Johnson & White Wealth Management, LLC: 13F holdings
CIK 19541362026Q2
| Positions | 117 |
|---|---|
| Reported value | $267.3m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EZU INVESCO EXCH TRADED FD TR II | 392,494 | $29.7m | 11.1% |
| PRFZ INVESCO EXCHANGE TRADED FD T | 266,421 | $14.9m | 5.6% |
| HARTFORD FDS EXCHANGE TRADED | 314,557 | $12.3m | 4.6% |
| PYLD PIMCO ETF TR | 463,895 | $12.3m | 4.6% |
| IDV ISHARES TR | 283,503 | $11.7m | 4.4% |
| SCHD SCHWAB STRATEGIC TR | 333,090 | $10.6m | 4.0% |
| DGRO ISHARES TR | 120,428 | $9.1m | 3.4% |
| PXH INVESCO EXCH TRADED FD TR II | 307,636 | $8.6m | 3.2% |
| BNDX VANGUARD CHARLOTTE FDS | 176,355 | $8.5m | 3.2% |
| NVDA NVIDIA CORPORATION | 38,110 | $7.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954136")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.