13F Filings History of White & Co Financial Planning Inc

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$133,759,477
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 $133,759,477 as of Q4 2025. Top holdings included SCHX, SCHA, SCHM, SCHF, and SCHC.

Notify me when White & Co Financial Planning Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 19 $133,759,477 $0 -$105,947 -$105,947 SCHX, SCHA, SCHM, SCHF, SCHC 13F-HR 20 Jan 2026, 11:22
Q3 2025 19 $132,827,733 +$1,785,119 -$1,616,134 +$168,985 SCHX, SCHA, SCHM, SCHF, SCHC 13F-HR 20 Oct 2025, 19:52
Q2 2025 19 $125,047,578 +$2,451,828 -$812,318 +$1,639,510 SCHX, SCHA, SCHM, SCHC, SCHF 13F-HR 21 Jul 2025, 18:38
Q1 2025 19 $116,058,160 +$800,423 -$1,302,261 -$501,838 SCHX, SCHA, SCHM, SCHF, SCHC 13F-HR 06 May 2025, 20:08
Q4 2024 19 $117,905,730 $0 $0 $0 SCHX, SCHA, SCHM, SCHF, SCHC Restatement 05 Feb 2025, 18:38