§ 13F · FUND PROFILE
Johnson & White Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199K (13F)Positions · 102Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$418K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PXF | INVESCO EXCH TRADED FD TR II | 388K | $27M | 11.5% | +2% |
| 2 | PRFZ | INVESCO EXCHANGE TRADED FD T | 264K | $12M | 5.1% | +4% |
| 3 | HMOP | HARTFORD FDS EXCHANGE TRADED | 309K | $12M | 5.1% | +21% |
| 4 | IDV | ISHARES TR | 273K | $12M | 4.9% | +2% |
| 5 | PYLD | PIMCO ETF TR | 416K | $11M | 4.6% | +21% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 325K | $10M | 4.2% | +3% |
| 7 | DGRO | ISHARES TR | 118K | $8M | 3.5% | +4% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 172K | $8M | 3.5% | +5% |
| 9 | PXH | INVESCO EXCH TRADED FD TR II | 304K | $8M | 3.5% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 39K | $7M | 2.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHNSON SIGNAL
AC read
Johnson & White Wealth Management, LLC is a Other fund managing $199 thousand in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed