White & Co Financial Planning Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$142.2M
Q ending 2026-03-31
Prior quarter
$133.8M
Q ending 2025-12-31
Change
+6.3% QoQ · +22.5% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHA | Shares | $21.2M | 728K |
| Schwab Strategic Tr | SCHX | Shares | $20.7M | 808K |
| Schwab Strategic Tr | SCHM | Shares | $13.5M | 437K |
| Schwab Strategic Tr | SCHF | Shares | $12.6M | 511K |
| Schwab Strategic Tr | SCHC | Shares | $12.3M | 262K |
| Tcw Etf Trust | FLXR | Shares | $10.2M | 260K |
| Schwab Strategic Tr | SCHI | Shares | $8.6M | 378K |
| Spdr Ser Tr | SPLB | Shares | $8.3M | 371K |
| Schwab Strategic Tr | SCHH | Shares | $6.0M | 279K |
| Spdr Index Shs Fds | RWO | Shares | $5.9M | 128K |
| Spdr Index Shs Fds | GNR | Shares | $4.4M | 59K |
| Schwab Strategic Tr | SCHE | Shares | $4.4M | 133K |
| J P Morgan Exchange Traded F | JPIB | Shares | $3.4M | 71K |
| Pimco Etf Tr | Shares | $3.4M | 129K | |
| Schwab Strategic Tr | SCHJ | Shares | $3.0M | 121K |
| Ishares Tr | MUB | Shares | $1.9M | 18K |
| Vaneck Etf Trust | MLN | Shares | $1.9M | 108K |
| Ishares Tr | SUB | Shares | $254K | 2K |
| Ishares Tr | IVV | Shares | $242K | 370 |
| Wisdomtree Tr | WTPI | Shares | $201K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.