Johnson & White Wealth Management
$267M 13F equity value
118 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Johnson & White Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | 392,494 | $30M | 11.1% |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 266,421 | $15M | 5.6% |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 314,557 | $12M | 4.6% |
| PYLD | PIMCO ETF TR | 463,895 | $12M | 4.6% |
| IDV | ISHARES TR | 283,503 | $12M | 4.4% |
| SCHD | SCHWAB STRATEGIC TR | 333,090 | $11M | 4.0% |
| DGRO | ISHARES TR | 120,428 | $9M | 3.4% |
| PXH | INVESCO EXCH TRADED FD TR II | 307,636 | $9M | 3.2% |
| BNDX | VANGUARD CHARLOTTE FDS | 176,355 | $9M | 3.2% |
| NVDA | NVIDIA CORPORATION | 38,110 | $8M | 2.9% |
Track Johnson & White Wealth Management's 13F portfolio: $267M in reported holdings, 118 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}