13F Insight
DOSSIER · 13F-HR · Q2 2026

Johnson Financial Group, LLC

$1.9B in tracked AUM across 279 positions as of Q2 2026.

JF
CIK 0001706327 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
279
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Johnson Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$933M2.7M50.2%02
VEA
VANGUARD TAX-MANAGED FDS
$241M3.4M13.0%03
VWO
VANGUARD INTL EQUITY INDEX F
$140M2.3M7.5%04
VTI
VANGUARD INDEX FDS
$57M153K3.1%05
SCHC
SCHWAB STRATEGIC TR
$54M1.1M2.9%06
VB
VANGUARD INDEX FDS
$51M168K2.7%07
SPY
STATE STR SPDR S&P 500 ETF T
$16M22K0.9%08
AAPL
APPLE INC
$14M47K0.7%09
PDBC
INVESCO ACTVELY MNGD ETC FD
$13M811K0.7%10
SCHF
SCHWAB STRATEGIC TR
$12M450K0.7%

Filing history

2026Q2Jun 30
$1.9B▲ 23.6%
279 positionsView →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 positionsLocked
Showing 12 of 37