B&D White Capital Q2 2026: Major Shift Away From Amazon, Focus On Technology ETFs

As reported by InsiderSet, B&D White Capital Company Llc experienced significant changes in its portfolio during the second quarter of 2026, ending on June 30th.

Significant Sale: The Amazon Exodus

The most prominent change involves a near-complete exit from Amazon.com Inc (AMZN). According to the filing, B&D White Capital sold shares resulting in a staggering 99.16% reduction in its allocation for AMZN during Q2 2026.

New Purchases and Increased Holdings

The investor's activity this quarter included establishing new positions or increasing existing ones significantly. Notably, B&D White Capital purchased shares of SCHWAB STRATEGIC TR (SCHD), adding it to their portfolio for the first time.

Additionally, they increased their stake in AMERICAN CENTY ETF TR (AVLC) by 100% during Q2. Furthermore, purchases were observed in Dimensional Fund Advisors Intl Small Cap Equity ETF (DFIV), increasing its allocation to 3.16%, and Vanguard Uprising ETF (VUG) was added with a portfolio weighting of 1.06%.

Major Acquisitions: Technology Focus

Beyond the new positions, B&D White Capital demonstrated strong buying activity in several individual stocks:

• Microsoft Corp (MSFT): The investor purchased shares of Microsoft during Q2 2026.
• Meta Platforms Inc (META): Acquired Meta stock, adding it to the portfolio with a weighting of approximately 3.32%.

Purchases in Exchange-Traded Funds

The investor also bolstered their ETF holdings:

• ISHares Core U.S. Small Cap Growth ETF (IWF): B&D White Capital purchased shares of IWF during the quarter.
• Dimensional Fund Advisors Intl Small Cap Equity ETF (DFIV): As mentioned, this was a significant purchase increasing DFIV's allocation to 3.16%.

No Activity in Certain Sectors

The filing indicates that B&D White Capital did not engage in buying or selling activities within specific sectors during Q2:

• Healthcare ETFs (excluding ABT): No changes reported for other Healthcare holdings.
• Consumer Defensive: No activity disclosed, maintaining its previous allocation level.
• Industrials and Financial Services: No buying or selling actions noted in these sectors during the quarter.

  In summary, B&D White Capital Company Llc's Q2 2026 filing shows a clear shift away from concentrated technology stock positions like Amazon.com Inc (AMZN), while simultaneously increasing exposure to specific ETFs and adding new individual stocks such as Microsoft Corp (MSFT) and Meta Platforms Inc (META). The investor continues to hold a substantial portion of their portfolio in unallocated or unknown categories.