§ 13F · FUND PROFILE
Johnson Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1055.1T (13F)Positions · 77Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35.5T 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 2.51M | $790.7T | 48.9% | +57% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 3.66M | $228.5T | 14.1% | +47% |
| 3 | MINT | PIMCO ETF TR | 1.20M | $120.3T | 7.4% | −7% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 2.20M | $118.4T | 7.3% | +50% |
| 5 | VTI | VANGUARD INDEX FDS | 169K | $56.8T | 3.5% | −6% |
| 6 | VB | VANGUARD INDEX FDS | 173K | $44.6T | 2.8% | +51% |
| 7 | SCHC | SCHWAB STRATEGIC TR | 742K | $33.8T | 2.1% | −6% |
| 8 | VNQ | VANGUARD INDEX FDS | 211K | $18.7T | 1.2% | +59% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 646K | $15.5T | 1.0% | +29% |
| 10 | SPY | SPDR S&P 500 ETF TR | 22K | $14.7T | 0.9% | +778% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHNSON SIGNAL
AC read
Johnson Financial Group, LLC is a Other fund managing $1055105.5 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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