EdgeMarket › What B&D White Capital Company, Llc reported owning
What B&D White Capital Company, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
808.8MPositions
74Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 153.6M | 19.0% | 737.4K | 258.63 | +15.6% |
| AVUS Avantis U.S. Equity ETF | 81.4M | 10.1% | 732.4K | 130.59 | +25.1% |
| AVLV Avantis U.S. Large Cap Value ETF | 66.1M | 8.2% | 820.1K | 94.64 | +34.1% |
| ILCG iShares Morningstar Large-Cap Growth ETF | 33.2M | 4.1% | 347.4K | 114.86 | +15.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 32.9M | 4.1% | 847.9K | 45.61 | +22.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 32.3M | 4.0% | 100.6K | 378.24 | +20.5% |
| IWF iShares Russell 1000 Growth Fund | 31.6M | 3.9% | 74.1K | 122.39 | +11.2% |
| AVIV Avantis International Large Cap Value ETF | 26.9M | 3.3% | 359.4K | 83.50 | +27.1% |
| AVDE Avantis International Equity ETF | 26.1M | 3.2% | 307.6K | 94.26 | +22.4% |
| AVDV Avantis International Small Cap Value ETF | 23.8M | 2.9% | 238.3K | 111.95 | +32.8% |
| DFEV Dimensional Emerging Markets Value ETF | 21.0M | 2.6% | 587.7K | 41.93 | +36.0% |
| AVEM Avantis Emerging Markets Equity ETF | 20.8M | 2.6% | 258.6K | 94.24 | +33.1% |
| DFIV Dimensional International Value ETF | 17.2M | 2.1% | 326.7K | 58.31 | +27.8% |
| QQQM Invesco NASDAQ 100 ETF | 15.8M | 2.0% | 66.5K | 293.76 | +26.1% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 14.5M | 1.8% | 425.4K | 38.16 | +24.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 14.3M | 1.8% | 129.6K | 126.45 | +33.2% |
| AVES Avantis Emerging Markets Value ETF | 13.8M | 1.7% | 230.8K | 65.16 | +17.3% |
| DFIC Dimensional International Core Equity 2 ETF | 13.5M | 1.7% | 381.0K | 39.41 | +22.0% |
| DFAS Dimensional U.S. Small Cap ETF | 13.3M | 1.6% | 186.3K | 83.02 | +25.5% |
| DFAI Dimensional International Core Equity Market E | 10.8M | 1.3% | 276.7K | 43.35 | +21.1% |
| DCOR Dimensional US Core Equity 1 ETF | 10.1M | 1.2% | 140.0K | 84.54 | +22.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 9.5M | 1.2% | 16.4K | 713.44 | +26.1% |
| VXUS Vanguard Total International Stock ETF | 9.4M | 1.2% | 121.4K | 87.71 | +22.7% |
| AVSC Avantis U.S Small Cap Equity ETF | 8.8M | 1.1% | 140.9K | 73.84 | +35.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 8.4M | 1.0% | 288.8K | 35.32 | +17.3% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 8.4M | 1.0% | 242.2K | 39.93 | +29.9% |
| AVMV Avantis U.S. Mid Cap Value ETF | 8.2M | 1.0% | 110.5K | 82.71 | +22.0% |
| AVIG Avantis Core Fixed Income ETF | 5.8M | 0.7% | 140.7K | 40.72 | -2.1% |
| DFSV Dimensional US Small Cap Value ETF | 5.8M | 0.7% | 165.3K | 40.29 | +30.3% |
| DFAT Dimensional U.S. Targeted Value ETF | 4.9M | 0.6% | 78.5K | 71.67 | +26.9% |
| ONEQ Fidelity Nasdaq Composite Index ETF | 4.5M | 0.6% | 53.5K | 103.14 | +23.7% |
| AVNM Avantis All International Markets Equity ETF | 4.2M | 0.5% | 55.7K | 85.59 | +25.6% |
| IVV iShares Core S&P 500 ETF | 4.2M | 0.5% | 6.4K | 769.31 | +20.0% |
| AVGV Avantis All Equity Markets Value ETF | 4.0M | 0.5% | 51.2K | 88.34 | +30.0% |
| AVGE Avantis All Equity Markets ETF | 3.9M | 0.5% | 43.8K | 101.64 | +26.5% |
| VUG Vanguard Morningstar Growth ETF | 3.7M | 0.5% | 8.4K | 87.50 | +15.9% |
| AVSF Avantis Short-Term Fixed Income ETF | 2.9M | 0.4% | 63.0K | 46.38 | -1.4% |
| IDEV iShares Core MSCI International Developed Mark | 2.6M | 0.3% | 30.8K | 93.31 | +18.6% |
| AAPL Apple Inc. | 2.5M | 0.3% | 9.9K | 309.35 | +36.9% |
| IVE iShares S&P 500 Value ETF | 2.5M | 0.3% | 11.7K | 237.24 | +17.6% |
| SPY SPDR S&P 500 ETF TRUST | 2.4M | 0.3% | 3.8K | 765.72 | +20.0% |
| ABT ABBOTT LABORATORIES | 2.4M | 0.3% | 23.5K | 116.64 | -11.9% |
| QTEC First Trust NASDAQ-100-Technology Sector Index | 2.4M | 0.3% | 11.1K | 314.19 | +49.8% |
| EFA iShares MSCI EAFE ETF | 2.4M | 0.3% | 24.7K | 108.24 | +17.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.1M | 0.3% | 6.3K | 418.95 | +83.3% |
| MSFT MICROSOFT CORP | 1.9M | 0.2% | 5.2K | 483.24 | -4.4% |
| AVRE Avantis Real Estate ETF | 1.8M | 0.2% | 40.3K | 48.26 | +8.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 1.7M | 0.2% | 24.4K | 81.57 | +31.9% |
| QCOM QUALCOMM INC/DE | 1.5M | 0.2% | 11.8K | 160.75 | +3.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 1.5M | 0.2% | 5.2K | 82.97 | +15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →