Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
White Wing Wealth Management (CIK 2001473) reported $166.6M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($43.0M, 25.81%), JPST ($20.3M, 12.21%), VEA ($18.2M, 10.95%), VB ($14.5M, 8.72%), QQQ ($11.8M, 7.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $43.0M | 25.81% | 134,047 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $20.3M | 12.21% | 401,808 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.2M | 10.95% | 284,774 | Added |
| 4 | VB | VANGUARD INDEX FDS | $14.5M | 8.72% | 55,450 | Added |
| 5 | QQQ | INVESCO QQQ TR | $11.8M | 7.06% | 20,394 | Trimmed |
| 6 | SCHJ | SCHWAB STRATEGIC TR | $11.5M | 6.93% | 466,818 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 6.71% | 51,963 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $6.1M | 3.65% | 127,113 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $4.9M | 2.91% | 77,670 | Trimmed |
| 10 | DFEV | DIMENSIONAL ETF TRUST | $3.6M | 2.18% | 101,357 | Trimmed |
| 11 | ISCF | ISHARES TR | $3.6M | 2.15% | 85,631 | Added |
| 12 | AAPL | APPLE INC | $1.9M | 1.16% | 7,594 | Trimmed |
| 13 | TSLA | TESLA INC | $1.7M | 1.04% | 4,660 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $1.7M | 1.03% | 9,798 | Trimmed |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.86% | 7,025 | Added |
| 16 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.79% | 22,113 | Added |
| 17 | DUSB | DIMENSIONAL ETF TRUST | $1.2M | 0.74% | 24,329 | Added |
| 18 | CVX | CHEVRON CORPORATION | $725,516 | 0.44% | 3,507 | Added |
| 19 | AMZN | AMAZON COM INC | $716,657 | 0.43% | 3,441 | Trimmed |
| 20 | CRM | SALESFORCE INC | $571,673 | 0.34% | 3,062 | Added |
| 21 | XOM | EXXON MOBIL CORP | $553,547 | 0.33% | 3,263 | Added |
| 22 | CAKE | CHEESECAKE FACTORY INC | $511,097 | 0.31% | 9,335 | Added |
| 23 | META | META PLATFORMS INC | $493,369 | 0.30% | 862 | Trimmed |
| 24 | ELF | E L F BEAUTY INC | $490,032 | 0.29% | 8,085 | Added |
| 25 | GOOG | ALPHABET INC | $491,002 | 0.29% | 1,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31