§ 13F · FUND PROFILE
White Wing Wealth Management.
AUM · $192M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 135K | $50M | 26.1% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 288K | $21M | 10.7% | +1% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 388K | $20M | 10.2% | −3% |
| 4 | VB | VANGUARD INDEX FDS | 55K | $17M | 8.7% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 18K | $13M | 7.0% | −10% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 57K | $13M | 7.0% | +9% |
| 7 | SCHJ | SCHWAB STRATEGIC TR | 417K | $10M | 5.4% | −11% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 131K | $6M | 3.3% | +3% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 76K | $5M | 2.8% | −2% |
| 10 | DFEV | DIMENSIONAL ETF TRUST | 99K | $4M | 2.2% | −2% |
§ 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 $192 million in assets. The fund runs a portfolio of 40 positions.
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