account_balance
Investment manager · 13F filer · SEC CIK 2001473
White Wing Wealth Management
Reported value$192Mas of Sep 30, 2026
Positions41 1 new, 0 sold out
Top 10 weight82.0%VTI alone is 26%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
26.1%
VEAVanguard Tax-Managed FDS
10.5%
JPSTJ P Morgan Exchange Traded F
10.1%
VBVanguard Index FDS
8.1%
VIGVanguard Specialized Funds
6.9%
QQQInvesco QQQ Tr
6.9%Trimmed −2%
SCHJSchwab Strategic Tr
5.2%
DFSDDimensional ETF Trust
3.2%
DFATDimensional ETF Trust
2.7%
DFEVDimensional ETF Trust
2.2%
AMDAdvanced Micro Devices Inc
2.2%
ISCF2.1%
VTIVanguard Index FDS
26.1%
VEAVanguard Tax-Managed FDS
10.5%
JPSTJ P Morgan Exchange Traded F
10.1%
VBVanguard Index FDS
8.1%
VIGVanguard Specialized Funds
6.9%
QQQInvesco QQQ Tr
6.9%
SCHJSchwab Strategic Tr
5.2%
DFSD3.2%
DFAT
DFEV
AMDISCF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 26.1% Held
VEA Vanguard Tax-Managed FDS 10.5% Held
JPST J P Morgan Exchange Traded F 10.1% Held
VB Vanguard Index FDS 8.1% Held
VIG Vanguard Specialized Funds 6.9% Held
QQQ Invesco QQQ Tr 6.9% Trimmed −2%
SCHJ Schwab Strategic Tr 5.2% Held
DFSD Dimensional ETF Trust 3.2% Held
DFAT Dimensional ETF Trust 2.7% Added +2%
DFEV Dimensional ETF Trust 2.2% Held
AMD Advanced Micro Devices Inc 2.2% HeldISCF iShares Tr 2.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
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