White Wing Wealth Management

Est. AUM

$166.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$43.0M	134047	25.81%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.3M	401808	12.21%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.2M	284774	10.95%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$14.5M	55450	8.72%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$11.8M	20394	7.06%	SOLE
6	SCHWAB STRATEGIC TR	1 5YR CORP BD	$11.5M	466818	6.93%	SOLE
7	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.2M	51963	6.71%	SOLE
8	DIMENSIONAL ETF TRUST	SHORT DURATION F	$6.1M	127113	3.65%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.9M	77670	2.91%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.6M	101357	2.18%	SOLE
11	ISHARES TR	INTERNATIONAL SL	$3.6M	85631	2.15%	SOLE
12	APPLE INC	COM	$1.9M	7594	1.16%	SOLE
13	TESLA INC	COM	$1.7M	4660	1.04%	SOLE
14	NVIDIA CORPORATION	COM	$1.7M	9798	1.03%	SOLE
15	ADVANCED MICRO DEVICES INC	COM	$1.4M	7025	0.86%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.3M	22113	0.79%	SOLE
17	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.2M	24329	0.74%	SOLE
18	CHEVRON CORPORATION	COM	$726K	3507	0.44%	SOLE
19	AMAZON COM INC	COM	$717K	3441	0.43%	SOLE
20	SALESFORCE INC	COM	$572K	3062	0.34%	SOLE
21	EXXON MOBIL CORP	COM	$554K	3263	0.33%	SOLE
22	CHEESECAKE FACTORY INC	COM	$511K	9335	0.31%	SOLE
23	META PLATFORMS INC	CL A	$493K	862	0.30%	SOLE
24	ALPHABET INC	CAP STK CL C	$491K	1712	0.29%	SOLE
25	E L F BEAUTY INC	COM	$490K	8085	0.29%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$472K	2403	0.28%	SOLE
27	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$452K	9428	0.27%	SOLE
28	MICROSOFT CORP	COM	$426K	1151	0.26%	SOLE
29	ADOBE INC	COM	$404K	1662	0.24%	SOLE
30	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$367K	6469	0.22%	SOLE
31	NIKE INC	CL B	$318K	6027	0.19%	SOLE
32	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$311K	6747	0.19%	SOLE
33	ALPHABET INC	CAP STK CL A	$308K	1070	0.18%	SOLE
34	BROADCOM INC	COM	$290K	938	0.17%	SOLE
35	VANGUARD INDEX FDS	SM CP VAL ETF	$211K	969	0.13%	SOLE
36	SOFI TECHNOLOGIES INC	COM	$206K	12982	0.12%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$204K	1393	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.