Titelia

Holdings of White Wing Wealth Management

35 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 89.6 % of the equity sleeve

Sector breakdown

  • Technology 4.4 %
  • Consumer discretionary 1.7 %
  • Communication 0.8 %
  • Energy 0.3 %
  • Unattributed 92.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US35159.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 134,04743M $
2JPMorgan Ultra-Short Income ETF 401,80820.3M $
3Vanguard FTSE Developed Markets ETF 284,77418.2M $
4Vanguard Small-Cap ETF 55,45014.5M $
5Invesco QQQ Trust Series 1 20,39411.8M $
6Schwab 1-5 Year Corporate Bond ETF 466,81811.5M $
7VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 51,96311.2M $
8Dimensional U S Targeted Value ETF 77,6704.9M $
9Dimensional Emerging Markets V 101,3573.6M $
10iShares Intl Small Cap Equity Factor ETF 85,6313.6M $
11Apple Inc 7,5941.9M $
12Tesla Inc 4,6601.7M $
13NVIDIA Corp 9,7981.7M $
14Advanced Micro Devices Inc 7,0251.4M $
15First Trust Exchange-Traded Fund IV 22,1131.3M $
16Chevron Corp 3,507725.5K $
17Amazon.com Inc 3,441716.7K $
18Salesforce Inc 3,062571.7K $
19Exxon Mobil Corp 3,263553.5K $
20Cheesecake Factory Inc/The 9,335511.1K $
21Meta Platforms Inc 862493.4K $
22Alphabet Inc 1,712491K $
23elf Beauty Inc 8,085490K $
24Vanguard Value ETF 2,403471.5K $
25DFA Dimensional National Municipal Bond ETF 9,428451.9K $
26Microsoft Corp 1,151426.1K $
27Adobe Inc 1,662404K $
28J P Morgan Exchange Traded Fund Trust 6,469366.7K $
29NIKE Inc 6,027318.3K $
30JPMorgan Income ETF 6,747310.8K $
31Alphabet Inc 1,070307.6K $
32Broadcom Inc 938290.3K $
33Vanguard Index Funds 969210.6K $
34SoFi Technologies Inc 12,982206.2K $
35Palantir Technologies Inc 1,393203.8K $