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Scott McMillan

White Wing Wealth Management

Assets Managed
$166.615M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
-0.53%(2Q avg: 1.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in White Wing Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 166.615M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 1.74%. The portfolio is managed by Scott McMillan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.42%
25.82%
$43.004M
134,047 shares@ $320.82 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.19%
12.21%
$20.336M
401,808 shares@ $50.62 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.48%
10.96%
$18.248M
284,774 shares@ $64.09 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.2%
8.72%
$14.524M
55,450 shares@ $261.93 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7.24%
7.07%
$11.771M
20,394 shares@ $577.18 avg price
SCHJ
Schwab 1-5 Yr Corp Bnd Etf
Recent Activity
Increased 9.4%
6.93%
$11.542M
466,818 shares@ $24.73 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 10.65%
6.71%
$11.175M
51,963 shares@ $215.07 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -6.5%
3.66%
$6.086M
127,113 shares@ $47.88 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -5.84%
2.92%
$4.851M
77,670 shares@ $62.46 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -0.57%
2.18%
$3.627M
101,357 shares@ $35.78 avg price

1-10 of 37