White Wing Wealth Management — 13F holdings

White Wing Wealth Management reported 40 holdings worth $192M in its 13F filing for Q2 2026, filed July 8, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $50.0M (26.1%)
  2. VEA VANGUARD TAX-MANAGED FDS — $20.5M (10.7%)
  3. JPST J P MORGAN EXCHANGE TRADED F — $19.6M (10.2%)
  4. VB VANGUARD INDEX FDS — $16.7M (8.7%)
  5. QQQ Invesco Qqq Tr — $13.4M (7.0%)
  6. VIG VANGUARD SPECIALIZED FUNDS — $13.4M (7.0%)
  7. SCHJ SCHWAB STRATEGIC TR — $10.3M (5.4%)
  8. DFSD DIMENSIONAL ETF TRUST — $6.28M (3.3%)
  9. DIMENSIONAL ETF TRUST — $5.34M (2.8%)
  10. DFEV DIMENSIONAL ETF TRUST — $4.22M (2.2%)