Filed: 8/13/2025ACC: 0001172661-25-003132
📋 What this filing means
B&D WHITE CAPITAL COMPANY, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $656.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$656.65M
Total AUM (reported)
7.93M
Total Shares
Allocation by class
COM$138.92M21.2%
US EQT ETF$36.65M5.6%
TOTAL STK MKT$35.61M5.4%
MORNINGSTAR GRWT$33.79M5.1%
RUS 1000 GRW ETF$29.49M4.5%
US CORE EQUITY 2$26.49M4.0%
NASDAQ 100 ETF$23.20M3.5%
Portfolio Concentration
Top 3$184.53M28.1%
4–10$166.47M25.4%
11–25$167.51M25.5%
Rest$138.14M21.0%
Top 3 weight
28.1%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 7.93M
Sole
Full voting authority
7.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
AMAZON COM INC
SOLEShares511.86K
TypeSH
Market value$112.27M
17.10%
Sole
511.86K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares363.54K
TypeSH
Market value$36.65M
5.58%
Sole
363.54K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares117.15K
TypeSH
Market value$35.61M
5.42%
Sole
117.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares348.69K
TypeSH
Market value$33.79M
5.15%
Sole
348.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares69.46K
TypeSH
Market value$29.49M
4.49%
Sole
69.46K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares739.09K
TypeSH
Market value$26.49M
4.03%
Sole
739.09K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares102.17K
TypeSH
Market value$23.20M
3.53%
Sole
102.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.00
TypeSH
Market value$18.22M
2.77%
Sole
25.00
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares283.75K
TypeSH
Market value$17.66M
2.69%
Sole
283.75K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares238.11K
TypeSH
Market value$17.62M
2.68%
Sole
238.11K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares351.70K
TypeSH
Market value$17.52M
2.67%
Sole
351.70K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares588.34K
TypeSH
Market value$17.19M
2.62%
Sole
588.34K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares287.38K
TypeSH
Market value$16.34M
2.49%
Sole
287.38K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares35.50K
TypeSH
Market value$10.82M
1.65%
Sole
35.50K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares192.26K
TypeSH
Market value$10.29M
1.57%
Sole
192.26K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares163.25K
TypeSH
Market value$10.18M
1.55%
Sole
163.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.87K
TypeSH
Market value$10.02M
1.53%
Sole
22.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares229.60K
TypeSH
Market value$9.83M
1.50%
Sole
229.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares313.26K
TypeSH
Market value$9.74M
1.48%
Sole
313.26K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares147.37K
TypeSH
Market value$9.66M
1.47%
Sole
147.37K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares150.42K
TypeSH
Market value$9.58M
1.46%
Sole
150.42K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares326.27K
TypeSH
Market value$9.58M
1.46%
Sole
326.27K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares137.77K
TypeSH
Market value$9.00M
1.37%
Sole
137.77K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares260.14K
TypeSH
Market value$8.99M
1.37%
Sole
260.14K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares131K
TypeSH
Market value$8.76M
1.33%
Sole
131K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 511.86K | SH | $112.27M 17.10% | 511.86K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 363.54K | SH | $36.65M 5.58% | 363.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 117.15K | SH | $35.61M 5.42% | 117.15K | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 348.69K | SH | $33.79M 5.15% | 348.69K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 69.46K | SH | $29.49M 4.49% | 69.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 739.09K | SH | $26.49M 4.03% | 739.09K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 102.17K | SH | $23.20M 3.53% | 102.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 25.00 | SH | $18.22M 2.77% | 25.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 283.75K | SH | $17.66M 2.69% | 283.75K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 238.11K | SH | $17.62M 2.68% | 238.11K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | NASDAQ-100 PREMI | 351.70K | SH | $17.52M 2.67% | 351.70K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 588.34K | SH | $17.19M 2.62% | 588.34K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 287.38K | SH | $16.34M 2.49% | 287.38K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 35.50K | SH | $10.82M 1.65% | 35.50K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 192.26K | SH | $10.29M 1.57% | 192.26K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 163.25K | SH | $10.18M 1.55% | 163.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 22.87K | SH | $10.02M 1.53% | 22.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 229.60K | SH | $9.83M 1.50% | 229.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 313.26K | SH | $9.74M 1.48% | 313.26K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 147.37K | SH | $9.66M 1.47% | 147.37K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 150.42K | SH | $9.58M 1.46% | 150.42K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 326.27K | SH | $9.58M 1.46% | 326.27K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL INT | 137.77K | SH | $9.00M 1.37% | 137.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 260.14K | SH | $8.99M 1.37% | 260.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 131K | SH | $8.76M 1.33% | 131K | 0.00 | 0.00 |
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