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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, AVLV, ILCG, DFAC, and represent 45.41% of B&D White Capital Company's stock portfolio.
Added to shares of these 10 stocks: AVLV (+$28M), DFEV (+$19M), AVDV (+$11M), AVUV (+$7.8M), AVEM (+$7.6M), AMZN (+$6.8M), AVMV (+$6.6M), DFIV, DFAX, AVSC.
Started 12 new stock positions in BX, META, XLV, TSM, QCOM, ABT, CRM, LULU, XOM, ABBV. KMB, PANW.
Reduced shares in these 10 stocks: SCHG (-$18M), IVV (-$17M), VUG (-$17M), GARP (-$14M), ILCG (-$13M), FELG (-$12M), BRK.A (-$11M), QQQM (-$8.6M), DYNF (-$7.1M), AVNM (-$6.4M).
Sold out of its positions in AVNV, BRK.A, DYNF, COST, QQQE, FELG, GARP, LMT, PG, VB.
B&D White Capital Company was a net seller of stock by $-29M.
B&D White Capital Company has $809M in assets under management (AUM), dropping by -6.30%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	19.0	$154M	+4%	737k	208.27	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	10.1	$81M	-2%	732k	111.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.2	$66M	+72%	820k	80.61	View chart
Ishares Tr Morningstar Grwt (ILCG)	4.1	$33M	-27%	347k	95.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.1	$33M	-3%	848k	38.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$32M		101k	320.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$32M		74k	426.40	View chart
American Centy Etf Tr International Lr (AVIV)	3.3	$27M	-3%	359k	74.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.2	$26M	+10%	308k	84.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.9	$24M	+85%	238k	99.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.6	$21M	+756%	588k	35.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$21M	+57%	259k	80.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$17M	+27%	327k	52.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$16M	-35%	67k	237.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$15M	+29%	425k	33.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$14M	+119%	130k	110.47	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.7	$14M	-22%	231k	59.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$14M	+13%	381k	35.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$13M	+19%	186k	71.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$11M		277k	38.96	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.2	$10M	-6%	140k	72.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$9.5M	+7%	16k	577.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$9.4M	+4%	121k	77.11	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.1	$8.8M	+38%	141k	62.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$8.4M	-67%	289k	29.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$8.4M	+13%	242k	34.55	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.0	$8.2M	+412%	111k	74.18	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$5.8M	+3%	141k	41.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$5.8M	+5%	165k	35.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.9M	-18%	79k	62.45	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$4.5M		54k	84.91	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.5	$4.2M	-60%	56k	76.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.2M	-80%	6.4k	653.21	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.5	$4.0M		51k	77.54	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$3.9M	-3%	44k	88.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$3.7M	-81%	8.4k	436.79	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.4	$2.9M	+4%	63k	46.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.6M		31k	83.57	View chart
Apple (AAPL)	0.3	$2.5M	+36%	9.9k	253.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.5M	-2%	12k	211.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.4M	+28%	3.8k	650.39	View chart
Abbott Laboratories (ABT)	0.3	$2.4M	NEW	24k	102.67	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$2.4M		11k	215.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.4M		25k	97.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.1M	NEW	6.3k	337.95	View chart
Microsoft Corporation (MSFT)	0.2	$1.9M	-12%	5.2k	370.17	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.8M	+14%	40k	44.02	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.7M		24k	69.75	View chart
Qualcomm (QCOM)	0.2	$1.5M	NEW	12k	128.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.5M		5.2k	287.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.3M		23k	56.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.2M	+17%	2.0k	597.55	View chart
Home Depot (HD)	0.1	$937k	-69%	2.8k	328.89	View chart
Meta Platforms Cl A (META)	0.1	$898k	NEW	1.6k	572.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$701k	NEW	6.1k	114.99	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$620k	+39%	8.6k	72.24	View chart
Eli Lilly & Co. (LLY)	0.1	$552k	-10%	600.00	919.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$476k	-24%	7.4k	64.08	View chart
Abbvie (ABBV)	0.0	$370k	NEW	1.7k	217.49	View chart
Lululemon Athletica (LULU)	0.0	$353k	NEW	2.3k	153.10	View chart
Palo Alto Networks (PANW)	0.0	$353k	NEW	2.2k	160.32	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$348k	+26%	4.8k	71.85	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$347k	+10%	5.5k	63.43	View chart
Micron Technology (MU)	0.0	$341k	-2%	1.0k	338.12	View chart
NVIDIA Corporation (NVDA)	0.0	$326k	-61%	1.9k	174.40	View chart
salesforce (CRM)	0.0	$299k	NEW	1.6k	186.67	View chart
GSK Sponsored Adr (GSK)	0.0	$270k		4.9k	55.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$268k	NEW	1.8k	146.61	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$256k		5.5k	46.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$249k	-69%	520.00	479.20	View chart
Exxon Mobil Corporation (XOM)	0.0	$234k	NEW	1.4k	169.66	View chart
Kimberly-Clark Corporation (KMB)	0.0	$223k	NEW	2.3k	96.47	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$220k		5.2k	42.22	View chart
Crawford & Co Cl A (CRD.A)	0.0	$218k		22k	9.97	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 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
B&D White Capital Company 2022 Q1 filed May 10, 2022

View all past filings

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