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

B&D White Capital Company, LLC

B&D White Company's holding co. based in New York, NY — $809M in tracked AUM across 74 positions as of Q1 2026.

BW
B&D White Company·New York, NY·Holding Co.
CIK 0001752523 · last filed Mar 31, 2026
Total AUM
$809M
▲ 0.8%
vs prior
Holdings
74
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · 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

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