White Wing Wealth Management 13F Holdings

CIK 0002001473

As of Sep 30, 2025, White Wing Wealth Management reported 34 positions worth 61.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—143,921$47.4M29.43%
JPMORGAN ULTRA-SHORT INCOMEJPST—404,260$20.4M12.69%
VANGUARD TAX-MANAGED FUNDSVEA—252,533 5.2M9.47%
VANGUARD SMALL-CAP INDEX FUNDVB—54,386 3.9M8.61%
INVESCO QQQ TRUST SERIES 1QQQ—22,603 3.6M8.47%
VANGUARD DIVIDEND APPREC ETFVIG—46,366 0.1M6.24%
SCHWAB STRATEGIC TR——345,003$8.6M5.34%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFDFSD—113,134$5.5M3.39%
DIMENSIONAL US TARGETED VALUE ETFDFAT—81,094$4.7M2.94%
ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETFISCF—68,411$2.8M1.75%
DIMENSIONAL EMERGING MARKETS VALUE ETFDFEV—87,273$2.8M1.74%
TESLA INCTSLAConsumer Cyclical4,745$2.2M1.35%
APPLE INCAAPLTechnology8,063$2.1M1.28%
NVIDIA CORPNVDATechnology10,509$2.0M1.22%
ADVANCED MICRO DEVICES INCAMDEquity6,642 .1M0.68%
DIMENSIONAL NATIONAL MUNICIPAL BOND ETFDFNM—22,496 .1M0.67%
DIMENSIONAL ETF TRUSTDUSB—16,977$861.8K0.54%
AMAZON.COM INCAMZNEquity2,811$620.2K0.39%
ELF BEAUTY INCELFConsumer Defensive4,409$596.1K0.37%
MICROSOFT CORPMSFTTechnology1,042$541.5K0.34%
CHEVRON CORPCHVEnergy3,429$530.0K0.33%
META PLATFORMS INCMETACommunication Services731$524.6K0.33%
NIKE INCNKEConsumer Cyclical6,223$461.7K0.29%
CHEESECAKE FACTORY INCCAKEConsumer Cyclical7,739$423.1K0.26%
FIRST TRUST ENHANCED SHORT MATURITY ETFFTSM—7,006$419.9K0.26%