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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 AVUS, AVLV, ILCG, MSFT, IWF, and represent 31.35% of B&D White Capital Company's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$42M), META (+$33M), IWF (+$30M), MCD (+$22M), AVUQ (+$21M), ABT (+$20M), ILCG (+$15M), DFIV (+$14M), PEP (+$12M), AVLC (+$11M).
Started 28 new stock positions in SCHV, COST, AVMU, AMGN, LOW, NKE, SCHD, RTX, AVAV, MCD.
Reduced shares in these 10 stocks: AMZN (-$174M), VTI, AVIV, AVES, TSM, QCOM, AVMV, HD, AVRE, BX.
Sold out of its positions in ABBV, XOM, HD, NVDA, PANW, QCOM, XLV, TSM.
B&D White Capital Company was a net buyer of stock by $120M.
B&D White Capital Company has $1.0B in assets under management (AUM), dropping by 24.23%.
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 94 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	9.4	$94M		737k	128.08	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.2	$82M	+10%	904k	91.21	View chart
Ishares Tr Morningstar Grwt (ILCG)	5.5	$55M	+35%	471k	117.02	View chart
Microsoft Corporation (MSFT)	4.4	$44M	+2161%	118k	373.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$39M	+322%	313k	124.17	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	3.7	$37M		839k	44.36	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	3.4	$35M	+37%	808k	42.67	View chart
Meta Platforms Cl A (META)	3.3	$33M	+3675%	59k	563.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$33M	-12%	88k	370.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.2	$32M	+79%	587k	54.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.8	$28M	+2%	316k	89.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.5	$25M	+3%	247k	103.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$25M		260k	96.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$24M	+50%	195k	124.76	View chart
American Centy Etf Tr International Lr (AVIV)	2.4	$24M	-14%	306k	77.42	View chart
Abbott Laboratories (ABT)	2.2	$22M	+932%	243k	90.74	View chart
McDonald's Corporation (MCD)	2.1	$22M	NEW	80k	270.31	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	2.1	$21M	NEW	323k	66.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$20M		66k	302.97	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.6	$16M		425k	36.84	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$15M		185k	82.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$14M	+404%	19k	746.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$14M		377k	37.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$14M	+43%	416k	33.84	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	1.3	$13M	+24%	176k	73.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$12M		17k	736.40	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.2	$12M	-22%	178k	65.60	View chart
Pepsi (PEP)	1.1	$12M	NEW	85k	135.40	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	1.1	$12M		140k	81.98	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.1	$11M	NEW	127k	89.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$11M		274k	41.25	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$11M	+1366%	124k	86.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$10M		121k	85.49	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$9.8M		240k	40.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$9.4M	NEW	296k	31.71	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.8	$7.8M	-12%	97k	80.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.7	$7.4M	+15%	190k	38.79	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$6.0M	+3%	145k	41.41	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$5.5M		54k	103.22	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$5.4M		77k	69.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.8M		6.4k	748.89	View chart
Lockheed Martin Corporation (LMT)	0.5	$4.6M	NEW	9.1k	509.46	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.4	$4.4M		51k	85.02	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$4.3M		44k	99.10	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$4.3M	-6%	52k	82.38	View chart
First Tr Exchange-traded SHS (QTEC)	0.4	$3.7M		11k	334.68	View chart
Nike CL B (NKE)	0.4	$3.5M	NEW	87k	41.05	View chart
Lowe's Companies (LOW)	0.3	$3.0M	NEW	14k	220.49	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$3.0M	+2%	65k	46.57	View chart
Apple (AAPL)	0.3	$2.9M	+2%	10k	289.36	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.7M		31k	89.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.7M		12k	227.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.6M		25k	103.88	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.1M		25k	82.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.1M	NEW	59k	34.81	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$2.0M	NEW	50k	39.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.6M	+281%	20k	80.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.6M		23k	68.41	View chart
Lululemon Athletica (LULU)	0.2	$1.5M	+485%	14k	114.18	View chart
Oracle Corporation (ORCL)	0.2	$1.5M	NEW	10k	146.55	View chart
Amazon (AMZN)	0.1	$1.5M	-99%	6.2k	238.34	View chart
Netflix (NFLX)	0.1	$1.4M	NEW	20k	71.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.4M		2.0k	686.81	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.3M	NEW	7.7k	170.86	View chart
salesforce (CRM)	0.1	$1.2M	+387%	7.8k	156.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	NEW	6.3k	189.73	View chart
Micron Technology (MU)	0.1	$1.2M		1.0k	1154.47	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.1M	-40%	24k	47.38	View chart
AeroVironment (AVAV)	0.1	$1.1M	NEW	6.9k	165.07	View chart
Tesla Motors (TSLA)	0.1	$1.1M	NEW	2.7k	420.60	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M	NEW	2.1k	509.31	View chart
Amgen (AMGN)	0.1	$942k	NEW	2.6k	362.12	View chart
Eli Lilly & Co. (LLY)	0.1	$720k		600.00	1199.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$649k	NEW	5.6k	116.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$529k		7.4k	71.25	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.0	$494k	-28%	6.2k	80.25	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$424k	NEW	8.5k	49.86	View chart
Boston Scientific Corporation (BSX)	0.0	$418k	NEW	9.8k	42.68	View chart
Molson Coors Beverage CL B (TAP)	0.0	$394k	NEW	10k	38.96	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.0	$380k		5.5k	69.32	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$368k		4.9k	75.26	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$360k		5.5k	65.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$341k	-52%	2.9k	117.67	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$262k	NEW	5.6k	46.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$260k		520.00	500.39	View chart
GSK Sponsored Adr (GSK)	0.0	$257k		4.9k	52.42	View chart
Crawford & Co Cl A (CRD.A)	0.0	$246k		22k	11.27	View chart
Kimberly-Clark Corporation (KMB)	0.0	$242k	-4%	2.2k	109.77	View chart
General Mills (GIS)	0.0	$223k	NEW	6.4k	34.80	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$220k		5.2k	42.21	View chart
Costco Wholesale Corporation (COST)	0.0	$209k	NEW	223.00	935.47	View chart
Whirlpool Corporation (WHR)	0.0	$205k	NEW	5.2k	39.42	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$202k	NEW	3.8k	53.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$201k	NEW	3.0k	68.01	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 2026 Q2 filed July 31, 2026
B&D White Capital Company 2026 Q1 filed May 13, 2026
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

View all past filings

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