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

Johnson Financial Group, LLC

$1.5B in tracked AUM across 185 positions as of Q1 2026.

JF
CIK 0001706327 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
185
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Johnson Financial Group, LLC 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
VV
VANGUARD INDEX FDS
$764M2.6M50.9%02
VEA
VANGUARD TAX-MANAGED FDS
$234M3.7M15.6%03
VWO
VANGUARD INTL EQUITY INDEX F
$115M2.1M7.7%04
VTI
VANGUARD INDEX FDS
$49M154K3.3%05
VB
VANGUARD INDEX FDS
$43M165K2.9%06
SCHC
SCHWAB STRATEGIC TR
$28M604K1.9%07
VNQ
VANGUARD INDEX FDS
$19M209K1.2%08
PDBC
INVESCO ACTVELY MNGD ETC FD
$16M948K1.1%09
SCHF
SCHWAB STRATEGIC TR
$16M647K1.1%10
SPY
STATE STR SPDR S&P 500 ETF T
$12M19K0.8%

Filing history

2026Q1Mar 31
$1.5B▼ 7.0%
185 positionsView →2025Q4Dec 31
$1.6B▲ 47.7%
120 positionsView →2025Q3Sep 30
$1.1B▲ 3.7%
90 positionsView →2025Q2Jun 30
$1.1B▲ 390.9%
77 positionsLocked2025Q1Mar 31
$215M▼ 74.8%
46 positionsLocked2024Q4Dec 31
$854M▲ 3.8%
50 positionsLocked2024Q3Sep 30
$823M▲ 7.6%
45 positionsLocked2024Q2Jun 30
$765M▼ 3.5%
41 positionsLocked2024Q1Mar 31
$792M▲ 1.4%
37 positionsLocked2023Q4Dec 31
$781M▲ 11.6%
46 positionsLocked2023Q3Sep 30
$700M▼ 4.3%
39 positionsLocked2023Q2Jun 30
$732M▲ 9.9%
39 positionsLocked
Showing 12 of 36