White Wing Wealth Management Purchases in Q3 2025

White Wing Wealth Management

  • $158 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
25K
+ 11.0%
$56.02 - $60.3 $1.4M - $1.51M
253K $15.1M
VB
Vanguard Small Cap ETF

ETFs
997
+ 1.87%
$237.58 - $259.17 $237K - $258K
54.4K $13.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
23K
+ 25.52%
$47.86 - $48.43 $1.1M - $1.11M
113K $5.45M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.44K
+ 13.17%
$53.36 - $59.69 $504K - $563K
81.1K $4.72M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
14.4K
+ 19.74%
$29.97 - $32.38 $431K - $466K
87.3K $2.78M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
21K
+ 6.47%
$24.65 - $24.98 $517K - $524K
345K $8.61M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
10.3K
+ 17.78%
$38.52 - $41.26 $398K - $426K
68.4K $2.81M
NKE
Nike, Inc.

Consumer Cyclical
6.22K
New
$69.24 - $79.24 $431K - $493K
6.22K $433K
AMD
Advanced Micro Devices Inc

Technology
2.01K
+ 43.24%
$134.8 - $184.42 $270K - $370K
6.64K $1.07M
GOOG
Alphabet Inc.

Communication Services
1.69K
New
$175.16 - $255.24 $296K - $432K
1.69K $412K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.86K
+ 1.47%
$50.47 - $50.74 $296K - $298K
404K $20.5M
GOOGL
Alphabet Inc.

Communication Services
1.12K
New
$174.36 - $254.72 $196K - $286K
1.12K $272K
PLTR
Palantir Technologies Inc.

Technology
1.44K
New
$130.68 - $186.97 $188K - $269K
1.44K $262K
VIG
Vanguard Dividend Appreciation

ETFs
1.43K
+ 3.17%
N/A
46.4K $8.45M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.47K
+ 49.81%
$99.92 - $146.67 $146K - $215K
4.41K $584K
VBR
Vanguard Small Cap Value ETF

ETFs
973
New
$195.41 - $212.37 $190K - $207K
973 $203K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.11K
+ 79.96%
$59.81 - $60.11 $186K - $187K
7.01K $419K
SOFI
So Fi Technologies, Inc.

Financial Services
1.57K
+ 15.32%
$17.64 - $29.81 $27.7K - $46.8K
11.8K $312K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
2.41K
+ 45.31%
$53.89 - $68.51 $130K - $165K
7.74K $422K
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 14.69%
$211.65 - $238.24 $76.2K - $85.8K
2.81K $617K
MSFT
Microsoft Corp

Technology
106
+ 11.32%
$491.09 - $535.64 $52.1K - $56.8K
1.04K $539K
AVGO
Broadcom Inc.

Technology
79
+ 10.88%
$264.74 - $369.57 $20.9K - $29.2K
805 $265K
META
Meta Platforms, Inc.

Communication Services
86
+ 13.33%
$695.21 - $791.73 $59.8K - $68.1K
731 $536K
CVX
Chevron Corp

Energy
68
+ 2.02%
$145.57 - $161.83 $9.9K - $11K
3.43K $532K
XOM
Exxon Mobil Corp

Energy
74
+ 2.37%
$105.83 - $117.22 $7.83K - $8.67K
3.2K $360K
VTV
Vanguard Value ETF

ETFs
13
+ 0.74%
$175.51 - $186.57 $2.28K - $2.43K
1.78K $331K
Dimensional ETF Trust
5.56K
+ 48.65%
N/A
17K $0
NFLX
Netflix Inc

Communication Services
8
+ 4.19%
$1147.87 - $1297.18 $9.18K - $10.4K
199 $238K
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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