White Wing Wealth Management Purchases in Q4 2025

White Wing Wealth Management

  • $162 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
30.9K
+ 12.23%
$59.18 - $62.09 $1.83M - $1.92M
283K $17.4M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
81.7K
+ 23.69%
$24.8 - $25.02 $2.03M - $2.05M
427K $10.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
22.8K
+ 20.17%
$48.17 - $48.5 $1.1M - $1.11M
136K $6.55M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
14.7K
+ 16.81%
$31.06 - $33.86 $456K - $497K
102K $3.43M
AMD
Advanced Micro Devices Inc

Technology
247
+ 3.72%
$164.01 - $264.33 $40.5K - $65.3K
6.89K $1.66M
CRM
Salesforce, Inc.

Technology
2.44K
New
$235.69 - $263.41 $575K - $643K
2.44K $578K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
15K
+ 21.92%
$39.84 - $41.63 $598K - $624K
83.4K $3.37M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.24K
+ 117.56%
$59.91 - $60.13 $493K - $495K
15.2K $914K
ADBE
Adobe Inc.

Technology
1.31K
New
$325.07 - $359.91 $425K - $471K
1.31K $425K
AMZN
Amazon Com Inc

Consumer Cyclical
808
+ 28.74%
$213.04 - $254.0 $172K - $205K
3.62K $849K
VTV
Vanguard Value ETF

ETFs
507
+ 28.48%
$182.87 - $189.72 $92.7K - $96.2K
2.29K $428K
GOOG
Alphabet Inc.

Communication Services
83
+ 4.91%
$237.49 - $291.74 $19.7K - $24.2K
1.78K $506K
GOOGL
Alphabet Inc.

Communication Services
33
+ 2.94%
$236.57 - $291.31 $7.81K - $9.61K
1.16K $319K
AVGO
Broadcom Inc.

Technology
62
+ 7.7%
$324.63 - $385.98 $20.1K - $23.9K
867 $297K
MSFT
Microsoft Corp

Technology
59
+ 5.66%
$496.82 - $542.07 $29.3K - $32K
1.1K $558K
SOFI
So Fi Technologies, Inc.

Financial Services
50
+ 0.42%
$25.24 - $32.21 $1.26K - $1.61K
11.9K $330K
META
Meta Platforms, Inc.

Communication Services
178
+ 24.35%
$609.01 - $751.67 $108K - $134K
909 $553K
CVX
Chevron Corp

Energy
32
+ 0.93%
$148.9 - $157.72 $4.76K - $5.05K
3.46K $535K
Dimensional ETF Trust
3.36K
+ 19.77%
N/A
20.3K $0
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.31%
$201.42 - $211.15 $604 - $633
976 $200K
NKE
Nike, Inc.

Consumer Cyclical
608
+ 9.77%
$60.8 - $74.57 $37K - $45.3K
6.83K $429K
VB
Vanguard Small Cap ETF

ETFs
955
+ 1.76%
$248.1 - $260.08 $237K - $248K
55.3K $13.8M
PLTR
Palantir Technologies Inc.

Technology
12
+ 0.84%
$172.14 - $207.18 $2.07K - $2.49K
1.45K $252K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.35K
+ 17.38%
$44.94 - $56.67 $60.4K - $76.2K
9.08K $408K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.39K
+ 1.72%
$55.75 - $58.83 $77.7K - $82K
82.5K $4.7M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.99K
+ 67.88%
$73.51 - $145.07 $220K - $434K
7.4K $544K
TSLA
Tesla, Inc.

Consumer Cyclical
69
+ 1.45%
$401.99 - $468.37 $27.7K - $32.3K
4.81K $1.97M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track White Wing Wealth Management Portfolio

Follow White Wing Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Wing Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on White Wing Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email