing documents. To see which stocks White & Co Financial Planning bought or sold during Q1 2026, please visit White & Co Financial Planning's Portfolio Analysis page.