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The Analysis of White Wing Wealth Management's Holdings & P&L

Currently, White Wing Wealth Management holds 37 types of securities in its portfolio with a total value $166.6M. In the most recent quarter, they have increased their positions in VIG (+5.0K shares, valued at $1.1M), SCHJ (+40.1K shares, valued at $990.8K), VTI (+1.9K shares, valued at $600.2K); decreased their positions in N/A (-1.6K shares, valued at $918.9K), DFSD (-8.8K shares, valued at $423.5K), DFAT (-4.8K shares, valued at $300.9K); initiated new positions in JEPI (+6.5K shares, valued at $366.7K), JPIE (+6.7K shares, valued at $310.8K).

1M P&L

+5.6M+3.44%

3M P&L

+6.7M+4.17%

HY P&L

+15.1M+9.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.3M

91.9%

2Semiconductors3.1M

2.0%

3Consumer Electronics1.9M

1.3%

Top Industries by Stock Count

1N/A17 stocks

51.5%

2Software - Application2 stocks

6.1%

3Semiconductors2 stocks

6.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS134.0K shares1.42%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F401.8K shares0.18%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS284.8K shares0.48%2026-03-312026-04-13

VB VANGUARD INDEX FDS55.5K shares0.20%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR20.4K shares-7.24%2026-03-312026-04-13

SCHJ SCHWAB STRATEGIC TR466.8K shares9.39%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS52.0K shares10.65%2026-03-312026-04-13

DFSD DIMENSIONAL ETF TRUST127.1K shares-6.51%2026-03-312026-04-13

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DFAT DIMENSIONAL ETF TRUST77.7K shares-5.84%2026-03-312026-04-13

DFEV DIMENSIONAL ETF TRUST101.4K shares-0.58%2026-03-312026-04-13

ISCF ISHARES TR85.6K shares2.66%2026-03-312026-04-13

AAPL APPLE INC7.6K shares-5.77%2026-03-312026-04-13

TSLA TESLA INC4.7K shares-3.20%2026-03-312026-04-13

NVDA NVIDIA CORPORATION9.8K shares-4.65%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC7.0K shares1.97%2026-03-312026-04-13

FTSM FIRST TR EXCHANGE-TRADED FD22.1K shares45.08%2026-03-312026-04-13

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DUSB DIMENSIONAL ETF TRUST24.3K shares19.65%2026-03-312026-04-13

CVX CHEVRON CORPORATION3.5K shares1.33%2026-03-312026-04-13

AMZN AMAZON COM INC3.4K shares-4.92%2026-03-312026-04-13

CRM SALESFORCE INC3.1K shares25.49%2026-03-312026-04-13

XOM EXXON MOBIL CORP3.3K shares3.55%2026-03-312026-04-13

CAKE CHEESECAKE FACTORY INC9.3K shares2.76%2026-03-312026-04-13

META META PLATFORMS INC862 shares-5.17%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.7K shares-3.55%2026-03-312026-04-13

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ELF E L F BEAUTY INC8.1K shares9.23%2026-03-312026-04-13

VTV VANGUARD INDEX FDS2.4K shares5.07%2026-03-312026-04-13

DFNM DIMENSIONAL ETF TRUST9.4K shares-22.73%2026-03-312026-04-13

MSFT MICROSOFT CORP1.2K shares4.54%2026-03-312026-04-13

ADBE ADOBE INC1.7K shares27.06%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F6.5K sharesnew addition2026-03-312026-04-13

NKE NIKE INC6.0K shares-11.77%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F6.7K sharesnew addition2026-03-312026-04-13

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ALPHABET INC ALPHABET INC1.1K shares-7.36%2026-03-312026-04-13

BROADCOM INC BROADCOM INC938 shares8.19%2026-03-312026-04-13

VBR VANGUARD INDEX FDS969 shares-0.72%2026-03-312026-04-13

SOFI SOFI TECHNOLOGIES INC13.0K shares9.37%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-3.86%2026-03-312026-04-13

VTI

VANGUARD INDEX FDS

1.42%

Shares134.0K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

0.18%

Shares401.8K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

0.48%

Shares284.8K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.20%

Shares55.5K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-7.24%

Shares20.4K

Event2026-03-31

Filed2026-04-13

SCHJ

SCHWAB STRATEGIC TR

9.39%

Shares466.8K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

10.65%

Shares52.0K

Event2026-03-31

Filed2026-04-13

DFSD

DIMENSIONAL ETF TRUST

-6.51%

Shares127.1K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

-5.84%

Shares77.7K

Event2026-03-31

Filed2026-04-13

DFEV

DIMENSIONAL ETF TRUST

-0.58%

Shares101.4K

Event2026-03-31

Filed2026-04-13

ISCF

ISHARES TR

2.66%

Shares85.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-5.77%

Shares7.6K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

-3.20%

Shares4.7K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-4.65%

Shares9.8K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

1.97%

Shares7.0K

Event2026-03-31

Filed2026-04-13

FTSM

FIRST TR EXCHANGE-TRADED FD

45.08%

Shares22.1K

Event2026-03-31

Filed2026-04-13

DUSB

DIMENSIONAL ETF TRUST

19.65%

Shares24.3K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

1.33%

Shares3.5K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-4.92%

Shares3.4K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC

25.49%

Shares3.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

3.55%

Shares3.3K

Event2026-03-31

Filed2026-04-13

CAKE

CHEESECAKE FACTORY INC

2.76%

Shares9.3K

Event2026-03-31

Filed2026-04-13