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

Johnson & White Wealth Management, LLC

$267M in tracked AUM across 117 positions as of Q2 2026.

J&
CIK 0001954136 · last filed Jun 30, 2026
Total AUM
$267M
as of Q2 2026
Holdings
117
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Johnson & White 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
PXF
INVESCO EXCH TRADED FD TR II
$30M392K11.1%02
PRFZ
INVESCO EXCHANGE TRADED FD T
$15M266K5.6%03
HMOP
HARTFORD FDS EXCHANGE TRADED
$12M315K4.6%04
PYLD
PIMCO ETF TR
$12M464K4.6%05
IDV
ISHARES TR
$12M284K4.4%06
SCHD
SCHWAB STRATEGIC TR
$11M333K4.0%07
DGRO
ISHARES TR
$9M120K3.4%08
PXH
INVESCO EXCH TRADED FD TR II
$9M308K3.2%09
BNDX
VANGUARD CHARLOTTE FDS
$9M176K3.2%10
NVDA
NVIDIA CORPORATION
$8M38K2.9%

Filing history

2026Q2Jun 30
$267M▲ 13.1%
117 positionsView →2026Q1Mar 31
$236M▲ 2.9%
106 positionsView →2025Q4Dec 31
$230M▲ 5.2%
111 positionsView →2025Q3Sep 30
$218M▲ 10.0%
112 positionsView →2025Q2Jun 30
$199M▲ 11.4%
102 positionsLocked2025Q1Mar 31
$178M▲ 7.8%
98 positionsLocked2024Q4Dec 31
$165M▲ 42.3%
98 positionsLocked2024Q3Sep 30
$116M▲ 11.0%
54 positionsLocked2024Q2Jun 30
$105M▼ 23.8%
51 positionsLocked2024Q1Mar 31
$137M▲ 13.9%
86 positionsLocked2023Q4Dec 31
$121M▲ 9.2%
79 positionsLocked2023Q3Sep 30
$111M▲ 51.6%
72 positionsLocked
Showing 12 of 16