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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 Status
1 CRM SALESFORCE INC Technology 3,062 $572K 0.34% SOLD
2 ADBE ADOBE INC Technology 1,662 $404K 0.24% SOLD
3 NKE NIKE INC Consumer Cyclical 6,027 $318K 0.19% SOLD
4 PLTR PALANTIR TECHNOLOGIES INC Technology 1,393 $204K 0.12% SOLD
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%