13F Filings History of White Wing Wealth Management

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$167,514,312
Signature - Title
Scott McMillan - Principal Advisor
Location
The Wodlands, TX
Summary
This page shows a list of all the recent 13F filings made by White Wing Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White Wing Wealth Management reported 35 stock holdings with total value $167,514,312 as of Q4 2025. Top holdings included VTI, JPST, VEA, VB, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $167,514,312 +$9,319,350 -$5,256,604 +$4,062,746 VTI, JPST, VEA, VB, QQQ 13F-HR 15 Jan 2026, 16:09
Q3 2025 34 $161,067,479 +$8,486,355 -$4,719,551 +$3,766,804 VTI, JPST, VEA, VB, QQQ 13F-HR 31 Oct 2025, 14:38
Q2 2025 32 $147,576,895 +$3,872,093 -$1,052,890 +$2,819,203 VTI, JPST, QQQ, VEA, VB 13F-HR 10 Jul 2025, 15:56
Q1 2025 26 $128,372,504 +$7,104,462 -$3,366,088 +$3,738,374 VTI, JPST, VEA, VB, QQQ 13F-HR 21 Apr 2025, 10:23
Q4 2024 26 $134,530,455 +$8,800,374 -$1,544,041 +$7,256,333 VTI, JPST, VB, QQQ, VEA 13F-HR 03 Feb 2025, 12:57
Q3 2024 28 $129,812,786 +$985,716 -$2,283,082 -$1,297,366 VTI, JPST, VEA, VB, QQQ 13F-HR 07 Oct 2024, 12:29
Q2 2024 29 $124,978,147 +$16,676,142 -$12,228,290 +$4,447,852 VTI, JPST, VEA, VB, QQQ 13F-HR 01 Aug 2024, 12:06
Q1 2024 30 $120,498,793 +$22,907,549 -$17,007,054 +$5,900,495 VTI, JPST, VEA, VB, QQQ 13F-HR 17 Apr 2024, 16:30
Q4 2023 24 $108,718,509 $0 $0 $0 VTI, JPST, VEA, VB, VTV 13F-HR 25 Jan 2024, 11:16