White Wing Wealth Management's Q2 2026 Portfolio Activity: Key Purchases and Sales

White Wing Wealth Management saw activity in its portfolio during Q2 2026. The firm made notable additions to several exchange-traded funds (ETFs) while reducing positions or exiting others entirely.

Prominent Purchases: White Wing significantly increased its holdings in several ETFs this quarter:

• They established a new position in FIRST TR EXCH TRADED FD III (FUMB), acquiring 79,877 shares representing approximately 0.84% of the portfolio.
• There was a substantial increase in J P MORGAN EXCHANGE TRADED F (JEPI), with White Wing adding 32,966 shares. This resulted in JEPI's allocation jumping to about 1.16%, indicating a major purchase.
• They also significantly boosted their position in DIMENSIONAL ETF TRUST (DFNM), adding 27,220 shares to bring its allocation up by approximately 288.71%.
• Furthermore, White Wing purchased a large stake in J P MORGAN EXCHANGE TRADED F (JPIE), adding 24,429 shares and increasing its allocation to about 0.75%.
• Finally, they initiated a new position in FIRST TR EXCH TRADED FD III (FMB), adding all 13,909 shares to this ETF.

Significant Reductions and Exits: Alongside these purchases, White Wing also reduced or exited several holdings:

• The allocation for SCHWAB STRATEGIC TR (SCHJ) decreased by approximately 10.57% due to a reduction in shares.
• They exited the position entirely for SPDR INDEX SHS FDS (GNR), removing all shares previously held, which represented about 0.12% of the portfolio.
• The allocation for J P MORGAN EXCHANGE TRADED F (JPST) saw a reduction of approximately -3.33%, impacting its overall weight in the portfolio.

New Positions and Minor Changes: Beyond major shifts, White Wing also started or slightly adjusted other positions:

• The firm began investing in DIMENSIONAL ETF TRUST (DFSD), adding 4,317 shares to this existing holding.
• They initiated a new position in FLEXSHARES TR (NFRA), acquiring all 3,938 shares available for this stock.
• The allocation for ISHARES TR (ISCF) increased slightly by about 4.54% due to a modest addition of shares.

In summary, White Wing Wealth Management's portfolio experienced substantial growth in specific ETFs like JPIE and JEPI during Q2 2026, while seeing reductions or exits from others such as JPST and GNR. The firm also initiated new positions with FUMB, DFNM, and NFRA.

For more detailed information on White Wing Wealth Management's portfolio holdings for the period ending June 30, 2026, please visit their profile at InsiderSet.