B&D White Capital Company, LLC Top Holdings and 13F Report (2026) About B&D White Capital Company, LLCInvestment ActivityB&D White Capital Company, LLC has $808.79 million in total holdings as of March 31, 2026.B&D White Capital Company, LLC owns shares of 74 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.35% of the portfolio was purchased this quarter.About 17.91% of the portfolio was sold this quarter.This quarter, B&D White Capital Company, LLC has purchased 72 new stocks and bought additional shares in 29 stocks.B&D White Capital Company, LLC sold shares of 25 stocks and completely divested from 10 stocks this quarter.Largest Holdings Amazon.com $153,574,757Avantis U.S. Equity ETF $81,432,729Avantis U.S. Large Cap Value ETF $66,109,247iShares Morningstar Growth ETF $33,172,998Dimensional U.S. Core Equity 2 ETF $32,948,928 Largest New Holdings this Quarter 002824100 - Abbott Laboratories $2,412,745 Holding874039100 - Taiwan Semiconductor Manufacturing $2,117,595 Holding747525103 - Qualcomm $1,519,604 Holding30303M102 - Meta Platforms $897,672 Holding09260D107 - Blackstone $701,439 Holding Largest Purchases this Quarter Avantis U.S. Large Cap Value ETF 345,821 shares (about $27.88M)Dimensional Emerging Markets Value ETF 519,119 shares (about $18.57M)Avantis International Small Cap Value ETF 109,538 shares (about $10.94M)Avantis U.S. Small Cap Value ETF 70,485 shares (about $7.79M)Avantis Emerging Markets Equity ETF 94,012 shares (about $7.58M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 609,488 shares (about $17.75M)iShares Core S&P 500 ETF 26,572 shares (about $17.36M)Vanguard Growth ETF 37,817 shares (about $16.52M)iShares Morningstar Growth ETF 133,844 shares (about $12.78M)Invesco NASDAQ 100 ETF 36,109 shares (about $8.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB&D White Capital Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$153,574,757$6,755,862 â–²4.6%737,38319.0%Retail/WholesaleAVUSAvantis U.S. Equity ETF$81,432,729$2,014,138 â–¼-2.4%732,44010.1%ETFAVLVAvantis U.S. Large Cap Value ETF$66,109,247$27,876,639 â–²72.9%820,1128.2%ETFILCGiShares Morningstar Growth ETF$33,172,998$12,779,425 â–¼-27.8%347,4344.1%ETFDFACDimensional U.S. Core Equity 2 ETF$32,948,928$1,057,730 â–¼-3.1%847,8884.1%ETFVTIVanguard Total Stock Market ETF$32,289,206$643,224 â–¼-2.0%100,6494.0%ETFIWFiShares Russell 1000 Growth ETF$31,589,418$398,258 â–¼-1.2%74,0843.9%ETFAVIVAvantis International Large Cap Value ETF$26,895,099$923,477 â–¼-3.3%359,4163.3%ETFAVDEAvantis International Equity ETF$26,097,802$2,448,143 â–²10.4%307,6123.2%ETFAVDVAvantis International Small Cap Value ETF$23,794,042$10,938,465 â–²85.1%238,2742.9%ETFDFEVDimensional Emerging Markets Value ETF$21,028,264$18,574,078 â–²756.8%587,7102.6%ETFAVEMAvantis Emerging Markets Equity ETF$20,841,131$7,575,487 â–²57.1%258,6392.6%ETFDFIVDimensional International Value ETF$17,243,226$3,669,107 â–²27.0%326,7002.1%ETFQQQMInvesco NASDAQ 100 ETF$15,801,255$8,580,221 â–¼-35.2%66,4982.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$14,450,023$3,308,135 â–²29.7%425,3761.8%ETFAVUVAvantis U.S. Small Cap Value ETF$14,317,361$7,786,482 â–²119.2%129,6041.8%ETFAVESAvantis Emerging Markets Value ETF$13,843,204$4,100,293 â–¼-22.9%230,7971.7%ETFDFICDimensional International Core Equity 2 ETF$13,538,543$1,600,841 â–²13.4%381,0451.7%ETFDFASDimensional U.S. Small Cap ETF$13,252,373$2,128,708 â–²19.1%186,3121.6%ETFDFAIDimensional International Core Equity Market ETF$10,779,375$131,607 â–¼-1.2%276,6781.3%ETFDIMENSIONAL ETF TRUST$10,094,227$719,430 â–¼-6.7%140,0421.2%US CORE EQUITY 1QQQInvesco QQQ$9,474,410$701,274 â–²8.0%16,4151.2%FinanceVXUSVanguard Total International Stock ETF$9,363,313$379,613 â–²4.2%121,4281.2%ETFAVSCAvantis U.S. Small Cap Equity ETF$8,775,142$2,460,040 â–²39.0%140,8531.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,412,802$17,754,446 â–¼-67.8%288,8011.