White Wing Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$130M
Signature - Title
Scott McMillan - Principal Adviser
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 28 stock holdings with total value $130M as of Q3 2024. Top holdings included VTI, JPST, VEA, VB, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 28 $130M +$986K -$2.28M -$1.3M VTI, JPST, VEA, VB, QQQ 13F-HR 10/7/2024, 12:29 PM
Q2 2024 29 $125M +$16.7M -$12.2M +$4.45M VTI, JPST, VEA, VB, QQQ 13F-HR 8/1/2024, 12:06 PM
Q1 2024 30 $120M +$22.9M -$17M +$5.9M VTI, JPST, VEA, VB, QQQ 13F-HR 4/17/2024, 04:30 PM
Q4 2023 24 $109M $0 $0 VTI, JPST, VEA, VB, VTV 13F-HR 1/25/2024, 11:16 AM