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Portfolio (Quarterly) Guide ↗

White Wing Wealth Management

· CIK 0002001473
13F Portfolio $192M AUM 40 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 19 Added 12 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 135,161.0 $50.0M 26.09% +1K +0.8% $370.04 +2.2%
2 VEA VANGUARD TAX-MANAGED FDS 288,188.0 $20.5M 10.71% +3K +1.2% $71.25 +2.3%
3 VIG VANGUARD SPECIALIZED FUNDS 56,630.0 $13.4M 6.99% +5K +9.0% $236.62 +2.3%
4 DFSD DIMENSIONAL ETF TRUST 131,430.0 $6.3M 3.27% +4K +3.4% $47.75 -1.0%
5 ISCF ISHARES TR 89,517.0 $3.9M 2.02% +4K +4.5% $43.29 +6.1%
6 JEPI J P MORGAN EXCHANGE TRADED F 39,435.0 $2.2M 1.16% +33K +509.6% $56.48 +1.8%
7 NVDA NVIDIA CORPORATION Technology 9,906.0 $2.0M 1.03% +108.0 +1.1% $200.10 +10.2%
8 DFNM DIMENSIONAL ETF TRUST 36,648.0 $1.8M 0.92% +27K +288.7% $48.34 -1.7%
9 JPIE J P MORGAN EXCHANGE TRADED F 31,176.0 $1.4M 0.75% +24K +362.1% $46.05 -0.5%
10 AMZN AMAZON COM INC Consumer Cyclical 3,476.0 $828K 0.43% +35.0 +1.0% $238.34 +9.0%
11 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 9,409.0 $748K 0.39% +74.0 +0.8% $79.54 +37.7%
12 ELF E L F BEAUTY INC Consumer Defensive 9,476.0 $701K 0.37% +1K +17.2% $74.00 +47.4%
13 GOOG ALPHABET INC 1,737.0 $614K 0.32% +25.0 +1.5% $353.37
14 META META PLATFORMS INC Communication Services 873.0 $492K 0.26% +11.0 +1.3% $563.22 +1.6%
15 XOM EXXON MOBIL CORP Energy 3,310.0 $452K 0.24% +47.0 +1.4% $136.70 +17.8%
16 MSFT MICROSOFT CORP Technology 1,189.0 $444K 0.23% +38.0 +3.3% $373.10 +36.0%
17 GOOGL ALPHABET INC Communication Services 1,101.0 $393K 0.20% +31.0 +2.9% $357.27 -5.0%
18 AVGO BROADCOM INC Technology 994.0 $375K 0.20% +56.0 +6.0% $377.75 -2.0%
19 SOFI SOFI TECHNOLOGIES INC Financial Services 13,466.0 $241K 0.13% +484.0 +3.7% $17.93 -0.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.6%
Technology 31.8%
Consumer Cyclical 12.0%
Energy 3.5%
Communication Services 3.0%
Consumer Defensive 2.4%
Healthcare 0.7%