B&D White Capital Company, LLC - Portfolio overview

B&D White Capital Company, LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 17.09%
2. AVUS - AMERICAN CENTY ETF TR, 9.06%
3. AVLV - AMERICAN CENTY ETF TR, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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