White Wing Wealth Management - Portfolio overview

White Wing Wealth Management has 38 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 25.77%
2. JPST - J P MORGAN EXCHANGE TRADED F, 12.19%
3. VEA - VANGUARD TAX-MANAGED FDS, 10.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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