13F Insight
DOSSIER · 13F-HR · Q1 2026

B&D White Capital Company, LLC

$809M in tracked AUM across 74 positions as of Q1 2026.

BW
CIK 0001752523 · last filed Mar 31, 2026
Total AUM
$809M
as of Q1 2026
Holdings
74
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

B&D White Capital Company, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$154M737K19.0%02
AVUS
AMERICAN CENTY ETF TR
$81M732K10.1%03
AVLV
AMERICAN CENTY ETF TR
$66M820K8.2%04
ILCG
ISHARES TR
$33M347K4.1%05
DFAC
DIMENSIONAL ETF TRUST
$33M848K4.1%06
VTI
VANGUARD INDEX FDS
$32M101K4.0%07
IWF
ISHARES TR
$32M74K3.9%08
AVIV
AMERICAN CENTY ETF TR
$27M359K3.3%09
AVDE
AMERICAN CENTY ETF TR
$26M308K3.2%10
AVDV
AMERICAN CENTY ETF TR
$24M238K2.9%

Filing history

2026Q1Mar 31
$809M▼ 6.3%
74 positionsView →2025Q4Dec 31
$863M▲ 10.6%
72 positionsView →2025Q3Sep 30
$781M▲ 18.9%
74 positionsView →2025Q2Jun 30
$657M▼ 3.2%
77 positionsLocked2025Q1Mar 31
$678M▲ 14.3%
53 positionsLocked2024Q4Dec 31
$594M▲ 2.3%
65 positionsLocked2024Q3Sep 30
$580M▲ 21.2%
73 positionsLocked2024Q2Jun 30
$479M▲ 6.3%
46 positionsLocked2024Q1Mar 31
$450M▲ 40.0%
59 positionsLocked2023Q4Dec 31
$322M▲ 20.1%
61 positionsLocked2023Q3Sep 30
$268M▼ 7.5%
66 positionsLocked2023Q2Jun 30
$290M▼ 1.8%
61 positionsLocked
Showing 12 of 22