13F Insight
DOSSIER · 13F-HR · Q2 2026

B&D White Capital Company, LLC

$1.0B in tracked AUM across 94 positions as of Q2 2026.

BW
CIK 0001752523 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
94
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

B&D White Capital Company, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$94M737K9.4%02
AVLV
AMERICAN CENTY ETF TR
$82M904K8.2%03
ILCG
ISHARES TR
$55M471K5.5%04
MSFT
MICROSOFT CORP
$44M118K4.4%05
IWF
ISHARES TR
$39M313K3.9%06
DFAC
DIMENSIONAL ETF TRUST
$37M839K3.7%07
DFEV
DIMENSIONAL ETF TRUST
$34M808K3.4%08
META
META PLATFORMS INC
$33M59K3.3%09
VTI
VANGUARD INDEX FDS
$32M88K3.2%10
DFIV
DIMENSIONAL ETF TRUST
$32M587K3.2%

Filing history

2026Q2Jun 30
$1.0B▲ 24.2%
94 positionsView →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 positionsLocked
Showing 12 of 23