White Wing Wealth Management Top Holdings and 13F Report (2025) About White Wing Wealth ManagementInvestment ActivityWhite Wing Wealth Management has $147.58 million in total holdings as of March 31, 2025.White Wing Wealth Management owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, White Wing Wealth Management has purchased 26 new stocks and bought additional shares in 15 stocks.White Wing Wealth Management sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $46,380,174JPMorgan Ultra-Short Income ETF $20,190,724Invesco QQQ $13,010,846Vanguard FTSE Developed Markets ETF $12,970,002Vanguard Small-Cap ETF $12,652,175 Largest New Holdings this Quarter 26856L103 - e.l.f. Beauty $366,227 Holding163072101 - Cheesecake Factory $333,726 Holding780259305 - Shell $259,954 Holding64110L106 - Netflix $255,774 Holding11135F101 - Broadcom $200,122 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 12,283 shares (about $622.50K)Vanguard Total Stock Market ETF 1,330 shares (about $404.23K)e.l.f. Beauty 2,943 shares (about $366.23K)Cheesecake Factory 5,326 shares (about $333.73K)Vanguard Small-Cap ETF 1,321 shares (about $313.05K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 5,132 shares (about $246.39K)DIMENSIONAL ETF TRUST 4,649 shares (about $235.94K)NVIDIA 1,079 shares (about $170.47K)BP 4,631 shares (about $138.61K)Tesla 278 shares (about $88.31K) 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$46,380,174$404,228 ▲0.9%152,60131.4%ETFJPSTJPMorgan Ultra-Short Income ETF$20,190,724$622,503 ▲3.2%398,39613.7%ETFQQQInvesco QQQ$13,010,846$33,650 ▼-0.3%23,5868.8%FinanceVEAVanguard FTSE Developed Markets ETF$12,970,002$46,634 ▲0.4%227,5048.8%ETFVBVanguard Small-Cap ETF$12,652,175$313,052 ▲2.5%53,3898.6%ETFVIGVanguard Dividend Appreciation ETF$9,198,126$186,660 ▲2.1%44,9416.2%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$8,039,268$200,217 ▲2.6%324,0335.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,327,114$246,388 ▼-5.4%90,1292.9%ETFDFATDimensional U.S. Targeted Value ETF$3,866,502$59,356 ▲1.6%71,6552.6%ETFISCFiShares International Small Cap Equity Factor ETF$2,251,985$80,254 ▼-3.4%58,0861.5%ETFDFEVDimensional Emerging Markets Value ETF$2,185,776$35,748 ▼-1.6%72,8831.5%ETFNVDANVIDIA$1,851,467$170,470 ▼-8.4%11,7191.3%Computer and TechnologyAAPLApple$1,653,523$17,235 ▼-1.0%8,0591.1%Computer and TechnologyTSLATesla$1,595,606$88,309 ▼-5.2%5,0231.1%Auto/Tires/TrucksDFNMDimensional National Municipal Bond ETF$1,073,710$26,276 ▲2.5%22,6380.7%ETFAMDAdvanced Micro Devices$657,990$196,673 ▲42.6%4,6370.4%Computer and TechnologyDIMENSIONAL ETF TRUST$579,631$235,943 ▼-28.9%11,4210.4%ULTRASHORT FIXEDAMZNAmazon.com$537,725$36,199 ▲7.2%2,4510.4%Retail/WholesaleCVXChevron$481,297$17,470 ▲3.8%3,3610.3%EnergyMETAMeta Platforms$476,070$74,547 ▲18.6%6450.3%Computer and TechnologyMSFTMicrosoft$465,490$39,785 ▲9.3%9360.3%Computer and TechnologyCMGChipotle Mexican Grill$434,264$41,832 ▲10.7%7,7340.3%Retail/WholesaleELFe.l.f. Beauty$366,227$366,227 ▲New Holding2,9430.2%Consumer StaplesXOMExxon Mobil$336,820$4,205 ▲1.3%3,1240.2%EnergyCAKECheesecake Factory$333,726$333,726 ▲New Holding5,3260.2%Retail/WholesaleVTVVanguard Value ETF$312,2630.0%1,7670.2%ETFSHELShell$259,954$259,954 ▲New Holding3,6920.2%EnergyNFLXNetflix$255,774$255,774 ▲New Holding1910.2%Consumer DiscretionaryFTSMFirst Trust Enhanced Short Maturity ETF$233,089$6,287 ▼-2.6%3,8930.2%ManufacturingBPBP$212,802$138,606 ▼-39.4%7,1100.1%EnergyAVGOBroadcom$200,122$200,122 ▲New Holding7260.1%Computer and TechnologySOFISoFi Technologies$186,653$186,653 ▲New Holding10,2500.1%FinanceShowing 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. 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