§ 13F · FUND PROFILE
White Wing Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.6T (13F)Positions · 32Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 132K | $44.3T | 26.5% | −8% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 401K | $20.3T | 12.1% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 283K | $17.7T | 10.6% | +12% |
| 4 | VB | VANGUARD INDEX FDS | 55K | $14.3T | 8.5% | +2% |
| 5 | QQQ | INVESCO QQQ TR | 22K | $13.5T | 8.1% | −3% |
| 6 | SCHJ | SCHWAB STRATEGIC TR | 427K | $10.6T | 6.3% | +24% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 47K | $10.3T | 6.2% | +1% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 136K | $6.5T | 3.9% | +20% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 82K | $4.9T | 2.9% | +2% |
| 10 | ISCF | ISHARES TR | 83K | $3.5T | 2.1% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITE SIGNAL
AC read
White Wing Wealth Management is a Other fund managing $147576.9 trillion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed