White Wing Wealth Management Top Holdings and 13F Report (2025) About White Wing Wealth ManagementInvestment ActivityWhite Wing Wealth Management has $134.53 million in total holdings as of December 31, 2024.White Wing Wealth Management owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, White Wing Wealth Management has purchased 28 new stocks and bought additional shares in 17 stocks.White Wing Wealth Management sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,114,873JPMorgan Ultra-Short Income ETF $16,436,880Vanguard Small-Cap ETF $11,752,758Invesco QQQ $11,584,800Vanguard FTSE Developed Markets ETF $11,039,181 Largest New Holdings this Quarter CHENIERE ENERGY INC $284,273 HoldingBroadcom $214,684 Holding Largest Purchases this Quarter Schwab 1-5 Year Corporate Bond ETF 162,975 shares (about $3.97M)Vanguard Total Stock Market ETF 4,024 shares (about $1.17M)JPMorgan Ultra-Short Income ETF 17,607 shares (about $886.86K)Vanguard Dividend Appreciation ETF 2,885 shares (about $564.97K)Dimensional Short-Duration Fixed Income ETF 11,048 shares (about $517.93K) Largest Sales this Quarter BP 4,866 shares (about $143.84K)Tesla 328 shares (about $132.46K)Vanguard Value ETF 712 shares (about $120.51K)NVIDIA 604 shares (about $81.11K)DIMENSIONAL ETF TRUST 1,438 shares (about $72.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Wing Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$43,114,873$1,166,199 ▲2.8%148,76932.0%ETFJPSTJPMorgan Ultra-Short Income ETF$16,436,880$886,864 ▲5.7%326,32312.2%ETFVBVanguard Small-Cap ETF$11,752,758$104,762 ▲0.9%48,9138.7%ETFQQQInvesco QQQ$11,584,800$360,411 ▲3.2%22,6618.6%FinanceVEAVanguard FTSE Developed Markets ETF$11,039,181$509,330 ▲4.8%230,8498.2%ETFVIGVanguard Dividend Appreciation ETF$7,976,705$564,967 ▲7.6%40,7335.9%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$7,413,097$3,972,516 ▲115.5%304,1275.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,276,108$517,930 ▲9.0%133,8764.7%ETFDFATDimensional U.S. Targeted Value ETF$3,647,843$73,026 ▲2.0%65,5382.7%ETFTSLATesla$2,192,044$132,460 ▼-5.7%5,4281.6%Auto/Tires/TrucksAAPLApple$2,029,151$10,267 ▲0.5%8,1031.5%Computer and TechnologyISCFiShares International Small Cap Equity Factor ETF$1,776,577$43,740 ▲2.5%55,0361.3%ETFDFEVDimensional Emerging Markets Value ETF$1,747,528$39,367 ▲2.3%66,6741.3%ETFNVDANVIDIA$1,708,565$81,111 ▼-4.5%12,7231.3%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$1,315,731$72,085 ▼-5.2%27,5431.0%ETFDIMENSIONAL ETF TRUST$1,280,083$72,749 ▼-5.4%25,3031.0%ULTRASHORT FIXEDCMGChipotle Mexican Grill$476,249$32,803 ▼-6.4%7,8980.4%Retail/WholesaleCVXChevron$435,893$5,070 ▲1.2%3,0090.3%Oils/EnergyAMZNAmazon.com$432,637$10,311 ▲2.4%1,9720.3%Retail/WholesaleXOMExxon Mobil$322,260$2,259 ▲0.7%2,9960.2%Oils/EnergyMSFTMicrosoft$299,952$30,332 ▲11.3%7120.2%Computer and TechnologyCHENIERE ENERGY INC$284,273$284,273 ▲New Holding1,3230.2%COM NEWVTVVanguard Value ETF$261,673$120,512 ▼-31.5%1,5460.2%ETFFTSMFirst Trust Enhanced Short Maturity ETF$259,177$4,065 ▲1.6%4,3360.2%ManufacturingBPBP$251,733$143,839 ▼-36.4%8,5160.2%Oils/EnergyAVGOBroadcom$214,684$214,684 ▲New Holding9260.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$236,004 ▼-100.0%00.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$0$232,362 ▼-100.0%00.0%ETFMETAMeta Platforms$0$214,352 ▼-100.0%00.0%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$0$205,765 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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