White Wing Wealth Management
CIK: 0002001473SEC EDGAR →
Portfolio Value
$167.5B
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 132,176 | $44.3B | 26.45% |
| 2 | J P MORGAN EXCHANGE TRADED F | 401,082 | $20.3B | 12.11% |
| 3 | VANGUARD TAX-MANAGED FDS | 283,426 | $17.7B | 10.57% |
| 4 | VANGUARD INDEX FDS | 55,341 | $14.3B | 8.52% |
| 5 | INVESCO QQQ TR | 21,986 | $13.5B | 8.06% |
| 6 | SCHWAB STRATEGIC TR | 426,746 | $10.6B | 6.34% |
| 7 | VANGUARD SPECIALIZED FUNDS | 46,962 | $10.3B | 6.16% |
| 8 | DIMENSIONAL ETF TRUST | 135,958 | $6.5B | 3.89% |
| 9 | DIMENSIONAL ETF TRUST | 82,488 | $4.9B | 2.93% |
| 10 | ISHARES TR | 83,409 | $3.5B | 2.06% |
Quarterly Changes
New Positions (35)
$44.3B · 132K shares
$20.3B · 401K shares
$17.7B · 283K shares
$14.3B · 55K shares
$13.5B · 22K shares
$10.6B · 427K shares
$10.3B · 47K shares
$6.5B · 136K shares
$4.9B · 82K shares
$3.5B · 83K shares
$3.4B · 102K shares
$2.2B · 8K shares
$2.2B · 5K shares
$1.9B · 10K shares
$1.5B · 7K shares
$1.0B · 20K shares
$913.0M · 15K shares
$835.0M · 4K shares
$646.0M · 2K shares
$599.0M · 909 shares
$587.0M · 12K shares
$562.0M · 7K shares
$556.0M · 2K shares
$532.0M · 1K shares
$527.0M · 3K shares
$458.0M · 9K shares
$457.0M · 1K shares
$436.0M · 2K shares
$435.0M · 7K shares
$379.0M · 3K shares
$361.0M · 1K shares
$310.0M · 12K shares
$300.0M · 867 shares
$257.0M · 1K shares
$206.0M · 976 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $139.3B | 83.2% |
| Unknown | 1 | $13.5B | 8.1% |
| Technology | 8 | $7.8B | 4.6% |
| Consumer Cyclical | 4 | $3.9B | 2.3% |
| Communication Services | 3 | $1.5B | 0.9% |
| Energy | 2 | $906.0M | 0.5% |
| Consumer Defensive | 1 | $562.0M | 0.3% |