DOSSIER · 13F-HR · Q2 2026

Johnson Wealth Management, LLC

$236M in tracked AUM across 100 positions as of Q2 2026.

JW
CIK 0002110653 · last filed Jun 30, 2026
Total AUM
$236M
as of Q2 2026
Holdings
100
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Johnson Wealth Management, 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
DFAC
DIMENSIONAL ETF TRUST
$52M1.2M21.8%
02
DFAX
DIMENSIONAL ETF TRUST
$50M1.3M21.0%
03
DFCF
DIMENSIONAL ETF TRUST
$15M358K6.4%
04
DFSD
DIMENSIONAL ETF TRUST
$14M298K6.0%
05
DUSB
DIMENSIONAL ETF TRUST
$13M258K5.6%
06
DFGX
DIMENSIONAL ETF TRUST
$13M243K5.5%
07
DFAU
DIMENSIONAL ETF TRUST
$13M248K5.4%
08
DFLV
DIMENSIONAL ETF TRUST
$7M181K3.0%
09
DFAI
DIMENSIONAL ETF TRUST
$7M158K2.8%
10
DFNM
DIMENSIONAL ETF TRUST
$6M117K2.4%

Filing history

2026Q2Jun 30
$236M 14.0%
100 positionsView →
2026Q1Mar 31
$207M 3.1%
82 positionsView →
2025Q4Dec 31
$201M 10.7%
76 positionsView →
2025Q3Sep 30
$182M
73 positionsView →