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Scott McMillan

White Wing Wealth Management

Assets Managed
$191.672M
Holdings
40
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.04%(2Q avg: 7.26%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in White Wing Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of White Wing Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 191.672M in assets, with a quarterly growth rate of 15.04% and a 2-quarter average growth rate of 7.26%. The portfolio is managed by Scott McMillan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.84%
26.1%
$50.015M
135,161 shares@ $370.04 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.2%
10.72%
$20.533M
288,188 shares@ $71.25 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -3.33%
10.25%
$19.643M
388,423 shares@ $50.58 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.55%
8.73%
$16.714M
55,140 shares@ $303.13 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.47%
7.02%
$13.445M
18,257 shares@ $736.42 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 8.99%
7%
$13.4M
56,630 shares@ $236.62 avg price
SCHJ
Schwab 1-5 Yr Corp Bnd Etf
Recent Activity
Decreased -10.57%
5.38%
$10.295M
417,474 shares@ $24.66 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 3.4%
3.28%
$6.276M
131,430 shares@ $47.75 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -1.57%
2.79%
$5.344M
76,449 shares@ $69.91 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -2.45%
2.21%
$4.218M
98,866 shares@ $42.67 avg price

1-10 of 40