§ 13F · FUND PROFILE
Johnson & White Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.5B (13F)Positions · 102Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$229.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PXF | INVESCO EXCH TRADED FD TR II | 381K | $25.0T | 10.9% | NEW |
| 2 | PRFZ | INVESCO EXCHANGE TRADED FD T | 255K | $11.7T | 5.1% | NEW |
| 3 | IDV | ISHARES TR | 267K | $10.5T | 4.6% | NEW |
| 4 | HMOP | HARTFORD FDS EXCHANGE TRADED | 255K | $10.0T | 4.3% | NEW |
| 5 | PYLD | PIMCO ETF TR | 344K | $9.2T | 4.0% | NEW |
| 6 | SCHD | SCHWAB STRATEGIC TR | 315K | $8.6T | 3.8% | NEW |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 164K | $7.9T | 3.4% | NEW |
| 8 | DGRO | ISHARES TR | 113K | $7.8T | 3.4% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 41K | $7.7T | 3.4% | NEW |
| 10 | PXH | INVESCO EXCH TRADED FD TR II | 292K | $7.5T | 3.3% | NEW |
§ 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 $198.5 trillion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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