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,368,114$973,619 â–²13.2%242,2031.0%ETFAMERICAN CENTY ETF TR$8,196,000$6,597,050 â–²412.6%110,4881.0%AVANTIS US MID CAVIGAvantis Core Fixed Income ETF$5,844,346$190,752 â–²3.4%140,6920.7%ETFDFSVDimensional US Small Cap Value ETF$5,791,201$284,735 â–²5.2%165,2740.7%ETFDFATDimensional U.S. Targeted Value ETF$4,903,262$1,106,052 â–¼-18.4%78,5150.6%ETFONEQFidelity NASDAQ Composite Index ETF$4,543,389$16,133 â–²0.4%53,5080.6%ETFAVNMAvantis All International Markets Equity ETF$4,245,986$6,407,636 â–¼-60.1%55,7430.5%ETFIVViShares Core S&P 500 ETF$4,169,439$17,357,094 â–¼-80.6%6,3830.5%ETFAVGVAvantis All Equity Markets Value ETF$3,972,2190.0%51,2280.5%ETFAVGEAvantis All Equity Markets ETF$3,853,692$121,468 â–¼-3.1%43,7820.5%ETFVUGVanguard Growth ETF$3,687,381$16,518,087 â–¼-81.8%8,4420.5%ETFAVSFAvantis Short-Term Fixed Income ETF$2,948,540$127,436 â–²4.5%63,0030.4%ETFIDEViShares Core MSCI International Developed Markets ETF$2,571,0310.0%30,7650.3%ETFAAPLApple$2,515,820$669,498 â–²36.3%9,9130.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$2,468,555$69,468 â–¼-2.7%11,6910.3%ETFSPYSPDR S&P 500 ETF Trust$2,440,268$543,077 â–²28.6%3,7520.3%FinanceABTAbbott Laboratories$2,412,745$2,412,745 â–²New Holding23,5000.3%MedicalQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$2,407,6290.0%11,1470.3%ManufacturingEFAiShares MSCI EAFE ETF$2,398,2370.0%24,6910.3%FinanceTSMTaiwan Semiconductor Manufacturing$2,117,595$2,117,595 â–²New Holding6,2660.3%Computer and TechnologyMSFTMicrosoft$1,938,580$282,069 â–¼-12.7%5,2370.2%Computer and TechnologyAVREAvantis Real Estate ETF$1,775,371$229,520 â–²14.8%40,3310.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,705,178$27,342 â–¼-1.6%24,4470.2%ETFQCOMQualcomm$1,519,604$1,519,604 â–²New Holding11,8000.2%Computer and TechnologyVOVanguard Mid-Cap ETF$1,496,782$4,308 â–²0.3%5,2120.2%ETFEEMiShares MSCI Emerging Markets ETF$1,316,7330.0%23,1860.2%FinanceVOOVanguard S&P 500 ETF$1,202,868$182,253 â–²17.9%2,0130.1%ETFHDHome Depot$936,679$2,130,879 â–¼-69.5%2,8480.1%Retail/WholesaleMETAMeta Platforms$897,672$897,672 â–²New Holding1,5690.1%Computer and TechnologyBXBlackstone$701,439$701,439 â–²New Holding6,1000.1%FinanceAMERICAN CENTY ETF TR$620,397$174,749 â–²39.2%8,5880.1%AVANTIS US MID CLLYEli Lilly and Company$551,862$66,223 â–¼-10.7%6000.1%MedicalVEAVanguard FTSE Developed Markets ETF$476,050$154,369 â–¼-24.5%7,4290.1%ETFABBVAbbVie$369,733$369,733 â–²New Holding1,7000.0%MedicalLULUlululemon athletica$352,896$352,896 â–²New Holding2,3050.0%Consumer DiscretionaryPANWPalo Alto Networks$352,704$352,704 â–²New Holding2,2000.0%Computer and TechnologyAMERICAN CENTY ETF TR$347,610$73,574 â–²26.8%4,8380.0%AVANTIS INTL SMLAMERICAN CENTY ETF TR$346,518$33,681 â–²10.8%5,4630.0%AVANTIS EMERGINGMUMicron Technology$341,158$8,791 â–¼-2.5%1,0090.0%Computer and TechnologyNVDANVIDIA$325,954$523,898 â–¼-61.6%1,8690.0%Computer and TechnologyCRMSalesforce$298,672$298,672 â–²New Holding1,6000.0%Computer and TechnologyGSKGSK$270,4310.0%4,9000.0%MedicalXLVHealth Care Select Sector SPDR Fund$268,150$268,150 â–²New Holding1,8290.0%ETFAIQGlobal X Artificial Intelligence & Technology ETF$255,688$187 â–²0.1%5,4780.0%ETFBRK.BBerkshire Hathaway$249,184$574,082 â–¼-69.7%5200.0%FinanceXOMExxonMobil$234,131$234,131 â–²New Holding1,3800.0%EnergyKIMBERLY-CLARK CORP$222,846$222,846 â–²New Holding2,3100.0%COMDFCFDimensional Core Fixed Income ETF$220,0080.0%5,2110.0%ETFCRD.ACrawford & Company$217,8250.0%21,8480.0%Business ServicesSTLGiShares Factors US Growth Style ETF$0$13,827,569 â–¼-100.0%00.0%ManufacturingFIDELITY COVINGTON TRUST$0$11,471,337 â–¼-100.0%00.0%ENHANCED LARGEBRK.ABerkshire Hathaway$0$10,567,200 â–¼-100.0%00.0%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$0$7,140,006 â–¼-100.0%00.0%ETFLMTLockheed Martin$0$4,498,131 â–¼-100.0%00.0%AerospaceVBVanguard Small-Cap ETF$0$861,295 â–¼-100.0%00.0%ETFAVNVAvantis All International Markets Value ETF$0$711,029 â–¼-100.0%00.0%ETFCOSTCostco Wholesale$0$595,015 â–¼-100.0%00.0%Retail/WholesaleQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$0$429,907 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$267,990 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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