White & Co Financial Planning Inc holds a focused book of 20 stocks worth $161.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-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 equity book.
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This fund 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.
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 20 | $161.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 20 | $142.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 19 | $133.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 19 | $132.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 19 | $125.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 19 | $116.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 19 | $117.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.