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Filers›Family Office›White Wing Wealth Management
DOSSIER · 13F-HR · Q1 2026

White Wing Wealth Management

White Wing Wealth's family office based in San Francisco, CA — $167M in tracked AUM across 37 positions as of Q1 2026.

WW
White Wing Wealth·San Francisco, CA·Family Office
CIK 0002001473 · last filed Mar 31, 2026
Total AUM
$167M
▼ 11.6%
vs prior
Holdings
37
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Financials
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of White Wing Wealth Management 13F Filing
Portfolio Overview

White Wing Wealth Management has undergone a substantial transformation in the quarter ending December 31, 2025. The firm's total portfolio value surged by 264.1%, growing from $46.01 million to $167.51 million. This dramatic increase suggests a significant influx of new capital, likely driven by new client acquisitions or substantial capital inflows into existing strategies. The portfolio now ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$43M134K25.8%
02
JPST
J P MORGAN EXCHANGE TRADED F
$20M402K12.2%
03
VEA
VANGUARD TAX-MANAGED FDS
$18M285K11.0%
04
VB
VANGUARD INDEX FDS
$15M55K8.7%
05
QQQ
INVESCO QQQ TR
$12M20K7.1%
06
SCHJ
SCHWAB STRATEGIC TR
$12M467K6.9%
07
VIG
VANGUARD SPECIALIZED FUNDS
$11M52K6.7%
08
DFSD
DIMENSIONAL ETF TRUST
$6M127K3.7%
09
DFAT
DIMENSIONAL ETF TRUST
$5M78K2.9%
10
DFEV
DIMENSIONAL ETF TRUST
$4M101K2.2%

Filing history

Filing history loading…
AI Agent · grounded in White
haiku-4-5 · 37 positions indexed
Sector mix
  • Financials11%
  • Cons. Disc.6%
  • Communications5%
  • Industrials45%
  • Energy27%
  • Other6%
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