StockDriftsStockDriftsTop 40 White Wing Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 26.09% | 135.2K | $50.0M | +0.83%(+1.11K) | $239.07(+59.80%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.71% | 288.2K | $20.5M | +1.20%(+3.41K) | $49.07(+48.72%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 10.25% | 388.4K | $19.6M | -3.33%(-13.38K) | $50.29(+0.34%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 8.72% | 55.1K | $16.7M | -0.56%(-310) | $205.72(+48.94%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.01% | 18.3K | $13.4M | -10.48%(-2.14K) | $398.15(+81.04%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.99% | 56.6K | $13.4M | +8.98%(+4.67K) | $190.33(+29.57%) | 2026-06-30 | |
| SCHJ | SCHWAB STRATEGIC TR | 5.37% | 417.5K | $10.3M | -10.57%(-49.34K) | $24.21(+1.19%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.27% | 131.4K | $6.3M | +3.40%(+4.32K) | $47.24(+0.39%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.79% | 76.4K | $5.3M | -1.57%(-1.22K) | $53.77(+34.23%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 2.2% | 98.9K | $4.2M | -2.46%(-2.49K) | $27.60(+50.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.06% |
White Wing Wealth Management reports $191.67M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are VTI (26.1%), VEA (10.7%) and JPST (10.3%). The top 20 holdings account for 94.97% of reported assets. Its disclosed equity book has returned +40.43% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track White Wing Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from White Wing Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001473). View White Wing Wealth Management’s 13F filings on SEC