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Brandon Edward White

B&d White Capital Company, Llc

Assets Managed
$808.787M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
-6.3%(2Q avg: 2.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in B&d White Capital Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of B&d White Capital Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 808.787M in assets, with a quarterly growth rate of -6.3% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Brandon Edward White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 4.61%
18.99%
$153.575M
737,383 shares@ $208.27 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.41%
10.07%
$81.433M
732,440 shares@ $111.19 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 72.92%
8.18%
$66.109M
820,112 shares@ $80.62 avg price
ILCG
Ishares Morningstar Growth E
Recent Activity
Decreased -27.81%
4.11%
$33.173M
347,434 shares@ $95.48 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -3.11%
4.08%
$32.949M
847,888 shares@ $38.87 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.95%
4%
$32.289M
100,649 shares@ $320.82 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.24%
3.91%
$31.589M
74,084 shares@ $426.41 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Decreased -3.31%
3.33%
$26.895M
359,416 shares@ $74.83 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 10.36%
3.23%
$26.098M
307,612 shares@ $84.84 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 85.09%
2.95%
$23.794M
238,274 shares@ $99.87 avg price

1-10 of 74