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Johnson Wealth Management, LLC

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValueShares% of portfolio
EXXON MOBIL CORP—$201.8K1,6770.1%
ELI LILLY & Co—$252.6K2350.1%
DIMENSIONAL ETF TRUST—$293.2K5,8550.1%
AbbVie Inc.—$300.2K1,3140.1%
WELLS FARGO & COMPANY/MN—$307.9K3,3040.2%
DIMENSIONAL ETF TRUST—$330.7K4,4590.2%
iShares MSCI UAE ETF—$338.9K2,2790.2%
JPMORGAN CHASE & CO—$343.5K1,0660.2%
PEPSICO INC—$352.3K2,4550.2%
DIMENSIONAL ETF TRUST—$356.1K6,5850.2%
Tesla Inc—$364.3K8100.2%
ORACLE CORP—$369.1K1,8940.2%
SPDR SERIES TRUST—$420.4K9,7200.2%
SPDR SERIES TRUST—$450.9K7,9370.2%
Broadcom Inc.—$506.4K1,4630.3%
Meta Platforms Inc—$518.4K7850.3%
DIMENSIONAL ETF TRUST—$519.0K15,7800.3%
Otter Tail Corp—$543.6K6,7270.3%
Alphabet Inc.—$569.9K1,8160.3%
VANGUARD SPECIALIZED FUNDS—$600.2K2,7310.3%
DIMENSIONAL ETF TRUST—$616.7K13,2370.3%
ALERUS FINANCIAL CORP—$634.8K28,1860.3%
Warren E. Buffett—$651.4K1,2960.3%
Amazon.com Inc—$739.5K3,2040.4%
INVESCO QQQ TR—$836.1K1,3610.4%
SCHWAB STRATEGIC TR—$873.8K26,7880.4%
VANGUARD INDEX FDS—$992.2K5,1950.5%
Alphabet Inc.—$1.01M3,2190.5%
MICROSOFT CORP—$1.50M3,0980.7%
PROCTER & GAMBLE Co—$1.55M10,8180.8%
NVIDIA Corp—$1.63M8,7500.8%
DIMENSIONAL ETF TRUST—$2.37M33,9701.2%
Apple Inc.—$2.43M8,9241.2%
VANGUARD INDEX FDS—$2.45M27,6811.2%
GILEAD SCIENCES, INC.—$2.51M20,4541.2%
DIMENSIONAL ETF TRUST—$2.75M120,2411.4%
DIMENSIONAL ETF TRUST—$2.92M89,5821.5%
DIMENSIONAL ETF TRUST—$3.30M55,4101.6%
DIMENSIONAL ETF TRUST—$4.46M92,5692.2%
VANGUARD INDEX FDS—$4.83M15,3552.4%
DIMENSIONAL ETF TRUST—$5.46M159,4852.7%
DIMENSIONAL ETF TRUST—$6.50M170,6223.2%
DIMENSIONAL ETF TRUST—$10.31M195,8965.1%
DIMENSIONAL ETF TRUST—$10.79M212,9615.4%
DIMENSIONAL ETF TRUST—$12.05M257,4206.0%
DIMENSIONAL ETF TRUST—$12.49M260,5386.2%
DIMENSIONAL ETF TRUST—$12.84M301,7356.4%
DIMENSIONAL ETF TRUST—$40.43M1,021,16120.1%
DIMENSIONAL ETF TRUST—$43.11M1,317,05021.5%
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