Sponsored

The Analysis of B&D White Capital Company, LLC's Holdings & P&L

Currently, B&D White Capital Company, LLC holds 94 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in MSFT (+113.2K shares, valued at $42.2M), N/A (+57.7K shares, valued at $32.5M), IWF (+238.6K shares, valued at $29.6M); decreased their positions in AMZN (-731.2K shares, valued at $174.3M), N/A (-12.8K shares, valued at $4.7M), AVIV (-53.5K shares, valued at $4.1M); initiated new positions in MCD (+79.5K shares, valued at $21.5M), AVUQ (+323.0K shares, valued at $21.3M), PEP (+85.0K shares, valued at $11.5M).

1M P&L

+9.1M+0.96%

3M P&L

+51.3M+5.68%

HY P&L

-61.6M-6.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A787.1M

86.3%

2Software - Infrastructure44.2M

4.8%

3Medical Devices22.4M

2.5%

Top Industries by Stock Count

1N/A58 stocks

70.7%

2Aerospace & Defense3 stocks

3.7%

3Medical Devices2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR737.3K shares0.66%2026-06-302026-07-31

AVLV AMERICAN CENTY ETF TR903.7K shares10.19%2026-06-302026-07-31

ILCG ISHARES TR471.4K shares35.69%2026-06-302026-07-31

MSFT MICROSOFT CORP118.4K shares2161.70%2026-06-302026-07-31

IWF ISHARES TR312.6K shares322.01%2026-06-302026-07-31

DFAC DIMENSIONAL ETF TRUST839.4K shares-1.00%2026-06-302026-07-31

DFEV DIMENSIONAL ETF TRUST807.9K shares37.46%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC59.2K shares3675.91%2026-06-302026-07-31

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS87.8K shares-12.74%2026-06-302026-07-31

DFIV DIMENSIONAL ETF TRUST587.1K shares79.71%2026-06-302026-07-31

AVDE AMERICAN CENTY ETF TR315.8K shares2.66%2026-06-302026-07-31

AVDV AMERICAN CENTY ETF TR246.7K shares3.53%2026-06-302026-07-31

AVEM AMERICAN CENTY ETF TR259.9K shares0.47%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR194.7K shares50.26%2026-06-302026-07-31

AVIV AMERICAN CENTY ETF TR305.9K shares-14.90%2026-06-302026-07-31

ABT ABBOTT LABORATORIES242.7K shares932.89%2026-06-302026-07-31

Sponsored

MCD MCDONALDS CORP79.5K sharesnew addition2026-06-302026-07-31

AVUQ AMERICAN CENTY ETF TR323.0K sharesnew addition2026-06-302026-07-31

QQQM INVESCO EXCH TRADED FD TR II65.7K shares-1.24%2026-06-302026-07-31

DFAX DIMENSIONAL ETF TRUST425.1K shares-0.08%2026-06-302026-07-31

DFAS DIMENSIONAL ETF TRUST185.2K shares-0.58%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.9K shares404.96%2026-06-302026-07-31

DFIC DIMENSIONAL ETF TRUST377.4K shares-0.95%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR415.5K shares43.87%2026-06-302026-07-31

Sponsored

AVSC AMERICAN CENTY ETF TR176.0K shares24.96%2026-06-302026-07-31

QQQ INVESCO QQQ TR16.5K shares0.34%2026-06-302026-07-31

AVES AMERICAN CENTY ETF TR178.4K shares-22.69%2026-06-302026-07-31

PEP PEPSICO INC85.0K sharesnew addition2026-06-302026-07-31

DCOR DIMENSIONAL ETF TRUST140.0K shares0.00%2026-06-302026-07-31

AVLC AMERICAN CENTY ETF TR126.6K sharesnew addition2026-06-302026-07-31

DFAI DIMENSIONAL ETF TRUST273.7K shares-1.09%2026-06-302026-07-31

VUG VANGUARD INDEX FDS123.8K shares1366.73%2026-06-302026-07-31

Sponsored

VXUS VANGUARD STAR FDS121.4K shares0.00%2026-06-302026-07-31

DFEM DIMENSIONAL ETF TRUST240.1K shares-0.87%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR296.3K sharesnew addition2026-06-302026-07-31

AVMV AMERICAN CENTY ETF TR96.9K shares-12.28%2026-06-302026-07-31

DFSV DIMENSIONAL ETF TRUST190.3K shares15.16%2026-06-302026-07-31

AVIG AMERICAN CENTY ETF TR145.0K shares3.03%2026-06-302026-07-31

ONEQ FIDELITY COMWLTH TR53.5K shares-0.09%2026-06-302026-07-31

DFAT DIMENSIONAL ETF TRUST77.2K shares-1.66%2026-06-302026-07-31

Sponsored

ISHARES TR ISHARES TR6.4K shares0.36%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP9.1K sharesnew addition2026-06-302026-07-31

AVGV AMERICAN CENTY ETF TR51.2K shares0.00%2026-06-302026-07-31

AVGE AMERICAN CENTY ETF TR43.8K shares0.00%2026-06-302026-07-31

AVNM AMERICAN CENTY ETF TR52.0K shares-6.72%2026-06-302026-07-31

QTEC FIRST TR EXCHANGE-TRADED FD11.1K shares0.02%2026-06-302026-07-31

NKE NIKE INC86.5K sharesnew addition2026-06-302026-07-31

LOW LOWES COS INC13.7K sharesnew addition2026-06-302026-07-31

Sponsored

AVSF AMERICAN CENTY ETF TR64.9K shares2.97%2026-06-302026-07-31

AAPL APPLE INC10.1K shares2.18%2026-06-302026-07-31

IDEV ISHARES TR30.8K shares0.00%2026-06-302026-07-31

IVE ISHARES TR11.7K shares0.00%2026-06-302026-07-31

EFA ISHARES TR24.7K shares0.00%2026-06-302026-07-31

IEMG ISHARES INC24.8K shares1.59%2026-06-302026-07-31

SCHV SCHWAB STRATEGIC TR59.0K sharesnew addition2026-06-302026-07-31

DFLV DIMENSIONAL ETF TRUST50.4K sharesnew addition2026-06-302026-07-31

Sponsored

VO VANGUARD INDEX FDS19.9K shares281.64%2026-06-302026-07-31

EEM ISHARES TR23.2K shares0.00%2026-06-302026-07-31

LULU LULULEMON ATHLETICA INC13.5K shares485.68%2026-06-302026-07-31

ORACLE CORP ORACLE CORP10.4K sharesnew addition2026-06-302026-07-31

AMZN AMAZON COM INC6.2K shares-99.16%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.20.1K sharesnew addition2026-06-302026-07-31

VOO VANGUARD INDEX FDS2.0K shares-1.74%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP7.7K sharesnew addition2026-06-302026-07-31

Sponsored

CRM SALESFORCE INC7.8K shares387.50%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION6.3K sharesnew addition2026-06-302026-07-31

MU MICRON TECHNOLOGY INC1.0K shares0.10%2026-06-302026-07-31

AVRE AMERICAN CENTY ETF TR24.1K shares-40.30%2026-06-302026-07-31

AEROVIRONMENT INC AEROVIRONMENT INC6.9K sharesnew addition2026-06-302026-07-31

TSLA TESLA INC2.7K sharesnew addition2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP2.1K sharesnew addition2026-06-302026-07-31

AMGN AMGEN INC2.6K sharesnew addition2026-06-302026-07-31

Sponsored

LLY ELI LILLY & CO600 shares0.00%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.6K sharesnew addition2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS7.4K shares-0.16%2026-06-302026-07-31

AVMC AMERICAN CENTY ETF TR6.2K shares-28.33%2026-06-302026-07-31

KTOS KRATOS DEFENSE & SEC SOLUTIO8.5K sharesnew addition2026-06-302026-07-31

BSX BOSTON SCIENTIFIC CORP9.8K sharesnew addition2026-06-302026-07-31

TAP MOLSON COORS BEVERAGE CO10.1K sharesnew addition2026-06-302026-07-31

AVEE AMERICAN CENTY ETF TR5.5K shares0.20%2026-06-302026-07-31

Sponsored

AVDS AMERICAN CENTY ETF TR4.9K shares1.10%2026-06-302026-07-31

AIQ GLOBAL X FDS5.5K shares0.02%2026-06-302026-07-31

BX BLACKSTONE INC2.9K shares-52.46%2026-06-302026-07-31

AVMU AMERICAN CENTY ETF TR5.6K sharesnew addition2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL520 shares0.00%2026-06-302026-07-31

GSK PLC GSK PLC4.9K shares0.00%2026-06-302026-07-31

CRD.A CRAWFORD & CO21.8K shares0.00%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP2.2K shares-4.76%2026-06-302026-07-31

Sponsored

GIS GENERAL MILLS INC6.4K sharesnew addition2026-06-302026-07-31

DFCF DIMENSIONAL ETF TRUST5.2K shares0.00%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION223 sharesnew addition2026-06-302026-07-31

WHR WHIRLPOOL CORP5.2K sharesnew addition2026-06-302026-07-31

DEM WISDOMTREE TR3.8K sharesnew addition2026-06-302026-07-31

DYNF BLACKROCK ETF TRUST3.0K sharesnew addition2026-06-302026-07-31

AVUS

AMERICAN CENTY ETF TR

0.66%

Shares737.3K

Event2026-06-30

Filed2026-07-31

AVLV

AMERICAN CENTY ETF TR

10.19%

Shares903.7K

Event2026-06-30

Filed2026-07-31

ILCG

ISHARES TR

35.69%

Shares471.4K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

2161.70%

Shares118.4K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

322.01%

Shares312.6K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

-1.00%

Shares839.4K

Event2026-06-30

Filed2026-07-31

DFEV

DIMENSIONAL ETF TRUST

37.46%

Shares807.9K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

3675.91%

Shares59.2K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-12.74%

Shares87.8K

Event2026-06-30

Filed2026-07-31

DFIV

DIMENSIONAL ETF TRUST

79.71%

Shares587.1K

Event2026-06-30

Filed2026-07-31

AVDE

AMERICAN CENTY ETF TR

2.66%

Shares315.8K

Event2026-06-30

Filed2026-07-31

AVDV

AMERICAN CENTY ETF TR

3.53%

Shares246.7K

Event2026-06-30

Filed2026-07-31

AVEM

AMERICAN CENTY ETF TR

0.47%

Shares259.9K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

50.26%

Shares194.7K

Event2026-06-30

Filed2026-07-31

AVIV

AMERICAN CENTY ETF TR

-14.90%

Shares305.9K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

932.89%

Shares242.7K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

New

Shares79.5K

Event2026-06-30

Filed2026-07-31

AVUQ

AMERICAN CENTY ETF TR

New

Shares323.0K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO EXCH TRADED FD TR II

