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White & Co Financial Planning - Q2 2026 13F Filings

WH

White & Co Financial Planning INC

CIK: 0002039300
Address: Washington Sunnyside 910 Franklin Ave Ste 3
$161.42 M
Portfolio Value
20
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. FLXR Tcw Flexible Income Etf
+$1.62 M
2. SPLB Spdr Portfolio Long Term Corporate Bond Etf
+$1.13 M
3. SCHI Schwab 5-10 Year Corporate Bond Etf
+$1.12 M
4. SCHJ Schwab 1-5 Year Corporate Bond Etf
+$512,311.3
5. JPIB Jpmorgan Intl Bnd Etf
+$328,975.2

Top Sells

Q2 2026
1. SCHA Schwab Us Small-Cap Etf
−$767,943.53

Asset Allocation

Stocks/ETFs
+13.50%
$161.42 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

White & Co Financial Planning Q2 2026 Filing Summary

White & Co Financial Planning INC filed its 13F report for Q2 2026 on July 15, 2026. The portfolio totaled 161.42 M reflecting a +13.50% change from the prior quarter, spanning 20 assets. The top 10 holdings comprised 84.8% of the portfolio. No significant position changes were reported during the quarter.

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 Q2 2026 Filing

White & Co Financial Planning submitted their Form 13F-HR for the Q2 2026 period on 07/15/2026. This was the only submission for the quarter.

In the Q2 2026 filing, White & Co Financial Planning reported a managed portfolio value of 161.42 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 Q2 2026, please visit White & Co Financial Planning's Portfolio Analysis page.