B&D WHITE CAPITAL COMPANY LLC
Q2 2025 Form 13-F

LAKEWAY, TEXAS
CIK 0001752523 · CRD 173822 · SEC-registered investment adviser
$656.7M Reported Value Total

COYLE CAPITAL, LLC reports 733 total accounts under management (AUM). There are 733 discretionary accounts valued at $800,453,182, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Source: Form ADV filed 2026-10-29
Reported value
$656.7M
Quarter over quarter
+11.8%
Holdings
77
Top-10 concentration
53.5%

Key People

Form ADV owners & control persons
Brandon Edward White
PRESIDENT & CCO
Dustin John White
PRINCIPAL

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Q2 2025 13F record

Q2 2025 13F filing summary

Q2 2025 Form 13F portfolio summary
Period of report June 30, 2025
Filed August 13, 2025
Form 13F-HR
Reported value $656.7M
Positions 77
Change in reported value -3.2%
New positions 38
Exited positions 14
Position turnover 57.1%
Top-10 concentration 53.5%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 2, 2026
78 $1.0B
Q2 2026 13F
Filed Jul 31, 2026
94 $1.0B
Q1 2026 13F
Filed May 13, 2026
74 $808.8M
Q4 2025 13F
Filed Feb 13, 2026
72 $863.2M
Q3 2025 13F
Filed Oct 23, 2025
74 $780.7M
Q2 2025 13F
Filed Aug 13, 2025
77 $656.7M
Q1 2025 13F
Filed May 14, 2025
53 $678.3M
Q4 2024 13F
Filed Feb 4, 2025
65 $593.5M
Q3 2024 13F
Filed Nov 8, 2024
73 $580.2M
Q2 2024 13F
Filed Aug 13, 2024
46 $478.6M
Q1 2024 13F
Filed May 10, 2024
59 $450.1M
Q4 2023 13F
Filed Jan 30, 2024
61 $321.6M
Q3 2023 13F
Filed Oct 27, 2023
66 $267.9M
Q2 2023 13F
Filed Aug 4, 2023
61 $289.5M
Q1 2023 13F
Filed May 3, 2023
51 $294.9M
Q4 2022 13F
Filed Feb 7, 2023
66 $399.9M
Q3 2022 13F
Filed Oct 26, 2022
61 $267.2M
Q2 2022 13F
Filed Jul 14, 2022
48 $234.9M
Q1 2022 13F
Filed May 10, 2022
62 $313.8M
Q4 2021 13F
Filed Feb 8, 2022
52 $304.2M

4 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

Largest Q2 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 AMZN AMAZON COM INC $112.3M 17.1%
2 AVUS AMERICAN CENTY ETF TR $36.7M 5.58%
3 VTI VANGUARD INDEX FDS $35.6M 5.42%
4 ILCG ISHARES TR $33.8M 5.15%
5 IWF ISHARES TR $29.5M 4.49%
6 DFAC DIMENSIONAL ETF TRUST $26.5M 4.03%
7 QQQM INVESCO EXCH TRADED FD TR II $23.2M 3.53%
8 BRK-A BERKSHIRE HATHAWAY INC DEL $18.2M 2.77%
9 AVIV AMERICAN CENTY ETF TR $17.7M 2.69%
10 AVDE AMERICAN CENTY ETF TR $17.6M 2.68%
11 GPIQ GOLDMAN SACHS ETF TR $17.5M 2.67%
12 SCHG SCHWAB STRATEGIC TR $17.2M 2.62%
13 JEPI J P MORGAN EXCHANGE TRADED F $16.3M 2.49%
14 GLD SPDR GOLD TR $10.8M 1.65%
15 AVES AMERICAN CENTY ETF TR $10.3M 1.57%
16 IAU ISHARES GOLD TR $10.2M 1.55%
17 VUG VANGUARD INDEX FDS $10.0M 1.53%
18 DFIV DIMENSIONAL ETF TRUST $9.8M 1.5%
19 DFIC DIMENSIONAL ETF TRUST $9.7M 1.48%
20 GLDM WORLD GOLD TR $9.7M 1.47%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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