-1.24%

Shares65.7K

Event2026-06-30

Filed2026-07-31

DFAX

DIMENSIONAL ETF TRUST

-0.08%

Shares425.1K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

-0.58%

Shares185.2K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

404.96%

Shares18.9K

Event2026-06-30

Filed2026-07-31

DFIC

DIMENSIONAL ETF TRUST

-0.95%

Shares377.4K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

43.87%

Shares415.5K

Event2026-06-30

Filed2026-07-31

AVSC

AMERICAN CENTY ETF TR

24.96%

Shares176.0K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

0.34%

Shares16.5K

Event2026-06-30

Filed2026-07-31

AVES

AMERICAN CENTY ETF TR

-22.69%

Shares178.4K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

New

Shares85.0K

Event2026-06-30

Filed2026-07-31

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares140.0K

Event2026-06-30

Filed2026-07-31

AVLC

AMERICAN CENTY ETF TR

New

Shares126.6K

Event2026-06-30

Filed2026-07-31

DFAI

DIMENSIONAL ETF TRUST

-1.09%

Shares273.7K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

1366.73%

Shares123.8K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

0.00%

Shares121.4K

Event2026-06-30

Filed2026-07-31

DFEM

DIMENSIONAL ETF TRUST

-0.87%

Shares240.1K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

New

Shares296.3K

Event2026-06-30

Filed2026-07-31

AVMV

AMERICAN CENTY ETF TR

-12.28%

Shares96.9K

Event2026-06-30

Filed2026-07-31

DFSV

DIMENSIONAL ETF TRUST

15.16%

Shares190.3K

Event2026-06-30

Filed2026-07-31

AVIG

AMERICAN CENTY ETF TR

3.03%

Shares145.0K

Event2026-06-30

Filed2026-07-31

ONEQ

FIDELITY COMWLTH TR

-0.09%

Shares53.5K

Event2026-06-30

Filed2026-07-31

DFAT

DIMENSIONAL ETF TRUST

-1.66%

Shares77.2K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.36%

Shares6.4K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

New

Shares9.1K

Event2026-06-30

Filed2026-07-31

AVGV

AMERICAN CENTY ETF TR

0.00%

Shares51.2K

Event2026-06-30

Filed2026-07-31

AVGE

AMERICAN CENTY ETF TR

0.00%

Shares43.8K

Event2026-06-30

Filed2026-07-31

AVNM

AMERICAN CENTY ETF TR

-6.72%

Shares52.0K

Event2026-06-30

Filed2026-07-31

QTEC

FIRST TR EXCHANGE-TRADED FD

0.02%

Shares11.1K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

New

Shares86.5K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

New

Shares13.7K

Event2026-06-30

Filed2026-07-31

AVSF

AMERICAN CENTY ETF TR

2.97%

Shares64.9K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

2.18%

Shares10.1K

Event2026-06-30

Filed2026-07-31

IDEV

ISHARES TR

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

0.00%

Shares24.7K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

1.59%

Shares24.8K

Event2026-06-30

Filed2026-07-31

SCHV

SCHWAB STRATEGIC TR

New

Shares59.0K

Event2026-06-30

Filed2026-07-31

DFLV

DIMENSIONAL ETF TRUST

New

Shares50.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

281.64%

Shares19.9K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-31

LULU

LULULEMON ATHLETICA INC

485.68%

Shares13.5K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

New

Shares10.4K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-99.16%

Shares6.2K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

New

Shares20.1K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-1.74%

Shares2.0K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares7.7K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

387.50%

Shares7.8K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

New

Shares6.3K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-31

AVRE

AMERICAN CENTY ETF TR

-40.30%

Shares24.1K

Event2026-06-30

Filed2026-07-31

AEROVIRONMENT INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

0.00%

Shares600

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-0.16%

Shares7.4K

Event2026-06-30

Filed2026-07-31

AVMC

AMERICAN CENTY ETF TR

-28.33%

Shares6.2K

Event2026-06-30

Filed2026-07-31

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares8.5K

Event2026-06-30

Filed2026-07-31

BSX

BOSTON SCIENTIFIC CORP

New

Shares9.8K

Event2026-06-30

Filed2026-07-31

TAP

MOLSON COORS BEVERAGE CO

New

Shares10.1K

Event2026-06-30

Filed2026-07-31

AVEE

AMERICAN CENTY ETF TR

0.20%

Shares5.5K

Event2026-06-30

Filed2026-07-31

AVDS

AMERICAN CENTY ETF TR

1.10%

Shares4.9K

Event2026-06-30

Filed2026-07-31

AIQ

GLOBAL X FDS

0.02%

Shares5.5K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

-52.46%

Shares2.9K

Event2026-06-30

Filed2026-07-31

AVMU

AMERICAN CENTY ETF TR

New

Shares5.6K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares520

Event2026-06-30

Filed2026-07-31

GSK PLC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-31

CRD.A

CRAWFORD & CO

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-4.76%

Shares2.2K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-31

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

New

Shares223

Event2026-06-30

Filed2026-07-31

WHR

WHIRLPOOL CORP

New

Shares5.2K

Event2026-06-30

Filed2026-07-31

DEM

WISDOMTREE TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-31

DYNF

BLACKROCK ETF TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available