White Wing Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, White Wing Wealth Management held in its portfolio 35 assets valued at $167,514,312 (i.e. $167.51M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($44.31M), J P MORGAN EXCHANGE TRADED F ($20.29M), and VANGUARD TAX-MANAGED FDS ($17.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
White Wing Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 132176 | 44314498 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 401082 | 20290744 | ULTRA SHRT ETF |
| VANGUARD TAX-MANAGED FDS | 283426 | 17705613 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 55341 | 14275212 | SMALL CP ETF |
| INVESCO QQQ TR | 21986 | 13506195 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 426746 | 10625985 | 1 5YR CORP BD |
| VANGUARD SPECIALIZED FUNDS | 46962 | 10321405 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 135958 | 6519207 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 82488 | 4911357 | US TARGETED VLU |
| ISHARES TR | 83409 | 3459797 | INTERNATIONAL SL |
| DIMENSIONAL ETF TRUST | 101946 | 3439661 | EMERGING MKTS VA |
| APPLE INC | 8059 | 2191003 | COM |
| TESLA INC | 4814 | 2164952 | COM |
| NVIDIA CORPORATION | 10276 | 1916512 | COM |
| ADVANCED MICRO DEVICES INC | 6889 | 1475348 | COM |
| DIMENSIONAL ETF TRUST | 20334 | 1029931 | ULTRASHORT FIXED |
| FIRST TR EXCHANGE-TRADED FD | 15242 | 913461 | FIRST TR ENH NEW |
| AMAZON COM INC | 3619 | 835338 | COM |
| SALESFORCE INC | 2440 | 646465 | COM |
| META PLATFORMS INC | 909 | 599897 | CL A |
| DIMENSIONAL ETF TRUST | 12202 | 587769 | NATL MUN BD ETF |
| E L F BEAUTY INC | 7402 | 562848 | COM |
| ALPHABET INC | 1775 | 556986 | CAP STK CL C |
| MICROSOFT CORP | 1101 | 532469 | COM |
| CHEVRON CORP NEW | 3461 | 527433 | COM |
| CHEESECAKE FACTORY INC | 9084 | 458562 | COM |
| ADOBE INC | 1308 | 457787 | COM |
| VANGUARD INDEX FDS | 2287 | 436701 | VALUE ETF |
| NIKE INC | 6831 | 435203 | CL B |
| EXXON MOBIL CORP | 3151 | 379152 | COM |
| ALPHABET INC | 1155 | 361647 | CAP STK CL A |
| SOFI TECHNOLOGIES INC | 11870 | 310757 | COM |
| BROADCOM INC | 867 | 300069 | COM |
| PALANTIR TECHNOLOGIES INC | 1449 | 257560 | CL A |
| VANGUARD INDEX FDS | 976 | 206788 | SM CP VAL ETF |
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