White Wing Wealth Management Portfolio Holdings

White Wing Wealth Management

  • $162 Million
  • Q4 2025

White Wing Wealth Management has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $162 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.6M, Jp Morgan ETF Tr Ultra Short I with a value of $20.3M, Vanguard Ftse Developed Market with a value of $17.4M, Vanguard Small Cap ETF with a value of $13.8M, and Invesco Qqq Trust, Series 1 with a value of $13.3M.

Examining the 13F form we can see an increase of $4.27M in the current position value, from $158M to 162M.

White Wing Wealth Management is based out at The Wodlands, TX

Below you can find more details about White Wing Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $148 Million
Technology: $7.84 Million
Consumer Cyclical: $3.65 Million
Communication Services: $1.38 Million
Energy: $905,000
Consumer Defensive: $544,000
Financial Services: $330,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.16 Million 1.33% of portfolio
8,059
Q4 2025 Reduced 0.05%
$1.29T
$1.97 Million 1.21% of portfolio
4,814
Q4 2025 Added 1.45%
$465B
$1.92 Million 1.18% of portfolio
10,276
Q4 2025 Reduced 2.22%
$388B
$1.66 Million 1.02% of portfolio
6,889
Q4 2025 Added 3.72%
$2.39T
$849,000 0.52% of portfolio
3,619
Q4 2025 Added 28.74%
$237B
$578,000 0.36% of portfolio
2,440
Q4 2025 New
$3.78T
$558,000 0.34% of portfolio
1,101
Q4 2025 Added 5.66%
$1.37T
$553,000 0.34% of portfolio
909
Q4 2025 Added 24.35%
$303B
$535,000 0.33% of portfolio
3,461
Q4 2025 Added 0.93%
$1.74T
$506,000 0.31% of portfolio
1,775
Q4 2025 Added 4.91%
$490B
$370,000 0.23% of portfolio
3,151
Q4 2025 Reduced 1.47%
$1.65T
$319,000 0.2% of portfolio
1,155
Q4 2025 Added 2.94%
$342B
$252,000 0.16% of portfolio
1,449
Q4 2025 Added 0.84%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $162 Million
  • Prior Value $158 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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