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B&D White Capital Company

Latest statistics and disclosures from B&D White Capital Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, AVUS, ILCG, VTI, IWF, and represent 41.04% of B&D White Capital Company's stock portfolio.
Added to shares of these 10 stocks: AMZN (+$24M), IVV (+$22M), MTUM (+$22M), AVUS (+$21M), VUG (+$15M), ILCG (+$14M), GARP (+$13M), SCHG (+$13M), UPS (+$8.6M), DYNF (+$6.6M).
Started 20 new stock positions in IVV, EEM, LLY, IEMG, VOO, VO, FELG, GSK, MTUM, IVE. CMG, EFA, NVDA, GARP, VEA, WMT, LULU, CRM, IDEV, VB.
Reduced shares in these 10 stocks: GPIQ (-$18M), JEPI (-$16M), , IAU (-$10M), GLDM (-$9.7M), EZU (-$8.6M), GPIX (-$8.6M), IEUR (-$8.5M), GOOGL (-$6.9M), PEP (-$6.0M).
Sold out of its positions in ABBV, CVX, COP, XOM, FDX, GIS, GPIX, GPIQ, HP, HSY. HD, IAU, EZU, IEUR, JEPI, JNJ, MRK, MSTR, PANW, PEP, PSX, GLD, GLDM.
B&D White Capital Company was a net buyer of stock by $88M.
B&D White Capital Company has $781M in assets under management (AUM), dropping by 18.89%.
Central Index Key (CIK): 0001752523

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Positions held by B&D White Capital Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for B&D White Capital Company

B&D White Capital Company holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	17.4	$136M	+20%	619k	219.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.7	$60M	+52%	554k	108.70	View chart
Ishares Tr Morningstar Grwt (ILCG)	6.5	$51M	+39%	486k	104.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$39M		117k	328.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.5	$35M	+8%	75k	468.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.3	$34M	+17%	870k	38.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.1	$32M	+69%	996k	31.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.7	$29M	+14%	117k	247.12	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$26M	+136%	54k	479.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$22M	NEW	33k	669.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.8	$22M	NEW	84k	256.45	View chart
American Centy Etf Tr International Lr (AVIV)	2.6	$21M	+8%	307k	67.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.4	$19M		25.00	754200.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$19M		235k	78.90	View chart
Ishares Tr Msci Usa Quality (GARP)	1.7	$13M	NEW	202k	65.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$12M	+13%	260k	46.12	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.4	$11M		191k	57.37	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.4	$11M	+14%	150k	71.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$11M	+2%	321k	32.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$10M		150k	68.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$10M		326k	31.38	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.3	$9.8M		140k	70.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$9.4M		259k	36.35	View chart
United Parcel Service CL B (UPS)	1.2	$9.2M	+1402%	110k	83.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$9.1M		15k	600.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.1	$8.7M	-6%	97k	89.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$8.4M		115k	73.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.1	$8.4M	+362%	142k	59.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$8.0M		106k	75.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$7.7M	+31%	107k	72.26	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$5.6M	+3%	133k	42.08	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$4.7M	+3%	53k	89.13	View chart
Qualcomm (QCOM)	0.6	$4.6M	+660%	27k	166.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$4.2M		130k	32.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.1M	-3%	8.2k	502.74	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$3.8M	+100%	45k	83.41	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.5	$3.7M	+3%	52k	71.70	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.5	$3.6M	+99%	51k	70.34	View chart
Apple (AAPL)	0.4	$3.3M	-34%	13k	254.63	View chart
salesforce (CRM)	0.4	$3.1M	NEW	13k	237.00	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.4	$3.0M	NEW	74k	41.12	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$2.7M	+2%	57k	47.21	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$2.6M		11k	229.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.5M	+23%	25k	99.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.5M	NEW	12k	206.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.4M	-74%	9.8k	243.10	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.3	$2.4M	+2%	23k	101.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.3M	NEW	25k	93.37	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.3M	NEW	29k	80.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.9M		2.9k	666.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.7M	+6%	68k	25.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.7M	NEW	5.7k	293.74	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.5M	NEW	22k	65.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.2M	NEW	23k	53.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M	NEW	1.7k	612.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$953k	+3%	15k	65.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$849k	NEW	3.3k	254.28	View chart
Amgen (AMGN)	0.1	$847k	-25%	3.0k	282.20	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$737k	+55%	17k	44.48	View chart
Procter & Gamble Company (PG)	0.1	$681k	+150%	4.4k	153.65	View chart
Eli Lilly & Co. (LLY)	0.1	$665k	NEW	872.00	763.00	View chart
Clorox Company (CLX)	0.1	$556k	-50%	4.5k	123.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$549k	-79%	1.1k	499.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$549k		9.4k	58.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$452k	NEW	7.5k	59.92	View chart
Chipotle Mexican Grill (CMG)	0.0	$381k	NEW	9.7k	39.19	View chart
Lululemon Athletica (LULU)	0.0	$338k	NEW	1.9k	177.93	View chart
Microsoft Corporation (MSFT)	0.0	$336k	+24%	649.00	517.95	View chart
NVIDIA Corporation (NVDA)	0.0	$331k	NEW	1.8k	186.58	View chart
Wal-Mart Stores (WMT)	0.0	$314k	NEW	3.1k	103.06	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$270k		5.5k	49.40	View chart
Costco Wholesale Corporation (COST)	0.0	$268k		290.00	925.63	View chart
Crawford & Co Cl A (CRD.A)	0.0	$234k		22k	10.70	View chart
GSK Sponsored Adr (GSK)	0.0	$212k	NEW	4.9k	43.16	View chart

Past Filings by B&D White Capital Company

SEC 13F filings are viewable for B&D White Capital Company going back to 2020

B&D White Capital Company 2025 Q3 filed Oct. 23, 2025
B&D White Capital Company 2025 Q2 filed Aug. 13, 2025
B&D White Capital Company 2025 Q1 filed May 14, 2025
B&D White Capital Company 2024 Q4 filed Feb. 4, 2025
B&D White Capital Company 2024 Q3 filed Nov. 8, 2024
B&D White Capital Company 2024 Q1 filed May 10, 2024
B&D White Capital Company 2023 Q4 filed Jan. 30, 2024
B&D White Capital Company 2023 Q3 filed Oct. 27, 2023
B&D White Capital Company 2023 Q2 filed Aug. 4, 2023
B&D White Capital Company 2023 Q1 filed May 3, 2023
B&D White Capital Company 2022 Q4 filed Feb. 7, 2023
B&D White Capital Company 2022 Q3 filed Oct. 26, 2022
B&D White Capital Company 2022 Q2 filed July 14, 2022
B&D White Capital Company 2022 Q1 filed May 10, 2022
B&D White Capital Company 2021 Q4 filed Feb. 8, 2022
B&D White Capital Company 2021 Q3 filed Oct. 27, 2021

View all past filings

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