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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, AVLV, IWF, and represent 42.65% of B&D White Capital Company's stock portfolio.
Added to shares of these 10 stocks: AVLV (+$28M), AVUS (+$22M), AMZN (+$20M), FELG (+$8.4M), AVES (+$6.3M), AVSC (+$6.0M), DFSV (+$5.2M), DFAT (+$5.2M), AVIV, AVEM.
Started 10 new stock positions in AVMV, AVMC, DFCF, HD, DFSV, AVEE, AVSC, DFEV, MU, AVDS.
Reduced shares in these 10 stocks: MTUM (-$22M), UPS (-$9.2M), BRK.A (-$8.3M), VTI, QCOM, VUG, QQQM, BRK.B, SCHG, AVNV.
Sold out of its positions in GOOGL, AMGN, CMG, CLX, IJH, MTUM, LULU, QCOM, CRM, SCHB. UPS, WMT.
B&D White Capital Company was a net buyer of stock by $60M.
B&D White Capital Company has $863M in assets under management (AUM), dropping by 10.56%.
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 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	18.9	$163M	+13%	705k	230.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	9.7	$84M	+35%	751k	111.78	View chart
Ishares Tr Morningstar Grwt (ILCG)	5.8	$50M		481k	104.04	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.2	$36M	+343%	474k	75.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.1	$36M		75k	473.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.0	$35M		875k	39.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$34M	-12%	103k	335.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.4	$29M	-9%	898k	32.62	View chart
American Centy Etf Tr International Lr (AVIV)	3.1	$27M	+21%	372k	71.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$26M	-12%	103k	252.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.7	$23M	+18%	279k	82.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$23M		33k	684.94	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$23M	-14%	46k	487.86	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	2.0	$17M	+56%	299k	58.31	View chart
Ishares Tr Msci Usa Quality (GARP)	1.6	$14M		203k	68.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$13M		257k	49.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$13M	+54%	165k	77.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$12M	+32%	129k	93.97	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$12M	+4%	336k	34.46	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.3	$12M	+273%	275k	41.70	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$11M		150k	73.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$11M	+3%	156k	69.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$11M		328k	32.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$11M	+8%	280k	38.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.2	$11M	-44%	14.00	754800.00	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.2	$10M		140k	73.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$9.3M		15k	614.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$8.8M		117k	75.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$7.1M	-17%	117k	60.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$7.1M	+64%	214k	33.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$6.0M	+134%	59k	101.98	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$6.0M	NEW	101k	58.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$5.7M	+920%	96k	59.54	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$5.7M	+2%	136k	41.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$5.2M	NEW	157k	32.89	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$4.9M		53k	91.40	View chart
Lockheed Martin Corporation (LMT)	0.5	$4.5M	+745%	9.3k	483.67	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$3.9M		45k	85.91	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.4	$3.7M		51k	73.18	View chart
Home Depot (HD)	0.4	$3.2M	NEW	9.3k	344.10	View chart
Microsoft Corporation (MSFT)	0.3	$2.9M	+824%	6.0k	483.61	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$2.8M	+5%	60k	47.09	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$2.6M		11k	230.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.5M		12k	212.07	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.5M	+7%	31k	82.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.4M		25k	96.03	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$2.3M	NEW	69k	33.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.0M		2.9k	681.97	View chart
Apple (AAPL)	0.2	$2.0M	-43%	7.3k	271.86	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.7M	+12%	25k	67.22	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.2	$1.5M	NEW	22k	71.20	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.5M	+111%	35k	43.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.5M	-9%	5.2k	290.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.3M		23k	54.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M		1.7k	627.13	View chart
NVIDIA Corporation (NVDA)	0.1	$909k	+174%	4.9k	186.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$864k	-79%	1.7k	502.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$861k		3.3k	257.95	View chart
Eli Lilly & Co. (LLY)	0.1	$722k	-22%	672.00	1074.68	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.1	$711k	-81%	9.5k	74.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$615k	+30%	9.8k	62.47	View chart
Costco Wholesale Corporation (COST)	0.1	$595k	+137%	690.00	862.34	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$436k	NEW	6.2k	70.64	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$430k	-82%	4.2k	102.31	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$308k	NEW	4.9k	62.41	View chart
Micron Technology (MU)	0.0	$295k	NEW	1.0k	285.28	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$278k		5.5k	50.86	View chart
Procter & Gamble Company (PG)	0.0	$268k	-57%	1.9k	143.31	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$266k	NEW	3.8k	69.81	View chart
Crawford & Co Cl A (CRD.A)	0.0	$246k		22k	11.25	View chart
GSK Sponsored Adr (GSK)	0.0	$240k		4.9k	49.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$222k	NEW	5.2k	42.56	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 Q4 filed Feb. 13, 2026
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

View all past filings

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