Institutions / Johnson & White Wealth Management, LLC
Johnson & White Wealth Management, LLC
CIK 1954136 · Institution · as of Dec 31, 2025
Portfolio value
$229.77M
Positions
111
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 111 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Bloomberg Enhanced Fallen Angels ETF | $24.99M | 10.9% |
| Invesco Exchange Traded Fd T | $11.69M | 5.1% |
| iShares Tr | $10.53M | 4.6% |
| Hartford Fds Exchange Traded | $9.97M | 4.3% |
| PIMCO ETF Tr | $9.18M | 4.0% |
| Schwab Strategic Tr | $8.63M | 3.8% |
| Vanguard Charlotte Fds | $7.93M | 3.4% |
| iShares Tr | $7.84M | 3.4% |
| NVIDIA Corp | $7.72M | 3.4% |
| Invesco Exch Traded Fd Tr II | $7.54M | 3.3% |
| Invesco Exchange Traded Fd T | $6.07M | 2.6% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $5.78M | 2.5% |
| Apple Inc. | $5.57M | 2.4% |
| Invesco Exchange Traded Fd T | $5.21M | 2.3% |
| Broadcom Inc. | $5.01M | 2.2% |
| SPDR Series Trust | $4.46M | 1.9% |
| SPDR Index Shs Fds | $4.17M | 1.8% |
| Listed Fds Tr | $3.55M | 1.5% |
| Invesco Exch Traded Fd Tr II | $3.47M | 1.5% |
| iShares Tr | $2.89M | 1.3% |
| Vanguard Whitehall Fds | $2.80M | 1.2% |
| Microsoft Corp | $2.79M | 1.2% |
| JPMORGAN CHASE & CO | $2.56M | 1.1% |
| Amazon.com Inc | $2.32M | 1.0% |
| Invesco Exch Traded Fd Tr II | $2.12M | 0.9% |
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.