White & Co Financial Planning
White & Co Financial Planning reported 21 stocks worth $151M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SCHX (13.5%), SCHA (13.3%) and SCHM (8.9%). Compared with Q2 2026, the fund opened new positions in VO, added to FLXR, SCHC and SCHI and trimmed SCHX, SCHA and SCHM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $20.4M | 13.5% | 796K | −19K (−2%) | 8 of 8 | |
| 2 |  SCHA Schwab US Small Cap ETF | $20.2M | 13.3% | 693K | −14K (−2%) | 8 of 8 | |
| 3 |  SCHM Schwab Strategic TR | $13.5M | 8.9% | 435K | −5,153 (−1%) | 8 of 8 | |
| 4 |  FLXR Tcw ETF Trust | $13.2M | 8.7% | 336K | +35K (+12%) | 8 of 8 | |
| 5 |  SCHC Schwab Strategic TR | $12.5M | 8.3% | 267K | +1,693 (+1%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $12.4M | 8.2% | 503K | −10K (−2%) | 8 of 8 | |
| 7 |  SCHI Schwab Strategic TR | $10.6M | 7.0% | 469K | +41K (+10%) | 8 of 8 | |
| 8 |  SPLB Spdr Series Trust | $10.6M | 7.0% | 477K | +56K (+13%) | 8 of 8 | |
| 9 |  SCHH Charles Schwab US REIT | $6M | 4.0% | 280K | −1,210 (−0%) | 8 of 8 | |
| 10 |  RWO Spdr Index Shs Fds | $6M | 4.0% | 131K | +236 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →White & Co Financial Planning 13F FAQ
What does White & Co Financial Planning own?
White & Co Financial Planning reported 21 stocks worth $151M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SCHX (13.5%), SCHA (13.3%) and SCHM (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did White & Co Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 12 added to, 7 trimmed and 0 sold out. New positions include VO.
When will White & Co Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is White & Co Financial Planning's portfolio worth?
The Q3 2026 filing reports $151M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.