Institutions / Johnson Financial Group, LLC
Johnson Financial Group, LLC
CIK 1706327 · Institution · as of Dec 31, 2025
Portfolio value
$1.62B
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $790.74M | 48.9% |
| Vanguard Tax-Managed Fds | $228.53M | 14.1% |
| PIMCO ETF Tr | $120.31M | 7.4% |
| Vanguard Intl Equity Index F | $118.37M | 7.3% |
| Vanguard Index Fds | $56.77M | 3.5% |
| Vanguard Index Fds | $44.57M | 2.8% |
| Schwab Strategic Tr | $33.77M | 2.1% |
| Vanguard Index Fds | $18.70M | 1.2% |
| Schwab Strategic Tr | $15.54M | 1.0% |
| SPDR S&P 500 ETF Tr | $14.71M | 0.9% |
| Invesco Actvely Mngd Etc Fd | $12.81M | 0.8% |
| Vanguard Intl Equity Index F | $11.99M | 0.7% |
| NVIDIA Corp | $8.99M | 0.6% |
| Schwab Strategic Tr | $6.76M | 0.4% |
| Apple Inc. | $6.32M | 0.4% |
| Schwab Strategic Tr | $6.27M | 0.4% |
| iShares Inc | $6.14M | 0.4% |
| iShares Tr | $5.80M | 0.4% |
| Herbalife Ltd | $5.34M | 0.3% |
| Berkshire Hathaway Inc Del | $4.53M | 0.3% |
| Schwab Strategic Tr | $4.11M | 0.3% |
| SPDR Index Shs Fds | $4.00M | 0.2% |
| Paycom Software, Inc. | $4.00M | 0.2% |
| BlackRock, Inc. | $3.79M | 0.2% |
| Alphabet Inc. | $3.59M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.