Long-term investor
White Wing Wealth Management @whitewingwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001473).
Record
- Tracked since 2025-06-30 (445 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +17.7% · all +17.7%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 26.1% · long · since 2025-06-30
- VEA · 10.7% · long · since 2025-06-30
- JPST · 10.2% · long · since 2025-06-30
- VB · 8.7% · long · since 2025-06-30
- 46090E103 · 7.0% · long · since 2025-06-30
- VIG · 7.0% · long · since 2025-06-30
- SCHJ · 5.4% · long · since 2025-06-30
- DFSD · 3.3% · long · since 2025-06-30
- DFAT · 2.8% · long · since 2025-06-30
- DFEV · 2.2% · long · since 2025-06-30
- AMD · 2.1% · long · since 2025-06-30
- ISCF · 2.0% · long · since 2025-06-30