White Wing Wealth Management
All 13F Filings
- Location
- The Wodlands, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 191,672
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 40 | 191,672 | 13F-HR | White Wing Wealth Management |
| Q1 2026 | 4/13/2026 | 37 | 166,615 | 13F-HR | White Wing Wealth Management |
| Q4 2025 | 1/15/2026 | 35 | 167,514 | 13F-HR | White Wing Wealth Management |
| Q3 2025 | 10/31/2025 | 34 | 161,067 | 13F-HR | White Wing Wealth Management |
| Q2 2025 | 7/10/2025 | 32 | 147,577 | 13F-HR | White Wing Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.74 K | 10.3% | 4.912 K | 0 | 4.912 K |
| ETFs | 171.9 K | 89.7% | 20.14 K | 0 | 20.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
191,672
Holdings
40
QoQ value change ($000)
25,057
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.