White & Co Financial Planning Inc
•CIK: 2039300•Filing: Q4 2025
**White & Co Financial Planning Inc.** manages $134M across a concentrated portfolio of 19 positions. The strategy shows a significant allocation to broad market sector ETFs, notably SCHX ($21.8M) and SCHA ($21.0M). Further diversification is evident with substantial holdings in SCHM ($13.0M) and SCHF ($12.6M). The top ten holdings account for over 65% of the reported assets under management.
Total AUM
$133.8M
QoQ Performance
+0.7%
Positions
8
Top 10 Concentration
86.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHA
SCHM
SCHF
SCHC
FLXR
SCHI
SPLB
SCHX16.3%
SCHA15.7%
SCHM9.7%
SCHF9.4%
SCHC9.1%
FLXR6.9%
SCHI5.8%
SPLB5.6%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other99.8%
ETF0.2%
Changes from Q3 2025
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024