White Wing Wealth Management Top Holdings and 13F Report (2025) About White Wing Wealth ManagementInvestment ActivityWhite Wing Wealth Management has $128.37 million in total holdings as of March 31, 2025.White Wing Wealth Management owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.53% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, White Wing Wealth Management has purchased 26 new stocks and bought additional shares in 17 stocks.White Wing Wealth Management sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $39,141,500JPMorgan Ultra-Short Income ETF $19,494,855Vanguard FTSE Developed Markets ETF $11,504,315Vanguard Small-Cap ETF $10,779,161Invesco QQQ $10,501,719 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $284,463 Holding30303M102 - Meta Platforms $272,667 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 59,790 shares (about $3.02M)Vanguard Small-Cap ETF 3,155 shares (about $653.15K)Vanguard Total Stock Market ETF 2,502 shares (about $647.39K)Vanguard Dividend Appreciation ETF 3,296 shares (about $606.01K)Invesco QQQ 986 shares (about $437.89K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 38,615 shares (about $1.84M)DIMENSIONAL ETF TRUST 9,233 shares (about $468.76K)Dimensional National Municipal Bond ETF 5,459 shares (about $257.04K)Vanguard FTSE Developed Markets ETF 4,163 shares (about $211.27K)Chipotle Mexican Grill 909 shares (about $43.79K) 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$39,141,500$647,395 ▲1.7%151,27130.5%ETFJPSTJPMorgan Ultra-Short Income ETF$19,494,855$3,018,799 ▲18.3%386,11315.2%ETFVEAVanguard FTSE Developed Markets ETF$11,504,315$211,272 ▼-1.8%226,6869.0%ETFVBVanguard Small-Cap ETF$10,779,161$653,151 ▲6.5%52,0688.4%ETFQQQInvesco QQQ$10,501,719$437,886 ▲4.4%23,6478.2%FinanceVIGVanguard Dividend Appreciation ETF$8,095,218$606,006 ▲8.1%44,0296.3%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$7,753,733$290,455 ▲3.9%315,9636.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,527,744$1,835,366 ▼-28.8%95,2613.5%ETFDFATDimensional U.S. Targeted Value ETF$3,342,891$237,705 ▲7.7%70,5552.6%ETFISCFiShares International Small Cap Equity Factor ETF$2,044,116$173,979 ▲9.3%60,1561.6%ETFDFEVDimensional Emerging Markets Value ETF$1,911,864$191,019 ▲11.1%74,0751.5%ETFAAPLApple$1,603,960$7,879 ▲0.5%8,1431.2%Computer and TechnologyNVDANVIDIA$1,298,858$7,612 ▲0.6%12,7981.0%Computer and TechnologyTSLATesla$1,279,502$30,654 ▼-2.3%5,3011.0%Auto/Tires/TrucksDFNMDimensional National Municipal Bond ETF$1,039,835$257,039 ▼-19.8%22,0840.8%ETFDIMENSIONAL ETF TRUST$815,877$468,761 ▼-36.5%16,0700.6%ULTRASHORT FIXEDCVXChevron$446,572$31,711 ▲7.6%3,2390.3%EnergyAMZNAmazon.com$394,586$54,199 ▲15.9%2,2860.3%Retail/WholesaleCMGChipotle Mexican Grill$336,660$43,787 ▼-11.5%6,9890.3%Retail/WholesaleBPBP$332,505$91,332 ▲37.9%11,7410.3%EnergyXOMExxon Mobil$329,830$9,515 ▲3.0%3,0850.3%EnergyMSFTMicrosoft$314,724$52,944 ▲20.2%8560.2%Computer and TechnologyVTVVanguard Value ETF$285,797$35,745 ▲14.3%1,7670.2%ETFAMDAdvanced Micro Devices$284,463$284,463 ▲New Holding3,2510.2%Computer and TechnologyMETAMeta Platforms$272,667$272,667 ▲New Holding5440.2%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$239,552$20,252 ▼-7.8%3,9980.2%ManufacturingCHENIERE ENERGY INC$0$284,273 ▼-100.0%00.0%COM NEWAVGOBroadcom$0$214,684 ▼-100.0%00.0%Computer and TechnologyShowing 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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