Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Johnson Financial Group, Inc. (CIK 1477024) reported $2.76B across 885 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($834.6M, 30.22%), IUSB ($233.4M, 8.45%), IWF ($176.0M, 6.37%), IEFA ($175.1M, 6.34%), XLG ($113.0M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $834.6M | 30.22% | 1.3M | Added |
| 2 | IUSB | ISHARES TR | $233.4M | 8.45% | 5.1M | Added |
| 3 | IWF | ISHARES TR | $176.0M | 6.37% | 412,850 | Added |
| 4 | IEFA | ISHARES TR | $175.1M | 6.34% | 1.9M | Added |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | $113.0M | 4.09% | 2.1M | Added |
| 6 | AAPL | APPLE INC | $53.9M | 1.95% | 212,575 | Added |
| 7 | ACWX | ISHARES TR | $47.6M | 1.72% | 694,804 | Trimmed |
| 8 | JOUT | JOHNSON OUTDOORS INC | $44.2M | 1.60% | 950,615 | Trimmed |
| 9 | IXUS | ISHARES TR | $40.7M | 1.47% | 469,956 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $37.2M | 1.35% | 57,041 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $36.9M | 1.33% | 99,549 | Added |
| 12 | IEMG | ISHARES INC | $31.3M | 1.13% | 448,274 | Trimmed |
| 13 | IJH | ISHARES TR | $29.9M | 1.08% | 442,585 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $27.0M | 0.98% | 154,803 | Trimmed |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | $27.2M | 0.98% | 576,938 | Added |
| 16 | ISTB | ISHARES TR | $27.1M | 0.98% | 559,017 | Added |
| 17 | GOOG | ALPHABET INC | $26.3M | 0.95% | 91,543 | Trimmed |
| 18 | MBB | ISHARES TR | $21.7M | 0.79% | 228,370 | Trimmed |
| 19 | IWB | ISHARES TR | $19.3M | 0.70% | 54,265 | Added |
| 20 | XOM | EXXON MOBIL CORP | $18.7M | 0.68% | 109,956 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $17.6M | 0.64% | 54,734 | Trimmed |
| 22 | IEI | ISHARES TR | $15.1M | 0.55% | 127,196 | Trimmed |
| 23 | DSI | ISHARES TR | $13.8M | 0.50% | 113,725 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $13.6M | 0.49% | 55,811 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.6M | 0.49% | 28,444 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31