White & Co Financial Planning Inc
RIA/Wealth
White & Co Financial Planning Inc is a RIA/Wealth based in Bellingham, WA led by James Eric Parker, managing $132.8M across 19 long positions as of Q3 2025 with 93% ETF concentration, 86% concentrated in top 10 holdings, and 16% allocation to SCHX.
PresidentJames Eric Parker
- Portfolio Value
- $132.8M
- Positions
- 19
- Top Holding
- SCHX at 16.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in White & Co Financial Planning Inc's portfolio (86.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.4M | 16.08% | -$475.5K Sold | — 811.1K shares | |
ETF ETF | $20.6M | 15.48% | -$281.6K Sold | — 737.1K shares | |
ETF ETF | $12.8M | 9.65% | -$24.2K Sold | — 432.6K shares | |
ETF ETF | $12.2M | 9.17% | -$220.2K Sold | — 523.3K shares | |
ETF ETF | $12.1M | 9.15% | -$503.6K Sold | — 266.9K shares | |
Unknown Unknown | $9.2M | 6.95% | +$525.7K Bought | — 232.0K shares | |
ETF ETF | $7.9M | 5.91% | +$279.2K Bought | — 340.2K shares | |
ETF ETF | $7.7M | 5.83% | +$320.4K Bought | — 335.0K shares | |
ETF ETF | $5.5M | 4.16% | +$146.1K Bought | — 120.8K shares | |
ETF ETF | $5.4M | 4.10% | +$90.2K Bought | — 252.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in White & Co Financial Planning Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+8.61% | |
+7.11% | |
+6.04% | |
+4.31% | |
+3.69% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-8.42% | |
-3.98% | |
-2.18% | |
-1.86% | |
-1.78% |
Analytics
Portfolio insights and performance metrics for White & Co Financial Planning Inc
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