White Wing Wealth Management

White Wing Wealth Management as of Dec. 31, 2025

Portfolio Holdings for White Wing Wealth Management

White Wing Wealth Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.5 $44M 132k 335.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 12.1 $20M 401k 50.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.6 $18M 283k 62.47
Vanguard Index Fds Small Cp Etf (VB) 8.5 $14M 55k 257.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.1 $14M 22k 614.31
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 6.3 $11M 427k 24.90
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $10M 47k 219.78
Dimensional Etf Trust Short Duration F (DFSD) 3.9 $6.5M 136k 47.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.9 $4.9M 83k 59.54
Ishares Tr International Sl (ISCF) 2.1 $3.5M 83k 41.48
Dimensional Etf Trust Emerging Mkts Va (DFEV) 2.1 $3.4M 102k 33.74
Apple (AAPL) 1.3 $2.2M 8.1k 271.87
Tesla Motors (TSLA) 1.3 $2.2M 4.8k 449.72
NVIDIA Corporation (NVDA) 1.1 $1.9M 10k 186.50
Advanced Micro Devices (AMD) 0.9 $1.5M 6.9k 214.16
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $1.0M 20k 50.65
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $914k 15k 59.93
Amazon (AMZN) 0.5 $835k 3.6k 230.82
salesforce (CRM) 0.4 $647k 2.4k 264.94
Meta Platforms Cl A (META) 0.4 $600k 909.00 659.95
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $588k 12k 48.17
Elf Beauty (ELF) 0.3 $563k 7.4k 76.04
Alphabet Cap Stk Cl C (GOOG) 0.3 $557k 1.8k 313.79
Microsoft Corporation (MSFT) 0.3 $533k 1.1k 483.62
Chevron Corporation (CVX) 0.3 $527k 3.5k 152.39
Cheesecake Factory Incorporated (CAKE) 0.3 $459k 9.1k 50.48
Adobe Systems Incorporated (ADBE) 0.3 $458k 1.3k 349.99
Vanguard Index Fds Value Etf (VTV) 0.3 $437k 2.3k 190.95
Nike CL B (NKE) 0.3 $435k 6.8k 63.71
Exxon Mobil Corporation (XOM) 0.2 $379k 3.2k 120.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $362k 1.2k 313.11
Sofi Technologies (SOFI) 0.2 $311k 12k 26.18
Broadcom (AVGO) 0.2 $300k 867.00 346.10
Palantir Technologies Cl A (PLTR) 0.2 $258k 1.4k 177.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $207k 976.00 211.87