White Sand Wealth Management
White Sand Wealth Management reported 36 stocks worth $138M in its 13F filing for Q3 2026, filed Nov 13, 2026. Its largest holdings are VONG (16.3%), VONV (15.6%) and BIV (8.8%).
Latest filing from White Sand Wealth Management
Q3 2026This is the first quarter on file for this fund, so there is nothing to compare it with yet.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONG Vanguard Russell 1000 | $22.6M | 16.3% | 175K | – | 1 of 1 | |
| 2 |  VONV Vanguard Russell 1000 Value ETF | $21.6M | 15.6% | 198K | – | 1 of 1 | |
| 3 |  BIV Vanguard Intermediate | $12.1M | 8.8% | 167K | – | 1 of 1 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $10.4M | 7.5% | 147K | – | 1 of 1 | |
| 5 |  AVEM American Centy ETF TR | $9.5M | 6.9% | 101K | – | 1 of 1 | |
| 6 |  FYC First Trust Small Cap Growth Alphadex Fund | $7.8M | 5.6% | 67K | – | 1 of 1 | |
| 7 |  JIRE J P Morgan Exchange Traded F | $7.8M | 5.6% | 94K | – | 1 of 1 | |
| 8 |  AVDV Avantis International Small Cap Value ETF | $7M | 5.1% | 64K | – | 1 of 1 | |
| 9 |  AVUV American Centy ETF TR | $7M | 5.1% | 60K | – | 1 of 1 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $7M | 5.1% | 19K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →White Sand Wealth Management 13F FAQ
What does White Sand Wealth Management own?
White Sand Wealth Management reported 36 stocks worth $138M in its 13F filing for Q3 2026, filed Nov 13, 2026. Its largest holdings are VONG (16.3%), VONV (15.6%) and BIV (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did White Sand Wealth Management buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will White Sand Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is White Sand Wealth Management's portfolio worth?
The Q3 2026 filing reports $138M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.