13F Filings History of White & Co Financial Planning Inc

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$133M
Signature - Title
Thomas White - President
Location
Sunnyside, WA
Summary
This page shows a list of all the recent 13F filings made by White & Co Financial Planning Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White & Co Financial Planning Inc reported 19 stock holdings with total value $133M as of Q3 2025. Top holdings included SCHX, SCHA, SCHM, SCHF, and SCHC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 19 $133M +$1.79M -$1.62M +$169K SCHX, SCHA, SCHM, SCHF, SCHC 13F-HR 10/20/2025, 07:52 PM
Q2 2025 19 $125M +$2.45M -$812K +$1.64M SCHX, SCHA, SCHM, SCHC, SCHF 13F-HR 7/21/2025, 06:38 PM
Q1 2025 19 $116M +$800K -$1.3M -$502K SCHX, SCHA, SCHM, SCHF, SCHC 13F-HR 5/6/2025, 08:08 PM
Q4 2024 19 $118M $0 $0 SCHX, SCHA, SCHM, SCHF, SCHC Restatement 2/5/2025, 06:38 PM