White Wing Wealth Management: 13F holdings
CIK 20014732026Q2
| Positions | 40 |
|---|
| Reported value | $191.7m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 40 (+3 vs prior quarter) |
|---|
| Reported value | $191.7m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 135,161 | $50.0m | 26.1% |
| VEA VANGUARD TAX-MANAGED FDS | 288,188 | $20.5m | 10.7% |
| JPST J P MORGAN EXCHANGE TRADED F | 388,423 | $19.6m | 10.2% |
| VB VANGUARD INDEX FDS | 55,140 | $16.7m | 8.7% |
| QQQ INVESCO QQQ TR | 18,257 | $13.4m | 7.0% |
| VIG VANGUARD SPECIALIZED FUNDS | 56,630 | $13.4m | 7.0% |
| SCHJ SCHWAB STRATEGIC TR | 417,474 | $10.3m | 5.4% |
| DFSD DIMENSIONAL ETF TRUST | 131,430 | $6.3m | 3.3% |
| DIMENSIONAL ETF TRUST | 76,449 | $5.3m | 2.8% |
| DFEV DIMENSIONAL ETF TRUST | 98,866 | $4.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001473")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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