Institutions / White Wing Wealth Management
White Wing Wealth Management
CIK 2001473 · Institution · as of Dec 31, 2025
Portfolio value
$167.51M
Positions
35
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $44.31M | 26.5% |
| J P Morgan Exchange Traded F | $20.29M | 12.1% |
| Vanguard Tax-Managed Fds | $17.71M | 10.6% |
| Vanguard Index Fds | $14.28M | 8.5% |
| Invesco Qqq Tr | $13.51M | 8.1% |
| Schwab Strategic Tr | $10.63M | 6.3% |
| Vanguard Specialized Funds | $10.32M | 6.2% |
| Dimensional ETF Trust | $6.52M | 3.9% |
| Dimensional ETF Trust | $4.91M | 2.9% |
| iShares Tr | $3.46M | 2.1% |
| Dimensional ETF Trust | $3.44M | 2.1% |
| Apple Inc. | $2.19M | 1.3% |
| Tesla Inc | $2.16M | 1.3% |
| NVIDIA Corp | $1.92M | 1.1% |
| Advanced Micro Devices Inc | $1.48M | 0.9% |
| Dimensional ETF Trust | $1.03M | 0.6% |
| First Tr Exchange-Traded Fd | $913.5K | 0.5% |
| Amazon.com Inc | $835.3K | 0.5% |
| Salesforce Inc | $646.5K | 0.4% |
| Meta Platforms Inc | $599.9K | 0.4% |
| Dimensional ETF Trust | $587.8K | 0.4% |
| elf Beauty Inc | $562.8K | 0.3% |
| Alphabet Inc. | $557.0K | 0.3% |
| Microsoft Corp | $532.5K | 0.3% |
| Chevron Corp | $527.4K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.