B&D White Capital Company, LLC holds a focused book of 94 stocks worth $1.0B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened McDonald's Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Avantis U.S. Equity ETF at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1752523/holdings"
Use Arkolith to show B&D White Capital Company, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as B&D White Capital Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 78 / 80 | $3.1B |
| LPL Financial LLC | 77 / 80 | $73.6B |
| JPMORGAN CHASE & CO | 76 / 80 | $334.9B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $90.5B |
| Kestra Advisory Services, LLC | 76 / 80 | $6.8B |
| MORGAN STANLEY | 75 / 80 | $383.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $17.6B |
| Corient Private Wealth LLC | 74 / 80 | $21.9B |
Ranked by how many of B&D White Capital Company, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $94.4M | 737.3K | 9.4% | ▲+0.7% Added · +5K sh | |
| 2 | American Centy ETF TR US LARGE CAP VLU | $82.4M | 903.7K | 8.2% | ▲+10% Added · +84K sh | |
| 3 | Ishares TR MORNINGSTAR GRWT | $55.2M | 471.4K | 5.5% | ▲+36% Added · +124K sh | |
| 4 | Microsoft Corp COM | $44.2M | 118.4K | 4.4% | ▲23× Added · +113K sh | |
| 5 | Ishares TR RUS 1000 GRW ETF | $38.8M | 312.6K | 3.9% | ▲+322% Added · +239K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $37.2M | 839.4K | 3.7% | ▼−1.0% Reduced · −8K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS VA | $34.5M | 807.9K | 3.4% | ▲+37% Added · +220K sh | |
| 8 | Meta Platforms Inc CL A | $33.4M | 59.2K | 3.3% | ▲38× Added · +58K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $32.5M | 87.8K | 3.2% | ▼−13% Reduced · −13K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $31.7M | 587.1K | 3.2% | ▲+80% Added · +260K sh | |
| 11 | American Centy ETF TR INTL EQT ETF | $28.2M | 315.8K | 2.8% | ▲+2.7% Added · +8K sh | |
| 12 | American Centy ETF TR INTL SMCP VLU | $25.4M | 246.7K | 2.5% | ▲+3.5% Added · +8K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $25.1M | 259.9K | 2.5% | ▲+0.5% Added · +1K sh | |
| 14 | American Centy ETF TR US SML CP VALU | $24.3M | 194.7K | 2.4% | ▲+50% Added · +65K sh | |
| 15 | American Centy ETF TR INTERNATIONAL LR | $23.7M | 305.9K | 2.4% | ▼−15% Reduced · −54K sh | |
| 16 | Abbott Laboratories COM | $22.0M | 242.7K | 2.2% | ▲10× Added · +219K sh | |
| 17 | McDonalds Corp COM | $21.5M | 79.5K | 2.1% | ▲New New position | |
| 18 | American Centy ETF TR AVAN U S QUA ETF | $21.3M | 323.0K | 2.1% | ▲New New position | |
| 19 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $19.9M | 65.7K | 2.0% | ▼−1.2% Reduced · −824 sh | |
| 20 | Dimensional ETF Trust WORLD EX US CORE | $15.7M | 425.1K | 1.6% | ▼−0.1% Reduced · −324 sh | |
| 21 | Dimensional ETF Trust US SMALL CAP ETF | $15.3M | 185.2K | 1.5% | ▼−0.6% Reduced · −1K sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $14.1M | 18.9K | 1.4% | ▲+405% Added · +15K sh | |
| 23 | Dimensional ETF Trust INTL CORE EQUITY | $14.1M | 377.4K | 1.4% | ▼−0.9% Reduced · −4K sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $14.1M | 415.5K | 1.4% | ▲+44% Added · +127K sh | |
| 25 | American Centy ETF TR AVAN US SMAL ETF | $12.9M | 176.0K | 1.3% | ▲+25% Added · +35K sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $12.1M | 16.5K | 1.2% | ▲+0.3% Added · +56 sh | |
| 27 | American Centy ETF TR EMERGING MKT VAL | $11.7M | 178.4K | 1.2% | ▼−23% Reduced · −52K sh | |
| 28 | Pepsico Inc COM | $11.5M | 85.0K | 1.1% | ▲New New position | |
| 29 | Dimensional ETF Trust US COR EQU 1 ETF | $11.5M | 140.0K | 1.1% | —Held | |
| 30 | American Centy ETF TR AVANTIS US LARG | $11.4M | 126.6K | 1.1% | ▲New New position | |
| 31 | Dimensional ETF Trust INTL CORE EQT MK | $11.3M | 273.7K | 1.1% | ▼−1.1% Reduced · −3K sh | |
| 32 | Vanguard Index FDS GROWTH ETF | $10.7M | 123.8K | 1.1% | ▲15× Added · +115K sh | |
| 33 | Vanguard Star FDS VG TL INTL STK F | $10.4M | 121.4K | 1.0% | —Held | |
| 34 | Dimensional ETF Trust EMERGING MKTS CO | $9.8M | 240.1K | 1.0% | ▼−0.9% Reduced · −2K sh | |
| 35 | Schwab Strategic TR US DIVIDEND EQ | $9.4M | 296.3K | 0.9% | ▲New New position | |
| 36 | American Centy ETF TR AVAN US VALU ETF | $7.8M | 96.9K | 0.8% | ▼−12% Reduced · −14K sh | |
| 37 | Dimensional ETF Trust US SMALL CAP ETF | $7.4M | 190.3K | 0.7% | ▲+15% Added · +25K sh | |
| 38 | American Centy ETF TR AVANTIS CORE FI | $6.0M | 145.0K | 0.6% | ▲+3.0% Added · +4K sh | |
| 39 | Fidelity Comwlth TR NASDAQ COMPSIT | $5.5M | 53.5K | 0.5% | ▼−0.1% Reduced · −48 sh | |
| 40 | Dimensional ETF Trust US TARGETED VLU | $5.4M | 77.2K | 0.5% | ▼−1.6% Reduced · −1K sh | |
| 41 | Ishares TR CORE S&P500 ETF | $4.8M | 6.4K | 0.5% | ▲+0.4% Added · +23 sh | |
| 42 | Lockheed Martin Corp COM | $4.6M | 9.1K | 0.5% | ▲New New position | |
| 43 | American Centy ETF TR AVANTIS ALL EQT | $4.4M | 51.2K | 0.4% | —Held | |
| 44 | American Centy ETF TR AVANTIS ALL EQT | $4.3M | 43.8K | 0.4% | —Held | |
| 45 | American Centy ETF TR AVANTIS ALL INT | $4.3M | 52.0K | 0.4% | ▼−6.7% Reduced · −4K sh | |
| 46 | First TR Exchange-Traded FD SHS | $3.7M | 11.1K | 0.4% | ▲~0% Added · +2 sh | |
| 47 | Nike Inc CL B | $3.5M | 86.5K | 0.4% | ▲New New position | |
| 48 | Lowes Cos Inc COM | $3.0M | 13.7K | 0.3% | ▲New New position | |
| 49 | American Centy ETF TR AVANTIS SHFXDINC | $3.0M | 64.9K | 0.3% | ▲+3.0% Added · +2K sh | |
| 50 | Apple Inc COM | $2.9M | 10.1K | 0.3% | ▲+2.2% Added · +216 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 94 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 74 | $808.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 72 | $863.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 74 | $780.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 77 | $656.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 53 | $678.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 65 | $593.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 73 | $580.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.