§ 13F · FUND PROFILE
White Wing Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161M (13F)Positions · 34Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$677K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 134K | $43M | 25.8% | +1% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 402K | $20M | 12.2% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 285K | $18M | 11.0% | ±0% |
| 4 | VB | VANGUARD INDEX FDS | 55K | $15M | 8.7% | ±0% |
| 5 | QQQ | INVESCO QQQ TR | 20K | $12M | 7.1% | −7% |
| 6 | SCHJ | SCHWAB STRATEGIC TR | 467K | $12M | 6.9% | +9% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 52K | $11M | 6.7% | +11% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 127K | $6M | 3.7% | −7% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 78K | $5M | 2.9% | −6% |
| 10 | DFEV | DIMENSIONAL ETF TRUST | 101K | $4M | 2.2% | −1% |
§ 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 $161 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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