Institutional Fund
B&D White Capital Company, LLC
Lakeway, TXCIK 17525235 filings on record
Portfolio Value
$808.79M
Q1 2026
Holdings
74
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-6.3%
from $863.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc19.0%
- American Centy ETF Tr10.1%
- American Centy ETF Tr8.2%
- Ishares Tr4.1%
- Dimensional ETF Trust4.1%
- Vanguard Index Fds4.0%
- Other50.6%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 737.4K | $153.57M | 19.0% | +32.4K | Added |
| 2 | American Centy ETF Tr | 732.4K | $81.43M | 10.1% | −18.1K | Reduced |
| 3 | American Centy ETF Tr | 820.1K | $66.11M | 8.2% | +345.8K | Added |
| 4 | Ishares Tr | 347.4K | $33.17M | 4.1% | −133.8K | Reduced |
| 5 | Dimensional ETF Trust | 847.9K | $32.95M | 4.1% | −27.2K | Reduced |
| 6 | Vanguard Index Fds | 100.6K | $32.29M | 4.0% | −2.0K | Reduced |
| 7 | Ishares Tr | 74.1K | $31.59M | 3.9% | −934 | Reduced |
| 8 | American Centy ETF Tr | 359.4K | $26.90M | 3.3% | −12.3K | Reduced |
| 9 | American Centy ETF Tr | 307.6K | $26.10M | 3.2% | +28.9K | Added |
| 10 | American Centy ETF Tr | 238.3K | $23.79M | 2.9% | +109.5K | Added |
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