White Wing Wealth Management
CIK
2001473
Location
THE WODLANDS, TX
Portfolio Value
Micro
$29,390,539
Diversification
Moderately concentrated
Filing Date
Global Rank
#237
/ 295
▲ 7346
Top Industry
Semiconductors
42.1%
3Y Alpha vs SPY
+4.9%
Period ended 9 days ago
Filed Jul 8, 2026 · 1d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.8%
SPY
+54.1%
Annualised alpha
+4.9%
Max drawdown
−26.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
45.7%
−1.7 pts
Top 5
80.4%
+5.5 pts
Top 10
91.8%
+4.4 pts
HHI
2,466
Moderately concentrated−31
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.7% | $13,444,454 |
| Technology | 31.8% | $9,356,851 |
| Consumer Cyclical | 12.0% | $3,524,658 |
| Energy | 3.5% | $1,026,404 |
| Communication Services | 3.0% | $885,216 |
| Consumer Defensive | 2.4% | $701,224 |
| Financial Services | 0.8% | $241,445 |
| Healthcare | 0.7% | $210,287 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ELF | e.l.f. Beauty, Inc. | +1,391 | 9,476 | $701,224 | |
| SOFI | SoFi Technologies, Inc. | +484 | 13,466 | $241,445 | |
| NVDA | Nvidia Corp | +108 | 9,906 | $1,982,091 | |
| CAKE | Cheesecake Factory Inc | +74 | 9,409 | $748,391 | |
| AVGO | Broadcom Inc. | +56 | 994 | $375,483 | |
| XOM | Exxon Mobil Corp | +47 | 3,310 | $452,543 | |
| MSFT | Microsoft Corp | +38 | 1,189 | $443,520 | |
| AMZN | Amazon Com Inc | +35 | 3,476 | $828,469 | |
| GOOGL | Alphabet Inc. | +31 | 1,101 | $393,464 | |
| META | Meta Platforms, Inc. | +11 | 873 | $491,752 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −2,137 | 18,257 | $13,444,454 | |
| CVX | Chevron Corp | −45 | 3,462 | $573,861 | |
| AMD | Advanced Micro Devices Inc | −36 | 6,989 | $4,059,979 | |
| TSLA | Tesla, Inc. | −29 | 4,631 | $1,947,798 | |
| AAPL | Apple Inc. | −6 | 7,588 | $2,195,663 | |
| No positions match the current search. | |||||
17 positions ·
$29,390,539 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 18,257 | $13,444,454 | 45.74% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,989 | $4,059,979 | 13.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,588 | $2,195,663 | 7.47% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,906 | $1,982,091 | 6.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,631 | $1,947,798 | 6.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,476 | $828,469 | 2.82% | |
| CAKE |
Cheesecake Factory Inc
Consumer Cyclical
|
Added | 9,409 | $748,391 | 2.55% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Added | 9,476 | $701,224 | 2.39% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,462 | $573,861 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 873 | $491,752 | 1.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,310 | $452,543 | 1.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,189 | $443,520 | 1.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,101 | $393,464 | 1.34% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 994 | $375,483 | 1.28% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 260 | $300,115 | 1.02% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Added | 13,466 | $241,445 | 0.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 828 | $210,287 | 0.72% |