White Wing Wealth Management Portfolio Holdings by Sector
White Wing Wealth Management
- $162 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST VEA VB QQQ SCHJ VIG DFSD DFAT 14 stocks |
$104,117
64.13% of portfolio
|
  11  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$43,599
26.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$3,870
2.38% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,155
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,968
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$1,378
0.85% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE PLTR 3 stocks |
$1,235
0.76% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$905
0.56% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$849
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$578
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$544
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$429
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CAKE 1 stocks |
$408
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$330
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|