13F Insight
DOSSIER · 13F-HR · Q1 2026

Johnson Financial Group, Inc.

$2.8B in tracked AUM across 1,301 positions as of Q1 2026.

JF
CIK 0001477024 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
1,301
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Johnson Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$835M1.3M30.2%02
IUSB
ISHARES TR
$233M5.1M8.5%03
IWF
ISHARES TR
$176M413K6.4%04
IEFA
ISHARES TR
$175M1.9M6.3%05
XLG
INVESCO EXCHANGE TRADED FD T
$113M2.1M4.1%06
AAPL
APPLE INC
$54M213K2.0%07
ACWX
ISHARES TR
$48M695K1.7%08
JOUT
JOHNSON OUTDOORS INC
$44M951K1.6%09
IXUS
ISHARES TR
$41M470K1.5%10
SPY
STATE STR SPDR S&P 500 ETF T
$37M57K1.3%

Filing history

2026Q1Mar 31
$2.8B▲ 3.4%
1,301 positionsView →2025Q4Dec 31
$2.7B▲ 242.5%
1,369 positionsView →2025Q3Sep 30
$780M▼ 64.9%
739 positionsView →2025Q2Jun 30
$2.2B▲ 8.7%
1,031 positionsLocked2025Q1Mar 31
$2.0B▼ 3.4%
1,191 positionsLocked2024Q4Dec 31
$2.1B▼ 3.4%
1,138 positionsLocked2024Q3Sep 30
$2.2B▲ 6.1%
1,245 positionsLocked2024Q2Jun 30
$2.1B▲ 11.0%
1,111 positionsLocked2024Q1Mar 31
$1.9B▲ 1.7%
1,161 positionsLocked2023Q4Dec 31
$1.8B▲ 27.0%
1,270 positionsLocked2023Q3Sep 30
$1.4B▼ 0.5%
917 positionsLocked2023Q2Jun 30
$1.4B▲ 3.0%
1,039 positionsLocked
Showing 12 of 63