White & Co Financial Planning Inc

Registered adviser

CIK

2039300

Location

SUNNYSIDE, WA

Portfolio Value

Small $158,702,004

Diversification

Highly concentrated

Filing Date

Global Rank

#7,185 / 8,827 ▼ 14 · as of Jun 2026

3Y Alpha vs SPY

-4.1%

Period ended 38 days ago

Filed Oct 16, 2026 · 22d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 115326

Roster of Nov 1, 2026

Regulatory AUM

$149,805,946

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$149,805,946	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$131,062,158	Individuals and high net worth (100%)
May 2024 to Mar 2025	$115,460,687	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Low turnover

2.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 96.9%; sector active share 87.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

21 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

71.4%

−1.3 pts

Top 5

94.6%

−0.1 pts

Top 10

100.0%

0.0 pts

HHI

5,260

Highly concentrated−175

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$158,702,004	21

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	+55,500	477,474	$9,730,920
SCHI	Schwab 5-10 Year Corporate Bond ETF	+41,299	468,681	$10,048,520
FLXR		+34,735	335,656	$12,731,432
SCHJ	Schwab 1-5 Year Corporate Bond ETF	+19,995	161,288	$3,887,040
PYLD		+10,594	150,160	$3,812,562
JPIB	JPMorgan International Bond Opportunities ETF	+6,933	84,834	$3,961,747
SCHC	Schwab International Small-Cap Equity ETF	+1,693	267,152	$13,288,140
MLN	VanEck Long Muni ETF	+1,347	115,370	$1,883,992
WTPI	WisdomTree Equity Premium Income Fund	+280	6,918	$226,979
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	+236	131,399	$6,096,913
MUB	iShares National Muni Bond ETF	+197	18,897	$1,910,486
SUB	iShares Short-Term National Muni Bond ETF	+121	2,527	$264,172
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−19,429	796,255	$23,887,650
SCHA	Schwab U.S. Small-Cap ETF	−13,701	693,487	$22,628,480
SCHF	Schwab International Equity ETF	−10,328	502,737	$13,810,185
SCHM	Schwab U.S. Mid-Cap ETF	−5,153	434,539	$14,783,016
SCHE	Schwab Emerging Markets Equity ETF	−1,337	132,120	$4,815,774
SCHH	Schwab U.S. REIT ETF	−1,210	280,104	$6,173,492
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	−201	58,915	$4,357,942
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VO	VANGUARD MID-CAP INDEX FUND	1,520	$119,198
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $158,702,004 total · filing declares 21 positions · $151,336,648 · as of Sep 30, 2026

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Reduced	796,255	-19,429	$23,887,650	−0.5%	15.05%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	693,487	-13,701	$22,628,480	−11.4%	14.26%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	434,539	-5,153	$14,783,016	−8.8%	9.31%
SCHF	Schwab International Equity ETF	Reduced	502,737	-10,328	$13,810,185	−2.8%	8.70%
SCHC	Schwab International Small-Cap Equity ETF	Added	267,152	+1,693	$13,288,140	+4.0%	8.37%
FLXR		Added	335,656	+34,735	$12,731,432	+7.9%	8.02%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	468,681	+41,299	$10,048,520	+3.9%	6.33%
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	Added	477,474	+55,500	$9,730,920	+2.9%	6.13%
SCHH	Schwab U.S. REIT ETF	Reduced	280,104	-1,210	$6,173,492	−7.3%	3.89%
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	Added	131,399	+236	$6,096,913	−6.5%	3.84%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	132,120	-1,337	$4,815,774	−0.5%	3.03%
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	Reduced	58,915	-201	$4,357,942	+9.5%	2.75%
JPIB	JPMorgan International Bond Opportunities ETF	Added	84,834	+6,933	$3,961,747	+5.2%	2.50%
SCHJ	Schwab 1-5 Year Corporate Bond ETF	Added	161,288	+19,995	$3,887,040	+11.6%	2.45%
PYLD		Added	150,160	+10,594	$3,812,562	+3.0%	2.40%
MUB	iShares National Muni Bond ETF	Added	18,897	+197	$1,910,486	−5.1%	1.20%
MLN	VanEck Long Muni ETF	Added	115,370	+1,347	$1,883,992	−7.1%	1.19%
IVV	iShares Core S&P 500 ETF	Held	370	0	$283,364	+2.3%	0.18%
SUB	iShares Short-Term National Muni Bond ETF	Added	2,527	+121	$264,172	+3.1%	0.17%
WTPI	WisdomTree Equity Premium Income Fund	Added	6,918	+280	$226,979	+4.3%	0.14%
VO	VANGUARD MID-CAP INDEX FUND	NEW	1,520	NEW	$119,198	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.