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White & Co Financial Planning - Q4 2025 13F Filings

WH

White & Co Financial Planning INC

CIK: 0002039300
Address: Washington Sunnyside 910 Franklin Ave Ste 3
$133.76 M
Portfolio Value
19
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/15/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025
1. FLXR Tcw Flexible Income Etf
−$22,571.99
2. SPLB Spdr Portfolio Long Term Corporate Bond Etf
−$12,802.87
3. SCHI Schwab 5-10 Year Corporate Bond Etf
−$12,771.3
4. SCHA Schwab Us Small-Cap Etf
−$9,284.48
5. SCHX Schwab Us Large-Cap Etf
−$8,987.94

Asset Allocation

Stocks/ETFs
+0.70%
$133.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

White & Co Financial Planning Q4 2025 Filing Summary

White & Co Financial Planning INC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 133.76 M reflecting a +0.70% change from the prior quarter, spanning 19 assets. The top 10 holdings comprised 86.5% of the portfolio. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for White & Co Financial Planning’s Q4 2025 Filing

White & Co Financial Planning submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, White & Co Financial Planning reported a managed portfolio value of 133.76 M, consisting of 19 individual positions.

This page displays the raw filing documents. To see which stocks White & Co Financial Planning bought or sold during Q4 2025, please visit White & Co Financial Planning's Portfolio Analysis page.