White & Co Financial Planning Inc
White & Co Financial Planning Inc reported 20 positions worth $161.4M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCHA (15.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHA | SH | $25.6M | 15.83% | 707,188 | — | — | |
| ▸ 2 | SCHX | SH | $24.0M | 14.87% | 815,684 | — | — | |
| ▸ 3 | SCHM | SH | $16.2M | 10.04% | 439,692 | — | — | |
| ▸ 4 | SCHF | SH | $14.2M | 8.80% | 513,065 | — | — | |
| ▸ 5 | SCHC | SH | $12.8M | 7.91% | 265,459 | — | — | |
| ▸ 6 | FLXR | SH | $11.8M | 7.31% | 300,921 | — | — | |
| ▸ 7 | SCHI | SH | $9.7M | 5.99% | 427,382 | — | — | |
| ▸ 8 | SPLB | SH | $9.5M | 5.86% | 421,974 | — | — | |
| ▸ 9 | SCHH | SH | $6.7M | 4.13% | 281,314 | — | — | |
| ▸ 10 | RWO | SH | $6.5M | 4.04% | 131,163 | — | — |
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Frequently Asked Questions
What stocks does White & Co Financial Planning Inc hold as of Q2 2026?
White & Co Financial Planning Inc reported 20 positions worth $161.4M in its Q2 2026 13F filing. Largest positions: SCHA (15.8%), SCHX (14.9%), SCHM (10.0%), SCHF (8.8%) and SCHC (7.9%).
What did White & Co Financial Planning Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did White & Co Financial Planning Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.