White & Co Financial Planning Inc holds a focused book of 20 reported positions worth $161.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they trimmed Schwab US Small-Cap ETF. Their largest long position is Schwab US Small-Cap ETF at 16% of the reported non-option book.
White & Co Financial Planning Inc is a wealth platform: this book aggregates client accounts across many advisers.
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.
0% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as White & Co Financial Planning Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ZynergyRetirementPlanningLLC | 6 / 20 | $115.3M |
| Vestwell Advisors, LLC | 2 / 20 | $260.3M |
| Ashford Advisors, LLC | 2 / 20 | $294.3M |
| Alternative Investment Advisors, LLC. | 2 / 20 | $154.5M |
| 93 Financial Group, LLC | 4 / 20 | $134.7M |
| Sims Investment Management, LLC | 3 / 20 | $162.1M |
| Valley Forge Investment Consultants Inc Adv | 6 / 20 | $194.5M |
| Nisa Investment Advisors, LLC | 3 / 20 | $13.8B |
Ranked by the share of each fund's own book sitting in the names it shares with White & Co Financial Planning Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US SML CAP ETF | $25.6M | 707.2K | 15.8% | ▼−2.9% Reduced · −21K sh | |
| 2 | Schwab Strategic TR US LRG CAP ETF | $24.0M | 815.7K | 14.9% | ▲+0.9% Added · +7K sh | |
| 3 | Schwab Strategic TR US MID-CAP ETF | $16.2M | 439.7K | 10.0% | ▲+0.7% Added · +3K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $14.2M | 513.1K | 8.8% | ▲+0.5% Added · +2K sh | |
| 5 | Schwab Strategic TR INTL SCEQT ETF | $12.8M | 265.5K | 7.9% | ▲+1.1% Added · +3K sh | |
| 6 | TCW ETF Trust FLEXIBLE INCOME | $11.8M | 300.9K | 7.3% | ▲+16% Added · +41K sh | |
| 7 | Schwab Strategic TR 5 10YR CORP BD | $9.7M | 427.4K | 6.0% | ▲+13% Added · +50K sh | |
| 8 | SPDR Ser TR PORTFOLIO LN COR | $9.5M | 422.0K | 5.9% | ▲+14% Added · +51K sh | |
| 9 | Schwab Strategic TR US REIT ETF | $6.7M | 281.3K | 4.1% | ▲+0.7% Added · +2K sh | |
| 10 | SPDR Index SHS FDS DJ GLB RL ES ETF | $6.5M | 131.2K | 4.0% | ▲+2.1% Added · +3K sh | |
| 11 | Schwab Strategic TR EMRG MKTEQ ETF | $4.8M | 133.5K | 3.0% | ▲+0.6% Added · +842 sh | |
| 12 | SPDR Index SHS FDS GLB NAT RESRCE | $4.0M | 59.1K | 2.5% | ▲+0.4% Added · +213 sh | |
| 13 | J P Morgan Exchange Traded F INTL BD OPP ETF | $3.8M | 77.9K | 2.3% | ▲+9.6% Added · +7K sh | |
| 14 | Pimco ETF TR MULTISECTOR BD | $3.7M | 139.6K | 2.3% | ▲+8.1% Added · +11K sh | |
| 15 | Schwab Strategic TR 1 5YR CORP BD | $3.5M | 141.3K | 2.2% | ▲+17% Added · +21K sh | |
| 16 | Vaneck ETF Trust LONG MUNI ETF | $2.0M | 114.0K | 1.3% | ▲+5.8% Added · +6K sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $2.0M | 18.7K | 1.2% | ▲+5.1% Added · +907 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $277K | 370 | 0.2% | —Held | |
| 19 | Ishares TR SHRT NAT MUN ETF | $256K | 2.4K | 0.2% | ▲+0.9% Added · +22 sh | |
| 20 | Wisdomtree TR PUTWRITE STRAT | $218K | 6.6K | 0.1% | ▲+5.5% Added · +347 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2039300/holdings"
Use Arkolith to show White & Co Financial Planning Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 20 | $161.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 20 | $142.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 19 | $133.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 19 | $132.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 19 | $125.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 19 | $116.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 19 | $117.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.