account_balance

Investment manager · 13F filer · SEC CIK 2164859

White Sand Wealth Management LLC

Reported value$138Mas of Sep 30, 2026
Positions36
Top 10 weight81.5%VONG alone is 16%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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
VONG Vanguard Scottsdale FDS 16.3%
VONV Vanguard Scottsdale FDS 15.6%
BIV Vanguard Bd Index FDS 8.8%
VEA Vanguard Tax-Managed FDS 7.5%
AVEM American Centy ETF Tr 6.9%
FYC First Tr Exchange-Traded Alp 5.6%
JIRE J P Morgan Exchange Traded F 5.6%
AVDV American Centy ETF Tr 5.1%
AVUV American Centy ETF Tr 5.1%
VTI Vanguard Index FDS 5.1%
VCIT Vanguard Scottsdale FDS 4.6%
MFSM MFS Active Exchange Traded F 3.2%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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