Funds › White Sand Wealth Management LLC
White Sand Wealth Management LLC
13F for Q3 2026, filed Nov 13, 2026. 36 positions worth $138.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds Vng RUS1000GRW | 174,984 | $22.6M | 16.3% | 13F ↗ |
| 2 | Vanguard Scottsdale Fds Vng RUS1000VAL | 198,291 | $21.6M | 15.6% | 13F ↗ |
| 3 | Vanguard Bd Index Fds Intermed Term | 166,712 | $12.1M | 8.8% | 13F ↗ |
| 4 | Vanguard Tax-Managed Fds | 147,313 | $10.4M | 7.5% | 13F ↗ |
| 5 | American Centy ETF Tr Avantis Emgmkt | 101,219 | $9.5M | 6.9% | 13F ↗ |
| 6 | First Tr Exchange-Traded Alp Sml Cp Grw Alp | 67,399 | $7.8M | 5.6% | 13F ↗ |
| 7 | J P Morgan Exchange Traded F Intrnl Res Eqt | 94,385 | $7.8M | 5.6% | 13F ↗ |
| 8 | American Centy ETF Tr Intl Smcp Vlu | 64,323 | $7.0M | 5.1% | 13F ↗ |
| 9 | American Centy ETF Tr Us Sml Cp Valu | 59,591 | $7.0M | 5.1% | 13F ↗ |
| 10 | Vanguard Index Fds Mrngstr Ttl Stk | 18,701 | $7.0M | 5.1% | 13F ↗ |
| 11 | Vanguard Scottsdale Fds INT-TERM Corp | 81,360 | $6.4M | 4.6% | 13F ↗ |
| 12 | Mfs Active Exchange Traded F Intermedite Muni | 190,636 | $4.5M | 3.2% | 13F ↗ |
| 13 | iShares Tr Rus Md Cp Gr Etf | 10,704 | $1.5M | 1.1% | 13F ↗ |
| 14 | Pimco ETF Tr Shtrm Mun Bd Act | 28,162 | $1.4M | 1.0% | 13F ↗ |
| 15 | iShares Tr Core Div Grwth | 15,062 | $1.1M | 0.8% | 13F ↗ |
| 16 | iShares Tr Sp SMCP600VL Etf | 8,265 | $1.1M | 0.8% | 13F ↗ |
| 17 | iShares Tr Rus Mdcp Val Etf | 6,342 | $1.0M | 0.7% | 13F ↗ |
| 18 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 12,117 | $936.0K | 0.7% | 13F ↗ |
| 19 | Pimco ETF Tr Muni Income Opp | 20,504 | $873.3K | 0.6% | 13F ↗ |
| 20 | Vanguard Index Fds Sml Cp Grw Etf | 2,186 | $738.5K | 0.5% | 13F ↗ |
| 21 | CBSH Commerce Bancshares, Inc. | 13,363 | $731.5K | 0.5% | 13F ↗ |
| 22 | Vanguard International Equity Index F Allwrld Ex Us | 8,475 | $703.2K | 0.5% | 13F ↗ |
| 23 | Vanguard Index Fds Mrngstr Md Cp Va | 2,563 | $501.2K | 0.4% | 13F ↗ |
| 24 | Wisdomtree Tr Us Largecap Divd | 5,133 | $498.9K | 0.4% | 13F ↗ |
| 25 | Schwab Strategic Tr Intl Eqty Etf | 17,073 | $469.0K | 0.3% | 13F ↗ |
| 26 | AAPL Apple Inc. | 1,340 | $446.2K | 0.3% | 13F ↗ |
| 27 | Proshares Tr Pshs Ultra Qqq | 4,407 | $421.5K | 0.3% | 13F ↗ |
| 28 | Vanguard World Fd Inf Tech Etf | 2,776 | $348.9K | 0.3% | 13F ↗ |
| 29 | Schwab Strategic Tr Us Brd Mkt Etf | 10,380 | $304.2K | 0.2% | 13F ↗ |
| 30 | CLM Cornerstone Strategic Investment Fund, Inc. | 47,103 | $301.5K | 0.2% | 13F ↗ |
| 31 | CRF Cornerstone Total Return Fund, Inc. | 45,850 | $282.4K | 0.2% | 13F ↗ |
| 32 | Schwab Strategic Tr Emrg Mkteq Etf | 7,446 | $271.4K | 0.2% | 13F ↗ |
| 33 | BlackRock ETF Trust II Isha Flex In Etf | 5,272 | $267.8K | 0.2% | 13F ↗ |
| 34 | Dimensional ETF Trust Intl Small Cap V | 5,269 | $228.1K | 0.2% | 13F ↗ |
| 35 | Vanguard Malvern Fds Core Bd Etf | 2,884 | $212.3K | 0.2% | 13F ↗ |
| 36 | SHW Sherwin-Williams Company | 650 | $210.1K | 0.2% | 13F ↗ |
Changes since the previous quarter
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We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Quarter | Filed | Form | Positions | Reported value | Status | Filing |
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 36 | $138.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer