Institutions / Johnson Wealth Management, LLC

Johnson Wealth Management, LLC

CIK 2110653 · Institution · as of Dec 31, 2025

Portfolio value

$200.96M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 49 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$43.11M	1,317,050	21.5%
Dimensional ETF Trust	—	$40.43M	1,021,161	20.1%
Dimensional ETF Trust	—	$12.84M	301,735	6.4%
Dimensional ETF Trust	—	$12.49M	260,538	6.2%
Dimensional ETF Trust	—	$12.05M	257,420	6.0%
Dimensional ETF Trust	—	$10.79M	212,961	5.4%
Dimensional ETF Trust	—	$10.31M	195,896	5.1%
Dimensional ETF Trust	—	$6.50M	170,622	3.2%
Dimensional ETF Trust	—	$5.46M	159,485	2.7%
Vanguard Index Fds	—	$4.83M	15,355	2.4%
Dimensional ETF Trust	—	$4.46M	92,569	2.2%
Dimensional ETF Trust	—	$3.30M	55,410	1.6%
Dimensional ETF Trust	—	$2.92M	89,582	1.5%
Dimensional ETF Trust	—	$2.75M	120,241	1.4%
Gilead Sciences, Inc.	—	$2.51M	20,454	1.2%
Vanguard Index Fds	—	$2.45M	27,681	1.2%
Apple Inc.	—	$2.43M	8,924	1.2%
Dimensional ETF Trust	—	$2.37M	33,970	1.2%
NVIDIA Corp	—	$1.63M	8,750	0.8%
PROCTER & GAMBLE Co	—	$1.55M	10,818	0.8%
Microsoft Corp	—	$1.50M	3,098	0.7%
Alphabet Inc.	—	$1.01M	3,219	0.5%
Vanguard Index Fds	—	$992.2K	5,195	0.5%
Schwab Strategic Tr	—	$873.8K	26,788	0.4%
Invesco Qqq Tr	—	$836.1K	1,361	0.4%

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.