Whitener Capital Management, Inc. ETF holdings
Rocky Mount, NC
Reported $48.7M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$48.7M
ETFs held
46
Change from prior quarter
+19.3%
With price moves
ETFs as a share of its 13F
10.3%
of $472.1M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $5.0M | 173,802 | −5,396 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $3.2M | 103,246 | −2,560 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $3.0M | 148,307 | +18,450 shares |
| IAU | iShares Gold Trust | $2.8M | 37,083 | −541 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $2.7M | 80,756 | +12,768 shares |
| XLB | State Street Materials Select Sector SPDR ETF | $2.2M | 43,770 | −5 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $2.2M | 67,963 | −274 shares |
| PFF | iShares Preferred and Income Securities ETF | $2.1M | 68,077 | +10,770 shares |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $1.8M | 108,110 | +57,540 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $1.8M | 51,167 | +5,443 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000825217. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Whitener Capital Management, Inc. own?
Whitener Capital Management, Inc. reported 46 ETF positions worth $48.7M in its Form 13F for June 30, 2026. The largest was SCHB, at $5.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.